How to Manage Document Export Categories in Senior Sign

Navigate to the Templates tab.

From the ‘Document Templates’ menu, click the three-dot bulk action icon.

Select "Manage Export Categories" from the dropdown menu.

Choose the appropriate care type (e.g., AL) and select the drop-down menu next to the title of the document.

Select the appropriate export category (e.g., Advance Directives).

Setting the Export Category to 'Do Not Export' will prevent auto-export back into PointClickCare.

Select 'Save' once all export category preferences are selected.

❓ Need a refresher on how to add export categories in PointClickCare. View the following help article:
​How to Add Export Categories in PointClickCare

After the documents have been completed, select 'Approve' from the documents menu.

If you would like to export the documents at the time of approval, select the 'Export Now' button on this modal.

You will see a menu displaying all documents included in the approved packet, along with drop-down menus for export categories to the right of each document. If any changes are needed, you can use the drop-down menu to select a different export category. Otherwise, if all selections are correct, click 'Export Selected'.

All completed documents have now been successfully exported to PointClickCare! A confirmation message will appear at the bottom of the screen, and each agreement will display a status of Approved + Exported, along with a timestamp indicating when the export occurred.

Need more help? Contact our Customer Success team for further assistance.