Policies - Export Options

Modified on Mon, 5 Aug at 4:34 PM

Policies - Export Options

The Policies Module includes the following Export Options:

  • Policy & Document Summary - Generates a PDF / CSV Summary of all Active, Draft, and Archived Policies right away, no additional input required
  • Attestation Report - Generates a PDF / CSV Report of the specified Policy:


The Ellipses Button (. . .) also offers a quick CSV Report that reflects only the Active Policies listed in the Active Tab:

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