27. Sharing Your Model via PDF

You may want to share your model and results with clients and colleagues who do not have TreeAge Pro installed. TreeAge Pro provides the capability to export the model to a PDF format for easy sharing.

The resulting PDF can include the following...

• An image of the model.

• An image of the calculated model.

• Text describing the model.

• Probability Distribution graphs for selected strategies.

• Node Branch Comments for selected chance nodes.

We will use the Legal training example model BreachOfContract.trex to demonstrate this process of saving a model summary in PDF format. A portion of the PDF is shown further below.

To create the model summary

• Open your model or the example model.

• Choose File > Save Model Summary from the menu.

• Select which elements you wish to include in the summary.

• Enter text describing the model as desired.

• Click OK.

The dialog for preparing the model summary is presented below.

Within this dialog you control what to include in the PDF summary.

• Include a image(s) of the model (original and/or calculated) as well as headings for the PDF pages.

• Enter formatted text to describe the model.

• Include a probability distribution graph for any strategy to visually assess financial risk associated with a strategy.

• Include node comments for any chance nodes where text was entered to provide the reasoning behind the probability estimates.

Based on your model and specifications above, TreeAge Pro creates a PDF that can be distributed to clients and colleagues.