WORKING WITH DOCUMENTS

Creating and saving documents
The types of documents you can create depends on the design of the database you are using. For example, in your mail database, the Create menu allows you to create mail memos, tasks, calendar entries, bookmarks, phone messages, and more. In a discussion database, the Create menu may offer these options: mail memos, tasks, calendar entries, main topics, responses, and responses to responses.

You can save a document you're working in and keep it open, or save an open document and close it.

Also, if the design of the database you are working in includes the AutoSave feature, you can have Notes do temporary saves of draft documents at intervals to a local encrypted database.

Note You can create a document in a database if you have Author access, Depositor access, or higher.

To create a document

1. Open a database.

2. Choose Create - <type of document>.

Note If you have a document selected in the database you are working in, and choose to create a new document, the new document you create may inherit or copy properties from the currently selected document. To prevent this, press and hold CTRL (Macintosh users, COMMAND) when you choose a document type from the Create menu.

To save a document and keep it open


To save an open document and close it

1. Choose File - Close, or Press ESC.

2. Select an action in the "Close Window " dialog box; click OK.

Note The "Close Window" appears only if there is information to be saved.

To temporarily save draft documents to a local database

Saving in-progress documents to a local encrypted database allows you to recover your work after power outages and system crashes. When you finish working on a document and send/save or discard it, Notes removes it from the local database.

Note This feature is available only if the application design includes AutoSave for the form on which the documents are based.

Do one of the following:


See Also