Click Play button
User Permissions Required (contact your BestNotes System Administrator for user permissions):
The For Review tab displays:
- When there are documents ready to digitally sign or need your attention (NOTE: Locked notes only).
When a tag has been added or removed from a contact.
1. To review and sign a document, click on the Signature required button.
If a ledger code is associated to this document, click the ledger button to review.
Click Append, If more information needs to be added to this document.
If a paper copy is needed, select print.
2. Click sign entry when your signature is ready to be applied.
When Access and Fixed tags are created, users can be added to a tag notification list which will automatically notify users when a tag is changed.
If a clients tag has been changed from “Inquiry” to “Current” and if you have been added to the notification list of Current, you will receive a notification message in your For Review tab.
At this point you will either see a button called Create Q-Log or Dismiss.
When a dismiss button shows, it requires no action and can be cleared from your For Review tab.
- If create Q-Log displays, then you or someone in that tag notification group must click on the Create Q-log button to type whatever action that needed to occur was completed. Then that button changes to Dismiss.