Notes must be locked before you can add a signature. You must also have an e-signature already created in your Staff Profile in order to sign multiple Notes at the same time.
Related article: Sign Multiple Notes Simultaneously;
- Hover over the Note Center tab in the navigation bar and select appropriate Note Center from the drop-down.
- Use Advanced Filters to search for a Note.
- Click Show Notes.
- Notes that match the search criteria will display at the bottom of the page.
- Select the checkbox for the note you want to sign.
- Click View all Checked Notes and the Note Details will display.
- 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.