Adding Memo Links

You can create a memo link while working in List View or you can create the link directly from an open source or node in Detail View.

You can link documents, audio, video, pictures, externals or nodes to:

A new memo  

  1. In List View, click the required source or node.

OR

Open the required source or node and click in DetailView.

  1. On the Links menu, click MemoLink.

  1. Click LinktoNewMemo.

The New Memo dialog box is displayed.

  1. Enter a name and description for the memo.

  1. Click OK.

The new memo is displayed inDetail View and you can enter the required content.

An existing memo  

  1. In List View, click the required source or node.

OR

Open the required source or node—its content is displayed in Detail View.

  1. On the Links menu, click MemoLink.

  2. Click LinktoExistingMemo.

The SelectProjectItem dialog box is displayed.

  1. Click the memo you want to link.

Memos that have already been linked are grayed out and you cannot select them.

  1. Click OK.

 

You cannot link a memo to the cell nodes in a matrix.

You cannot link a memo to nodes in the Queries Results folder—you need to move them to the Nodes folders.

Right-click:

  1. Right-click the required source or node in List View or while open in Detail View.

  2. Click the Memo Link option.

  3. Choose Link to New Memo or Link to Existing Memo.

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