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Converting a Survey to a Sign

How to convert a completed site survey into a sign record, and what data gets carried over.

2 min readUpdated April 10, 2026organiser

After reviewing a completed survey, you can convert it into a sign record in the same event. This creates a new sign with the survey's photos attached as reference documents.

Steps

  1. Open a survey that has been reviewed (or is in any non-converted state).
  2. Click Convert to Sign.
  3. In the conversion dialog:
    • Sign name is pre-filled with the survey name. You can edit it.
    • Select a Sign type from your organisation's sign type library (optional).
    • Add an optional Description.
  4. Click Convert.

What gets copied

  • All survey photos (both reference and field photos, including annotations) are duplicated into the sign's reference documents.
  • Photo files are copied to the signs storage bucket — this creates new storage charges.
  • The survey is marked as converted and linked to the new sign.

What doesn't get copied

  • Survey comments are not carried over.
  • Survey status history is not carried over.
  • The contractor assignment is not carried over to the sign.

After conversion

  • The survey detail page shows a "Converted to sign" badge with a link to the new sign.
  • The sign detail page shows a "Created from survey" badge with a link back to the source survey.
  • A survey can only be converted once.

If you want to reclaim storage space after conversion, you can delete the original survey. The sign's reference documents are independent copies.

Related

Converting a Survey to a Sign — Help Centre | Signplanr