Using Quick Notes

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Using Quick Notes

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.

 

QuickNoteSelection