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All Courses > Exporting Documents

Exporting Documents

Exporting regulatory documents in HTML, PDF, or CSV is easy with Assurance AI. Simply select documents in the Search, Timeline, Enforcement, News pages or Custom Views to share documents in your preferred format or analyze document contents or meta-data in a spreadsheet.

Exporting

Search and select documents in your preferred view

Export Details:

  • You can only export 600 documents per day, so narrow your search to find the documents you need before starting the process. Once you have found your documents, click the Select checkbox on the left of the toolbar, choose the “Select all (up to 600)” link, and click the download icon.

  • Once you click Download, you will be able to select your preferred file type – CSV, XLSX, HTML or PDF.

  • PDF & HTML files are downloaded individually within a single zip file. If you select a large number of files, you should expect that the process will take a few minutes.
  • HTML files are only available for sentencified documents. The diffing icon indicates which documents are available in HTML. You can also filter for sentencified documents by choosing Document Properties = Diffing available within basic or advanced search filters. Once you’ve selected documents, click the Export button in your toolbar to see information on how many of your selected files can be downloaded in HTML format.

  • There are two options for receiving CSV or XLSX files.
    • Single document CSV or XLSX files: Line-by-line CSV or XLSX files that include each sentence within a single row on your spreadsheet are available for documents that have been sentencified. For efficiency, multiple CSV or XLSX files are packaged within a zip file for delivery.
    • Multiple documents within a CSV or XLSX file: If you want to export document meta-data without sentence-by-sentence content, you will receive data about all selected documents within a single CSV or XLSX file.
  • Selecting data for CSV or XLSX download. Once you have indicated that you wish to download a CSV file, you will receive an overlay allowing you to choose the specific attributes to include in your file. Remember that selecting Sentences will construct individual CSV or XLSX files for each document.
  • The CSV or XLSX download will begin once you Select Export from the overlay. You can retrieve your export from the Reporting > Downloads screen once it is ready. Once the file is ready, you will also receive an email directing you to the Downloads screen.

Common use cases for exporting documents

  • Reporting: Get a high-level overview of all the attributes listed above, for all of the documents you have selected. Confirm a document’s workflow status, check whether or not a document has been “read,” and complete analysis such as reviewing trends in enforcement violations.
  • Download fewer PDFs: Select PDF URL to generate a file with a list of direct links to the documents you are working on. Share with colleagues and review documents inside the platform.
  • Analysis: Export Sentences, including obligation assessment to facilitate line-by-line document assessments.

Example

Let’s say that you’re searching for enforcement documents published between November 24, 2023 and November 24, 2024 by the CFPB, FDIC, OCC, and FRS that mention “bank.”

Your search would look like this:

Check the select check box and choose “Select up to 301 documents” to export all 301 documents in your preferred format.

After selecting documents and clicking the download tool, if you choose CSV or XLSX, you will be asked to review the specific data fields you wish to receive.

If you have selected sentencified documents, you have the additional option to export document data on a sentence by sentence level. After you select “Sentences”, you have the additional option of choosing a sentence type or an annotation type export. Sentence type exports allow you to review all document sentences in individual, document-specific files, whereas annotation type exports provides a single CSV or XLXS that includes only the sentences you and others in your organization have interacted with.