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:

  1. Navigate to "Lists > Clients".
  2. Use the search filter options to locate the client you want to export files for, then click the blue "Open" button.
  3. On their profile click on the "..." circle button located in the top right corner of the page.
  4. Select one of the export options as shown below to export different types of files.

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

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