Creating An Account

Creating an account in NoteWorks is simple and fast.  To begin, select Account > New from the main menu in the application window.  A dialog will appear querying you for an account name.  This account name can be up to 256 characters long but cannot include any special characters such as ".,:;\/*?"<>"

Press OK when you're done and NoteWorks will generate a sample group and note to get you started.

That's all there is to it!


Opening an Account

After you've used NoteWorks a couple of times you'll find that it will automatically open the account you last used.   But, in the event that you need to open an account yourself, here are the simple steps necessary to accomplish that task.

To begin, save your currently open account.  Now select Account > Open... from the main menu in the application window.  A dialog will appear displaying a list of all your currently saved accounts.  Note that NoteWorks does not give you the option to search for an account on your local drive.  That's because all accounts are kept in the install directory (e.g. c:\Program Files\NoteWorks).  This allows for a simpler interface.  If you would like to open an account that is in a different location, see the Restore... button documentation below.

Restore

Hitting the restore button will display a dialog allowing you to select the folder that represents the account.  For example, if you are searching for an account called "My Account", look for the folder that read "My Account".  Once you select it, Noteworks will inform you that a valid NoteWorks account has been selected and the OK button becomes enabled.  Press OK and the account will be transferred to the account folder in your NoteWorks location.

At this point you can select the newly restored account from the list of accounts.


Managing Accounts

Although you cannot move account folder using the Explorer you can manage them using NoteWorks by selecting Account > Manage... from the main menu in the application window.  When you do so a dialog that looks similar to the Open Account dialog will appear:

The difference between the two dialogs is the addition of two buttons:

Delete

This button will allow you to delete the account currently selected.  It will prompt you, but once done, this cannot be undone so use carefully!

Rename

This button will allow you to rename the currently selected account.   When you press it, the text of the account will become an edit box which you can manipulate by typing.


General
General Preferences

Make the Preview pane text editable

By default, the text on the right side of the application window is editable.  That is, you may modify a note's text directly from the application window instead of in a note.  To turn this off, uncheck this preference.

Use sounds for events

Sounds are used throughout the application to indicate actions that are being made by you.  To turn these sounds off uncheck this box.

Use scroll bars in all edit windows (requires restart of app)

Some find scroll bars to be obtrusive while others enjoy the practicality and ease of use having them provide.  When scroll bars are off you can still scroll by moving to the bottom of an edit window and pressing the arrow key.  The same is true for scrolling up.  All the standard editor movement keys work also (page up, down, etc).  When this value changes, you must restart the app to see the difference.

Automatically save the currently open account

NoteWorks has a built in save operation that is run on a timer to protect your account from crashes (system or otherwise).  It is recommended that you leave this option on.

Save the currently open account every N minutes

Allows you to set the frequency of the timer used in auto saving.  2 minutes is the recommended amount.

Help Balloons

When NoteWorks is first installed, when your mouse rolls over different areas of the interface a brief description explaining the area you are over will appear in a large tooltip.  You can turn this off by unchecking this item.


Note
Note Preferences

Note Colors and Font...

This will bring up the note colors and font dialog.  The settings you choose here will be used as the default for all new notes.

Set Title Font

Always you to set the font used in the title of all notes.  The color of the font used is the same color as that selected by "Note Colors and Font".

Always show the title of the item in the notes

When this is not checked, you have to click in the note to see its title (saves space).  Otherwise, the caption is always displayed.

Hover over note to set focus

When the above check box is not checked, checking this preference will allow you to simply hover your mouse over the note to see its caption.

Display border on note when it doesn't have the focus

This will display a thick border around notes.

Pressing 'X' hides the instead of deleting the item

When this is checked, pressing the 'X' in the upper right corner causes the note to be hidden by the underlying item to remain in the account.  Otherwise clicking the X causes the item to be deleted (after being prompted)

Notes snap to window edges

When this is checked, the note snaps to the edge of windows that are nearby. This allows for more efficient arrangement of notes.


