What you can do: Organize and Search your Handwritten Notes
With Pulse360's built-in handwriting capability, there is a powerful way for you to add some "context" to your handwritten notes to make them easy to search later.
If you are using Redtail, Wealthbox, or Salesforce CRM, your handwritten notes will automatically sync to your CRM. It will not be sent as a "handwritten file," but instead a link to the handwritten document in Pulse360.
Check out the video to see what we mean
Disclaimer: The video shows an older version of Pulse360 but the core functionality is the same. If you have any questions, contact support at support@pulse360.com
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