Introduction

Export a complete assessment packet in minutes—including results with line‑level citations, control mappings, supplier questionnaires, and supporting attachments—so auditors, customers, and internal stakeholders all review the same source of truth. Rosella accelerates evidence gathering and report creation by automating research and assessments and unifying insights across many data sources, reducing manual prep time before export. citeturn3search1

If your team relies on spreadsheets for tracking risks or compliance tasks, attach those files so your export preserves institutional knowledge instead of replacing it—Parakeet enhances spreadsheet‑based workflows rather than forcing a rip‑and‑replace. citeturn3search2

What you’ll need

• Editor or Admin access to the target assessment

• All required evidence files uploaded (policies, logs, screenshots, spreadsheets)

• Any supplier questionnaires completed and linked to the assessment

• Optional: Google Docs integration enabled if you plan to export to Google Docs. citeturn2search2

Steps

1) Open the assessment

• Go to Assessments and select the assessment you want to export.

2) Review scope and evidence

• Confirm that findings, remediation owners, and due dates are current.

• Attach final artifacts (e.g., SOPs, CAPAs, logs, CSV/Excel trackers) to the relevant controls or questions so they travel with the export.

3) Start the export

• Select Export from the assessment action bar, then choose Export packet.

4) Choose what to include

• Results with line‑level citations: Include inline citation markers and a references appendix for any Rosella‑generated content or analyst notes that cite sources.

• Control mappings: Include mappings to your frameworks (e.g., ISO programs) for traceability.

• Questionnaires: Bundle linked supplier/contractor questionnaires and responses.

• Attachments: Package all attached evidence files (policies, reports, spreadsheets, logs) referenced by the assessment.

5) Choose delivery method

• Export to Google Docs: Create a living document for collaborative redlining with your team and external reviewers. Requires the Google Docs integration. citeturn2search2

• Share as a Rosella Page: Publish a read‑only, shareable page that collaborators can view internally or externally—ideal for audits or customer reviews. citeturn1search1

6) Generate the packet

• Click Generate. Keep the window open while Parakeet compiles the packet and links citations, mappings, questionnaires, and attachments.

7) Verify and share

• Spot‑check: Open the output and confirm that citation markers resolve to the correct source list; control IDs align to your frameworks; questionnaires render in full; and each attachment opens.

• Share: Send the Google Doc to reviewers or copy the Rosella Page link with appropriate access controls. citeturn1search1

8) Preserve the audit trail

• Parakeet retains the export event in the assessment history so you can demonstrate when and what was shared during audits.

What’s included in the packet (at a glance)

TPRM export: audit-ready evidence packs

When exporting assessments for third-party risk management (TPRM), select Audit-ready evidence pack to deliver a consistent source of truth to customers, auditors, and partners. The packet includes:

• Results with line-level citations

• Control mappings to your frameworks

• Supplier/contractor questionnaires and responses

• All attached evidence files

• A manifest summarizing everything bundled for downstream validation

Tip: Recipients can verify citations, attachments, and mappings using the Rosella Evidence Validator. To design and manage supplier questionnaires, visit the TPRM hub.

Sample packet

Review a redacted example packet: Rosella evidence parsing. It highlights:

• Table of contents and manifest of bundled items

• Inline citations with a references appendix

• Versioned approvals and system logs

• Optional watermarking and selective redaction

60-second demo

Export manifest (JSON example)

Every packet includes a machine-readable manifest (manifest.json) to help recipients validate what was bundled.

