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.
1.From My Paperless, click My Account.
2.Click Profile from the dropdown.
3.In the User Settings navigation bar, click Quick Notes.
The following page displays:
Adding a Quick Note
1.In the Quick Notes page, click 
.
The following Quick Note Properties page displays, with the GENERAL tab active:
2.In the Application field, use the dropdown to select where in the Sage Intacct Paperless application this quick note will be available:
Note: Sage Intacct Paperless - available throughout the Sage Intacct Paperless application
3.In the Name field, type the name of the Quick Note.
4.In the Note Text field, type the Quick Note text to display.
5.Click the Active check box.
6.Click 
.
•See Using Quick Notes for details on how to use quick notes.