Handoff

Overview

Handoff is where you create branded report templates for stakeholder-ready evaluation PDFs.

Use it when an evaluation is ready to leave the product workspace and become something a client, team lead, or stakeholder can review outside UXit.

Unlike Shareable Links or Privacy exports, Handoff is not a raw data export. It is a presentation layer for evaluation results, scope, findings, and next steps.

Templates

The main Handoff page lists your saved templates. Each template card previews the cover style, heading, accent treatment, and whether the template is marked as the default.

Create a Template

To create a template:

1. Open Handoff.
2. Click New Template.
3. Enter a Template Name.
4. Click Save.

New templates start with Your organization as the heading and Classic as the layout style. Open the template card to finish branding and report settings.

Edit a Template

Click a template card to open the template editor.

The editor includes:

Basic Info

• Default Template: Pre-selects this template when exporting PDF reports and sorts it to the top of the template list.
• Template Name: The internal name shown on the Handoff template card and template selector.
• Heading: The main branded heading shown on the PDF cover.
• Subheading: Supporting cover text for the report.
• Project brief: Optional context about the project, evaluation, or client engagement.

Brand Customization

• Logo: Upload, replace, or remove a report logo.
• Layout Style: Choose Classic or Focused.
• Accent Color: Choose the report accent color.
• Footer: Add optional footer text.

Logo uploads support SVG, PNG, or GIF files up to 5 MB. PNG logos are resized when needed. GIF logos must be 2048 by 2048 pixels or smaller.

Contact Info

• Name
• Phone
• Email
• Website
• Address

Use contact fields when the PDF should show who owns the work, who prepared the review, or where a client should follow up.

Layout Styles

Custom style is more than color. It controls the report's layout, typography, visual emphasis, and how information is presented.

• Classic: Gives the report a standard cover-first template with branded heading, supporting text, and report sections.
• Focused: Emphasizes the evaluation score and summary information earlier in the report.

Export a PDF

Handoff templates are used from Analytics when exporting an evaluation.

To export:

1. Open Analytics.
2. Open the Details tab for the evaluation.
3. Click Export.
4. Choose a template.
5. Click Export.

If a template is marked as Default, UXit pre-selects it in the PDF export flow.

Handoff vs Other Sharing

Use the right sharing path for the job:

• Handoff: Branded PDF report for client or stakeholder delivery.
• Shareable Links: Read-only web access to Requirements work.
• Privacy export: Structured account data from Settings.
• File Artifacts: Uploaded files and attachments stored in the Artifacts workspace.

Best Practices

• Create one default template that works for most reports.
• Use client-specific templates when the branding, contact information, or project brief needs to change.
• Keep template names clear so they are easy to choose during export.
• Use Focused when stakeholders need the score first.
• Use Classic when the report needs more traditional cover-page framing.
• Review the exported PDF before sending it outside your team.