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Note Details

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The Note Details is used to record all information relative to each Note. The design is based on the tabbed notebook concept and is comprised of seven (7) sections. The sections are:

 

1

Header

For recording the note header information
 

2.

General

For recording the ancillary information associated with a Note
 

3.

Note

For recording the note details of up to 64,000 characters in rich text format.
 

4.

Persons

For recording the details of all associated persons and their roles at the time of the event.
 

5.

Documents

For recording and/or linking any documents associated or related to a note.
 

6.

Correspondence

For recording a log of all correspondence related to a note together with the facility to enter or 'paste' the entire correspondence.
 

7.

Research

For listing repositories, contacts etc together with resources to research related to a Notebook entry.

 

When the Note Details view in opened the HEADER and NOTE sections comprise the default view as shown below.

Note Details View

Note Details View


                                                                   

 

Whilst the HEADER remains constant when viewing the Note Details,  the lower section of the primary workspace, the SECTION VIEW will change to reflect the active Section.

 

To view Sections within a Module, other than the HEADER, click select the appropriate SECTION TAB.                                                               

 

Sections  Views and the Additional Button on the Module Bar are not accessible until the Note Header has been created and saved.