You can print or export a client assessment to share it electronically or keep a copy for your records. Assessments can be exported as a PDF and emailed if needed.
To print or export a client assessment, follow these steps:
Click Clients, then click Assessments.
If needed, click the Started column heading to sort assessments by start date.
Choose the required assessment.
In the bottom‑left corner, click Print to open the Report Viewer.
In the top‑left corner, click Print to print the assessment, or click Export to save it.
📌 Note: For Export, choose PDF as the format.
Save the file and attach it to an email if you need to send it externally.