Linking Codes to Memos

Similar to document segments, memos can also be linked to a code. You can do this via the Code Quick List, which is symbolized by the blue arrow in the memo toolbar. Clicking on this symbol opens the most recently-used codes, so you can choose which ones to assign to the memo. If the code you are looking for is not in the Quick List, simply click on the code in the “Code System” and try again. The code should now be listed at the top of the list.

Linking a memo to a code

The linked code is then displayed with its complete path (codesubcodesubcode) in the Codes area in the top right of the memo window.

If you later decide to remove a linked code, simply click on the code in the memo window and click on the toolbar symbol of the blue arrow with a red x on it.

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