Quick Notes User Guide

Table Of Contents

Introduction & Overview
Logging On
Add Folder
Copy Folder
Move Folder
Modify Folder
Delete Folder
Sharing Folders
Add Notes
Copy/Move Notes
Modify Note
Delete Notes
Search Notes
Print Notes
Customize View

Introduction & Overview

Quick Notes is a web based online notepad where you can jot down any kind of notes and memos, organize them into folders and share those folders with your co-workers.

Quick Notes home screen can be opened from Notes/Quick Notes item in the main menu. It displays the fill list of folders available for current user. Folders are sorted in hierarchical order. Each folder may contain as many subfolders as necessary. Entries contained in selected folder are displayed either in a grid or list format.

Basic operations are listed below. Please note that these operations are effected by your permissions in current folder. Level of your rights in each folder is displayed in the bottom of file list.



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Logging On

If you use Quick Notes hosted on the WebAsyst server, please follow these steps:

  1. Open your browser and enter the address: http://www.webasyst.net/login.php. The WebAsyst Login page opens:

     

  2. Enter your Database Key, Login Name and Password which have been sent to you when you signed up for your account.
  3. Choose whether you want to use fast or secure (SSL) connection. Selecting SSL will provide extra protection of your data by using an encrypted connection to the WebAsyst server.
  4. Click Login button.

NOTE: If you purchased Quick Notes open source and have it installed on your own web server, please contact your system administrator for login instructions.



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Add Folder

    1. Click Folder… button in the toolbar panel and select Add Folder menu item. 
    2. In the Add Folder form select Parent Folder in which you want to create new subfolder.

      NOTES:
      • As a parent folder you can only select that folder where you have permission to add/modify folders. This permission is designated by F (Folder) symbol.
      • To create root folder you must have special permission assigned by your account administrator (refer to Account Administrator User Guide).

    3. Enter Folder Name on the Folder tab.
    4. Click Users tab to customize personal user permissions.
    5. Turn ON needed checkboxes in Read, Write, Folder columns to provide users with personal access rights.

      Read (R) – user can list and read files in this folder
      Write (W) – user can add/modify files in this folder
      Folder (F) – user can add/modify files, folders & permissions

      NOTE: Parent folder access rights are inherited by default.

    6. Click Groups tab to customize group permissions. Use the same rules described above. To learn more refer to Sharing Folders section in this manual.
    7. Click Save button to save all changes.


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Copy Folder

  1. Locate folder you want to copy and open it.
  2. Click Folder… button in the toolbar panel and select Copy Folder menu item.
  3. Choose where you wish to copy this folder and click Copy button.

NOTE: You may keep access rights of this folder unchanged or allow it to inherit access rights from the destination parent folder.



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Move Folder

  1. Locate folder you want to move and open it.
  2. Click Folder… button in the toolbar panel and select Move Folder menu item.
  3. Choose where you wish to move this folder and click Move button.

NOTE: You may keep access rights of this folder unchanged or allow it to inherit access rights from the destination parent folder.



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Modify Folder

  1. Locate folder you want to rename and open it.
  2. Click Folder… button in the toolbar panel and select Modify Folder menu item.
  3. Change folder name and user/group access rights as you need and click Save button.

       NOTE: To modify folder you must have F (Folder) access rights in this folder.



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Delete Folder

  1. Locate folder you want to delete and open it.
  2. Click Folder… button in the toolbar panel and select Delete Folder menu item.
  3. Confirm deleting.

NOTES:

  • To delete folder you must have F (Folder) access rights in this folder and all included subfolders.
  • Deleted folder can not be restored later. Be careful and don't lose precious data.


