Exporting TPM (Third Party Management) Details

You can easily export your TPM list, along with individual Agreements and Contracts, ensuring that all essential documentation related to your TPMs is readily accessible for review or compliance needs. 

This article is structured into the following sections. Click a section to navigate directly to it:

• Exporting the TPM (Third Party Management) list
• Exporting the TPM Agreements and Contracts lists
• Exporting TPM Individual BA Agreements and Contracts

Exporting the TPM (Third Party Management) list

Exporting the TPM Agreements and Contracts lists

1. Within the TPM module, select BA Agreements or Contracts from the left-hand navigation panel.

2. Click the Download icon at the top right of the list. The report will download directly to your computer and will also appear in your browser's download section.

   ℹ️ Notes

   The report is downloaded to your computer in Excel format and includes all record details.

Exporting TPM Individual BA Agreements and Contracts
 

1. Within the TPM module, select BA Agreements or Contracts from the left-hand navigation panel.
2. Access the desired Agreement/Contract profile by clicking the desired BA Agreement.

3. Within the Agreement/Contract profile, click the blue Agreement title to download the file. It will be downloaded directly to your computer and should also appear in your browser's download section.

   ℹ️ Notes

   The report is downloaded to your computer in Excel format and includes all record details.

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