How to Convert an Entry into a PDF Document

Steps to Convert an Entry into a PDF

  1. In the left sidebar, click the people icon to open the Clients module.

  2. Click on the client's name to open their timeline.

  3. Locate the chart entry you want to export.

  4. Click the "v" icon at the bottom of the entry to expand it and view its full content.

  5. Once expanded, click the PDF icon at the bottom right corner of the entry.

  6. The PDF will be generated and ready to save or download.

Note: Review the chart entry for accuracy before generating the PDF. The original timeline entry remains unchanged after export.


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