User Guide → Easel

Saving & Exporting Your Work

Every Easel session is saved automatically, so you can always return to a conversation and its full transcript. When you have a response worth keeping outside Portrait, you have two options on each assistant message:

• Copy — copy the response to your clipboard to paste elsewhere.
• Export to PDF — render the response as a formatted PDF, with citations and any charts the agent generated preserved.

Charts that Easel produces appear inline in the conversation as images, and carry through to the exported PDF.

For deliverables you want to keep inside Portrait and reuse, ask Easel to save them to My Documents — see Working With Your Documents.

Picking up where you left off

Sessions remain available under Recent Sessions on the Easel landing screen, where you can search them, reopen one to continue, or delete those you no longer need. See Starting & Resuming a Session.