How to Export a Client's Files to PDF
In order to export all files (all notes, or all intakes, or both) for a specific client, follow the steps below:
- Navigate to "Lists > Clients".
- Use the search filter options to locate the client you want to export files for, then click the blue "Open" button.
- On their profile click on the "..." circle button located in the top right corner of the page.
- Select one of the export options as shown below to export different types of files.