> For the complete documentation index, see [llms.txt](https://docs.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.filed.com/reference/products/ai-review/downloading-work-papers.md).

# Downloading work papers

## The deliverable is the exported leadsheet set

Once a review's findings are cleared and signed off, the leadsheets themselves - not a separate report - are the work paper for the engagement. Exporting them produces a record of what was checked, what was found, and who signed off on each item, in a format that can be filed, archived, or handed to whoever needs it outside of Filed.

## Sign off before exporting

Export what you actually want to stand as the completed record: sign off each row or the whole leadsheet first, using the L1-L3 model described in [Sign-off levels](/reference/products/ai-review/sign-off-levels.md). See [Signing off on leadsheets](/reference/products/binder/leadsheets.md#signing-off-on-leadsheets) for the walkthrough.

## Exporting

**Walkthrough: export the signed-off leadsheets**

1. Open the Download dialog from the Docs panel's **⋯** menu and choose **Download workpaper**.
2. Make sure **Leadsheets** is checked, and use the format selector to choose **Excel** or **CSV**.
3. Click **Download** to generate the export.

See [Exporting leadsheets](/reference/products/binder/leadsheets.md#exporting-leadsheets) for the full walkthrough and screenshot.

## Choosing Excel vs. CSV

Both formats contain the same underlying leadsheet data. Excel is generally easier to review or annotate further outside Filed; CSV is a better fit for feeding the data into another system or spreadsheet-based process. Pick whichever the downstream use calls for.

## This fits into the broader re-review loop

Exporting is usually the last step after a round of fixes and a fresh review - see [Re-review workflow](/reference/products/ai-review/re-review-workflow.md) for the full fix-in-tax-software, re-export, re-review cycle this export typically sits at the end of.


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