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Exporting Notes for a Contact or Matter
Exporting Notes for a Contact or Matter

Easily export Notes from a Contact or Matter into a PDF

Updated over a week ago

Overview

In Docketwise, you are able to easily export your Notes pertaining to a specific Contact or Matter to a PDF Document.

Exporting Notes pertaining to a Contact

In order to export Notes pertaining to a specific Contact, you will need to follow the steps below:

  1. Navigate to the Contact Overview Page of the contact for whom you would like to export Notes

  2. Click on the Notes tab

  3. Click the Export button

Exporting Notes pertaining to a Matter

In order to export Notes pertaining to a specific Contact, you will need to follow the steps below:

  1. Navigate to the Matter Overview Page of the contact for which you would like to export Notes

  2. Click on the Notes tab

  3. Click the Export button

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