Mail
Mail Preferences

SMTP Server Name

This is the address of the SMTP server that you use to send email (see your email client's settings to determine this address)

Send To This Address by Default (OPTIONAL)

This is the address that all mail will be sent to by default.  When sending email as a reminder, you can use the individual reminder settings instead of this.  When sending a note manually, you must fill out this field.

Prefix NoteWorks item messages with this text (OPTIONAL)

This is the text that will appear before the text of the


Reminders
Reminder Preferences

Play this sound for reminders

Check this if you want to play your own sound when a reminder alarm goes off.  Find the right sound file by clicking "Browse..." and finding the file in the dialog that appears.  Press OK once you've found it.


Tray
Tray Preferences

Left-Clicking

Left Click brings all notes to the top

Brings all currently displayed notes to the top of the window hierarchy

Left Click shows/hides the main window

Toggles the appearance of the main window

Left click displays calendar

Displays a small calendar

Double-Clicking

Double-click shows main window

Toggles the appears of the main window

Double-click creates new item and note

Creates a new item and note in the currently selected group

QuickList

Tray pop up menu shows QuickList

The menu that appears when you right-click the icon in the tray can optionally contain the quick listed items for quick viewing.


Network
Network Preferences

Do not allow NoteWorks items to be sent or received

When this is checked, it effectively turns off all network traffic to and from NoteWorks

Do not allow notes to be displayed on item receival

When this is checked and an item is received that is set to display a note, NoteWorks will turn off that setting but the note will be added to the account (in its modified state)

Each time an item is received, ask me if I want to accept it

When this is not checked all items sent to you will automatically be put into your account

Put received NoteWorks items in currently selected group

When this is set, incoming items will be put into the currently selected group

Put received NoteWorks items in the group selected below

When this is set, incoming items will be put into the group you've selected in the combo box below the check box.

Network Port

You shouldn't have to change this.  It indicates the port at which NoteWorks clients communicate with each other.  If you get a message saying that the port selected (e.g. 4000) is in use, then change it to another value (e.g. 3999) so that network communication can take place.  All other NoteWorks clients with whom you wish to collaborate must change it to this new port.


The NoteWorks Interface

The Address Book sports a Microsoft Outlook style interface to make navigation simpler and more intuitive.  To display the Address Book, simply go to the "View" menu and choose "Address Bar" from the menu that pops up.  A dockable window will appear with nothing in it (unless you've used it before).  To add an address you can either choose "Add Address..." from the "Address Book" menu or you can right-click on the address book itself and choose "Add Address..." from the insuing context menu.

Adding Addresses

The add address dialog displays a tabbed interface with each tab containing a related group of fields that are associated with the address item.  Enter the relevant information (and be sure to enter at least a First Name OR a Last Name) and press OK.  In the address book, you will see some of the  information you entered appear in the form of a "card."  This card is actually a physical representation of the data you entered.  You can select which data appears in this card using the "Choose Fields..." menu item (see Customizing the Display of the Address Book)

Editing Addresses

The Edit Address dialog is the same as the Add Address dialog except that on initial display it contains the current data for the selected item.  Modify the data you wish to modify then press OK when you're done. The address book will be updated.

Removing Addresses

You can remove an address by selecting it then either choosing "Remove Contact(s)" from the "Address Book" menu or right-clicking the address book and choosing "Remove Contacts(s)."  In both cases, NoteWorks will verify your request before deleting the item(s).  Note that the item(s) will be deleted PERMANENTLY so be careful with this.


Backing up an Account

It's a good idea to back up your account every so often to assure that little or no data is lost in the event of account corruption.  To do so, select Account > Backup from the main menu in the application window.

A dialog will appear asking for a backup location.  Select the location and press OK.  Your account will be backed up to that location.  To restore the backup, open the Manage Account dialog and choose Restore.  Select the account from the dialog that appears and press OK.

The account will be saved with the same name as the current one with the current date appended to the end.


Moving and Copying Items

There are a couple of ways to move/copy an item from one group to another.

Moving Items

The easiest way to move an item is to simply drag it to another group. Another way to accomplish this is to select the item in question and press Ctrl+X.  The item's icon will grey meaning that it is currently in the NoteWorks clipboard.  Now navigate to the group in which you wish to place the item and press Ctrl+V.

