You can export Companion forms and tools to PDF, as CSV (comma-separated values) format, and to other applications.

Create a PDF document

After you complete a form or a tool, create a PDF so that other users can view it.

  1. Complete a process map, a brainstorming tool, a value stream map, a Monte Carlo simulation, a form, or an analysis capture tool.
  2. Ensure that the form or tool to export appears in the workspace.
  3. Choose File > Export > Create PDF Document.
  4. Click Create PDF.
  5. Choose a location and enter a name for the document.
  6. Click Save.

Create a CSV file

Use a CSV file to transfer data from a Monte Carlo simulation or a House of Quality to other applications.

  1. Complete a Monte Carlo simulation or a House of Quality.
  2. Ensure that the tool to export appears in the workspace.
  3. Choose File > Export > Create CSV File, then do one of the following:
    • To export Monte Carlo simulation data, click Create CSV.
    • To export House of Quality data. click Create HoQ CSV.
  4. Choose a location and enter a name for the CSV file.
  5. Click Save.
  6. Import the CSV file to the application of your choice.

Send to Microsoft® Office

After you complete a form or a tool, you can export it to Microsoft® Excel, Microsoft® Word, or Microsoft® PowerPoint.

  1. Complete a process map, a brainstorming tool, a value stream map, a Monte Carlo simulation, a form, or an analysis capture tool.
  2. Ensure that the form or tool to export appears in the workspace. You can select more than one tool at a time.
  3. Choose File > Export > Send To.
  4. Choose the Microsoft® application to export the contents of the form or tool to.
  5. View the contents of the form or tool in the Microsoft® application that you selected and edit it as necessary.
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