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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
- All Attestations Reports - Generates a CSV for all policy attestations, including the attestation status per employee for each modified version of the policy.
The Ellipses Button (. . .) also offers a quick CSV Report that reflects only the Active Policies listed in the Active Tab:
