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How to - Print a client's notes

Client notes can be compiled in a report and then saved as a PDF file or printed.

  1. Select the client's file
  2. Select Reports from the client menu
  3. Select the report from the Report type drop-down list (select Notes or Notes handover report in this case)
  4. Select the Date range
  5. Select the Note type (optional)
  6. Select Team (optional)
  7. Select User type (optional)
  8. Select Run report 
  9. Select either the Printer or Save icon