Exporting the whiteboard as PDF

The whiteboard ends when the session does. If you want to keep what you and the client built — a finished CBT triangle, a thought record you filled in together, a body diagram, a brainstormed homework list — export it before you stop sharing. There are three export paths, each one tap away from the canvas.

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The Export menu

Top-right of the whiteboard, there’s an Export ▾ button. Tap it and a small dropdown appears with three options:

• Copy to clipboard — copies a PNG of the canvas to your clipboard so you can paste it directly into an EHR note, a message, or a document.
• Download PNG — saves a PNG file to your downloads folder.
• Download PDF — saves a letter-sized PDF, orientation auto-picked from whether your canvas is wider than it is tall.

All three capture what’s visible on the canvas at the moment you tap — including the client’s marks if Two-way has been ON. If you want a clean version, run Clear client marks first (see client collaboration).

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File names

Saved files are named with the timestamp of the export:

• whiteboard-2026-06-21-1543.pdf
• whiteboard-2026-06-21-1543.png

No client name, no session reference — the file name is generic on purpose so the file doesn’t carry identifying information until you rename it for the chart.

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Quality

The PDF and PNG both render at high resolution. Text stays crisp at any zoom, lines stay smooth, and the export is sized to fit a standard letter page without cropping. A diagram that takes up half your screen during the session prints cleanly at full page size.

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Taking the export into the chart

The export is a file on your machine — Rivet doesn’t upload it anywhere. That keeps the whiteboard’s privacy posture clean: the drawing was end-to-end encrypted during the session, and the artifact stays on your device unless you actively put it somewhere. Practitioners typically:

1. Save the PDF.
2. Open the client’s chart in their EHR (Jane, Owl, or whatever you use).
3. Attach the PDF to the session note.
4. Rename the file with the client identifier their EHR expects.

If you use Copy to clipboard instead, the PNG goes straight into whatever field you paste into — handy for inline session notes that accept images.

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Privacy of the export

The export happens entirely on your computer. No round-trip through Rivet’s servers, no upload anywhere. The drawing data is taken from the canvas in your browser, rendered to PNG or PDF locally, and either copied to your clipboard or saved to your downloads folder. This means the export inherits whatever privacy posture your machine has. Treat the file like any other PHI artifact — if your machine is encrypted at rest (it should be), the export is too; if you’re on a shared computer, clear your downloads folder when you’re done.

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What gets exported

Everything visible on the canvas at the moment you tap Export — your drawings, your text, dropped presets, sticky notes, and any client annotations that haven’t been cleared. The export is a snapshot. What does NOT get exported:

• Pointer / cursor positions (yours or your client’s)
• Laser pointer trails (they’re transient)
• The toolbar, the export menu, the Two-way toggle — only the canvas content
• Your video tile or the client’s

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