Use iExplorer to Create PDFs of Every Text Conversation

For a growing number of clients, email is simply too inconvenient and too slow. Their preference is to communicate with you using a text conversation. Agencies need to be able to respond to this customer preference by embracing text conversations as a viable communication option.

iExplorer Text Conversation

And, policies and procedures need to be put in place to make sure these conversations can be consistently and accurately documented. Capturing these conversations is not easy.

While a few agency management system platforms are incorporating outbound and inbound text messaging functionality, you still have the problem of clients texting individual producers’ mobile phones. These messages are outside of the current documentation capture process.

Putting a procedure together, and training each producer on how to manage text messages consistently, is an ongoing problem for agencies.

One possible solution is iExplorer — a software program from MacroPlant. iExplorer is a multipurpose tool that allows you to manage your iPhone and iPad better.

One of its capabilities that could be helpful to manage text messages is the ability to export any text conversation on your phone to an external file.

Capture a Text Conversation to PDF

iExplorer can transfer iPhone text messages to a Mac or Windows PC for archiving or sharing and is quick and easy to use. It can export any SMS, MMS, and iMessages to your computer as PDF, TXT, or CSV files. The PDF format is the most popular since it looks very similar to the way the text messages appear on your device with the text bubbles on each side and with the shared photos in place. All formats will include the original time stamps.

You can also export any photos and other attachments separately in their original size and format.

How to Capture a Text Conversation

Here’s how:

  1. Open iExplorer and connect your iPhone, iPad or iPod.
  2. Click on the Data tab in the Device Overview screen and click on Messages.
  3. If you have not created an iTunes backup yet on this computer, you will be asked whether to make one (choose Yes). If you did already have an iTunes backup, and it is more than 24 hours old, iExplorer will ask whether you would like to Use Latest Backup or Back Up Now to create a new one.
  4. Make your backup selection, and iExplorer will load your text messages.
  5. Browse your Messages and choose an Export option. You can transfer an entire conversation or selected parts of a conversation or export all text messages in a single transfer. You can also just export the shared photos and files from a conversation separately.

If you need to find a particular part of a conversation, iExplorer lets you search your text messages by keyword via the Search field in the upper-right corner. The PC version will search all conversations, and the Mac version will search the conversation you have selected.

Once you have exported your text messages to your computer, you can then view the PDF, TXT, or CSV files in any desktop application that can read those file types. The PDF file option probably will be the most common, and it is a simple matter of attaching the PDF with the text conversation to the client file as your documentation.

Additional articles on texting can be found here and here.

I do realize there are some options available for capturing a text conversation from your phone to a more permanent storage solution. Because iExplorer is easy to use it might be a good option for you to explore.

What are the methods you are currently using to capture a text conversation for client documentation?

Please note: I reserve the right to delete comments that are offensive or off-topic.

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7 thoughts on “Use iExplorer to Create PDFs of Every Text Conversation

  1. I know of an Android program that doesn’t necessarily turn conversations into PDF, but it will allow you to see your conversations on a tablet or computer making it easier to save as a document. It’s called Pulse SMS (https://messenger.klinkerapps.com). It syncs all of your text conversations to be seen on any device.

    All users WOULD have to switch from their standard SMS app to Pulse SMS on their phones. But it’s a really nice app.

    I will say it is a paid service to sync across devices. But the pricing is reasonable.

  2. Tom, I have had several questions about an Android version. I don’t have an Android platform so I was not able to test any solutions. Let me know if you find anything you think might work.

  3. Hi Steve, wonderful information as always. This is great for Apple users, but are there any solutions for us that live in the Android word? Thanks!

  4. My go to solution is taking a screen shot of the conversation and emailing it to myself. I try to get the customers name, date/time stamp, and relevant data into the pic. Of course, this isn’t ideal as sometimes it takes three or four pictures to achieve this even it is all captured in the same email. Thanks for the tips as this is becoming very relevant especially for millennials. Do you happen to have a solution for Android phones?