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Exporting Rulebooks

You can download rulebooks as .xlsx documents to use outside of the platform.

  1. Select RULEBOOKS and choose ALL RULEBOOKS.
  2. To export specific rulebooks, select the checkbox next to individual rulebooks and select Export Selected. To export all rulebooks, select Export All.

    Important

    If you want to edit the rulebook offline, select Export All to ensure nothing is lost or overwritten when importing the rulebook into Access Risk Management.

  3. You will be redirected to the Data Exports tab of the Activity History page. Select Download next to the completed report.