In “documents” and “notes” general letters, faxes and notes in relation to the project are created and recorded chronologically. The following functions are available:

	Create a new document/ a new note
	Delete the marked document/ the marked note
Show from linked projects	Also shows in the list the documents that are created in projects linked via the project history. For these documents, the additional column Document Origin is displayed, which contains the document name and document number of the linked project.
Full text search	Searches for text matches within the topic

When creating a new document / a new note, different types can be selected and designated with the respective icon from the list.

	Note or simple note
	Letter
	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.

 

Every document and every note can be assigned to a category created in the program settings/selection lists.

For letters and faxes, any template can be selected from the template manager as a basis. Besides the simple standard template, it is recommended to record respective samples for recurring / serial letters.

 

New creation of a document for a purchase order

 

 

For processing a letter or fax, further functions of the text editor are available:

 

Text editor of a purchase order

 

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

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.

 

Full text search

If already very many documents and notes have been created for a singular order, the full text search facilitates the finding of a documents with an unknown creation date. A keyword is inserted into the search field then. All documents that contain the wanted term in their topic will be displayed and the key word will be highlighted. The selection can be reset via the small x next to the  search field.

 

Full text search in the documents of a purchase order