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Review Incomplete Forms

Overview This article covers how to review incomplete forms that you have created. If you are the last required signature, it will close t...

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Written by Bridget Cashman
Updated over 2 weeks ago

Overview

This article covers how to review incomplete forms that you have created. If you are the last required signature, it will close the form out completely. For more information about the Compliance Module or the Home page, refer to these articles:

Workflow

1. Navigate to the home screen

Navigate to the home screen

2. Click on View All in Compliance

Click on View All in Compliance

3. By default, the open signatures page will filter on forms created by you

By default, the open signatures page will filter on forms created by you

4. Select "No Signatures"

Select "No Signatures"

5. Click View to open a form and review it

Click View to open a form and review it

6. To bulk sign multiple forms at once, check the desired forms and click Apply Signature to Selected

To bulk sign multiple forms at once, check the desired forms and click Apply Signature to Selected

7. Enter your PIN and click Sign, if you satisfy the last required signature, the form will complete and disappear from the list

Enter your PIN and click Sign, if you satisfy the last required signature, the form will complete and disappear from the list
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