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Editing, signing and deleting client records

How to make changes, complete and permanently remove client records you have created

Editing an existing record

  1. Find the record you wish to edit in the relevant client’s records list

  2. Select Edit and enter the changes required

  3. Click Save and review when finished

Signing a record

Signing a record confirms that it is complete and no longer a draft.

  1. Find the record you wish to sign

  2. Click Sign then Confirm

  • Signing a record will remove the ability to edit. You can, if necessary, create an Addendum.

Note: All unsigned records will appear in your Noted dashboard every time you log into the Noted App.

Deleting a record

  1. Find the record you wish to delete in the relevant client’s records list

  2. Click on the button with three dots to open the actions menu of the record

  3. Select Delete record and Confirm

Note: All workers can delete unsigned draft records. If the record is already signed, you can archive the record.

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