Exporting & Sharing Reports

When you're ready to hand a matter to a client or colleague, Evalify turns your analysis into a polished, self-contained document. One analysis produces three tailored outputs — a visual FTO Brief, a full report, and a cover email — each downloadable as a PDF or an editable Word (.docx), all assembled in a single workspace called the Export Composer, with a true preview of the actual PDF before you download anything.

Everything you did in Review Mode — your verdicts, notes, refined opinion, and formatting — is already baked into the export. What you see is what your client gets.

Export by plan. On Standard, export the visual FTO Brief as a PDF. On Counsel Grade, export both the FTO Brief and the full report — each as a PDF or an editable Word (.docx) — plus the cover email. Open the composer from the download icon in the report's title bar. The walkthrough below covers the full Counsel Grade experience.

The three outputs, one analysis

Pick a template at the top of the composer. Each is a different rendition of the same underlying analysis:

Template	What it is	Best for
FTO Brief	A condensed, visual brief across two clean pages — the default, and the fastest to render.	A partner or client who needs the headline read at a glance.
Full report	The complete, multi-page document — cover, contents, executive summary, claim charts, patents, classification, products, disclaimers.	The work-product itself: the file you deliver or archive.
Cover email	Short plain text for the body of an email.	Introducing the attached full PDF.

The composer opens on the FTO Brief — it's the lightest to render, so you see a result immediately rather than waiting on the full report; switch to the full report whenever you need it.

The composer at a glance

The composer is a three-part workspace so nothing is buried:

• Structure (left) — your saved presets, the template selector, and the drag-to-reorder document map.
• Preview (center) — the real PDF, exactly as it will download.
• Details (right) — fonts, cover fields, running header and footer, the disclaimer, and the Download buttons.

A preview that is the PDF

The preview isn't an approximation. Every time you change an option, Evalify re-renders the actual PDF on the server — the same file the Download button produces — and shows it in a real PDF viewer, with true pages, real page breaks, and an accurate page count. An "Updating preview…" indicator appears while it re-renders, and the previous version stays on screen so it never blanks between edits. If the export service is briefly unavailable, your options still apply to the download.

Building the full report

Choose and arrange the sections

The full report is built from content sections you control:

• Include or exclude any section with its checkbox — Executive summary, Technical product aspects, Detailed claim charts, Patents assessed, Utility models assessed, Patent classification, Relevant products, Competitors & players, Adjacent opportunities, and Disclaimers.
• Reorder body sections by dragging them into the order you want.
• Move a section to the appendix with its ↓ Appx toggle (and back with ↑ Body). Patent classification and Relevant products start in the appendix by default; pull either into the body if you'd rather lead with it.

Structural pages — the Cover, Contents, Disclaimers, and Back cover — are pinned in place. The disclaimer always renders last, whatever the drag order. The composer mirrors the finished document top-to-bottom, so you can see items sink into the appendix as you move them.

No silent gaps

If you include a section that has no data to show — say, classification when there are no codes — the composer flags it with an amber "no data" tag instead of quietly leaving a hole. The table of contents is built from the sections that actually produced content, so the numbering always matches the document.

Cover, header, footer

In the Details column you set the framing:

• Matter name — the cover title (required). Pre-filled from the analysis name.
• Prepared for / Prepared by — optional client and firm lines on the cover.
• Cover marking — the top-right marking, "Confidential" by default; clear it to remove it.
• Running header — optional text at the top of every content page, e.g. "Privileged & Confidential — Attorney Work Product."
• Running footer — a left label (defaults to the matter name), a center confidentiality label, and automatic page numbers on the right.
• Disclaimer text — a full editable disclaimer, seeded with a sensible default and meant to be tailored per export.

Fonts

Choose a heading and body font from the brand font set (seven sans-serif, two serif). Your workspace's default pairing is pre-selected, and a white-label firm's brand fonts are applied automatically. The preview and the downloaded PDF use the exact same typefaces, so what you preview is what prints.

The visual FTO Brief

The FTO Brief is a picture-first executive brief — designed to convey the read at a glance rather than in prose. It breathes across two pages rather than cramming everything onto one. It includes:

• A score gauge — a speedometer showing the FTO score in its real risk-band colour.
• The FTO opinion — the verdict chip and headline, with the opinion trimmed to its essentials.
• The claim-chart overview — the per-aspect risk/possible/clear matrix.
• Jurisdiction clearance chips — one chip per market, coloured clear / at-risk / critical, drawn from the per-jurisdiction verdicts.
• Key findings — a lead bullet naming the critical patents by number, then the closest finding for each aspect.
• A critical-patent spotlight — the single most important patent (or, if the product clears, the closest cleared patent) with its details and, when one exists, the patent's actual drawing pulled from the patent office.
• A pending-application monitoring note, when relevant — which names the specific pending applications: it describes the top three (publication number, title, owner, and a one-line reason each) and lists any remaining ones by publication number, rather than a bare "+N more."
• A condensed disclaimer, with the full text living in the report.

The FTO Brief exposes a reduced set of options — matter name and "Prepared for" — and no section controls, since it's a fixed visual layout.

The full report's Executive Summary now carries this same brief — the score, opinion, claim-chart overview, jurisdiction clearance, key findings, critical patent, clearance-confidence funnel, data-coverage notes, and monitoring — so the report opens with the whole picture before the detailed sections.

The cover email

The cover email is short plain text for an email body — a couple of sentences to accompany the attached full PDF. It has no layout options; a single Copy text button places the plain text on your clipboard ("Copy it, then attach the full PDF").

Saved presets

If your firm exports the same way every time, save the whole configuration as a preset — the template, section choices and order, appendix layout, disclaimer, header/footer text, cover fields, and fonts. Presets are saved to your account (not just this browser), so they're there on any device. Save the current setup, load a saved one, set one as your default (it applies automatically when the composer opens), or delete it.

Downloading

• Download PDF produces the pixel-designed file directly from the same engine that drives the preview; the filename is {date}_{document-type}_{analysis-name}.
• Download Word produces an editable .docx — a clean, native Word document (headings, prose, and tables) built from your analysis, so you can drop it on firm letterhead and add or adjust sections. It carries the same content and your Review Mode edits; it isn't a pixel copy of the designed PDF (the gauges and page design are a PDF thing), by design — Word wants editable structure.
• On a sample/demo analysis, live preview and download are disabled — export runs on your own analyses.

Your review edits carry through

This is the core guarantee: because the preview shows the actual generated PDF, and the analysis is served with all your Review Mode edits already applied, everything you refined appears in the export exactly as in the report and the shared link:

• Your refined FTO opinion and edited claim-chart summaries.
• Your rich formatting — bold, italic, underline, and links — in the opinion, section intros, product mappings, and notes.
• Your verdict changes and their effect on the score, verdict, and badges.
• Any patents, products, or opportunities you excluded.

Edit once; it shows identically in the report, the shared link, and every export.

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Confidentiality

Reports are generated on Evalify's own network-isolated infrastructure and are fully self-contained — a confidential analysis never leaves the platform to be rendered. Fonts, logos, and images are embedded directly in the file.

See also: Review Mode for shaping the analysis before you export, and Reading Your Report for what each section contains.