> ## 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 the whiteboard as PDF

> Copy to clipboard, save as PNG, or save as a vector PDF for the chart. All three keep the drawing on your machine.

The whiteboard ends when the session does. If you want a copy of what you
and the client built — a finished CBT triangle, a thought record you
filled in together, a body diagram, a brainstormed homework list — on your
own machine, export it before you stop sharing.

There are three export paths, each one tap away from the canvas. Separately,
a non-empty board also saves to the client's chart on its own — see
[what the whiteboard is in a session](/whiteboard/overview#what-ends-when)
— so a chart copy doesn't depend on remembering to export before the call
ends.

## 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](/whiteboard/client-collaboration)).

## 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.

## 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.

## 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.

<Tip>
  Export early if the session has been long. A 90-minute session with
  multiple presets and lots of client annotations can produce a busy
  canvas; pulling the PDF before things get crowded gives you a cleaner
  snapshot to put in the chart.
</Tip>

## 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.

## 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

## Related articles

<CardGroup cols={3}>
  <Card title="Overview" icon="circle-info" href="/whiteboard/overview">
    What the whiteboard is.
  </Card>

  <Card title="Letting your client draw" icon="users" href="/whiteboard/client-collaboration">
    Clear client marks before export.
  </Card>

  <Card title="Notes & documentation" icon="folder-open" href="/documentation/index">
    Where the export fits into your charting workflow.
  </Card>
</CardGroup>