# Emailing Support Notes

Source: https://docs.astalty.com.au/guide/scheduling/emailing-support-notes

> Email a PDF of the Support Worker notes on a support to Participants, coordinators, or other recipients.

Scheduling add-on - This feature requires the Scheduling add-on, which is available on Astalty Premium. See How to enable Scheduling.

## Overview

You can email the Support Worker notes recorded on a support as a PDF attachment directly from the Support Viewer. This is useful when a Participant, support coordinator, or allied health provider needs to see the notes from a shift, for example to support a funding review.

Notes are always reviewed and sent manually by an admin - nothing is sent automatically. Two actions are available from the Support Viewer's **Actions** menu:

- **Email Notes** - compose and send a PDF of the notes to your chosen recipients.
- **Email History** - see a record of the note emails that have already been sent from that support.

![The Support Viewer with the Actions menu open, listing Message via SMS, Extend Support, Change Days, Clone Support, Delete Support, Cancel Support, Unpublish Shifts, Audit Trail, Email Notes and Email History.](https://docs.astalty.com.au/assets/email-support-notes-actions-menu.png)

## Emailing Notes on a Support

- Go to the [Schedule](https://app.astalty.com.au/scheduling/schedule) and open the support you want to send notes for.
- Open the **Actions** menu and select **Email Notes**.
- A PDF of all the notes on that support for the Participant will be attached to the email.
- Add your **Recipients**. You can select a suggested recipient - such as yourself, the Participant, their Plan Manager, or a listed contact (family or next of kin) - or type any name and email address to add a new recipient.
- Enter an **Email Subject** and a **Message** to accompany the attachment.
- Click **Send**.

![The Email Support Notes dialog for Simone Brakus with Attach photos from these notes ticked and a new recipient row open, showing suggested recipients tagged You, Participant, Plan Manager, Father, Mother and Partner.](https://docs.astalty.com.au/assets/email-support-notes-modal.png)

> **Good to know**
>
> The notes are sent as a PDF attachment named after the Participant. Recipients are added as BCC, so recipients can't see each other's email addresses, and replies are directed back to the person who sent the email.

## Emailing Notes on a Group Support

For a group support, opening **Email Notes** gives you a few extra options so you can send the right notes to the right people.

![The Email Group Support Notes dialog with the Send related Notes to all Participants involved checkbox, Simone Brakus chosen as the Participant, Include general notes on the Group Support ticked, an Attach photos from these notes checkbox, Recipients, and Email Details with a subject and message.](https://docs.astalty.com.au/assets/email-group-support-notes-modal.png)

- **Send related Notes to all Participants involved** - tick this to send each Participant their own notes directly to their own email address. When this option is selected you don't add recipients manually.
- **Participant** - leave the checkbox above unticked to send notes for a single Participant. Select the Participant from the dropdown, then add your recipients in the **Recipients** section (at least one recipient is required).
- **Include general notes on the Group Support** - this is ticked by default. When enabled, the general notes recorded against the group support are merged into the PDF alongside the Participant's individual notes. Untick it to send only the individual Participant's notes.
- Enter an **Email Subject** and **Message**, then click **Send**.

## Viewing Email History

To check what has already been sent, open the **Actions** menu and select **Email History**. This shows a record of the note emails sent from that support, so you can confirm who received the notes and when.

> **Related**
>
> Case notes are also available on Tasks. See [Adding Notes](https://docs.astalty.com.au/guide/tasks/adding-notes) for the equivalent Email Summary and Email History options on a Task.