From the Action Items dashboard, you can download PDF copies of Action Item forms, or email PDF copies of Action Item forms to other users in your company.

1. Select Employee Tools > Action Items.
2. To distribute Action Items:
   1. On the Action Items dashboard, select the checkbox next to each Action Item that you want to download.
   2. Select the Distribute button above the grid.
   3. Enter the email address that you would like to send the Action Items to, and then select the + button. Repeat this step for additional recipients.
   4. Enter a Subject and Message for the email (required in order to send the email).
   5. To add attachments, you can drag and drop files to the gray box in the Attachments section. You can also select the gray box to navigate to and upload a file from your computer.
   6. When you are finished, select Send.
3. To download Action Items:
   1. On the Action Items dashboard, select the checkbox next to each Action Item that you want to download.
   2. Select the Download button above the grid.

      The PDF copies of the Action Items are downloaded to a .zip file in the Downloads folder of your computer.

4. To export Action Items:
   1. On the Action Items dashboard, select the checkbox next to each Action Item that you want to export.
   2. Select the Export button above the grid.

      The system generates a spreadsheet summary of responses to the select Action Item forms grouped by Header Question and date.