> ## Documentation Index > Fetch the complete documentation index at: https://docs.getrivet.ca/llms.txt > Use this file to discover all available pages before exploring further. # Exporting notes > Three ways to get a note out of Rivet — clipboard, per-template PDF, and the session-summary PDF that bundles everything. Progress notes save automatically to the client's record as you write. The export step is how the note reaches your EHR — Jane, Owl, your paper chart, or wherever you keep session records. There are three paths. Most practitioners use the first one for daily documentation and the third one when they want a complete archive of a session. ## Path 1 — Copy for Jane The fastest export. Click **Copy for Jane** at the bottom of the note overlay. The note formats as plain text and lands on your clipboard. Paste it into Jane, Owl, your EHR's free-text field, an encrypted email, a paper-chart entry, or anywhere else that accepts text. The format is Label / value lines, no markdown: ``` SOAP note (2026-06-20 14:45) Subjective: PHQ-9: 14 (moderate) Client reports continued low mood since last week, with… Objective: Affect congruent to reported mood. Client appeared engaged and… Assessment: Working diagnosis: MDD, moderate severity (PHQ-9 trend supports)… Therapist note: consider treatment-direction shift toward BA next session. Plan: - Schedule pleasure + mastery activities (5/wk) - Continue weekly sessions - Refer to family doctor re: sleep complaint ``` Why plain text: * **EHR free-text fields strip markdown.** Jane, Owl, and most clinical systems will mangle `**bold**` and `# heading` markers. Label/value lines render identically everywhere. * **No hidden formatting on the clipboard.** What you paste is what you see in the export. * **Private annotations are included** as inline `(therapist note: …)` lines below their field — see [Private annotations](/documentation/private-annotations). Use when: most session-by-session documentation, especially if you paste into Jane/Owl/EHR. ## Path 2 — Per-template PDF Click **Download** at the bottom of the note overlay. Rivet builds a print-friendly HTML document in an off-screen iframe and opens your browser's print dialog. Pick **Save as PDF** and the file lands on your disk. The PDF includes: * **Template title** as the page heading * **Date and time** of authoring * **Practitioner identifier** (your business name, on the same line as the date) * **Client name** if you've entered one for the session * **Every non-empty field** as a label + value pair * **Section headings** for grouped fields (Subjective / Objective / Assessment / Plan; Data / Assessment / Plan; etc.) * **Private annotations** as italic blue-rule paragraphs below their field * **Score block** at the top when the template is a scored screening measure * **Generated by Rivet · getrivet.ca** footer The default filename is constructed for you: `SOAP-note-2026-06-20-Client-Name-by-Practitioner-Name.pdf`. Save into the folder structure you use for the client's chart. Why the print dialog: * **Cross-browser consistent.** Safari, Chrome, Firefox, and mobile browsers all support print-to-PDF natively, with their own print dialogs handling margins, page breaks, and page numbers. * **PHI never leaves your device** during PDF generation. Everything runs locally in your browser. Trade-off: one extra click compared to a one-shot download (you confirm "Save as PDF" in the print dialog). Use when: you keep a separate PDF chart per session, your EHR accepts PDF attachments, or you want a permanent archive copy of a single note. ## Path 3 — Session-summary PDF The bundled export. When the call ends, the overlay shows a **Download session summary** button (also accessible from the picker dropdown). Click it to generate a single PDF containing every template you used in the session — practitioner-authored notes leading, client-fillable templates following as appendices. The session-summary PDF includes: * **Session summary** as the page heading * **Practitioner identifier** + **session date** in the meta line * **Client name** if entered * **Your SOAP / DAP / treatment plan** at the top — practitioner- authored notes lead the summary because they are the chart entry * **Every completed client-fillable template** in completion order: screening scales with score blocks, EMDR target ID, thought records, safety plans, mood / sleep diaries * **EMDR BLS SUDS log** at the bottom when you ran BLS sets in the session — a per-set table of SUDS readings with optional notes * **Generated by Rivet · getrivet.ca** footer Filename: `Session-summary-2026-06-20-Client-Name-by-Practitioner.pdf`. The session-summary export is also available as plain-text (`.txt`) through the same overlay. Choose the format that fits how you archive. Why the ordering puts your note first: an EHR paste of the summary gets your authored formulation at the top with screening + worksheet appendices after. The clinical note is the entry; the templates are evidence. Same ordering whether you read the PDF on screen or paste the text into a chart. Use when: you want a single artifact that captures the entire session — your note plus all the structured data the client produced. Especially useful for sessions with multiple completed templates (e.g. an intake with PHQ-9 + GAD-7 + K10 + target ID + a SOAP note). ## What's in the export, what isn't In the export: * Every field you filled in (empty fields are omitted) * Section headings for the template structure * Score blocks for scored screening measures * Your private annotations * Your practitioner identifier * The client's name if you entered it * Timestamps Not in the export: * Audio. Video. Anything you said or the client said. Rivet doesn't record sessions — see [Why no AI transcription](/documentation/why-no-ai-transcription). * Per-field ✎ annotations you haven't exported. Annotations are local — they travel in your clipboard copy or PDF, but they aren't saved to the note record. If you close without exporting, those annotations are gone. * Past sessions. Each session's export is its own document. The client's record in Rivet holds the history; a full-account export bundles all sessions — see [Your data export](/account/your-data-export). ## A practical note on PDFs vs clipboard Most practitioners settle into a pattern within a few weeks: * **Daily session notes** → **Copy for Jane** → paste into the EHR's session-note field. * **Intakes + treatment-plan sessions** → session-summary PDF saved to the client's chart folder; copy the SOAP/DAP block separately into the EHR's session-note field. * **Auditable records** (e.g. for college regulator requests) → per-template PDF for the specific template needed. There's no wrong answer. Mix the three based on what your EHR accepts and what your practice's record-keeping standard is. ## Related articles Where the exported note lands in Jane, Owl, paper, or whatever your EHR is. The per-field practitioner-only notes that travel with the export. Why exporting matters — the note doesn't live anywhere else.