How to Add Notes to Bids on Mercury Network®

Overview

You can add internal notes to individual appraisal bids to capture comments, feedback, or context during the bid review process. Notes can optionally be shared with clients when forwarding bids for review.

You have the ability to add notes to each individual appraiser's bid. To add a note, select add (or view) for the bid from the Review bids dialog.

You will then be presented with the Add note dialog which allows you to add your note. If your order came from a client, you can choose to include the note when you forward bids to the client for review. For additional information review the following How to Forward and Order to a Client on Mercury Network®

Multiple notes can be added for each appraiser. If you have already entered a note and click view from the review bids screen, you will be presented with the Notes dialog.

The Notes dialog allows you to view, add, edit, or delete any notes associated with the appraiser's bid opportunity.

Outcome

After completing this step, you will be able to add, view, edit, or delete notes for each appraiser’s bid and choose whether to include those notes when sharing bids with a client.