In Pulse360, you can search and filter for notes and send out a document using the filtered notes. This is useful when it comes to Year-end Summaries, catching all taxable events, and more.
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This page goes over how to find that information in the "Search All Notes" and create a document on those searched notes.

1. In the Meetings, select the contact and navigate to "All Notes."
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NOTE: "All Notes" will only show the notes related to the specific contact, not all notes across all contacts.
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2. Apply the filters that you need by clicking "Search & Filter Notes". For a more precise search, you can combine several filters by pressing the plus icon next to the filter.
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3. Press the "Show Document" button on the right to open the split-screen view and select the template you need.
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4. You can add or remove notes from the document by selecting or deselecting Agenda/Summary

NOTE: You cannot change the order of the notes in All Notes.

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5. The document is ready! You can email and print. or create a PDF.
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