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 Word or 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 you selected and edit as necessary.
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