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Quick Notes

The Quick Notes option allows you to copy and paste information into documents, or Quick Notes and can be used to reference information related to certain loans or guidelines on how to use certain nodes in OnBoard, which are specific to the institution.

Note Display of the Quick Notes option is based on user security permissions. The option is unavailable when no permission is granted.

Not only is the information accessed through the Quick Notes node under System Setup, the information is also accessed through the Quick Notes option in the Toolbar.

Note Special characters can be used when you copy and paste information from Notepad for entry into a Quick Notes description or for entry directly into the description. Special characters cannot be used when you copy and paste information from a Word document for entry into a Quick Notes description.