Add Notebooks and Notes

Return To The Knowledge Base

A Notebook is a collection of notes pertaining to a particular subject. Notes can be used in whatever way the user and/or team determines. One example of how notes can be used is to create a Notebook for each of your departments, then provide resources and information pertaining to that department.

To Add A Notebook

To get started, choose Workflow/Productivity > Notebooks - from the Argenta main menu on the left hand side of the screen.

 
 

The Notebooks page will open. Select the “Add New” button for either a Team/Shared or a Personal/Private Notebook.

 

 

This will open the Add a New Notebook screen.

 
From here:
 
1. Is This Notebook Private or Public - Specify whether the notebook should be a "Team Notebook", meaning all team members will have full access to view and update it, or a “Personal Notebook” meaning it can only be viewed and updated by the user who creates it.
 
2. Notebook Category - Choose a category from the drop down list. This is a required Field.
 
3. Notebook Name - Enter a name for your notebook. This is a required field.
 
Once all the details have been filled in, click the “Add this Notebook” button to finish adding the new Notebook.

 

To Add A Note Within the Notebook

Choose the “open notebook” button  adjacent to the Notebook you would like to modify. This will bring up the Notebook. To add a new note, select the "Add New" in the Notes in This Notebook section. Enter a title of the Note in the “Note Title” field, then fill out the note as needed in the text editor below. You can enter as much information in the note as needed.

You can add as many notes as needed in a notebook.

How to Use the Text Editor

The text editor allows you to modify your text and include pictures, links, attachments, and more:

To insert a picture, press the  button. This will bring up the Image Manager window. You can upload pictures by clicking the “Upload” button. This will not insert the images into the editor, but will add them to the image library. To select a picture to insert, find and highlight the image in the library, then press the “Insert” button.

To include an attachment, press the  button. This will bring up the Document Manager window. You can upload attachments by clicking the “Upload” button. This will not insert the document into the editor, but will add them to the document library. To select an attachment to insert, find and highlight the document in the library, then press the “insert” button.

To insert a hyperlink, press the  button. This will bring up the Hyperlink Manager window. Paste or type in the URL in the “URL” field, then enter the text you would like displayed in the “Link Text” field. If you just want the URL displayed, leave the “Link Text” field blank. You may also want to specify how the link is opened within a browser. Click the desired option from the “Target” drop down list. When you are finished click the “Ok” button.

You also have special pasting options for specific sources and formats:

– Paste from a Word Document.

– Paste from a Word Document and strip the font to conform to the formatting of the text editor.

– Paste in the text without formatting

– Paste in text that is already formatted in HTML

– Paste in text and convert it to HTML formatting

 

With each of these special pasting options, a Pasting window will pop up, where you can press CTRL + V to enter your text. Select the “Paste” button to insert the text into the Editor.

When you are finished, click the “Add This Note” button at the top of the window to save your Note. Your note will now appear within the designated Notebook. There is no limit to the number of Notes or Notebooks that can be added. All entries are listed in alphabetical order.