Notes
From help.officedesktop.com
| Notes: Jot down information on color-coded memo pads.
|
Contents |
Copy
Description: The Copy To feature allows you to make a copy of a Note in a new folder. This allows you to work with a file while preserving the original.
Directions:
- Highlight the Note you wish to copy.
- Select Copy To from the Actions button on the Command Row.
- Select the destination folder in which to place the copy of the selected Note.
- Click Copy to complete.
Delete
Description: The Delete Note feature allows you to remove Notes.
Directions:
- Highlight the Note.
- Click the Delete button on the Command Row.
- Click OK to confirm.
To restore a deleted Note, see Restore Note.
Display Look
Description: The Display Look allows you to view your folders in two styles: Details, Icon. You can toggle between both of these styles.
The Details Look displays the contents of a folder in rows, with columns showing the Label, Content, Created Date, Modified Date. You can change the sort order by clicking the column header.
The Icons Look displays the contents of a folder with an icon associated with the Label, with the Content below it.
Directions:
- Click the Display icon.
- Select Look.
- Choose the preferred Display Look.
Display Options
Description: The Display Options allows you to customize the default ways Notes appear on the screen, including text colors and Display Look.
Directions:
- Click the Display icon.
- Select Options.
- Use the drop-down lists to change the default Display Look.
- Check the box to apply these options globally to all existing folders.
- Check the box to set these options as the default for new folders.
- Click Save and Exit.
Display Settings
Description: Display Settings define the fields, their placement, and their order to be displayed within the system-defined fields for Standard and Search Results. This is used in the Details Look.
Directions:
- Click the Display icon.
- Select Settings.
- Select the list you wish to modify from the drop-down list.
- To move a field, highlight it and use the up and down arrows at the bottom to change the placement of the fields.
- To change the sort order, click Sorting.
- Choose up to three fields to sort by, and whether you want them displayed in ascending or descending order.
- To restore to the system defaults for Fields and Sorting, click Reset.
- When finished, click Save and Exit.
Move
Description: The Move To feature allows you to move Notes from one folder to another.
Directions:
- Highlight the Note you want to move.
- Select Move To from the Actions button on the Command Row.
- Choose the desired folder. If you need to create a new folder, click the Tools icon and select Folders.
- Click Move.
Moving a Note to the Deleted folder is the same as deleting a Note.
New
Description: The Notes module allows you to create brief, color-coded messages to yourself. This is used to jot down thoughts similar to an office sticky pad.
Directions:
- Click New from the Command Row.
- Click the radio button to denote the Label color of the message.
- Select the folder in which you want the note to be saved.
- Type your content in the body of the Note.
- Click Save and Exit.
Folders
Description: Note Folders allow you to organize your notes into self-defined folders (e.g., “Work,” “Personal”).
Directions:
- Click the Tools icon, select Folders. Alternatively, you can click the square above the list of Notes.
- Click New to create a new folder.
- Type the name of the folder. Click Save and Exit.
- You can also rename and delete folders. Warning: If you delete a folder, all Notes within that folder will also be deleted. To restore a deleted Note, see Restore Note.
- Click Save and Exit.
Retention
Description: You can tell the system to permanently delete Notes after a period of up to seven days after they were sent to the Deleted folder.
Directions:
- Click the Tools icon.
- Select Notes Retention.
- Use the drop-down lists to choose the length of time to retain previously deleted Notes.
- Click Save and Exit.
If your corporate policy specifies a deletion timeframe less than your personal retention policy, the Notes will be deleted based on the corporate policy.
Search
Description: Searches are performed to locate Notes.
Directions:
- Click the Search icon.
- Click the Folder icon to select the folder(s) you want to search.
- Enter the Key Dates.
- Enter the keyword(s).
- Check the box(es) of the color of the Labels.
- Click Search.
Restore
Description: A Note that has been accidentally deleted can be restored. For example, if you deleted a folder without realizing that there was still a Note in it, the Note is not permanently lost.
Directions:
- Select the Deleted Notes folder from the drop-down list.
- Highlight the Note you want to restore.
- Click the Restore button on the Command Row. The Note is moved into the Notes folder.