Copying Items

Copying items is similar to moving them except that once you've selected the item, simply press Ctrl+C.  This means it has been copied into the NoteWorks clipboard.  Now select a new group and press Ctrl+V to copy it into the new location.


Adding and Removing Groups

Groups are identified by the folder icon

Add Group

To add one, select Group > Add Group....   A dialog will appear requesting a group name and a default location for the group.  You can either choose to put it in the root of the account or as a child of the currently selected group.

Remove Group

Removing a group will result in the loss of all items that are in that group (so be careful).  To delete a group simply choose Group > Remove


Manipulating Items

Noteworks items are the basis of the application.  At the lowest level, an item is what you use to jot down notes, set reminders, send mail, etc.  Without items there would be no NoteWorks.  Despite all the various option available to users creating new items, creation can be as simple as a double-click.

There are several ways to create a new item.  They are listed below:

1- Double-click on container group

2- Select Item > Add Item

3 - Select Item > Make Item And Note

4 - Press the Windows Key + S

Actions 1 and 2 will display the item properties dialog before creating the new item while the other two will simply create a new item with default properties and display a note immediately.

Removing Items

You can remove items simply by selecting them and pressing delete.  Note that once deleted, they cannot be recovered (so be careful!).

Item Properties

Items are very flexible.  They can be used to simply jot down notes, act as reminders or even be used as email messages.  To get this kind of flexibility of course, there have to be adjustable options for the user.  Luckily, these options can conform to the way you work and can be saved from session to session.  Below is a list of those options and what they do:

Title

The title of the item.  This is what's displayed in the caption of a note and in the group tree.  This should be a brief description of the contents of the item.

Message

The body of the item.  This contains all the notes in the form of text that you've made.

Attached File, Folder or URL

Noteworks allows you to attach a shortcut to a file, folder or URL to each note.  Once chosen you can simply right click on a note to open it's attached object.

Group

This is the group in which the item exists.

Has Due By Time

Check this if the item represents an action that should be completed.  Some items are simply notes and having a Due By time doesn't make sense.

Date and Time

If Has Due By Time is checked, this is the date and time that the item is due by.

Priority

The importance of the task or note.

Display In QuickList

The QuickList is a menu that appears when you right click the tray icon.  It's yet another way to see what needs to be done or to take a quick look at some notes.

Display Note

Indicates that the item should have a note associated with it.

Remind Me When Due

Indicates that NoteWorks should set off an alarm when the Due By date is reached.

Reminder Options

These are all the ways that NoteWorks can remind you the user when an alarm goes off.

Recurrence Options

You can set a reminder to occur daily, weekly, monthly, annually and any combination of those.

Remind Me N minutes before...

This simply advised the reminder system to set off the reminder a little bit in advance to give you a head start.

Note Options

This lets you tailor the individual settings of the note that is used for this item.  The default for all notes is set in the Preferences dialog.


Network Collaboration

NoteWorks provides a means of transferring an item from one NoteWorks on a computer to another NoteWorks on any other computer in the world (as long as both computers have internet access).

The process is simple.

1 - Choose an item to send

2 - Right click that item and navigate to the Send To > Computer menu item in the context menu that appears

3 - A dialog will appear.  In the dialog, either enter the IP address of the user to send to, press the "Select From List" to send to people in your intranet or enter a computer name manually.

[NETWORK DIALOG]

4 - Press the "Add >>" button to add the computer to the list of recipients.

5 - Keep following steps 3-4 until you've added all the recipients you wish to send the item to

6 - Press OK.

If the recipients choose to accept the item you will receive an acceptance notification.  Similarly, if they reject the item, you'll receive a rejection notification.


EMail

With NoteWorks you can send any one of your items as email.  To do so, you must first go to the preferences dialog (under the Edit menu).  Select the Mail tab and you will see the following options:

Use MAPI Client

By selecting this option, you are informing NoteWorks that it should use your current email client (e.g. Outlook Express) as the program to use to send NoteWorks items.  The benifit of using this is mostly simplicity.  Rather than having to reenter settings in NoteWorks that you've already entered in your MAPI client you've shortened the amount of time it takes to send an email using NoteWorks

Use NoteWorks Client

By selecting this option, you are informing NoteWorks that it should use the built in email client to send email.  The advantage here is simply that you don't need any other applications to make emailing work.  Everything happens within NoteWorks.

