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Export Client Notes
complete
E
Erica Hughes
There's currently the ability to export more areas of Keeper, but Client Notes isn't one of them.
August 20, 2025
Grace Lewis
updated the status to
complete
Users can now export client notes to a pdf or csv using Ask Double!
More on Ask Double here:
https://help.doublehq.com/en/articles/15169025-ask-double
·
July 7, 2026
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