Pro guide
Make a polished client-ready document
Use templates, ranges, headings, a cover page, and redaction when the export is going beyond your own notes.
Step by step
How to do it
- 1
Choose Custom range when only part of a long thread belongs in the final document.
- 2
Apply the template and document controls that match the reader: cover page, headings, table of contents, or headers.
- 3
Use redaction before exporting if the file contains information that should not leave your workspace.
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