Exporting a Follow-up

Want to export a copy of an individual follow-up? Here's how:

1. From your dashboard, click the Open Follow-ups or Overdue Follow-ups widget.

   

   
   

2. Select the follow-up you’d like to export.

   

   
   

3. Click on the blue bordered Export button on the top right corner (or left, depending on your device).

   

   
   

4. Click on Save.

   

   
   

5. Your follow-up has been downloaded!

   

Summary:

To export an individual follow-up , click on the Export button in the top right corner of the selected follow-up details page.