All you need to do is go to the Notes tab of the Client Summary (for the client whose notes you want to print/email) and click on the List View option:



Then scroll down to the bottom of the page and click on the print icon:



You'll then be able choose whether to print this page or all pages:



This will allow you to print or save to PDF all of a client's notes, or only the page you viewing.
Was this article helpful?
Cancel
Thank you!