Creating a Predefined Note

The Predefined Notes feature provides the ability for you to create, edit, or view a predefined note which can be associated with your claim office profile. The notes in this table can be used for estimate notes or estimate line notes.

To create a Predefined Note

1. Select the Configuration Dashboard, and then select the Profiles option from the Configuration panel.
2. Select the profile, and then select Edit from the mini-toolbar.
3. Click the Predefined Notes link.
4. Click Add from the Predefined Notes toolbar. The Predefined Notes screen opens.
5. Enter the event information in the required fields.
6. Click Save or Save and Close from the toolbar.

Note: Other options include editing, and deleting a Predefined Notes.