{
  "export_id": "EXP-2025-09-30-00123",
  "assessment": "Supplier Risk – Q4",
  "generated_at": "2025-09-30T14:22:11Z",
  "evidence": [
    { "id": "EV-101", "name": "Access_Logs_Q4.pdf", "type": "pdf", "linked_to": ["CTRL-AC-1", "FIND-7"] },
    { "id": "EV-102", "name": "SOP-Change-Control.docx", "type": "docx", "linked_to": ["CTRL-CC-3"] }
  ],
  "citations": [
    { "marker": "[1]", "source": "Analyst note: Validation logs", "ref_id": "SRC-1" },
    { "marker": "[2]", "source": "Regulatory guideline excerpt", "ref_id": "SRC-2" }
  ],
  "questionnaires": [
    { "id": "Q-55", "name": "Supplier Security Questionnaire", "status": "Complete", "respondent": "ACME Components" }
  ]
}

Advanced export options: redaction and watermarking

Protect sensitive information without slowing reviews:

• Redaction: Mask non-essential PHI/PII or proprietary fields before sharing externally.

• Watermarking: Stamp exports with context (e.g., assessment name, date, “Confidential – Read only”).

These options help teams collaborate while maintaining privacy and provenance.

How-To (structured data)

{
  "@context": "https://schema.org",
  "@type": "HowTo",
  "name": "Export an audit-ready evidence pack",
  "description": "Create a TPRM-ready assessment packet with manifest, optional redaction, and watermarking.",
  "step": [
    {"@type": "HowToStep", "name": "Open the assessment", "text": "Go to Assessments and select the target assessment."},
    {"@type": "HowToStep", "name": "Start the export", "text": "Choose Export > Export packet."},
    {"@type": "HowToStep", "name": "Include TPRM pack", "text": "Select ‘Audit-ready evidence pack’ to bundle citations, mappings, questionnaires, attachments, and a manifest."},
    {"@type": "HowToStep", "name": "Apply privacy options", "text": "Toggle redaction of sensitive values and/or apply a watermark (e.g., ‘Confidential – Read only’)."},
    {"@type": "HowToStep", "name": "Generate and share", "text": "Click Generate, then share the Google Doc or Rosella Page with stakeholders."},
    {"@type": "HowToStep", "name": "Validate evidence", "text": "Ask recipients to verify citations and attachments using the Rosella Evidence Validator (https://info.parakeetrisk.com/qms-integration-deviations-capa-doc-control6)."}
  ],
  "tool": [
    {"@type": "HowToTool", "name": "Parakeet Risk Rosella"},
    {"@type": "HowToTool", "name": "Google Docs (optional)"}
  ],
  "supply": [
    {"@type": "HowToSupply", "name": "Assessment data and linked questionnaires"},
    {"@type": "HowToSupply", "name": "Evidence files (policies, logs, spreadsheets)"}
  ]
}

Quality checks before you send

• Citations render: Skim the references appendix; fix any broken links or missing sources.

• Mappings align: Confirm each requirement maps to the correct control ID and framework.

• Evidence opens: Test a few attachments across file types (PDFs, spreadsheets, logs).

• Privacy review: Remove any non‑essential PHI/PII before sharing externally.

Troubleshooting

• I don’t see Google Docs as a destination: Ask an Admin to enable the Google Docs integration in Integrations. citeturn2search2

• My citations aren’t showing: Ensure your findings or Rosella‑generated sections include source attributions; regenerate the packet so inline markers and the reference list rebuild. citeturn3search1

• Questionnaires are missing: Verify the questionnaires are linked to the assessment and marked Complete; rerun the export.

• Attachments didn’t bundle: Confirm files were attached to the relevant controls/questions rather than stored only in a workspace folder.

FAQs

• Can I collaborate on the packet with external stakeholders? Yes—export to Google Docs for live edits or share a read‑only Rosella Page externally. citeturn2search2turn1search1

• Does the export keep my spreadsheet workflows? Yes—attach your existing Excel/CSV artifacts and they’ll be included, preserving your current processes. citeturn3search2

• Where do the citations come from? Citations originate from analyst notes and Rosella‑generated research or assessments that reference sources. citeturn3search1

Related guides

• Configure framework mappings for assessments (https://info.parakeetrisk.com/rosella-ai-regulatory-research-evidence)

• Build supplier questionnaires with evidence requests (https://info.parakeetrisk.com/tprm)