Publication Date: 11/12/2024 Share Print

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Report a Problem

If a discrepancy is found with the document the recipient can record the discrepancy in a note.

Report a problem with the read and sign requirements as follows:

  1. Click the Report a Problem button. The Note Pad will open up.
  2. Enter the discrepancy in the Note Pad and click the Save button.
  3. A System Note will be sent to the Issuer of the Read & Sign.
  4. You now have the option to close the Read & Sign Request or leave it open. When selecting ‘closed’ status, a resolution field appears for the user to enter a resolution or comment.
  5. The Issuer of the Read & Sign will receive a System Note in the Control Panel Explorer Notes tab.

See Also

Closing a User Request Type Read & Sign Requirement

Overdue User Read & Sign Requests

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