To start and manage the Activity Log (Progress) Notes, Click HERE.



In a client's Activity Log:

  • Click on New Note
  • Select Progress Note (template)
  • A new window opens


  • Fill-out the form
    • Manually

OR


    • use AutoNotes






  • Add Signers as needed



  • When finished, select a Save option




    • Save will keep the Note open
    • Save & Close will close the window
    • Save & Lock will close the window and Lock the Note (Locked = )

 


Add Signers to saved Progress Notes (for more documentation, Click HERE)
  • Open the Note
  • Click the Signers  button and select signer




  • Have the users / contacts sign the Note (for more documentation, Click HERE)




Lock / Unlock and/or Delete Notes


 User Permissions Required (contact your BestNotes System Administrator for user permissions):

  

 

This is not required to add or remove signers in a Template note. Visit the Add Signers solution page.



Once a note is unlocked, it can be deleted by clicking the trash can in the upper-right (NOTE: No permission required):





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