Creating P-Notes

You can create P-Notes for a loan from either the Invoice Detail screen or the P-Notes Utility Report.

1. Locate the invoice by performing a search.

   The Invoice Detail screen appears.

2. Click the P-Notes link.

   The P-Notes window appears.

3. Click Add New Comment.

   The Add a New Comment window appears.

4. In the Comment field, type the message.
5. Do one of the following:
   • To create a P-Note only you can view, select the Personal check box.
   • To create a P-Note all users in your company can view, clear the Personal check box.
6. Do one of the following:
   • To set the P-Note to automatically appear when users open an invoice associated to this loan number, select the Alert check box. The P-Note icon appears next to the Loan No. field on the Invoice Detail screen.
   • To require users to click the P-Notes link at the top of the Invoice Detail screen to view any P-Notes associated to the loan, clear the Alert check box.
7. Click Save.