1. Click Action Items.
2. Find your request and click Witness.
3. A Docu-Sign window will open prompting you to provide your signature as a Witness. Please click the Sign button to add your signature and then click Finish.
4. You'll be asked to review a Disclaimer. Click Agree and Submit to have your request submitted for processing.
If you click Cancel, the request will remain in Action Items until you choose to Submit it. You will have to agree to the Disclaimer in order to submit the request.
Great Job! You now know how to submit record requests in Action Items.
If you have questions or feedback, please feel free to reach out to us at [email protected].