Skip to content
English
Visit www.orchidea.dev
  • There are no suggestions because the search field is empty.

Export proposals to Word or Excel

You can export proposals into a Word or Excel in channels, challenges, and workshops. You can also export proposals that you find with the workspace search.

Export proposals in channels

  1. Go to the channel of your choice.
  2. Select the Workflow tab.
  3. Choose the list view by clicking the icon in the upper right corner of the Workflow tab.
  4. Select the proposals for export by adding a tick-in-the-box to the left side of the proposal name.
  5. Click Tools => Export and choose whether to export your proposals into a Word or Excel file.
  6. Downloading of the file will start automatically.

Export proposals in challenges

  1. Go to the challenge of your choice.
  2. Select the Proposals tab.
  3. Choose the list view by clicking on the icon in the upper right corner of the Proposals tab.
  4. Select the proposals for export by adding a tick-in-the-box to the left side of the proposal name.
  5. Click Tools => Export and choose whether to export your proposals into a Word or Excel file.
  6. Downloading of the file will start automatically.

Export proposals in workshops

  1. Go to the workshop of your choice and head there to the Results phase of the workshop.
  2. Choose list view by pressing on the icon in the upper right corner of the Results phase.
  3. Select the proposals for export by adding a tick-in-the-box to the left side of the proposal name.
  4. Click Tools => Export and choose whether to export your proposals into a Word or Excel file.
  5. Downloading of the file will start automatically.

Exporting Proposals to Word or Excel in workspace search

  1. Click the Search (magnifying glass) icon in the top navigation bar.

  2. The search page will initially appear empty. Click the Filters button to define which proposals you want to export.

  3. Select a filter, such as a date range in the Created section, to populate the list of proposals.

  4. Once the list is populated, click the Export all button located at the top of the search results.

  5. In the modal window, choose your preferred format: Word or Excel.

📌 As a security and auditing measure, Orchidea logs a history event for every exported proposal, recording the identity of the individual who performed the export.

Exporting Proposal Attachments

Since Word and Excel files do not support embedded attachments, these must be exported separately via the workspace administration settings.

  1. Click on your User Profile icon in the top right corner and select Workspace settings.

  2.  

    In the left-hand sidebar, click on Subscription.

  3. Scroll to the bottom of the page and click the Attachment storage (Megabytes) link.

  4. A window will appear listing all attachments added to your workspace, along with the name of the proposal they belong to.

  5. Click on an Attachment name to download that specific file to your device.