A note is a simple page for composing, editing, and sharing information without using or requiring other users to have another application to do so.
Notes appear in Webtop only where documents are shown. They have their own icon that looks like this:
While notes can be subscribed to, they do not have versions or renditions. You can edit, move, copy, or link a note, but you cannot check them in or out, or export them.
To create a note:
Navigate to the container in which you want to create a note.
Do one of the following, depending on the options available:
Click New Note.
If the menu bar is available, select File>New>Note.
In the Create tab of the New Note wizard, enter the following:
Name (required): The name of the new note must be unique among the names of other objects in the same container.
Note (optional): In the rich-text editing window, create the body of your note.
Subscribe to the note if you want to by checking the Subscribe to this room option (click [+] Show Options if necessary to view the option).
You can either continue to another tab, or click Finish to complete the wizard.
To complete the New Note wizard, click Finish to create the note. Or, to exit the wizard without creating a note, click Cancel.
If you have Write permission on a note, you can edit its name and body.
To edit the body of a note:
Do one of the following, depending on the options available:
Click Edit.
If the menu bar is available, select File>Edit.
In the rich-text editing window, edit the body of the note.
Click OK to put your changes into effect.
To edit the name of a note:
Do one of the following, depending on the options available:
Click in the row with the note’s name.
Select the note and select View>Properties>Info.
The Properties: Info tab opens and is identified at the top left with a note icon () and the name of the note.
Edit the note’s Name and other properties, as desired.
Click OK to put your changes into effect.
To delete a note:
Do one of the following, depending on the options available:
Click Delete.
If the More link is available, click More>File>Delete.
If the menu bar is available, select the note and then select File>Delete.
Since a note does not have versions, the Delete dialog for a note differs from that for typical documents. Choices on in the Delete dialog are as follows:
Links: Delete just the link to the location name (not selected and disabled if the note has only one location, otherwise selected by default).
Note: Permanently delete the note (selected by default if note has only one location).