Questions answered in this article:

  • How do I select multiple notes and download them as a single PDF?

  • Is there a limit on how many notes I can combine before downloading it?


View the instructional video on this topic below:


Related articles:


Processing Time: 

  • The combining of notes will be processed within 24 hours from the moment you make your request.



A user can now download a PDF file containing multiple notes from the same client. The combined files will only be available for download in the system for a period of 48 hours.


By default, when selecting multiple notes for a specific client, it blocks other client notes to avoid getting combined on another client chart note files. 



  1. Go to the Notes page by clicking the Notes Tab in the My Office menu from the top left corner.


  1. To combine and download multiple notes in a single PDF, select and Toggle On the Multiple Selection button seen below the Filter or Search bar.




  1. Choose and select Multiple Notes of a client on the Notes page.

Note: A user can maximize the use of filters when combining notes, please read: Filtering system - search bar



  1. Next, click the Bulk Actions button at the top of the page.

Note: The Bulk Actions button ONLY appears if the multiple selection feature is enabled


  1. Notice the 2 options from the Bulk Actions button once clicked. These are:

Note: The number of notes combined is visible on the options before downloading.

  1. Combine notes with Password 

  2. Combine notes without Password


  1. To have a password-protected PDF for the combined notes, Type a Secured Password and click the Combine Notes button on the modal.


  1. To have a non-password protected PDF for the combined notes, select the Combine Notes (No Password) button from the dropdown menu.

Note: We advise a user NOT to jump from another tab while the notes are loading. The notification modal would show up automatically for a “no password combined” file.


  1. Notice the pop-up notifications when multiple notes are being processed for combining and preparing it for download. 

    NOTE: The combining of notes will be processed within 24 hours from the moment you make your request.

  1. Processing notification modal


  1. Bell Notification (when the download is complete)


  1. Email Notification (when download is complete)


  1. To download the combined notes, click the Combined Notes button. 


  1. Choose the File that would be downloaded from the list in the modal.


  1. Alternatively, click the X button if the file is already downloaded and it needs to be removed.

Note: A user can opt to do this if they do not wish to wait for 48 hours before the system deletes the combined notes file.