How to Create Document Using Filtered Notes
What you can do: Create Document Based on Filtered Notes
In Pulse360, you can search and filter for notes and send out a document using the filtered notes. This is useful when it comes to Year-end Summaries, catching all taxable events, and more.
This page goes over how to find that information in the "Search All Notes" and create a document on those searched notes.
This page goes over how to find that information in the "Search All Notes" and create a document on those searched notes.
How: Step by step directions on how to do that
1. In the Workspace, select the contact and navigate to "All Notes."
NOTE: "All Notes" will only show the notes related to the specific contact, not all notes across all contacts.
2. Apply the filters that you need by clicking "Search & Filter Notes". For a more precise search you can combine several filters by pressing the plus icon next to the filter.
3. Press the "Create Document" button on the right to open the split-screen view and select the template you need.
4. You can add or remove notes from the document by selecting or deselecting Agenda/Summary/Client To-Do.
NOTE: You cannot change the order of the notes in All Notes.
5. The document is ready! You can email, print. or create a PDF.
Tips
- You cannot reorder the notes in All Notes.
- How to Search Existing Notes in the Workspace
- How to Tag Notes
- How to Create and Edit a Document Template
- Best Practice: Quickly Filter Through Your Notes
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