In the documents and notes general letters, faxes and notes for a contact are created and stored chronologically. The following additional functions are available for this navigation point:

 

	Create a new document / note
	Delete the selected document / note
Show from projects	Also show documents and notes that are stored at a project document of the contact.
Full text search	Searches for phrases in the title of all documents of the contact

When creating a new entry a title is to be entered that can be used in subject line of letters and for simple finding in the list view.

The entry can also be assigned to a category.

The categories can be created separately for document and note in the program settings.

 

The following document types are available: Simple note, note, letter and fax.

A note is summarized as a title with a heading and further described in an additional text field.

The simple note, on the other hand, consists of a single text field, which is also the title.

 

For letters and faxes, there is a further selection of a document template that was created in the text modules.

This can be a simple template that just includes the contact address on a sheet of letterhead.

For recurrent letters it’s useful to create a complete pre-formulated sample template that can be chosen here.

 

Adding a new document for the contact

 

 

The different documents are highlighted by own icons in the list view.

	Note or simple note
	Letter
	Fax

 

When a new letter or fax is created or an existing document is edited additional functions for text formatting are available.

 

Editor of a document

 

The list of documents and notes can be sorted, filtered and grouped (e.g. by category).

 

Grouped list of contact documents

 

Simply click on a document or note to open it for viewing / editing.

By double-clicking in the Category column, the assignment to a category can be set or changed afterwards.