Sign Multiple Notes Simultaneously

Notes must be locked before you can add a signature. To learn more about how to Lock a Note see Lock a Note documentation. You must also have an e-signature already created in your Staff Profile in order to sign multiple Notes at the same time. To learn more see Add Signature documentation.

1. Hover over the Note Center tab in the navigation bar and select the appropriate Note Center from the drop-down.
2. Use Advanced Filters to search for Note.
3. Click Show Notes.
   
   
    
4. Notes that match search criteria display at the bottom of the page.
5. Select checkbox for all notes you want to sign.
6. Click View all Checked Notes. and Note Details will display.
   
   
   
    
7. Scroll to the bottom of each Note and select the Check here to include this note when adding your e-signature checkbox. 
   
   
    
8. Select the I agree/attest to the above terms and conditions of using my electronic signature checkbox.
9. Enter your PIN.
10. Click Apply Signature to Note.
    
    

[Back To Top]