Creating Document Memos in the “Document System”

Memos can also be attached to all items in the “Document System”, including individual documents, document groups, document sets, or the entire project. However, only a single memo can be attached to an item, with the exception of within a document.

There are several options for creating a new memo in the “Document System:”

  • Right-click on a level of the Document system and select the Memo option from the context menu.
  • Alternatively, you can create a memo for the currently selected document or level using the keyboard shortcut Alt+Shift+M.
  • The fastest way is to create a new memo is to double-click in the memo column to the left of the code frequencies.
Creating a memo for a document from the context menu

The memo text field is exactly the same as that of a memo for a text passage, and the author and date will be entered automatically. The memo will automatically assume the document name as its title; this can be changed at any time.

Once created, the memo icon will appear next to the entry in the “Document System” and can be opened and modified by double-clicking on it.

Visualization of a memo in the “Document System”

A memo attached to the top level of the project can be used to retain a description of the entire project. The memos of individual texts can be used to store immediately accessible summaries of these texts. You can see the first few lines of a memo by hovering your mouse over it until a tooltip appears. It is, therefore, a good idea to include the most important aspects of a memo in the first few lines so that they will be displayed immediately when you hover the mouse.

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