SMTP Server

When you choose Use NoteWorks Client as your email transport preference you'll note that this edit box becomes enabled.  Here you must enter the SMTP server address. If you don't know what this is, then either check your email client's settings or ask your network administrator

Recipient  Default (Optional)

Note that this is optional.  It allows you to specify who various email will be directed to.

From Name (Optional)

This is the name that the recipient will see in the From or Sender field of their email client.  This is optional also.

Reply To Address (Optional)

This is the reply-to address that will be sent along with the email.  Also optional.

Prefix NoteWorks item message with this text (Optional)

This is the text that will appear before the item's text in the body of the email message


Reminders

When an item has a Due By Date (and possibly time) set, NoteWorks provides a reminder service.  The type of reminder you receive varies from something as subtle as a sound to something as obtrusive as a dialog box that demands attention.  The properties of a reminder are set in the "Reminder" tab of the item preferences dialog.  For more information about reminder preferences, see Preferences > Reminder


Printing

You can print all or part of your NoteWorks account so that you can take it with you wherever you go.  To print, select the Account > Print item from the main menu in the application window.  A dialog will appear that presents several options:

Item to Print

The contents of this combo box depend on what you currently have selected.  If a group is selected then the name of the group will be listed in the combo box.  If you decide to print the entire group, then all items in that group will be printed.

If an item is selected in NoteWorks, then the name of that item will appear in the combo box.  Select that to print only that item.

The option to print the entire account will always be there and is selected by default.

Fonts

Here you choose which fonts to use for the various components of the printout.  The printout is divided into the following areas:

Page Header - This is the first thing on the page and consists of a title (of your choosing) and a page count.

Table Header - This is the column name headers that appear at the beginning of each page.  Things such as "Title", "Status" and "Due By Date" appear here

Item Header - This is text describing the various properties of a given item.  Each property is associated with a header established in the Table Header

Item Text - This is the body text of the item

Options

Here you can select which item properties to print.  Note that the more headers you print the more difficult it will be to read.  Choose headers that you actually need to see or modify the font appropriately to fit them all in.

The possible headers are:

Due By Time

Title

Message

Priority

Status

Group


Registering NoteWorks

The Benifits of Registering

Registering NoteWorks is cheap ($15.00) and easy.  When you register you get the following benefits.

1) Free Technical Support

2) Features such as calendaring, spell checking and an unlimited number of groups (you're limited to four when you don't register)

3) A clear consiounce

How To Register

You can register NoteWorks in one of several ways.  In all cases be sure to use the product ID: 14955

Voice

1 (877) REGSOFT (toll free)

Fax

(770) 497 - 9234 (include the product ID in your fax)

Web

https://www.regsoft.com/cgi-bin/reg_it_offsite.pl?14955


Getting More Help

If you have any questions, suggestions or bug reports please  don't hesitate to contact us at: noteworks@iwondercompany.com


Finding Items

At some point, you're going to have so many items that trying to find one just by eyeballing the list will be impractical.  That's where the Find Items tool comes in handy.  To display the Find dialog select Tools > Find Items... from the main menu in the application window.

There are three ways to find items:

Find By Text

This is the most basic search method and involves searching for a given string in either the item's title, the item's message or both.

Find By Date

Here you can specify a range of dates in which to search for items.  All items that have a Due By date that falls within this range will be added to the list of found items.  Here are the possible settings you can specify in a search by date and what they will get you:

Begin Date On, End Date On: Finds all items that fall within the given range.

Begin Date Off, End Date On: Finds all items that have a Due By Date that is equal to or earlier than the end date specified

Begin Date On, End Date Off: Finds all items that have a Due By Date that is equal to or later than the given begin date.

Begin Date Off, End Date Off: Finds all items that have a Due By Date

To select a date, press the combo box button and a calendar will appear.  To select a time, either type it in in the time edit box or use the scroll buttons on the right side to increment/decrement the time.

