> ## Documentation Index
> Fetch the complete documentation index at: https://help.operanthealth.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Review and sign notes

> Read the draft, make it yours, then sign and file it.

Every note starts as a draft. Nothing is filed until you sign it, and you can change anything before you do.

## Find notes waiting for you

Open **Reports**. In the app, **Drafts** is the first tab. On the web, filter by **Unsigned**.

| Status | What it means |
| - | - |
| **Recording**, **Uploading**, **Transcribing**, **Generating** | The note is still being drafted. |
| **Needs review** / **Draft** | Ready for you to read and edit. |
| **Signed** / **Filed** | Signed and filed. |

## Review, edit and sign

> [tab] iPhone and iPad
>
> **1. Open the note**
>
> Tap **Review** on the note in **Reports**.
>
> **2. Edit and save**
>
> Make your changes, then tap **Save**. An **Unsaved changes** marker shows until you do.
>
> **3. Sign**
>
> Tap **Sign & File**. Your latest edits are saved first, then you'll see **Report signed**.
>
> To share the note, tap **Export**, then **Copy report** or **Preview PDF**.

> [tab] Web
>
> **1. Open the note**
>
> Click the note in **Reports**. The side tabs show the **Transcript**, your **Macros**, and the note's **History**.
>
> **2. Edit and save**
>
> Make your changes and click **Save**, or press ⌘S (Ctrl+S on Windows). Every save is kept as a version in **History**.
>
> Type **/** in the note to insert a macro.
>
> **3. Sign**
>
> Click **Sign & File**. Your edits are saved, the note is signed, and the finished PDF opens.
>
> To share the note, open **Export**: **PDF preview**, **Copy plain text** or **Copy (rich text)**.

> [!WARNING]
>
> Notes don't save on their own. Save before you leave the page. If your session expires, unsaved edits are lost.

## Ask AI to make an edit

On iPad, type or dictate an instruction in the box that reads **Ask AI to edit the report.** Each proposed change appears in **Review changes**. Keep the ones you want and tap **Apply Accepted Changes**, or **Discard**.

AI editing is off for signed notes, and dictation pauses while a visit recording is running.

## Start the draft over

On the web, **Regenerate report** writes a fresh draft from the recording. Click **Save and regenerate**. Your edited version stays in **History**.

## Change a signed note

Signed notes are locked.

* In the app, tap **Reopen**.
* On the web, click **Unsign**.

Either way, the note goes back to a draft. Make your edits, then sign it again.


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