Exporting Submission data
Single-Submission export gives you a downloadable file (CSV or PDF depending on configuration) of one Submission's full data, including Custom Question answers. The first time you export you accept a one-time export-consent step. For many Submissions at once, see Bulk export.
In short: Open the Submission and use the export action. CSV or PDF (where available). The first time you export you accept a one-time export-consent step; after that the full record downloads.
What gets exported
A single-Submission export includes the full record:
- All answered questions and their values, including Custom Question answers (Submission-level and per-record)
- Insureds, drivers, vehicles, properties (line-of-business records)
- Documents (links or attachments depending on format)
- Status, Tags, assignee, timestamps
What’s typically not included:
- Internal Notes and Comments (can be configured for your agency)
- Integration response payloads in raw form (they’re surfaced in the UI but may not export by default)
Export a single Submission
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Open the Submission.
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Use the export action (commonly an action menu item).
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If this is your first export, accept the export-consent prompt (see below).
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Pick the format if multiple are available (CSV, PDF).
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The file downloads (or, for slow exports, is emailed when ready).
Export consent
Before you can download a CSV or PDF export, SALT asks you to accept an export-consent step — an acknowledgment that you’re taking regulated data out of SALT. Consent is tracked separately for each format (CSV and PDF), so you may be prompted the first time you export in each format; after that, exports in that format download without re-prompting. Acceptance is logged (who accepted, when, and from which IP).
This is a blanket acknowledgment on the export action — it is not a per-question setting. There is no way to mark an individual Custom Question as “sensitive” to hold it back from a file: a Submission you can export, exports in full.
What SALT does restrict is collection — you can’t create a Custom Question that gathers prohibited data (SSNs, full card numbers, and similar). See Custom Question security.
Format choice
| Format | Best for |
|---|---|
| CSV | Importing into a spreadsheet or another data tool |
| Sharing with a colleague or external party for human reading |
CSV is the default for downstream automation. PDF is the default for human handoff.
Audit trail on exports
Each export logs who exported, when, and the IP address. An admin can review export activity if needed — useful for compliance and security audits.
Common questions
Do my Custom Questions appear in the export? Yes — Custom Question answers export with the rest of the record. There’s no per-question setting that hides them.
Can I export only some fields, not all? Single-Submission export is full-record. For selective field export, use bulk export with a column selection (where supported), or export to CSV and filter columns in your spreadsheet tool.
Will exporting trigger a consumer notification? No. Exports are internal and don’t notify the consumer.
The export downloaded but it’s empty. Confirm the Submission has data — incomplete Submissions may have only partial data. If the Submission clearly has data and the file is empty, contact support; it could be a known issue.