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How to bulk export Client Notes to PDF
How to bulk export Client Notes to PDF

Export your Clients Notes, Attachments and Quick Notes

eNoteFile Team avatar
Written by eNoteFile Team
Updated over a week ago

You can export your client notes and quick notes as PDF as well as export your attachments. All client associated notes and attachments will be grouped under a client folder. Only users with the Subscription Administrator Privilege can export organisational data.

Steps to Export your client notes

Go to Settings then eNoteFile Account

Click on Export Notes and Attachments

Click continue

NOTE: Please note this process will take some time to complete.

Take note of your Security Code and click OK

NOTE: Make sure to keep this security code as you'll need this to download your data. This code is only shown at this step.

You'll then receive an email to confirm the download with your security code. Depending on the size of the data the export this email could take a few minutes or a few hours. Click on the link and enter the password you saved from earlier.

What to do if you aren't receiving the export email with your link?

  1. Check your junk or spam folder.

  2. We recommend that you can contact your email provider to check that [email protected] is not being flagged or blacklisted (stopped by them).

  3. Or, you can add yourself as a new administrator user using a different email address e.g. Gmail, and check if the email is delivered.

When you enter the password, you've now confirmed the export and will receive an email to download your export. This can take several minutes to a few hours depending on the size of your database (please check your spam/junk folder if not received).

When you receive the email, click the Download Now button to download your database patient notes and attachments as a zip file.

Please note this email can take several minutes to a few hours depending on the size of your database.

The eNoteFile data is converted and downloaded into an easily accessible industry-standard file on your local computer. Each patient has a structured client folder, with a PDF of their notes, and any attachments.

Struggling to open your downloaded zip?

  1. We recommend contacting and checking with your local IT

  2. Try a different Zip utility e.g.

    1. 7-Zip https://www.7-zip.org/

    2. WinRAR https://www.win-rar.com/.

Security and Backup

Notes stored within eNoteFile are encrypted and backed-up. However, this export of your database contains unencrypted PDFs and is not backed-up. We recommend you have measures in place to secure this data once you download and store it on site, including contacting your local IT to ensure this data is securely stored.

NOTE: As with any further electronic use of your eNoteFile exported notes, attachments, and CSV file, no matter what alternative you choose, we recommend you engage your own IT support to ensure you always keep, maintain, backup and store a separate copy of your eNoteFile export securely as is, and only ever use a copy to integrate with another program.

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