Description of the Menu Notes
From Metis Documentation
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- | In the Notes menu, the Smart Quotes user can type in a text or a note to be linked to the offer or a system, as shown in the following example: | + | In the ''Notes'' menu, the Smart Quotes user can type in some remarks, a text or a note to be linked to the offer or a system / sub-system, as shown in the following example: |
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- | The Notes table displays the various notes and the texts that have been made available by the administrator. | + | The ''Notes'' table displays the various notes and the texts that have been made available by the administrator. |
- | The following icons determines at which level (i.e. offer or system) the note or the text applies to: | + | The following icons determines at which level (i.e. offer or system / sub-system) the note or the text applies to: |
- | {| style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey; padding: 5" | + | {|style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey; padding: 5" |
!style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Icon | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Icon | ||
!style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Description | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Description | ||
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- | When selecting a note or a text applying to a system, the Systems table appears below the Notes table as shown in the following example: | + | When selecting a note or a text applying to a system / sub-system, the ''Systems'' table appears below the ''Notes'' table as shown in the following example: |
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- | The | + | The ''Systems'' table lists the systems and sub-systems contained in the current offer. The Smart Quotes user should select the system or the sub-system for which he/she wants to define a text or a note. If a system has sub-systems, the text or the note must individually be entered for the system and each sub-system. |
{{Note | {{Note | ||
- | | Texts and notes defined in this menu can only be printed out in Word documents with OLE tags. Refer to the administrator if such documents are missing or if the defined texts and notes do not appear in the documents. | + | | Texts and notes defined in this menu can only be printed out in Word documents with OLE tags. Refer to the administrator if such documents are missing or if the defined texts and notes do not appear in the [[Description of the Menu Document#Generating Documents | generated documents]]. |
}} | }} | ||
- | To edit a text or a note, the Smart Quotes user must first select an entry from the Notes table then, if necessary, an entry from the Systems table before clicking on the | + | A default text may already be available for the texts or the notes. This means that this pre-defined text (or template) has been defined by the administrator. |
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+ | To edit a text or a note, the Smart Quotes user must first select an entry from the ''Notes'' table then, if necessary, an entry from the ''Systems'' table before clicking on the ''Edit'' button. The ''Notes'' window opens as shown in the following example: | ||
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- | Above all, the Smart Quotes user must pay attention to the language selected in the drop-down menu on the right-hand side. The administrator may have defined documents in several different languages. Therefore, a text defined in this window for a selected language could only be integrated in documents in the same language. For example, a text defined in the Notes editor window in French could not be integrated in an English document due to language incompatibility. | + | Above all, the Smart Quotes user must pay attention to the language selected in the drop-down menu on the right-hand side. The administrator may have defined template documents in several different languages. Therefore, a text defined in this window for a selected language could only be integrated in documents in the same language. For example, a text defined in the ''Notes'' editor window in French could not be integrated in an English document due to language incompatibility. |
- | Then the Smart Quotes user can edit the text using the editing and formatting buttons at the top of the window | + | Then the Smart Quotes user can edit the text using the standard editing and formatting buttons at the top of the window. The following buttons are available: |
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* the cut button | * the cut button | ||
* the copy button | * the copy button | ||
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* the align right button | * the align right button | ||
* the justify button | * the justify button | ||
- | * a button to import an ".RTF" file | + | * a button to browse and import an ".RTF" file |