Find Special

Use this find property to find items that meet certain arbitrary requirements such as:

Are Done - Returns a list of all items that have been marked complete

Are Not Done - Returns a list of all items that have not been completed

Do Not Have A Due By Date Set - Returns a list of all items that have not due date set.

Finding Things

When you have chosen your search criteria press the Find button.  A list of items will appear in the list box at the bottom of the dialog (if any were found).  Select one or more items and press the right mouse button to see a menu of actions that can be performed on the selected items.


Docking
A dockable window is a window that can be "attached" to the side of the main application window.  To do this, simply move the window (by dragging its caption) to the general area in the application window where the window should ultimately be docked.  Release the mouse button and the window will snap to the nearest edge.

You can undock the window by clicking in the caption area and dragging.  While holding the control key, release the mouse button and the window will become undocked in the position at which you released the mouse button.


Things To Do Today
Today's Tasks Bar

The Today's Tasks Bar gives a view of items in your account that are due today or past due.  When you check items off or change the due by date, they will be removed from this window.  Conversely, if you uncheckoff an item or make it's due date for today or earlier, it will appear in this window.

This window can be docked to any side of the application window.


Outlook Integration

NoteWorks is meant to be Microsoft Outlook friendly.  You can export items as Outlook tasks or notes and you can export addresses as Outlook Contacts.  Similarly you can import Outlook tasks or notes as NoteWorks items and Outlook Contacts as NoteWorks addresses.

Importing

Importing is a simple four step process:

1) Select the type of Outlook item to import - you can import addresses, tasks or notes.

2) Select the tasks, notes, addresses or appointments to import - you can press the "Ctrl" key as you click to select items to import.

3) (If importing tasks or notes), choose the group in which to import the items

4) Finally, press the "Begin Import" button.

Exporting

Exporting is a simple three step process:

1) Selecting the type of export to perform.  Here are your choices:

- Export NoteWorks Items as Outlook Notes

- Export NoteWorks Items as Outlook Tasks

- Export NoteWorks Addresses as Outlook Contacts

- Export NoteWorks Appointments as Outllook Appointments

The list box below these choices may change depeding on your choice.  For example, if you choose #3 the list will contain addresses, not items.

2) Select the items to export by clicking on them while pressing Ctrl (for multiple items).

3) Press the Export button to begin exporting.


Creating Notes
Showing and Hiding Notes

There are many different ways of showing or creating an item note.

Showing or Hiding an Item's Note

The easiest way to display a note for an item that already exists is to simply double click on the item.  A note will appear in a default location on the screen (or, if the note has been shown before, it will appear in the location where it existed before it was last hidden).  Similarly, you can double click the item to hide the note.

You can also display a note by displaying an item's properties and choosing the "Show Note" check box in the "Advanced" tab of that dialog.  When you press OK, you'll find that a note for that item has appeared on screen.  Similarly, you can uncheck that checkbox to hide the note.

Finally, you can show or hide a note by selecting the Show Note and Hide Note items in the menu bar (respectively).

Creating a New Item and Note

If you want to create a brand new item that has a note, you can do so in two ways:

1 - Shortcut Key - Press the Windows Key + S.  This will display the note in a default location on screen

2 - Tray Icon - If, in your preferences, you've specified that double-clicking the system tray displays a note, then double-click the system tray icon and a note will appear.


The Note Interface

The Caption

The caption contains three different components.

The Item Title - You can double-click this area if you wish to modify the text.  The text will become an edit control which you can modify at will.  Press the enter key when you're done editing.

The Note Properties Button - Press this button to display a dialog that allows you to modify this particular note's aesthetic properties like background color, foreground color and font.

The Close Button - Press this button to delete the item or simply hide the note (depending on your preferences).  You can force an item delete by pressing the shift key when you click the button.

The Edit Window

This is where you enter the text of your item.  Also, you can right click in this area to get a list of actions that can be performed on the text. Things such as cut, copy, paste, undo and spell check.

Moving The Note

You can move the note by positioning the mouse over the caption such that the cursor turns into a hand.  Press, hold and drag the note to a new location to move the note.

