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Add Escrow Company

Add Escrow Company

1 - Click into the Project Admin Center Project Admin.
2 - Click on Project Setup and select Inventory Settings.

3 - Click on the Escrow Companies tab.

project settings

4 - Click on Add Escrow Company.

project settings

5 - 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:

a) 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

b) 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.

project settings

6 - Click Save.

Note: A red triangle in the upper left corner of an entry indicates the item has not been saved. Once it’s been saved, the red triangle will disappear.

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