Export a Client's Files to PDF

Export all notes and forms for a specific client.

1. Click Lists → Clients.
2. Open the client's profile.
3. Click the three dots icon and select an export option.
   
   1. Export Notes
   2. Export All Intakes
   3. Export All Records
4. You will receive a message that your export is being prepared.
5. When the export is complete, you will receive an email from app@intakeq.com.
6. Click the link in the email to download the export.

About the Export All Records Option:

• This option export all questionnaires, treatment notes, and consent forms within the client's profile. 
• Some files may be included if the files were uploaded via a form. 
• This action will not export any additional items such as comments, the messaging portal, invoices, superbills, and appointments.
• The export will create a folder containing PDF files for each form and note.