Sizing the Note

You can size a note by going to any edge or corner then click, hold and drag until you reach a shape you like.


Navigating Notes

NoteWorks provides the user with a powerful keyboard interface to perform certain actions with regards to  notes.  The following keys will yield the given results:

Ctrl + E: Move to the next note

Ctrl + P: Print the current note

Ctrl + D: Display the current date and time in the current note.

Ctrl + W : Display the main application window

Esc : Hide the current note

Windows + S : Create a new item and note


Calendar

NoteWorks has a built in calendar that is integrated with the account system.  That is, items that have due by dates are automatically displayed on the calendar.   Appointments can optionally be displayed on this calendar (see Using the Calendar View with Appointment).

To view the calendar, click the Display Calendar View toolbar button.  The right side of the application window will now display a month-by-month calendar.

Changing Dates

Move to a different month by left-clicking the +/- images in the top-left portion of the calendar.  You can also increment the month by right-clicking on the calendar and choosing Next/Previous month.  The same is true for changing the year.

Viewing Items

Display items for a given day by double-clicking on that day.  A window will appear with a list of items that are due by the given day.

Creating Items

You can create items that are due on a given day by right-clicking the day and choosing New Item....  A new item dialog will appear with the do by date automatically set to the selected day, month and year.

CalendarNOW

One of the most useful calendar features in NoteWorks is the pop up calendar.  Invoke the calendar by pressing the Windows key + "C" or whatever system key you've assigned to this action (see NoteWorks Actions)


Shortcut Keys

Key	Purpose

Ctrl+A	Open Attachment

Ctrl+B	View Calendar

Ctrl+C	Copy

Ctrl+D	View Address Bar

Ctrl+E	Add Address

Ctrl+F	Find Items

Ctrl+G	Add Group

Ctrl+H	Show/Hide Main Window

Ctrl+I	Add Item

Ctrl+J	Edit Address

Ctrl+N	New Account

Ctrl+O	Open Account

Ctrl+P	Print Account

Ctrl+Q	Add To QuickList

Ctrl+Shift+Q	Remove From QuickList

Ctrl+R	Add Reminder Item

Ctrl+S	Send Item

Ctrl+T	View Today's Tasks Bar

Ctrl+V	Paste

Ctrl+Tab	Move to Next Pane

Ctrl+Shift+Tab	Move to Previous Pane

Ctrl+X	Cut

Alt+1 	Set Focus To Address Bar

Alt+2	Set Focus To Todays Tasks Bar

Alt+S	Send Item

Alt+Enter	Edit Item

F1	Help

Shift+F1	Context Sensitive Help


Plug-Ins

With the release of NoteWorks 4.6 comes the support of third-party plug-ins.  What does this mean for you, the user?  It means that the potential for NoteWorks' usefulness is now unlimited.  The plug-in architecture opens up the NoteWorks functionality and environment to third-party developers.

Using Plug-ins

To use a particular plug-in, simply go to the Tools > Plugins menu and select the Plug-In Manager... menu item.  A dialog will appear displaying a list of all currently installed plug-ins.  To load a particular plug-in, simply put a check beside the name.  Note that the plug-in's description appears at the bottom of the dialog.  Press OK when you have selected the plug-ins you wish to load by default.  These plug-ins will be loaded each time you launch NoteWorks.

Developing Plug-Ins

Developers who wish to develop NoteWorks plug-ins can get more information by contacting the NoteWorks development team at: developer@iwondercompany.com


Password Plug-in

The password plug-in is a very basic addition to NoteWorks functionality that allows the NoteWorks user to keep track of a large list of usernames and passwords.

Setup

To use the plug-in follow the instructions found in the plug-in overview help page.  Put a check beside the plug-in called "Password" and press OK.

You will now see a new item in the left pane of the main application window.  This item can be distiniguished from other NoteWorks items by the picture of the padlock beside it.

