Note types allow you to organize the related notes into categories to manage them effectively.
By default, there are 3 predefined note types available to use:
In addition, you can create your own custom note types.
To create a new note type:
Navigate to the Backstagepanel and under Systemadministration click System Setup*.*
Click the icon Note type on the ribbon bar, or right click on Note type in the left navigation panel and choose Create
Define the properties for the new note type.
Property | Description |
---|---|
Name | The name for the note type. |
Icon | Let you apply the distinctive icon using the DocuNote icon library. |
Public access | Let you apply the Public Access status to the note type. |
Please note The license "Public access" should be activated to use this feature. For details, see ‣. | | Default subject | The subject that will be applied to the note of the given type, if the field Subject is left empty during Create note wizard. | | Modifications | The time interval until which the note of the given type can be modified. |
Save your changes.