As an administrator, you can set up Notes and Records by going to the Main Menu-->Admin-->Set up-->Templates-->Property Details.
First, select a Property Type that you have previously defined.
Then, click on Notes tab, and you can see the list of notes that will show up on each property that will be specified as this type of Property.
You can add new notes by clicking on the plus button, rename them by clicking on the note and renaming the header; move the note’s position in the list by dragging and releasing it at the desired location in the list; and Delete the note by clicking on the “X.”
Now, click on the Records tab, and you will similarly see the list of record folders that will show up on each property that will be specified this type of Property. Similarly to the Notes, you can add new record folders by clicking on the plus button, move them, rename, and delete the record category by clicking on the “X.”