Documents in Signed or Completed Status

Once a document has been signed or completed it cannot be moved. At this point the document can only be errored. A new document would need to be done in the correct client record.

  1. In the document toolbar click Select Action icon and click Error.
  2. The user will see Note Error popup window. They should click OK button to proceed.
  3. The document status will now be Error and an Error watermark will appear on the PDF.
  4. Errored documents are not removed from the client record and can be located by selecting Include errored documents checkbox in Documents list page filter.