> ## Documentation Index
> Fetch the complete documentation index at: https://stratengineai.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Export memos

> Export a memo and its research report to Google Drive, Dropbox, OneDrive or Box. Exporting removes their contents from StratEngine and keeps a link.

Open a memo and click **Export to Destination** to save the memo and its research report to your export destination, under `StratEngine/Pitch Analyses/`. Exporting removes both documents' contents from StratEngine; the memo stays listed in **Analysis Memos** and opens from the exported file. Once an export destination is connected, new memos are saved straight to it as they're created, on any plan.

<Note>
  Exporting needs a paid VC plan and your own export destination. On the Free plan the button reads **Upgrade to Export** and opens the billing portal; see [pricing](https://stratengineai.com/investor#pricing). You can export memos created under your own account (your uploads, folder-watch decks you set up, and decks you forwarded). Teammates can read your memos. If they click **Export to Destination**, they see **Only the person who uploaded this deck can export it.**
</Note>

<Warning>
  Exporting removes the memo and research report from StratEngine's database. StratEngine keeps only a link to the exported files (plus the tile's summary, score and status). After export, the files in your storage are the copy you have: if you delete them there, StratEngine can't restore them. There's no confirmation step, so be sure before you click.
</Warning>

## Export a memo

<Steps>
  <Step title="Connect an export destination">
    If the memo shows **Connect Destination**, click it and connect Google Drive, Dropbox, OneDrive or Box. If you connected in another tab, click **Refresh connections**. You can also connect in **Settings** under **Export destination**; see [Connect cloud storage](/docs/account/connections).
  </Step>

  <Step title="Open the memo">
    In **Analysis Memos**, click **View Memo** on the memo's tile.
  </Step>

  <Step title="Click Export to Destination">
    StratEngine creates both documents in your storage and opens each one in a new tab. Click the info icon below the button for a reminder of what export does.
  </Step>
</Steps>

If the new tabs don't open, your browser blocked them; the export still completed. Find the files in your storage, or allow pop-ups for StratEngine. See [Troubleshooting](/docs/account/troubleshooting#a-new-tab-or-window-doesnt-open).

## Where the files go

Each export creates a folder named after the company and date, inside `StratEngine/Pitch Analyses/`:

| Provider | Files |
| - | - |
| Google Drive | Two Google Docs: **Investment Memo - Company** and **Research Report - Company** |
| Dropbox, OneDrive or Box | The same two documents as Word files (DOCX) |

The memo ends with a link to the research report. `StratEngine/Pitch Analyses/` sits at the top level of your storage, or inside the export folder you chose in **Settings**. See [Choose an export folder](/docs/account/connections#choose-an-export-folder).

## Memos saved straight to storage

If you have an export destination when a deck is analyzed, StratEngine saves the memo and research report to it as part of the analysis, in the same folders. This happens on every plan, including Free: the **Upgrade to Export** button only limits exporting memos that are already in StratEngine. Their contents are never kept in StratEngine; the tile keeps the summary, score and links. If that save fails, the memo is kept in StratEngine instead, and you can export it later.

Connecting storage through [folder watch](/docs/vc/folder-watch) also sets your export destination, so the same applies to decks analyzed after that.

## After export

* **View Memo** and the tile buttons open the exported files in a new tab.
* The memo keeps its status and stays in the status tabs.
* Teammates see the memo in **Analysis Memos**, but its files live in your storage. They need access to that storage to open them.
* The export can't be undone from StratEngine.

## Related

* [Connect cloud storage](/docs/account/connections)
* [Read an investment memo](/docs/vc/read-memo)
* [FAQ: what happens to a memo after I export it?](/docs/account/faq#what-happens-to-a-memo-after-i-export-it)
* [Troubleshooting exports](/docs/account/troubleshooting#exports)


## Related topics

- [Read an investment memo](/docs/vc/read-memo.md)
- [Analysis Memos](/docs/vc/memo-manager.md)
- [FAQ](/docs/account/faq.md)
- [Troubleshooting](/docs/account/troubleshooting.md)
- [Connect cloud storage](/docs/account/connections.md)


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