Editing a note

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EssentialPIM offers a classic set of text editing tools located on the toolbar.

 

Working_with_notes_toolbar

 

The toolbar can be adjusted to your needs. Right-click on it to customize:

 

Working_with_notes_toolbar_edit

 

You can enable/disable icons by clicking on them. Blue colored are enabled icons and black colored are disabled ones. The Number of Rows option allows you to display the toolbar in either a more compact always-one-row mode or in a multiple rows mode.

 

Each note contains one or more tabs, or leaves.  Leaves are displayed as tabs at the bottom of a note. Leaf 1 is the default and is always created with a new note. You can edit or add a new leaf by right clicking on it.

Working_with_notes_leaf_menu

 

Rename - renames current leaf.

Add - creates a new leaf.

Delete - deletes the current leaf with its contents.

Copy as link - copies the leaf's link into a clipboard. You can then paste it into other records or even outside of EssentialPIM.

Send via Email - creates an email message with the leaf's contents in the message body using the system's default email client.

Color - allows you to change the leaf's color.

Status - allows you to set the leaf either private or public. This can also be used in EssentialPIM Business to assign records to specific users. Refer to Assigning items topic for more details.

Read only - enable to prevent editing contents of the leaf.

 

The order of leaves can be changed using drag & drop.

 

Each note can contain attachments. Press the Attachments button on the tool bar to add an attachment.

 

Working_with_notes_attachment

 

Find more details about how to work with attachments here.