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How to Complete a Note, including resolving errors.

When you attempt to sign a note with missing required information, the error message will indicate what information you are missing.

1. Navigate to the Note Preview section of your note. 

Note Preview1 (2)

2.  Scroll to the bottom to show any red banners indicating missing information. 

Red indicator (2)

3.  Click on the note section name at the top to quickly view the menu with indicators appearing by sections that are missing information. 

note preview with red indicator

   menu with exclamation mark

4.  Click on the name of the section appearing with  ! to correct the missing information. 

correct missing info (2)          corrected info (3)

5.  Click the >> to navigate to the Note Preview and scroll to the bottom to show the available options Sign note and bill or Save as draft.  

Note Preview with no errors (2)

If you pre-populate a note from a previous note, you must change information within the note to avoid an error when attempting to sign note and bill. If the new note is identical to the previous note, you will receive an error message.