Documents (Program) MOD009C90
Access
- Program panel → Further... → Documents
Information
- In this module, documents, notes, and pin board entries of a program are created, edited, and managed.
Module variants
| All elements | All pending, completed, and archived elements (documents, notes, pin board entries) are displayed. |
| Archived elements | All elements (documents, notes, pin board entries) for which the Archive checkbox is activated are displayed. |
| Completed elements | All elements (documents, notes, pin board entries) for which the Completed checkbox is activated are displayed. |
Documents
Information
- In the Documents area, all available program documents are displayed.
- New program documents can be added.
Add documents and categorize them at the same time
- If there are no entries in the Documents area yet, or if the required category is not among those already written,
- select the category from the Category listbox in the area header and click on the New document button.
- The new category record with the required category, and below a new (empty) document record, are inserted.
- Enter a document name in the Document field and possibly write a short description in the Description field.
- Attach the file in the Linked file field.
- Save.
- select the category from the Category listbox in the area header and click on the New document button.
Add documents to existing categories
- If the required category has already been inserted in the area,
- insert a new document line by right.clicking on the category and selecting the Insert → Document command from the context menu.
- Edit the document record as described above.
- Save.
- If the Completed and/or Archive checkboxes are activated for documents, the respective documents will no longer be displayed in the base variant but they will be moved to the Completed Elements or Archived Elements variants.
- If you want the required document to be displayed in the Info area in the Dashboard module, select the 1: display in dashboard value from the Type listbox.
Notes
Information
- In the Notes area, all available program notes are displayed.
- New program notes can be added.
Add notes
- Insert a new note record
- by clicking on the New note plus button or
- by right-clicking on the area header or on an already existing note and selecting the Insert → Note command from the context menu.
- Enter your text in the Note field.
- You can attach a file in the Linked file field.
- Save.
- If you want the required document to be displayed in the Info area in the Dashboard module, select the 1: display in dashboard value from the Type listbox.
Pin Board
Information
- In the Pin board area, all available program pin board entries are displayed.
- New program dashboard entries can be created.
Create pin board entry
- Insert a new pin board entry
- by clicking on the New pin board entry plus button or
- by right-clicking on the area header or on an already existing note and selecting the Insert → Pin board entry command from the context menu.
- Enter the date in the Date field, and the note text or the event in the Note field.
- Save.
Note
- In opposite to notes and documents, all pin board entries created in the Documents module are also displayed in the Dashboard module.