Questions answered in this article:

  • What is the difference between saving vs signing a note?

View the instructional video(s) on this topic below:

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When saving or signing a note it is helpful to ask yourself a few questions:

  1. Have I closed the loop on this client event?
    • If you still have "todo" items related to this client event, you may choose not to sign it, as a way of indicating to yourself that there is still work related to this client event
  2. How much time do you have to edit a note once you've already signed it?
    • After you sign a note you are only able to amend it for 24 hours. If you plan to make changes to the content choose to save it first and then come back and sign it later.
  3. Am I sharing this note with my client?
    • You may choose to take a second pass over the note if you are sharing it with your client to review spelling and grammar, remember that after you sign a note you only have 24 hours to amend it before it locks.

Closing the loop - Keep in mind that after you sign a note you only have 24 hours to amend it.  You can toggle the columns to filter by draft or signed, to close the loop and sign all notes still in draft form.


Saving and signing of notes on the Notes page

1. Click the Notes under the My Office side tab.

2. In the notes list, select the specific note that you want to manage.

3. After a modal will be shown, click the Edit header tool button.

4. After selecting the edit button, the Amend (Sign) and Save header tool buttons will be shown. Click save if you just want to manually save any changes to the note. Click the sign to provide your stamp of approval to that specific note.

As you sign a note, you will be prompted a warning that you only have a 24 hours duration limit to make any note changes. After the said grace period, only comments will be available and amendments to the note are no longer possible.