Printing Log Notes

There may be times when you need to review log notes, such as when working with a legal team. In these instances, it is often easier to print the log notes you need, rather than have others try to find them within the program.

You can either print a single log note or a chain of linked log notes.

To export multiple logs or linked logs, save them as a text file. See Exporting Log Notes for more information.

1. Retrieve the client, and then select the Client tab or a policy tab on the client.
2. Select the Logs tab on the client or policy.

3. Click on the log note you would like to print.

   The log note view opens.

4. Click  Print in the upper-right corner of the log note.

5. To print the single log note you are viewing, select Print the current log, and then click the Print button.

   OR

   To print the current log note and all linked log notes select Print current and all linked logs, and then click the Print button.

   The Print dialog opens.

6. Select a printer, and modify print settings as needed.

   You can choose the HawkSoft Virtual Printer to create a PDF copy of the log notes and attach it to a client/policy.
   
   Check Headers and footers in the print options to add details to the printed page, including the print date and time, and the client name and ID.

7. Click Print.

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