1. Export a note or document
Navigate to the session or document
Click “Export” and select your format (PDF or DOCX)
You can download the file or copy it to your clipboard
2. Export with or without identifying info
When exporting, choose whether to include client name or initials
Useful for sharing anonymised examples or supervision cases
3. Save to your local system
Downloads are automatically saved to your device
You can also upload exported files to third-party systems like client management software