> For the complete documentation index, see [llms.txt](https://evidano.gitbook.io/ailyze-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://evidano.gitbook.io/ailyze-docs/create-deliverables/export-and-share-findings.md).

# Export & Share Findings

Save your analysis as Word, Excel, or section ZIP files, or invite colleagues and clients by email to open it in Evidano with edit or read-only access.

This page shows researchers and consultants how to get results out of Evidano: as files (a full report, a spreadsheet, or one section at a time), or by inviting named people to open the project themselves. At the end you will have your findings as DOCX, XLSX, or CSV files, or collaborators who can open the project. Every control is listed in [Document Analysis Settings](/ailyze-docs/reference/settings/document-analysis.md#screen-8-the-results-page).

## Before you start

* A completed project.
* The Pro plan for report downloads and for inviting collaborators.

## Step 1: Download the whole analysis

On a document project, click **Export** under the project name:

* **Word report (DOCX, ZIP)**: the formatted Word report and its annexes.
* **Excel workbooks (XLSX, ZIP)**: the analysis as spreadsheets.

Each opens a dialog where **What to include** chooses **Brief**, **Full**, or **Custom**.

On a spreadsheet project, use the buttons under the results:

* **Download as DOCX (ZIP)**: the Word report and its annexes.
* **Download as CSV**: the coded data (spreadsheet projects). The **Overall** survey page has a single **Download** for the whole report.

You should see the file in your browser's downloads; for a document project, a ZIP named after the project. See [Generate a Research Report](/ailyze-docs/create-deliverables/generate-a-research-report.md) for what each file contains.

## Step 2: Download one section

Most results sections have a download icon in their header (**Download this section (ZIP)**): a ZIP with that section as DOCX and XLSX, plus its charts as PNG images. On **Codebook** and the segment overview it reads **(ZIP)**, next to **(CSV)**. Individual charts also have **(CSV)** and **(PNG)** downloads, and word clouds download as a PNG image.

For transcripts, the editor offers **Download transcript** (DOCX, XLSX, SRT, VTT, or TXT) and **Download translation**.

You should see a ZIP named after the section.

## Step 3: Invite collaborators

**Share** on a results page opens **Share project** (Pro). A paid Evidano user you invite gets edit access; anyone else gets a view-only link by email.

1. Under **Invite by email**, type one or more addresses. The line under the box says what each person will get.
2. Optional: click **Add a message** and write a note for the invitation email.
3. Click **Invite**.

You should see each person under **People with access**, marked "Can edit" or "View only".

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-17f8e8dee07e1560736816add56b1550f9e7a3c7%2Fsettings-document-analysis-37-share.png?alt=media" alt="Share project dialog with Invite by email, Add a message, Invite, Links and People with access"><figcaption><p>Badges 1 to 3 invite by email; 4 is Links, offered on some projects; 5 lists who has access.</p></figcaption></figure>

On some projects, **Links** offers **Create link**: a view-only link anyone can open, with **Expires**, **Copy** and **Revoke**. Every edit by you or a collaborator is recorded: **View changes** on the results header opens the change log, with restore where available.

{% hint style="warning" %}
**Public link:** Anyone with a view-only link can open and download the results without signing in, and a collaborator with edit access can delete quotes and re-run parts of the analysis. Set **Expires**, revoke links you no longer need, and redact personal information in your files before sharing.
{% endhint %}

## Share transcripts and chat answers

* Transcripts: in the transcript editor, **Share** opens **Share transcript**. **Add as collaborator** gives a paid Evidano user edit access to the whole project from their own account; **Share through link** emails a free or guest user a secure view-only link. On a link, **Analyze**, **Translate**, and **Share** stay with the project owner.
* Chat answers: in the chatbot, **Share conversation** creates a link to circulate one question-and-answer or a generated summary.

## Choosing how to share

| You want…                                 | Use                                                                                                                     |
| ----------------------------------------- | ----------------------------------------------------------------------------------------------------------------------- |
| A file to attach or archive               | **Export** (documents), or **Download as DOCX (ZIP)**, **Download as XLSX (ZIP)** or **Download as CSV** (spreadsheets) |
| One theme or the codebook for an appendix | The section's ZIP download                                                                                              |
| A stakeholder to read the live project    | **Share** › **Invite**, view only for a guest or Free plan user (Pro)                                                   |
| A colleague to work on the analysis       | **Share** › **Invite**, edit access for a paid user (Pro)                                                               |
| Someone to read a transcript              | **Share through link** in the transcript editor                                                                         |
| To circulate one AI answer                | **Share conversation** (chat)                                                                                           |

<details>

<summary>Optional: a worked example</summary>

* An evaluator delivers the mobile-clinic project to a district health board.
* **Download as DOCX (ZIP)** for the record, and the codebook's ZIP for the appendix charts.
* **Share** › **Invite** for the board's analyst, with a message explaining what to review first.
* **Remove** the analyst's access once the report is signed off.

</details>

## Next steps

* [Generate a Research Report](/ailyze-docs/create-deliverables/generate-a-research-report.md) — what the Word report contains and how to tailor it.
* [Create an Executive Summary](/ailyze-docs/create-deliverables/create-an-executive-summary.md) — a one-page version to send with the files.
* [Plans, Limits & Credits](/ailyze-docs/reference/plans-limits-and-credits.md) — which plan unlocks downloads and sharing.
