Save to files

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1

Hi

This may have been asked before but I can’t seem to find it.

With Apple notes, once you’ve finished with a note, you can select, share, save to files, and then choose a location in the files app to save the note, this then sends copies of text, photos, pdf, or whatever is in the note to a folder, which is great because you have a natural archive, let’s say, under a customers folder you created, and the original note can be deleted, or in agenda it could be archived.

I can’t find a way to share from agenda to the files app in this specific way.

2

You can export as an Agenda File or a Rich Text with Attachments file. Both will keep the attachments, though the Agenda File is most complete (it is an exact copy).

So use the Export option to use one of those. On the Mac there is File > Export and the Share menu that you can use. On iOS, locate the Share option and use that to add to Files.

3

How do you do this? I don’t see Files app in my Share menu, nor do I see how to add it!

4

On iOS or iPadOS, there should be an entry “Save to Files” at the bottom of the share menu.

Note that it is not one of the files with icon. It is a separate entry in the menu at the bottom (text only).

Hope that helps!

5

Yes… when you choose “Send Copy” (not “Collaborate”)

TY

6

Maybe best to send a screenshot of the situation. I’m not following fully.

There is a Share… menu if you tap the yellow button of the note, and go to the Other Actions. From in there, you can Save to Files.

Hope that helps!

7

I am good, Drew. You answered my question. TY.

1 Like
8

OK, glad to hear it.