Add quick notes

Follow these steps to add a new quick note: 
  1. Select
    FileRoom
    Admin
    ,
    Account Setup
    , then 
    Quick Notes
    .
  2. Select
    New Quick Note
    .
  3. When a new row appears, mark the checkbox in the
    Display
    column to make this note available to the selected
    Binder Type
    .
  4. Under
    Binder Type
    , select the binder types for the note. Select
    Save
    .
  5. In the 
    Note Type
    list, select a category for the note.
  6. Enter the note text in the
    Quick Note
    window.
  7. Select 
    Save
    .
  8. Once you save your quick note, you can adjust the display order using the arrows in the 
    Display Order
     column.
After saving quick notes in
Account Admin
, you can open SPbinder and select the quick note you want to add.

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