Add Escrow Company
1 - Click into the Project Admin Center .
2 - Click on Project Setup and select Inventory Settings.
3 - Click on the Escrow Companies tab.
4 - Click on Add Escrow Company.
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.
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.