JAVLN Officetech User Guide: Quick Note Function

QuickNote

A QuickNote is a file note generated from the File View Functions menu.  

To create a QuickNote:

1. Navigate to the folder you require the QuickNote to save to.
2. Click the Plusicon in your File View which will open the File View Function Menu
3. Click theicon in your function menu which will open the QuickNote
4. Enter your title in the Title field (this automatically populates your Description)
5. Enter the Subject and Comments in the subsequent field
6. Enter your notes in the notes field. Once you save the QuickNote your notes will be locked and date & time stamped
7. Click Save & Close 

You can also attach files to your QuickNote by selecting +Attached files followed by the

icon which will open the File Browser and allow you to search for and attach the required file.

QuickNote Function

The function of a QuickNote allows immediate access to all fields as outlined below:

Update an Existing QuickNote

To update a QuickNote:

1. Navigate to the folder where the QuickNote has been saved into
2. Highlight the QuickNote in the File List, click on the Ellipsis buttonat the end of the row and select Open
3. Add your new notes in the Notes field. You can also add an attachment to the QuickNote by clicking on the Attachments tab and selecting theicon which will open the File Browser and allow you to select and attach a file.

You can also attach a QuickNote to a Task at the time of creating the QuickNote by:

      1. Select Attach to Task check boxin the QuickNote function or 

OR

     2. Adding the QuickNote to the Task after it has been created. 

Tasks that are linked to QuickNotes can be viewed by navigating to the Tasks Tab in the QuickNote function.

To create a PDF copy of the QuickNote: 

       1. Select Copy to PDF.       2. Click Save or Save & Close