In Nutrium, you can create a PDF document with the client's information and automatically save it in the Files section on their profile, or print it.
To do this:
Access tab 1. Information.
You'll see two buttons, one to save and one to print:
In the Save button, you will be able to see the option to save as a file.
Click and confirm.
When confirmed, you will see the option to choose a name for the report.
Click Save once you're done:
Go down to the "Files" section and see the document already saved in the client's profile:
With a click, you can view the PDF with the report on your client’s profile:
In the Print button, you will be able to generate the document in PDF and print it:
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