| Table of Contents |
|---|
...
Introduction
Post-it notes are special objects that can be added on top of any drawing in Redline and Change Management modes.
...
Characteristics of a post-it note:
note is represented by an icon and resides on a specific layer
note can contain text and any number of attachments, typically images
note content is not versioned, once it is added to a document it will stay there
| Status | ||||
|---|---|---|---|---|
|
...
To add Post-it note, select one of these editing modes:
Redline
Change Requests
General functionality is the same regardless of the editing mode, so it will not be covered separately per mode.
A dedicated Post-it note button will be added to "Insert" toolbar:
...
A dedicated Note icon will follow mouse cursor, click on a desired position to insert note:
...
(Note is saved automatically regardless of the Auto Save option).
...
Click on newly added note to open it's content view:
...
Now use the Add File button to add any content. Anything can be added as attachment to Post-it note, but only certain file will offer thumbnail view or preview option.
Select one or more files to be attached to your note:
...
All files are now uploaded and processed:
...
If your content preview did not show automatically, you can use a reload button to load the note content again. Make sure you save you text description before reloading.
...
File type examples that can be added:
File Type | Thumbnail | Preview | Information |
|---|---|---|---|
No | Yes | Not converted | |
MS Word, MS Excel, Power Point, Open Office Documents | No | Yes | Converted to preview format. Preview might not be 100% accurate as some file types like spreadsheets are not ideal for quick viewing outside of their native application. |
PNG, JPEG | Yes | Yes | Converted to internal preview format. A full resolution is maintained and large images can be uploaded and viewed without quality or detail loss. |
Other formats (e.g. ZIP) | No | No | Not converted. Original file can be accessed and downloaded. |
Removing Notes
You can remove either entire note with all of its content, or single files (attachments) from within a note.
Use Delete File button to remove selected file from within a note
Use Delete Note button to delete entire note.
...
- Warning: entire note with all of its attachments will be deleted. A confirmation prompt is displayed if Note contains one or more attachments. Otherwise the note is deleted right away.
Notes security
Each Post-it note is bound to a layer that is was placed on. The security for the note and its content depends on its layer security.
...
| Status | ||||
|---|---|---|---|---|
|
When notes (see Notes with text and images) are added to the drawing and contain some text / images, they can be exported as a PDF report.
...
Image below shows notes with image attachments:
...
In order to see notes on the print preview and to get a report for all notes on the drawing, please enable "Notes" option:
...
In the actual PDF, each note is replaced by a symbol with number. These numbers are then referred in a report to table that lists all notes.
A Note text and all images are listed in the table:
...
Report configuration
Reports are generated by suing a system template. System administrator can add a additional custom template under:
Administration → Reports → Report Templates
...
Template requirements:
DOCX format
contains single table with 3 columns:
Column 1: used for note sequence number
Column 2: used for note text
Column 3: used for note images
Table should have two rows:
Row 1: used as header row
Row 2: used as content rows
Only one template can be used. If more templates of this type are uploaded, only the first one will be used.
...
Administrators can see a list of all files added to Post-it notes in Admin Panel\System\System Settings\File Repository\Post-it Note Content status tab
...
The list is divided according to attachment status (Unprocessed, Unconvertible, Converted and Failed ones).
Re-convert of single file or all is possible from here.
...