PhaseFolio Docs
Browse documentation
Workspace

Exports And Snapshots

Share an output with the context needed to inspect it later.

View Markdown
On this page

Choose the right output

An export shares an output from a particular workflow. An Asset Snapshot packages a selected valuation case and its recorded context into a locked review artifact.

Available formats and controls depend on the workflow and your access. Check the actual export action before assuming it includes all asset records or all indication tracks.

Create an asset snapshot

Open Asset Snapshot in the asset workspace. Select the valuation case and any indication tracks that should be included. Inspect the resulting artifact before distributing it.

The snapshot workflow supports PDF, Excel, and JSON artifacts. A generated artifact can contain confidential company information. Share it only with authorized recipients.

Verify a signed artifact

Where an artifact includes a verification link or hash, use the verification service to check its recorded identity and version information.

Verification establishes a relationship to the issued artifact and its recorded metadata. It does not validate a scientific conclusion, a commercial forecast, or an investment decision. Not every file produced by every workflow should be assumed to carry the same signature or verification contract.

Preserve the context

Retain the source dates, scenario assumptions, coverage notes, and version information relevant to the output. If you update the model later, the earlier artifact continues to describe the earlier recorded case.

For a missing or failed export, retain the displayed error/request identifier and contact support. Do not send private download tokens or an entire confidential artifact in an initial support request.

Last updated Get help with this guide ↗