Links and Notes
You can add links to documents, registers, folders, and portfolios. Links are cross-references to other documents, registers, folders, or portfolios. If you linked two objects, they will both be flagged with the link icon. Links can be provided with a link text. This link will also be shown for both objects.
Links to a document, register, folder, or portfolio are managed in the link area of the folder window.
Objects with links are flagged with a link icon ().
A query can be run on the text of notes and links.
Access to link functions is regulated by the rights system.
If an object is linked to another object for which you do not have access rights or which is located in the recycle bin, the object remains flagged with the link icon, even if you cannot access the linked object.
Creating Text Notes to Documents, Registers, and Folders
Notes can be created in the detail preview. The details preview automatically shows the creator and creation date.

- Select an object in a hit list or a folder window.
- Open the details preview.
- Click Notes.
Existing notes will now be shown. - Click Add new note.
- Enter a note.
- Select a color for the note.
- Click 'Create note'.
The notes will be added to the object. It is flagged with a link icon in the displayed view.
Creating Links to Documents, Registers, Folders, and Portfolios
Links are cross-references to other documents, registers, folders, or portfolios. The linked objects can be quickly viewed by clicking the links.
A link is created by dragging an object – folder, register, document, or portfolio – onto the link area of the folder window.
If you drag an object to another object while holding down the right mouse button, the context menu opens with the Add entry. You can use this function to create a link between the objects.
Alternatively, you can drag and drop a folder or register from a folder window to an open link window.
The two linked objects are flagged in the view with a link icon.
If you select Automatic free text input under Settings > Auto, an editor will open after you have created a link. In the editor you can add a note to the link.
Objects in the link area of the folder window will only be shown to users who have the necessary rights to the index data.
Queries on Text Notes and Link Notes
You can run a search of notes and links.
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Go to Browse > Free text in the HIT or FOLDER menu ribbon to open the Search free text dialog. Enter a search term. Use the placeholder '*' for any character and number of characters. Previous search terms are saved and can be found in the list. |
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Click OK to start the query. The search will include all notes and links which are shown in the content area of the folder window or in the link area. |
The hit list will be shown in the content area of the folder window or in the link area. |
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Press Cancel search to stop a query so that all objects are once again shown in the content area or link area. |
An incremental search against hit lists is not possible. The placeholder settings (see ''Auto' Area') are not used here.