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All Courses > Exporting Documents

Exporting Documents

Exporting regulatory documents in HTML, PDF, or CSV is easy with Compliance.ai. Simply select documents in the Search, Timeline, Enforcement, News, or Jurisdiction Analyzer view to share documents in your preferred format or analyze document contents or meta-data in a spreadsheet.

Exporting

Search and select documents in the Search, Timeline, Enforcement, News, or Jurisdiction Analyzer 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.

Toolbar

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

Download as

  • 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.

Basic Filter

  • There are two options for receiving CSV files.
    • Single document CSV files: Line-by-line CSV files that include each sentence within a single row on your spreadsheet are available for documents that have been sentencified. For efficiency, multiple CSV files are packaged within a zip file for delivery.
    • Multiple documents within a CSV 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 file.
  • Selecting data for CSV 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 files for each document.
  • The CSV download will begin once you Select Export from the overlay. As a backup, we also deliver the file to you via email.

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 June 17, 2019 and June 16, 2020 by the CFPB, FDIC, OCC, and FRS that mention “bank.”

Your search would look like this:

Search Example

Check the select check box and choose “Select all (up to 600)” to export all 232 documents in your preferred format.

Search View