How to Export Call Notes
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Last updated
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Sometimes you get that extra-diligent client or partner who wants to read the call notes over their weekend. Junior remembers back in the day when an analyst would be staffed entirely on cleaning call notes for a day or two at the end of a case!
No longer! Now, exporting is a one-click exercise.
In the Call Tracker screen, you'll see the Export button in the top right of the screen. Pressing that will give you two options: exporting the Tracker itself into a spreadsheet, or exporting the combined call notes to a Word document.
The default export is of all of the call notes that you've created for that project. The structure of the Word document is (i) Table of Contents, organised by Interviewee Segment and (ii) each Cleaned interview with the Key Takeaways at the top followed by the full conversation.
If you'd like us to customise the call export output for your firm, please drop us an email!
If you'd like to export only a portion of the calls notes, you can select which ones for export in the Call Tracker screen by clicking the tick box to the left of the interview record in the Call Tracker.
You can preview how call notes will look in the Transcript Review flow by clicking the Preview Export button on the top right.
