Additional functionality - Exporting from Conditions, Timeline, Notes, and Case Plan

Overview: Learn how to export summaries and notes from Page.

Exporting the Conditions View

Click "Export" within the conditions view.
Choose whether to export via the table view or the chronological view.
Decide whether you want to include fields that were available to be filled in but weren't.
Select which conditions, Flagged Documents, and other conditions you would like to include.
Choose to export with or without the merged CSV file.
If you select with the merged CSV file, you have the option to export with compression, which will make the file a little bit smaller for storage purposes.

Exporting the Timeline

Within the timeline, you also have the option to export.
You can either apply the current filters or not.
Choose to export all entries or only bookmarked entries.
You can toggle showing the bookmarked signs or showing the additional event details, which is additional information about the timeline.
Choose to export with the merged file or export normally. If you export with the merged file, you also have the compression option.

Exporting Notes

You can export all of your notes from the notepad.
When you export your notes, you can either use the currently applied filters or export all notes.

Exporting Case Plan

You can choose whether to include the evidence section.
You can choose whether to include the underlying source documents from which the evidence came.
You can choose whether to include AskPage-cited documents. This option is only available when the included evidence contains AskPage citations. If none are found, it stays greyed out.
Choose whether to include your notes on evidence.
Choose whether to include comments on the case plan.
Decide whether to include empty fields, which are fields that were available to be filled in but weren't.
Under Case plan content, you can choose to include all issues or specific ones.

Note: We do not currently support export for the Client Overview