Updates to eSign and the Notes Section

Updates to eSign and the Notes Section

July 6, 2018Justin HoffmanCategories What's New

Save Drafts of Your Notes and Assessments

You no longer have to finish note or assessment in one sitting. Click the “Draft” button to save it in the notes section of the client file. You can then click “Edit/Finalize” to continue it. A note that’s been saved as “Done” will show the finalized date in the notes list.

When a consumer saves a draft of a PDF Form you’ve sent them, they will see it in their Document Center under the In Progress tab.

Filter the Notes List

We added a filter to the Notes tab so that you can choose to view finalized notes only or drafts only.

Bug Fixes and Stability Improvements