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Sharing Folders

    1. Locate folder you want to share and open it.
    2. Click Folder… button in the toolbar panel and select Modify Folder menu item.
    3. Click Users tab to customize personal user permissions.
    4. Turn ON needed checkboxes in Read, Write, Folder columns to provide users with personal access rights:

      Read (R) – user can list and read notes in this folder
      Write (W) – user can add/modify notes in this folder
      Folder (F) – user can add/modify notes, folders & other user permissions
         
    5. Click Groups tab to customize group permissions. Use the same rules described above for customizing personal permissions.
    6. Click Save button to save all changes.

NOTES:

  • To modify folder, you must have F (Folder) access rights in this folder.
  • Combination of personal and group access rights is applied for each user, e.g. if user Ann belongs to a group which has R (Read) access rights in current folder, then Ann has an effective permission as in the table below:

Personal Permission

Group Permission

Effective Permission

-

R

R

RW

R

RW

RWF

R

RWF



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Add Notes

In the Quick Notes you can post an unlimited number of notes and memos through the same Add Note form. For each note you can provide an unlimited number of attachments.

  1. Click Notes… button in the toolbar panel.
  2. Click Add Note item in pool down menu.
  3. In the Add Note form fill in required fields. Subject field is mandatory.
  4. Locate an optional file attachment on you local computer using Browse button and click Attach button.
  5. Click Save button to return to the list.
  6. Click Save and Add Another button to save current note and start adding new one.

NOTE: You must have W(Write) access rights in the folder where you wish to add new notes.

 



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Copy/Move Notes

You can copy or move multiple notes in a batch mode to another location in your folder hierarchy. To do so:

  1. Select notes you wish to copy or move (use checkbox control in the leftmost column).
  2. Click Notes… button in the toolbar panel.
  3. Click Copy Notes or Move Notes item in the menu.
  4. Select destination folder in the pool down menu.
  5. Click Copy (Move) button.

NOTES:

  • To copy entries to another location you must have W (Write) access rights in the destination folder.
  • To move entries to another location you must have W (Write) access rights both in source and destination folders.

 



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Modify Note

  1. Click the entry you want to modify (In List View use “pen” icon next to the note’s subject).
  2. Make changes.
  3. Click Save button.

NOTE: To modify entry you must have W (Write) access rights in current folder.



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Delete Notes

  1. Click the folder containing notes you want to delete.
  2. Select notes you want to delete (use checkbox control in the leftmost column).
  3. Click Notes… button in the toolbar panel.
  4. Click Delete Notes item in the menu.
  5. Confirm deleting.

NOTE:

  • To delete entries you must have W (Write) access rights in selected folder.
  • Deleted entries can not be restored.


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Search Notes

You can search by any key word of phrase containing in the Subject of Content of the note.

  1. Type a key phrase you want to search for in the Search box in the toolbar panel.
  2. Click Go button.
  3. Search Results list opens.
  4. To close Search Results click Folders button in the tool bar panel.

In the Search Results list you can perform Copy/Move/Delete operations. You can also control contact list appearance by selecting Grid/List view from the menu or Customize View.



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Printing notes using Templates

In the Quick Notes you can print selected notes, current folder, or the entire Quick Notes content using one of the predefined print templates included in the WebAsyst package. To print notes:

  1. Click Notes… button in the toolbar panel.
  2. Click Print… item in the menu.
  3. Choose what to print: selected notes, folder or entire Quick Notes.
  4. Click Print button to generate printer-friendly page with your contact list.
  5. Use Print command in your browser to send this page to printer.

Print templates allow you to personalize notes appearance for printing or publishing notes on your web site.



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Customize View

The notes list appearance can be controlled by following options under View menu item:

  1. Click View… in the toolbar panel.
  2. Click Grid to display notes in the form of table (grid) with multiple columns.
  3. Click List to display notes in the form of reference list similar to what is used by search engine sites to display search result on your request.
  4. Customize View allows you to specify which columns will be shown in the Grid format. You can also set a number of entries to be shown on one page.
  5. To sort the list by any column, click corresponding column title (in Grid View) or click a parameter name on the Sorting line (in the List View). To change sorting direction, click it again.


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