Export when a client needs a file copy, an external handoff, or an archive outside Docsiv.
Export from the editor
- Open the document from Documents.
- Open the document actions or export control.
- Choose the format that matches the editor and delivery need.
- Review the exported file before sending it to the client.
Supported output varies by document type. Text-based documents can export to PDF, DOCX, HTML, or Markdown. Decks can export to PPTX, PDF, or PNG. Sheets can export to XLSX or CSV. Whiteboards can export to PNG, SVG, or PDF. Invoices support PDF output.
Use a live share link when you want the client to see the current version and generate engagement signals. Use an export when the recipient needs a portable file.