Notes must be locked before you can sign it. Notes can be locked either by going into Note details and/or from the Note/Activity Log.
Jump to Section: [Locate Note] [Lock via Note Details] [Lock via Note/Activity Log]
Locate Note
- Hover over the Note Center tab from navigation bar and select appropriate Note Center from the drop-down.
- Use Advanced Filters to search for desired Notes.
- Click Show Notes and Notes that match search criteria display at bottom of page.
Lock via Note Details
- Click View for desired Note.
- Click Lock Note in Note Actions section on the left.
Lock via Note/Activity Log
- Select checkbox for all notes you want to lock.
- Click View all Checked Notes. and Note Details display.
- Click Note Actions drop-down and select Lock Checked Notes.
- Click Do Note Action.