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The document toolbar gives you two ways to get a strategy brief, research report or proposal out of StratEngine. Export to Docs saves a copy to your connected export destination. View in Browser opens a formatted version in a new tab, where you can print it or save it as a PDF. Exporting makes a copy. The document stays in StratEngine, unchanged.

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Export to Docs

1

Open the document

Open the strategy brief, research report or proposal, for example from File Manager.
2

Click Export to Docs

Click Export to Docs in the toolbar. The button shows Exporting… while StratEngine creates the file.If you haven’t connected an export destination yet, a window opens so you can connect one first. See Connect cloud storage.
3

Open the file

The new file opens in a new tab. A View Doc link is added to the toolbar so you can reopen it later.
The document viewer toolbar after Export to Docs, with the View Doc link next to the button

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Where the file goes

StratEngine creates the StratEngine/Strategy Briefs/ folder the first time you export. It sits at the top level of your storage, or inside the export folder you chose in Settings, the same as memo exports. See Choose an export folder. Files are named Strategy Brief - project - company - date, for example “Strategy Brief - Q3 Expansion - Acme Robotics - 2026-10-08”. Research reports and proposals use the same naming. Each export creates a new file. Exporting again after you edit the document doesn’t overwrite an earlier copy, so you can keep versions side by side.

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View in Browser, print or save as PDF

View in Browser opens the document in a new tab with a clean reading layout and a table of contents. From there you can print it or save it as a PDF.
1

Click View in Browser

Click View in Browser in the toolbar.
2

Choose branding

If you have brand kits, the Document branding window opens: Choose the palette this document is rendered with. Pick a kit or No branding (StratEngine theme) and click Open. If you have no brand kits, the document opens straight away.
3

Print or save as PDF

In the new tab, click Print. In your browser’s print dialog, choose a printer, or choose “Save as PDF” (the wording varies by browser) as the destination.
The printed version drops the page header, buttons and table of contents and uses black text on white for clean printing. The tab’s toolbar also has:
  • Copy, which copies the whole document with its formatting, ready to paste into an email or a document. You’ll see Copied to clipboard.
  • ×, which closes the tab.
If the new tab doesn’t open, your browser blocked it. Allow pop-ups for StratEngine and try again. See Troubleshooting.

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Which option to use

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If the export fails

See Troubleshooting.