The following subjects are covered in this topic:
Drag and Drop Links from an Application to the Notes tab in PlanBee
Drag and Drop Files from an Application to the Notes tab in PlanBee
Note: These features only work with applications that allow you to drag and drop files. The most commonly used applications that support this feature are web browsers, and Windows File Explorer.
Drag and Drop Links from an Application to the Notes tab in PlanBee
Click and hold on the web address link you want to drag and drop.
Drag and drop the link into the Notes tab. The text of the link appears in a new or existing note (e.g. if the link was to "www.thoughtshare.com" that's what would appear in the note).
Drag and Drop Files from an Application to the Notes tab in PlanBee
Click and hold on the file you want to drag and drop.
Drag and drop the file into the Notes tab. The file appears as an attachment inside a new or existing note.