How does the Desktop Widget work?
Open the desktop widget.
Sign in with your Scribenote account credentials.
Start exporting your notes! If needed, you can search and filter through your notes ready to be exported.
The widget will only display your submitted notes (ie. ones in the Ready to Export tab of the Inbox), so make sure you've submitted any notes still in Available for Review before using the exporting widget! 🗒️
Viewing and exporting your notes
Click on a note to open it and you'll see several copy buttons for each of the SOAP fields as well as a copy button for the full SOAP with all the fields.
Expand to View. Click the down arrow on the right of the button to expand that section of the SOAP. This will allow you to view the entire section of the note. (Click the up arrow on that section to collapse it again.)
(1) Draggy-Droppy. Click and hold the button, then drag to where you want the contents of the note to go!
CAUTION: Some applications do not support dragging and dropping. In those cases, please use the "Click to Copy" functionality instead.
(2) Click to Copy. Click the button, then paste to where you want the contents of the note to go using Ctrl + V or right-clicking.
When you're done with exporting the note, you can click Mark as Exported to clear it from the widget (the note will now appear in the Exported tab in your expanded Inbox on the web app).
Cool Things about the Desktop Widget 😎
It's there when you need it, and hidden when you don't. You can always have it open alongside your PIMS and move it to wherever is most convenient, then minimize it when you don't need it.
It takes literal seconds to transfer your Scribenote notes into your PIMS.
You can call it ✨ Draggy-Droppy, Click to Copy ✨ because it's fun to say :)
Where the Desktop Widget really shines is speeding up the data entry of complex PIMS note forms. For example, we've done tests with Avimark and noted a reduction of transfer time from approximately 45 seconds per record down to 15 seconds per record.
More Resources:
Learn how to download the desktop widget, check here:
Learn how to use the desktop widget with Teams Mode here: