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 can have built-in discussions, and can contain rich-text content.
Notes (
) appear in Webtop only where documents are shown. They can have embedded discussions if the Show Discussion option is checked in the note’s properties.
While you can subscribe to notes, they do not have versions or renditions. You can edit, move, copy, or link a note, but you cannot check notes in or out, or export them.
To search for notes, run an advanced search, and set the type of object field to either Sysobject (dm_sysobject) or Note (dmc_notepage).
To create a note:
Navigate to the location for the new note.
Select File > New > Note.
The New Note dialog box opens.
In the Create tab, specify the following properties:
Name (required). The name of the new note must be unique among the names of other objects in the same container.
Note. Using the RTE, specify the body of your note (this is optional). You can edit this field after the note is created.
To subscribe to the note, check the Subscribe to this notepage option (click [+] Show options if necessary to view the option).
You can either continue to another tab, or click Finish to create the note.
Click Finish to close the dialog box, and create the note.
Or, you can click Cancel to close the dialog box without creating a note.
To edit the body of a note:
Select File > Edit.
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:
Right-click the note, and select Properties from the context menu.
Select the note, and select View > Properties > Info.
The Properties: Info tab opens.
Edit the note’s Name, and any other properties, as appropriate.
Click OK to put your changes into effect.
To delete a note, select it, and then pick File > Delete.
Since notes do not have versions, the Delete dialog box for a note differs from that for typical documents. Choices in the Delete dialog box 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).