Project Admin Center - Project Setup - Inventory Settings - Escrow Companies

In this article:

• About Escrow Companies
• Add Escrow Company
• Update/Edit Add Escrow Company
• Delete Add Escrow Company

About Escrow Companies

The Escrow Companies tab, accessed via the Inventory Settings menu item under Project Setup in the Project Admin Center, allows a Project Administrator to create a list of Escrow Companies that users can select from and add to a unit of inventory in the Inventory Center when completing contract details. 

To manage Escrow Companies:

1 - In the Project Admin Center, click Project Setup and select Inventory Settings.

2 - Click on the Escrow Companies tab.

Add Escrow Company

1 - In the Project Admin Center, click Project Setup and select Inventory Settings.

2 - Click on the Escrow Companies tab.

3 - Click on Add Escrow Company.

4 - A new line will appear. Enter the Escrow Company in the space provided. In the same line, double-click under any of the other information you wish to add and enter in the spaces provided.

You can enter your escrow companies in two ways:

• Click on Add Escrow Company multiple times to add as many fields as you need and then go back and enter your escrow company information in the spaces provided; or
• Click on Add Escrow Company, enter your escrow company information in the spaces provided, and then click on Add Company again and repeat the process as many times as needed.

5 - Click Save.

Update/Edit Escrow Company

1 - In the Project Admin Center, click Project Setup and select Inventory Settings.

2 - Click on the Escrow Companies tab.

3 - Double-click on the Escrow Company detail and update as needed.

4 - Click Save.

Warning: Updating an Escrow Company will permanently change the information for all inventory details and related reports.

Delete Escrow Company

1 - In the Project Admin Center, click Project Setup and select Inventory Settings.

2 - Click on the Escrow Companies tab.

3 - Click on the Escrow Company you want to delete.
4 - Click on Delete Escrow Company.

5 - You will be asked if you are sure you want to delete the selected item(s). Click Yes.

Warning: Deleting an Escrow Lender Company will permanently remove all references to it from inventory details and related reports.