✏️ How to Override a Record

1. Within an open Record, scroll to the bottom right corner of the form and click the three-dot menu icon (⋮) to the left of the Reject button. A menu will appear with the following options:
   • Reassign: Assign the record to a different user.
   • Override: Edit a previously completed section.
   • Change Deadline: Update the due date of the record.
   • Discard: Discard the record.
2. Select Override from the menu.
3. In the "Select a section to override" dialog, choose the section you want to override (e.g., Step 1), then click the green Override button.
4. The selected section will become editable and the View Only badge will be removed from that section. Make your changes:
   • Signature: Click Clear to remove an existing signature.
   • Approver (and any other fields): Update the field values as needed.
5. In the bottom right corner of the form, click the green Submit override button to save your changes.

Your changes will be saved and the section will return to View Only mode with the updated values.