Complico Guide
  • 🏠Complico User Guide
  • 🧠Virtual Compliance Assistant
    • About
    • Dashboard
    • Task Management
    • Progress
    • Templates and Steps
    • Supervisors
    • Responsibles
    • Delegated Tasks
    • Mutual Evidences & Filters
  • 🖥️Frameworks infrastructure
    • About
    • Adopt Frameworks
    • Inside a Framework
    • Inside the Evidence
    • Upload Files
    • Add Statements
    • Comments
    • Change Status
    • Similar Evidences
    • Remove Frameworks
    • Export Frameworks
    • Generate Reports
  • 🗃️Reports Management
    • About
    • Generate New Reports
    • Review Reports (Auditor)
    • NCRs (Auditor)
    • Generated Reports
    • Report Status
    • Respond To NCRs
    • Report Archive
  • 📃Document Governance
    • About
    • Folders & Documents
    • Templates & Template Gallery
    • Approvers Workflow
    • Recipients
    • Editing
    • ETA (Estimated Time of Completion)
    • Upload a File
    • Document Status
    • Trash & File Options
    • Filter Documents
  • 🧰Asset Management
    • About
    • Add & Delete Assets
    • Create Asset Categories
    • Manage Requests
    • Release
    • Import & Export
  • 👥HR Management
    • About
    • Managing Employees
    • Organization Tree
    • Import & Export
    • Release
    • Employee Issues
    • Incoming Requests
    • Time-Off Requests
    • Job Title
    • Settings
  • 🚚Vendor Management
    • About
    • Add & Remove Vendors
    • Vendor Settings
    • Release
    • Import & Export
  • 🤵‍♀️Employee Portal
    • About
    • HR
      • Edit Profile
      • Organization Tree
      • Employee Issues
      • Time-Off Requests
      • Time-Off Management
    • Assets
      • Create Asset Requests
      • Manage Asset Requests
    • Required Actions
      • Perform Required Actions
      • Filter Tasks
    • Staff (COMING SOON)
    • Vendors (COMING SOON)
    • Training (COMING SOON)
    • Risk Treatment (COMING SOON)
    • Incident Reporting (COMING SOON)
  • 🔐Access Management
    • About
    • Applications
    • Campaign Configuration
    • Campain Review
    • Duties
    • SOD Rule Sets
    • Conflicts
  • 🙋‍♀️KYC Management
    • About
    • Use Templates
    • Creating & Editing Templates
    • Matches & Screenings
    • Send To Client & Requests
    • Client Risk & Edit Info
    • Client History
    • Client Lists & Crypto Wallets
    • OTS (One-Time Screening)
    • Archive & Blacklist Clients
    • Import & Export
  • 🚗Automation Management
    • About
    • Create Automations
    • Triggers (Schedule)
    • Documents
    • Actors
    • Saving To Evidences
    • Managing Automation
  • ☢️Vulnerability Scanner
    • COMING SOON
    • COMING SOON
  • 📱Integrations
    • About
    • Install Integrations
      • GitHub
      • Jira
      • Confluence
      • Azure AD
      • Intune
      • BambooHR
      • Google Workspace
      • AWS CloudTrail
      • Aws Elastic Compute Cloud
      • AWS Key Management Service
      • AWS Relational Database Service
      • AWS Security Hub
      • AWS Simple Storage Service
    • Use Integrations
    • Remove Integrations
    • Integration Details (Auditor)
  • 🛒Collectors
    • About
    • Collectors
  • 🔨Framework Builder
    • About
    • Creating Frameworks
    • Creating Controls
    • Creating Evidences
    • Unifying a Built Framework
    • Adopting a Built Framework
  • 🧯Risk Management
    • About
    • Models
    • Registries
    • Manage Risks
    • Export & Import
    • Release
  • ⚙️Settings
    • About
    • Organization
    • Invites
    • Profile
    • Change Language
    • Security
    • Contact Us
Powered by GitBook
On this page
  • Export a Risk Registry
  • Import a Risk Registry
  1. Risk Management

Export & Import

PreviousManage RisksNextRelease

Last updated 1 year ago

Export a Risk Registry

On a Risk Registry page, you have the option to export the Risk list and associated information as an Excel file.

To export a Risk Registry, click on the Export button, as indicated by the arrow below.

In this interface, you can choose the columns to be included in the Excel file based on Risk information categories.

Once the selection is made, proceed by clicking on Export.

The file has been automatically downloaded, and upon opening it, you can view all of your Registry's Risks presented in a well-organized Excel table.

Import a Risk Registry

If you intend to add multiple Risks at once from an Excel file, utilize the Import button.

In this window, you have the option to download an Excel Template to generate a file compatible with Complico's Import feature, as indicated by the arrow below.

Alternatively, you can upload an existing file to import Risks into a Registry.

To return to the

To return to the

🧯
Risk Management guide hub, click here.
main guide hub, click here.
selecting Export Assets on an Asset category
selecting columns for the Excel Assets list file
the created Risk Excel list file
Importing a Risk list file, or downloading Complico's Import template