Adding a Custom Note to an Agreement

The custom note section is useful for any text that should be recorded on the legal agreement, for example:

• Custom payment terms
• Approved refunds

On the unit summary page, use the search bar to find the unit you're looking for then click to expand the unit's options. On the "Notes & Attachments" tab, edit the "Builder Notes" field and the click "Save Changes" button to apply your custom notes.

When the unit is COMPLETE, the notes will show up in the "Additional Notes" section on the Upgrade Selections page. If the unit was already COMPLETE before you added the Builder Notes, you'll need to click the REGENERATE AGREEMENT button on the "Notes & Attachments" tab.