Exporting proof at the organizational level

Roles and permissions

The following roles can export proof at the organizational level:

Administrator
Compliance managers
Users

Note

You can only export private proof if you are a member of that proof. The lock icon in the grid next to the proof name indicates that a piece of proof is private.

From the left menu, select Proof.
Select the checkboxes next to the proof that you want to export.
Tip
Click the Filter icon in the upper-right corner to filter results based on who owns the proof, who uploaded the proof, and/or when the proof was uploaded.
Click Export.
The Export proof window opens.
Do the following:
1. From the Organize by drop-down menu, select how you want the proof to be organized.
  By control - One folder per control that contains all of the proof linked to that control.
  By label - One folder per label that contains all of the proof linked to that label.
  By control and label (if exporting proof from a program) - One folder per control. Each of those folders has one sub-folder per linked label. Proof that is linked directly to the control is included in the main control folder. Proof that is indirectly linked to the control via the label is included in the label folder.
  By flat list (if exporting proof at the organizational level) - One folder that contains all of the proof you selected.
2. Optionally, but highly recommended, select the Prepend filename with Control ID checkbox to include the Control ID at the beginning of the filename.
3. To specify a specific date range, select the Select date range radio button.
4. Optionally, select the Include requirement proof checkbox if you want to include proof linked to requirements.
Tip
The total proof size is located at the bottom of the Export proof window.
Click Export.
Click the Download button in the bottom-right corner to download the file now, or check your email to download it later.

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Exporting proof at the organizational level

Roles and permissions

Note

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