Generating a Policy

Once the questionnaire for a domain is complete — whether answered through the chat interface or by importing a CSV — ask Policy Pro to generate the policy document.

How to Generate a Policy Document

1. Open the Policy Screen for the domain you want to generate.
2. Ensure every question in the domain questionnaire is answered — Policy Pro will not generate a policy document until all questions have a response. When complete, Policy Pro prompts you: “All questions for the [Domain] policy have been completed. Would you like me to generate the policy document now?”
3. Type Yes (or any affirmative reply) in the chat input and click ► to send.
4. Policy Pro generates the policy document and displays it in the right-hand panel, replacing the welcome screen.
5. Review and edit the document directly in the right panel. Use the B (Bold) and I (Italic) toolbar buttons for formatting.

Export and Import — Overview

Export and Import provide another way to provide answers. Both the chat interface and Import can be used on the same domain — your answers are combined regardless of how they were entered. This section explains how to use Export or Import and where to find the buttons.

When to Use CSV

The CSV approach is useful when:

• You need to collect answers from colleagues or subject matter experts who do not have Policy Pro access.
• You already have answers documented elsewhere and want to upload them in bulk.
• You want an offline snapshot of your questionnaire state.
• You are updating a large number of answers at once.

Button Locations and Scope

Exporting Data

Export your questionnaire as a CSV file to review offline, share with colleagues, or give to a subject matter expert to complete.

Export the Full Questionnaire (All Domains)

1. On the Main Screen, locate the Export button in the upper-right of the CMMC Domains section.
2. Click Export. Policy Pro downloads a CSV file containing all questions across all 14 domains. The Valid Response column is auto-populated with format guidance (e.g. TRUE/FALSE, NUMBER, TEXT ENTRY). The file is named PolicyPro_AllQuestions_YYYYMMDD_HHMMSS.csv.
3. Open the file in Microsoft Excel or a similar application from your browser’s downloads folder.

Export a Single Domain

1. From the Main Screen, click the domain you want to export. The Policy Screen opens.
2. At the bottom of the chat panel, click Export.
3. Policy Pro downloads a CSV file containing only the questions and current answers for this domain. The file is named PolicyPro_{DomainName}_Questions_YYYYMMDD_HHMMSS.csv (e.g. PolicyPro_AccessControl_Questions_20260327_143000.csv).

After downloading, your file will contain four columns:

Figure 3 — Example exported CSV file. Only the Answer column should be edited.

Importing Data

Import a completed CSV file to update answers in bulk — for all domains at once from the Main Screen, or for a single domain from the Policy Screen.

Import from the Main Screen (All Domains)

1. On the Main Screen, click Import in the upper-right of the CMMC Domains section.
2. The Import dialog opens. Drag your CSV file into the upload area or click Browse files to select it.
3. Policy Pro validates the file. If it cannot be read or the format is incorrect, an error message is displayed. Correct the file and try again.
4. If valid, Policy Pro opens the Review Extracted Answers dialog. Proceed to Section 10.

Import into a Single Domain

1. From the Main Screen, click the domain you want to update. The Policy Screen opens.
2. At the bottom of the chat panel, click the blue Import button.
3. The Import dialog opens. Drag your CSV file into the upload area or click Browse files.
4. Policy Pro validates the file and, if valid, opens the Review Extracted Answers dialog. Proceed to Section 10.

File Requirements

Unrecognized Questions

If the CSV contains a question that Policy Pro does not recognize — for example because the question text was accidentally edited — that row is skipped and a warning is shown on the Review Extracted Answers dialog. Only rows that exactly match a known question are processed.

Reviewing and Applying Changes

After uploading a CSV or Excel file, Policy Pro displays the Review Extracted Answers dialog. This screen shows every answer found in the file alongside the current value so you can decide which changes to apply before committing them.

The Review Extracted Answers Screen

Figure: Review Extracted Answers — review and select which answers to import before applying.

Reading the Table

The dialog contains five columns:

Selecting Changes to Apply

Only checked rows are applied when you click Import (#) Answers. The number in parentheses reflects your current selection count (e.g., Import (3) Answers).

• Individual checkbox — check or uncheck each row independently.
• Select All Changes (Quick Actions) — checks all rows with WILL UPDATE or WILL SET status.
• Deselect All (Quick Actions) — unchecks all rows.
• Rows showing NO CHANGE cannot be selected — their current and new answers are identical.

Applying Changes

1. Review the table and check the rows you want to apply.
2. Use Select All Changes to quickly select every pending update, then uncheck any rows you want to skip.
3. Click Import (#) Answers to apply the selected answers.

Canceling Without Applying

Click Cancel (top right of the dialog) to close without making any changes.

CSV File Format

Every file exported by Policy Pro, and every file accepted for import, uses exactly four columns. In a full-questionnaire export, rows are ordered by domain sequence as shown on the Main Screen, with questions in interview order within each domain.

Figure 6 — Example CSV structure. Only the Answer column should be edited before reimporting.

Working with the File in Excel

• Column A = Category/Domain. Do not edit.
• Column B = Question. Do not edit.
• Column C = Valid Response. Do not edit.
• Column D = Answer. Edit only this column.
• Save in any format — Policy Pro accepts both CSV (.csv) and Excel (.xlsx).

Status Indicators

Policy Pro uses status badges throughout the application to communicate state at a glance.

Domain Status Badges (Main Screen)

Import Change Status Chips (Review Extracted Answers Dialog)