Introduction

The ability to export policies is helpful when external parties (e.g., auditors, consultants, vendors) or users not in Complyance require access to specific policy documentation.

You can export any policy directly from the Policy Center, with control over what information is included in the export file.

Exporting a Policy

Follow the steps below to export a policy:

1. Navigate to the Policy Center from the left-hand sidebar of Complyance.
2. Select the policy you want to export by clicking the policy name in the table view.
3. Click the three dots (•••) located in the top-right corner of the Policy Drawer.
4. Select Export from the dropdown menu.
5. In the export window, toggle on the specific fields you would like to include in the export (see toggle options below:
   • Add versions page: Includes a list of all versions with their published dates.
   • Show version details on versions page: Includes the description of edits listed in the 'version details' field
   • Add policy approvals receipt: Includes a list of approvers, and their approval status.
     • Note: This does not include Pending or Overdue approval requests.
   • Show policy approver dates: Add approval date to the policy approvals list
   • Add policy acknowledgements receipt: Includes a list of acknowledgments, and their acknowledgement status.
     • Note: This includes Pending acknowledgement requests, but does not specify if they're Overdue.
6. Click Confirm to generate and download your policy export.

The exported file will reflect the current version of the policy you have open.

Still have questions? Reach out to our support team via the Support Center for assistance.