Below are the workflows for Note reviewers and Note authors. The workflow details how to review, lock, add comments, trash a Note, add a signature, and add addendums to Notes that need modification.
Related Video: Review, Lock, Sign, & Modify Notes Workflow: Video
Click the tabs below to expand the sections.
Note Reviewer
As a Note reviewer, you can pull batches of Notes to review and indicate to the Note author if you have locked the Note(s), or if they need to be signed, modified, or trashed.
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Note Author
When a Note reviewer reviews your Notes, you will receive notifications inside and outside of ShareNote Community alerting you to the status of your Notes and next steps.
Jump to Section: [Access Notes] [Notes that were Reviewed but NOT Approved] [Sign Notes]
Access Notes
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Notes that were Reviewed but NOT Approved
Follow the steps below to review Notes that were marked as Reviewed/NOT Approved.
Note: If your ShareNote Community role is a Location User, some modifications will be unavailable to you.
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Sign Notes
If the Note reviewer approved and locked your Notes, you are then ready to apply your signature.
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