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 =
)
- 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):