User guide

v.4.0

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• Personal notes
• Personal notes sharing
• Group notes
• Folders and subfolders

Personal notes

1. Add a note [top]
   Go to the desired level in your folders hierarchy and click on Add a note in the right part of the screen.
2. Edit a note [top]
   Click on the note subject and then on Edit. You can also select Edit in the Actions menu associated to the note.
3. Rename a note [top]
   Click on the note subject and then on Edit. Edit the subject. You can also select Edit in the Actions menu associated to the note.
4. Delete a note [top]
   Click on the trash () next to the note you want to delete.

Personal notes sharing

1. Default access rights [top]
   
   • View notes: yourself (can be changed).
   • Edit notes: yourself (can be changed).
   • Add notes: yourself (can be changed).
   • Delete notes: yourself (can be changed).
2. Allow someone to view a note [top]
   You must first allow the person to view the folder containing the note: to do so, click on Access next to the folder name (the root folder name is your own name) and tick the boxes in the View folder column. Note: if the folder is contained into other folders (root folder included), these folders have to be visible as well! At this point, only the folder is visible: no content inside it is visible.

   Then click on Actions next to the note and choose Access. Tick the boxes in the View note column.

3. Allow someone to edit a note [top]
   In the Actions menu of the note, click on Access and tick the boxes in the Edit note column.
4. Allow someone to add notes [top]
   Click on Access next to the folder name and tick the boxes in the Add notes column.

   Note: Ticked persons are also allowed to create subfolders and add notes in these.

   Note: Each folder has its own access rights. You can easily apply the same rights to all subfolders by ticking Apply this setting to all subfolders of. Be aware that if you edit the main folder rights later on, you'll have to apply to all subfolders again.

5. Allow someone to delete notes [top]
   Note: This right applies to all visible notes and subfolders in the current folder: don't give it to anyone.

   Click on Access next to the folder name and tick the boxes in the Delete notes column.

   Note: Each folder has its own access rights. You can easily apply the same rights to all subfolders by ticking Apply this setting to all subfolders of. Be aware that if you edit the main folder rights later on, you'll have to apply to all subfolders again.

Group notes

1. Access to group notes [top]
   Select the group name in the second pull-down menu (the default value is "Private") or click on View in the menu bar and then on "Group Nameofthegroup".
2. Default access rights [top]
   
   • View notes: all group members (can be changed).
   • Edit a note: notes creator (can be changed).
   • Add notes: group administrator (can be changed).
   • Delete notes: group administrator (can be changed).

   Note: in the group environment, all folders can always be viewed by all members (cannot be changed). This does not mean that all notes can always be viewed by all members: each note has its own access rights.

3. Add a group note [top]
   Note: You can add content in the current folder only if the group administrator has allowed you to.

   Create a new note as you usually do in your private environment. You can also create a subfolder and add notes within.

4. Share a private note with a group [top]
   Note: To use this feature, the group administrator must have allowed you to add notes in the group notes root folder (first level folder).

   If the note is already in your private notes, you can share it with the group. Go to your private notes and select Share with groups in the Actions menu of the note. Then tick the group name. If the box cannot be ticked, that means that the group administrator has not allowed you to add notes in the group notes root folder.

   The note appears in the group notes root folder. You can then move it to another folder (provided you are allowed to add notes in the destination folder).

5. Hide a note to a member [top]
   When a note is added in the group notes, it can be viewed by all members. To hide it to one or more members, click on Access in the Actions menu, untick the box labelled All members of and then untick the group member(s) in the View note column.
6. Allow someone to edit a group note [top]
   In the Actions menu of the note, click on Access and tick the boxes in the Edit note column.
7. Administrators: allow members to add notes [top]
   Click on Access next to the folder name and tick the boxes in the Add notes column.

   Note: Ticked persons are also allowed to create subfolders and add notes in these.

   Note: Each folder has its own access rights. You can easily apply the same rights to all subfolders by ticking Apply this setting to all subfolders of. Be aware that if you edit the main folder rights later on, you'll have to apply to all subfolders again.

8. Administrators: allow members to delete notes [top]
   Note: This right applies to all notes and subfolders in the current folder: don't give it to anyone.

   Click on Access next to the folder name and tick the boxes in the Delete notes column.

   Note: Each folder has its own access rights. You can easily apply the same rights to all subfolders by ticking Apply this setting to all subfolders of. Be aware that if you edit the main folder rights later on, you'll have to apply to all subfolders again.

Folders and subfolders

1. Create a folder or a subfolder [top]
   Select a level in the folders hierarchy and click on New folder in the right part of your screen.
2. Rename a folder [top]
   Go to the folder (by clicking on its name in the left part of the screen) and then click on Rename in the right part of the screen.
3. Delete a folder [top]
   Go to the folder (by clicking on its name in the left part of the screen) and then click on Delete in the right part of the screen.