This article explains how to locate and sign documents that have been assigned to you by other users within your organization.

Permissions Required

No specific BestNotes permissions are required.

Signing Notes Created by Others

  1. Locate documents assigned for your signature under the For Review tab within the calendar view.

  1. Review the document and click Sign Entry. This action will append your signature and the current date to the document.

Screenshot showing the For Review tab in calendar view

Screenshot showing the Sign Entry button

Note: If you lock a document that still needs to be edited, please contact your system administrator to unlock the document.

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