To add a memo, click "Add memo" on the "Memo" screen.
Memos may be formatted using rich text format.
To delete a memo, click "Delete" on the "memo details" screen.
Memo deletions are permanent. Any attachments are deleted along with the memo.
If a memo is deleted from the "Updated Items" list, the memo is deleted from the folder as well.
To add a file, select a folder to add a file to, then click Add file.
The following entry fields are available on the Add file screen:
The file to be uploaded
File subject
Versioning
File description
Versioning is a function that is used to preserve and manage previous versions of uploaded files.
By setting up versioning, you can protect your file in case a corrupted uploaded file overwrites the copy on the server. Versioning allows you to specify older version of the corrupted file.
If you need to upload several files at once, then you can use this special upload function. You cannot upload files from more than one directory using this method. If you selected a file by mistake, you can clear it by selecting the check box next to its name the second time.
You cannot use multiple file upload in the following conditions:
A file has zero bytes, or a file exceeds the file size limit set by the system administrator.
The system administrator has disabled multiple file uploading.
Adobe Flash is not installed on the user's computer.
Some Web browser settings can also prevent multiple file upload.
The following file information can be edited on the Edit file information screen:
Containing folder
File subject
Versioning options
Description
You can update a file by clicking "Update" on the "File details" screen. You can replace the file with a more recent file, or another file altogether.
You can only update one file at a time.
If a file has versioning options set, you can roll back the file to an older version within the set number of stored versions.
When a file is rolled back, the current version is replaced with the specified previous version.
If the number of stored files exceeds the value that has been set in "Versioning", then the oldest version is deleted.
You can delete a file by clicking "Delete" in the "File details" screen.
File deletions are permanent.
If a file is deleted from the Updated items listing, the file is deleted from the folder as well.
On the "Memo details" screen, click "Printable version" to display the "Print settings" and the preview screen and to print the memo.
Attachments to memos cannot be printed using this method. Only the names of attachments are printed.
The following options are available on the "print settings" screen:
Font size
Locale
User locale:
Applies the locale that you are using
Local for printing:
Applies the locale for printing that is set by the system administrator.
You can save the following contents in a text file:
Subject
Date created
Date updated
Contents
File names of attachments
Attachments to a memo cannot be output using this method. Only the names of the files are saved.
You cannot save the details information of attachment using this method.
You can organize Memos and files using folders.
You cannot delete folders with a nested folder depth of 15 or more. Reduce the depth to 14 or fewer first, then delete the folder.
Folder deletions are permanent. Any memos or folders that were in the deleted folder will be moved to the Updated Items list.
You can search memos on the "Memo Search" screen. The following search options are available:
Search text:
Enter the keywords to search. Select the check box to make the search case-sensitive.
Folders to search in:
Search all folders
Search period:
Past 1 month, Past 3 months, Past 6 months, Past 1 year, or All items
Search in:
Subject and Contents