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How to download a copy of case notes

Updated over 9 months ago

To download a copy of the notes on a case, please follow these steps:

1. Open an existing case.

2. Select "notes" located on the toolbar at the top of the page.

3. Click the download button located on the notes sidebar.

By following these steps, the case notes will be downloaded in an Excel file format. This will enable you to easily keep track of all the case notes for future reference.

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