Notes must be locked before you can add a signature. To learn more about how to Lock a Note see Lock a Note documentation. You must also have an e-signature already created in your Staff Profile in order to sign multiple Notes at the same time. To learn more see Add Signature documentation.
- Hover over the Note Center tab in the navigation bar and select the appropriate Note Center from the drop-down.
- Use Advanced Filters to search for Note.
- Click Show Notes.
- Notes that match search criteria display at the bottom of the page.
- Select checkbox for all notes you want to sign.
- Click View all Checked Notes. and Note Details will display.
- Scroll to the bottom of each Note and select the Check here to include this note when adding your e-signature checkbox.
- Select the I agree/attest to the above terms and conditions of using my electronic signature checkbox.
- Enter your PIN.
-
Click Apply Signature to Note.