Exporting work

Therapists can assign resources to clients, including exercises and worksheets that encourage them to complete sections (for example, a thought record).

When a client completes one of these activities, you can view their responses within the platform or export them as a PDF for your records. Exported PDFs can be used for record-keeping, supervision, or sharing with clients.

How to view or export a completed activity

1. Go to the Clients page.
2. Select the client you want to review.
3. Click Completed resources.
4. Choose the resource the client has completed.

From here, you can:

• View the client's responses directly in the platform.
• Export the completed activity as a PDF.