Requires File Audit Permission:

  1. Settings
  2. User Details
  3. Under Settings

To Unlock:

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

  5. 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).

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.

Back to top of page