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Export Notes

Render one or more notes to a PDF or DOCX document. The rendered file is stored in the case's file storage and the response includes a signed URL you can download immediately—from a browser or any HTTP client. No API key is needed for the download itself.

All notes in a single export must belong to the same case.

POST /v1/notes/export
Content-Type: application/json

Request body

Field
Type
Required
Description

uuid

string or string[]

yes

UUID(s) of the notes to export. A single string is accepted and treated as a one-element list.

format

string

yes

pdf or docx.

font

string

no

Font family for DOCX output. Ignored for PDF—the PDF template uses its own font stack.

timezone

string

no

IANA timezone name (e.g. America/Chicago) used to render note timestamps. Default UTC.

date_format

string

no

Format string for rendered timestamps (moment.js syntax). Default YYYY-MM-DD HH:mm:ss. The UTC offset is always appended.

Example request

{
  "uuid": [
    "0f8fad5b-d9cb-469f-a165-70867728950e",
    "3d1f2c44-9b0a-4f7e-8c53-6a1e9d20b471"
  ],
  "format": "pdf",
  "timezone": "America/Chicago",
  "date_format": "MMM D, YYYY h:mm A"
}

Response — 200 OK

  • signedUrl — Time-limited download link for the rendered document. Download promptly; the signature expires.

  • file_uuid — UUID of the file record created in the case, so the export also appears in the case's files.

  • Note images are embedded in the rendered document automatically.

Examples

Export a note to PDF and save it locally

Export every note in a case to a single DOCX

Errors

Status
Body
Cause

400

{"message": "Invalid request body", "errors": [...]}

Missing uuid, format not pdf/docx, invalid timezone.

400

{"message": "All exported notes must belong to the same case"}

The requested notes span multiple cases.

404

{"message": "Notes not found"}

None of the requested UUIDs matched a note.

401

Unauthorized

Missing or invalid API key.

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