All Guides

Integrations

Export File Notes to WorkSorted

Export AI-generated file notes directly to WorkSorted client profiles

Step 1: Access the File Note

Open the file note you want to export from the client timeline.

Step 2: Export to WorkSorted

Click the Export button in the top right corner of the file note view.

Export file note button in file note view

Click the Export button to export the file note to WorkSorted.

Step 3: Confirmation

The file note is instantly exported to the corresponding client profile in WorkSorted, appearing as a client note. This keeps all client documentation centralized and accessible across both platforms.

⚠️ Important

The client must be either imported or connected with WorkSorted before exporting file notes.

Benefits of Exporting File Notes

  • Centralized Documentation: Keep all client notes in one place across both platforms
  • Seamless Workflow: AI-generated insights are immediately available in WorkSorted
  • Consistent Records: Maintain synchronized client profiles between Finobi and WorkSorted
  • Easy Access: Team members can access notes from either platform