This article provides instructions on how to unlock and delete a group note in BestNotes.

Permissions Required

  • File Audit

Unlocking and Deleting Group Notes

 

Navigation for Permissions Context

  1. Settings
  2. User Details
  3. Under Settings

 

To Unlock a Group Note

  1. Click on Group Notes.

Settings and User Details

  1. Click on the History tab.
  2. Click on the note you would like to unlock.
  3. In the upper right-hand corner, there is a green lock.


Green lock icon

  1. A window will open to confirm removing all participants' Activity Logs linked to this Note (Extra NOTE: The contents of the note are not deleted, but signatures are removed).



Confirmation window

 

To Delete a Group Note

  1. Once it is unlocked, it will be on the Sessions tab.
  2. Click on the Sessions tab and open the note you want to delete.

Sessions tab with note selected

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