<< Click to Display Table of Contents >> You are here: Sage Intacct Paperless Administration > Global Settings > Quick Notes |
There are many places within Sage Intacct Paperless where notes can be added to documents, invoice, routing, etc.
If users are typing the same text repeatedly, add a system “Quick Note” that allows users to select the text from a list and then paste it into the note they are entering.
1.From My Paperless, click Global Settings.
2.In the Global Settings navigation bar, click Quick Notes.
The following page displays:
3.To add a new quick note, click .
Click here to read about adding a new quick note.
This is available to all users in the Sage Intacct Paperless system.
Note: Individual users can add their own personal quick notes through the User Settings dialog box. (Refer to Quick Notes Tab.)