Documentation Index
Fetch the complete documentation index at: https://docs.keystn.com/llms.txt
Use this file to discover all available pages before exploring further.
Supported export formats
| Format | Description | Best for |
|---|---|---|
| Portable Document Format | Sharing read-only copies, regulatory submissions, printing | |
| DOCX | Microsoft Word format | Further editing in Word, collaboration with external parties who do not use Keystone |
How to export a policy
- Open the policy you want to export.
- Click the Export button in the policy toolbar or detail view. This opens the export menu.
- Select Export as PDF or Export as DOCX.
- The file is generated and downloaded to your browser’s default download location.
What is included in the export
The exported file contains:- The policy title as the document heading.
- The company name in the document header or metadata.
- The full policy content, including all text formatting, headings, lists, tables, and other structured content.
Export and version history
Exports are generated from the current content of the policy, not from a specific version. If you need to export a previous version:- View the version you want to export (see Versioning).
- Restore that version to make it the current content.
- Export the policy.
- If you do not want to keep the restored version as the current content, restore the latest version or re-edit as needed.
Use cases
Regulatory examinations
When examiners request copies of your compliance policies, export them as PDFs to provide clean, formatted documents with your company name and policy title.Branch distribution
For branch offices that maintain physical policy binders, export policies as PDFs for printing. Export as DOCX if the branch needs to annotate or customize a local copy.External collaboration
When working with legal counsel, investors, or other external parties who do not have access to Keystone, export the relevant policies as DOCX files for review and redlining.Onboarding packets
Export key policies (Employee Handbook, Code of Conduct, Compliance Overview) as PDFs to include in new hire onboarding materials.Limitations
- Exported files reflect the current content at the time of export. They are not automatically updated if the policy changes later.
- Images referenced by URL in the policy content are included in the export as long as the URLs are accessible at export time.
- Very large policies with many images or tables may take a few seconds to generate.