Copying Questions to a Client Note

This feature allows you to use the Client Timeline to copy any existing question from an intake form to a note or from a note to another note.

To copy a question from a form to a note, simply go to the client timeline, open the document where the original question is, and use the move icon located at the bottom left corner of the question block to drag it to a client note. The copied question will be added to the end of the receiving note, where you can use the up arrow to move it.

If you have any questions or need assistance, please contact us and we'll be happy to help!

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