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Creating, Sharing, and Exporting Provider Lists

How to create and manage provider lists, share them with others, and export them as a PDF.

Updated today

Provider lists let you save and organize collections of providers from the Wayfinder directory. They're available to all users, though they're especially useful for case managers who regularly curate providers for clients or colleagues.

Creating a List

  1. Go to Lists and click New List.

  2. Give your list a name and choose an emoji icon to identify it.

  3. Add providers by browsing the provider directory and clicking Add to List on any provider card.

Sharing a List

There are two ways to share a list with others:

  • Export as PDF β€” Generate a PDF from the list detail page and share the file with anyone inside or outside Wayfinder.

  • Send via email β€” Compose an email directly within Wayfinder that attaches the PDF and sends it to recipients inside or outside the platform.

Exporting a List

  1. Open the list from Lists.

  2. On the list detail page, use the export option to generate a PDF or share via email.

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