# Review, submit, and export a postmortem

Compare evidence, analyze a submitted version for runbooks, prepare revisions, and export a selected version.

## Before you start

### Intended audience

Incident owners and reviewers who finalize a postmortem.

### Required permissions

You need permission to edit and submit the postmortem. Export access depends on the destination.


### Prerequisites

- Open an incident with a postmortem document.
- Review new evidence before another submission.

## Procedure

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### Review and submit

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1. **Review the state.** Review the saved status and selected version. Evidence changes compares current evidence with that version’s captured evidence. This comparison does not edit the document.

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2. **Edit the document.** Select Edit document. Address unsupported claims and open review feedback.

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3. **Submit the revision.** Select Submit changes. Tellagen adds the revision under Versions.

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4. **Analyze for runbooks.** Select Analyze for runbooks for an existing version. Copy its instructions into your local assistant. Analysis returns candidates or a zero-candidate reason without changing the document.

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5. **Prepare a revision.** Prepare a revision from the saved draft and selected evidence. Review the proposal before Apply to working draft. Use Submit changes separately to create a submitted version.

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### Preserve and export

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6. **Review versions.** Open Versions. Select the immutable version you need before exporting. Historical assistant versions keep their original kind. Review the working draft and submit it as a new version.

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7. **Open the export menu.** Select Export to…. PDF and Markdown + media are available. You cannot select an item marked Coming soon. A connected destination is available only when the menu enables it.

## You are done when…

The postmortem retains immutable submitted versions. Evidence comparison, runbook analysis, and revision proposals remain separate operations.

## Troubleshooting

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### Submission is blocked.

Confirm the document is not empty, wait for Saved draft, and check your edit permission. Missing or unreviewed sections do not block submission.

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### The exported content is missing evidence.

Confirm the evidence is attached to timeline events and included in the submitted version before exporting again.

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### The assistant tools are unavailable.

Update your local Tellagen MCP server to support protocol 2. Use the operation-specific instructions. Do not use legacy generation as a substitute.

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### A connected export destination is unavailable.

Use PDF or Markdown + media. An unavailable destination does not change the submitted version. Ask a workspace manager to review the integration. Do not retry an item marked Coming soon.

## Related articles

- **Recommended next task:** [Create a collaborative postmortem](https://tellagen.com/help/create-collaborative-postmortem)
- [Record a timeline event and evidence](https://tellagen.com/help/record-timeline-evidence)
- [Configure integrations](https://tellagen.com/help/configure-integrations)


## Continue through the incident lifecycle

- **Previous task:** [Create a collaborative postmortem](https://tellagen.com/help/create-collaborative-postmortem)
- [Back to Support Center](https://tellagen.com/help#help-search)