The infoclick note ruler, Linking items to notes, Print your infoclick note – Nisus InfoClick User Manual

Page 53: Print an open note, Create a pdf file of your infoclick note, Quit infoclick

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InfoClick Notes

37

The InfoClick note ruler

Immediately beneath the Toolbar and above the text editing area the ruler appears. This is
comparable to the ruler and tools available in Apple’s own TextEdit application. It needs no
explanation.

You can learn more about TextEdit here

.

Linking Items to Notes

You can use the InfoClick notes facility to store links to documents, emails, web pages, and other
notes associated with a project.
You can create a note for each project at the time you start it, or when you need to locate items
associated with it.

1. Give the note a Subject descriptive of the project using a sufficient number of key words to

distinguish it from other projects. This makes it easier for you to find.

2. Write a description of the project in the note body.
3. Collect all emails related to the project and link them to the note as follows:
4. Use the InfoClick search to find all emails related to the project.
5. Drag and drop all the related emails, listed in InfoClick, to the note, either one at a time or all

at once, in the usual way.

6. Save the note.

This action copies a link to each email in the note and allows you access to them by clicking the
link for any of those emails. You can do the same with documents or any files, by dragging them to
the note or by clicking the Link to File in the lower left corner of the note window.

To link web page to a note, drag the web page address (URL) to the note.

Note searches currently match the note name and the note content, but not the content of the
linked documents or emails. The note content includes the full path to each linked file and
the subject of each linked email. Therefore a search of a note by the linked file name, or the
linked email subject as the note’s content, will find the note. All emails can be searched for all
their content, independently of the notes to which they may be attached.

The ability to link notes to other notes (not available in the Apple’s Mail.app notes) allows you, for
example, to create a multi-phase project note in which you have links to a separate note for each
phase.

Print Your InfoClick Note

When you are satisfied with the appearance of your document and are ready to store it on paper or
share it with someone in a Portable Digital Format (PDF), InfoClick is at your service.

Print an open note

Choose the menu command File > Print… and enter your choices in the dialog that appears.

Create a PDF file of your InfoClick note

You may want to save your InfoClick note as a PDF.

1. Choose the menu command File > Print….
2. Click the PDF button in the lower left corner of the Print dialog.
3. Name the file and navigate to the location in which you want to save it.
4. Click Save in the Save As dialog.

Quit InfoClick

You can leave InfoClick open in the background all the time. You can keep a “journal” InfoClick note
open all the time, dragging in snippets of text, images from other applications and URLs directly off
the Web.
Keeping InfoClick open all the time makes it much easier to keep the InfoClick database up to date.
In that way, InfoClick is always available to you with all your mail info, easily findable only a click
away.
However, if you insist…

Choose Quit InfoClick from the bottom of the InfoClick menu.

The first time you quit InfoClick it asks: “Would you like InfoClick to open automatically when you
log in?
” as illustrated in Figure 10 on page vi.

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