When viewing an individual plan (from the "Current Plans" or "Renewal Plans" tab), you can generate an export by clicking the "Download button at the bottom right.
This can be useful for a quick in-person review meeting or to add your own notes.

When viewing an individual plan (from the "Current Plans" or "Renewal Plans" tab), you can generate an export by clicking the "Download button at the bottom right.
This can be useful for a quick in-person review meeting or to add your own notes.

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