Can I export client notes as a PDF?

Yes. Open the note, go to Export and reuse and choose Download PDF. The PDF carries your logo and brand colour.

Can my clients download their notes?

Yes, for the notes you share with them. They open the note in their client portal and download it as a PDF. Private notes stay private.

Does a signed note look different on the PDF?

It prints with the signature line, showing who signed it and when. Addendums added after signing print below the note with their dates.

Which languages do note PDFs support?

The headings print in English, Spanish, French, Italian, German, Portuguese or Arabic, depending on who downloads the PDF. Arabic PDFs read right to left. The note itself prints as written.

Do you store the PDFs?

No. Foodzilla makes the PDF when it's downloaded and doesn't keep a copy or a public link.

Which plans include note PDFs?

Note PDFs come with notes, on Professional and above. Your logo and brand colour come from your branding settings.

FeaturePro Plan

Note PDFs with your branding

Turn any client note into a PDF with your logo and brand colour. Hand a protocol over at the end of a session, attach it to an email or keep a copy for your records. Clients can download the notes you share with them too.

Start Free Trial

All Features

What the PDF includes

Each PDF shows your logo and brand colour, who prepared the note, who it's for and the note's date. Then come the note's sections, exactly as you wrote them.

A signed note prints with its signature line. Any addendums print after it, each with the date it was added.

Your logo and brand colour.
Prepared by, prepared for and the note date.
Every section of the note.
The signature line and addendums of a signed note.
Page numbers on every page.

Download it from the note

Open a note, go to Export and reuse and choose Download PDF. If you've changed anything, save the note first so the PDF includes it.

Clients can download shared notes

When you share a note, your client can open it in their client portal and download it as a PDF with the same branding. Notes you keep private never reach their portal.

Headings in the reader's language

The headings follow the language of whoever downloads the PDF. They print in English, Spanish, French, Italian, German, Portuguese and Arabic, and Arabic PDFs read right to left. Dates show in the reader's own time zone. Your note text prints exactly as you wrote it.

Made when you ask for it

Foodzilla makes each PDF at the moment it's downloaded and doesn't keep a copy or a public link. Nobody else gets the file unless you or your client send it on.

How to download a note as a PDF

Open the note
Open the client's Notes & Files and choose the note.
Save your changes
If you edited the note, save it first so the PDF includes your changes.
Download the PDF
Go to Export and reuse and choose Download PDF. The file downloads with your logo and brand colour.