Export files

You can export Workspace 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.

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

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

Complete a Monte Carlo simulation or a House of Quality.
Ensure that the tool to export appears in the workspace.
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.
Choose a location and enter a name for the CSV file.
Click Save.
Import the CSV file to the application of your choice.

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

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