Any time a note is entered in Sage Paperless Construction, quick note text can be selected by clicking the right mouse button while the cursor is located in the Document Notes input section.
The quick notes available will display by category. Selecting a category will display the various quick notes associated with that category.
In the following example, the three categories displaying are:
• General
• APFlow™
• Document Routing
In the highlighted General category, the available quick notes include:
• Approve by EOB
• For Your Review
• Please review
Select the quick note to add to the note and the quick note text will be added where the cursor is positioned.
