Quick Notes are useful when lengthy, repetitive notes are needed on a regular basis. Users can save their own "personal" Quick Notes to use when entering notes throughout the Sage Intacct Paperless application. If the user is also a system administrator, quick notes can be flagged as "public" so that they display for all system users.
For more information, see Using Quick Notes.
1.Click the My Account 
icon in the header.
2.Select Profile. This brings up the User Settings page.
3.Click Quick Notes.
Create a Quick Note
1.Click ADD.
The following Quick Note Properties section displays, with the GENERAL tab active:
2.Use the Application dropdown to select where this quick note will be available:
Note: Sage Intacct Paperless means the Quick Note is available throughout the entire Sage Intacct Paperless application
3.In the Name field, type the name of the Quick Note. This is a required field.
4.In the Note Text field, type the Quick Note text to display. This is a required field.
5.Click the Active check box.
6.Click SAVE.
7.