Creating a Password Item

To create a password item, simply select Tools > Plugins > Password > Add Password Item... from the main menu in the application window.  A dialog will appear with several fields that are to be filled in:

Title: This is the title of the item.  A brief (one or two word) description of the use of this user name and password.  You can fill in a more detailed description in the "Comments" field

User Name: In many cases, a user name and password go hand in hand.  For example, when logging into a web site, most of them require a user name to be entered along with a password.  Enter that user name here.

Password: This is the password that matches the user name.

Comments: This can be any text that you would like to associate with this password.

Editing Password Items

After you create a password item, it appears as a sub-node of the main Password item in the tree on the left side of the application window.  It's title in this tree is the same as the title you gave it on creation.  By selecting the item, you will find that the right side of the main application window will now show all the details of this password item.  You can modify the details simply by clicking in the appropriate field and typing.  Save the information by switching to another node in the tree or by pressing Save in the File menu of the main application window.

You can also edit item using the dialog by choosing Tools > Plugins > Password > Edit Password Item... from the main menu in the main application window.  Enter the new data and press OK.

Removing Password Items

To remove a password item from your list, simply navigate to the password item in the tree on the left side of the application window and press the "Delete" key.  You can also remove the item by choosing Tools > Plugins > Password > Remove Password Item...  from the main menu in the main application window.

Password Protecting Your Account

It makes sense that you wouldn't want your list of passwords to be accessible to anyone who has access  to your computer.  That's why you should password protect your account.  To do so, select Tools > Plugins > Password > Change Account Password... from the main menu of the application window.  Enter your new password twice (and remember it!) and press OK.

Now, each time you open your account, you will be questioned for a password.  If you do not enter the correct password, your account will remain locked and unviewable.

Encryption

The password plug-in employs encryption when saving your password list so that no one can view your password file using the Windows Explorer.  This feature is automatic and cannot be turned off.


WebNotes Plug-in

The Web Notes plug-in is intended to be used as an enhanced Favorites list.  It allows you to track web sites and associated notes with each.

NOTE: THIS PLUG-IN REQUIRES INTERNET EXPLORER 4.0 OR ABOVE TO WORK PROPERLY

Setup

To use the plug-in follow the instructions found in the plug-in overview help page.  Put a check beside the plug-in called "Web Notes" and press OK.

You will now see a new tab in the left pane of the main application window.

Created a Web Note

There are several ways to create a web note.  The easiest way to do this is to double-click on the root node titled "Web Notes" in the "Web Notes" tab of the left pane.  A dialog will appear with several fields:

Title : This is the title of the web note and what will appear in the tree view in the left pane.

URL : This is the URL that will be associated with your note.

Note : This is the note that will be associated with the above URL.

Editing Web notes

The standard way of editing web notes is to double click on the item in the left pane inside the "Web Notes" tab.  You may also select "Edit Web Note..." from the plug-in menu. The same dialog that appeared when creating the note now appears except that the fields are filled with their current values.

You may also edit various fields of the web note item by using the web note view.

For example, if you wish to change the URL that is currently used, simply navigate to the URL you wish to use then press the "Use the current page for the note" button in the toolbar above the web browser.  This button has a picture of the earth with a magnifying glass and an arrow beside it.

Another example of interactive editing is the note section at the bottom of the Web Note view.  You can enter text relating to the given URL here.  Note also that this area can be resized by grabbing the bar located just above the editable area and dragging to a desired location.

Web Navigation

You'll note in the Web Note View that there are several different user interface components which you can use to navigate the web.  Of course there's the actual web browser located in the middle of the view.  Above that there is the web navigation bar which contains the following navigation components:

Add To Favorites - This displays Internet Explorer's "Add to Favorites" dialog which you can use to add the current web page to your Favorites.  The name used will be the title of the Web Note.

Use Current For Web Note - This will automatically change the selected web note's URL to the currently display web page URL.

Back - This will navigate the web browser to the previous viewed page.

Forward - This will navigate the browser to the web page you were viewing before you pressed the "back" button.

Stop - Use this to stop the web browser from loading a web page.

Go - This button will navigate the browser to the URL currently entered in the URL edit box.

URL Edit Box  - Enter the URL which you wish to navigate to and press the return key or press the"Go" button.

Removing A Web Note

You can delete one of the notes in your list by selecting the note in the left pane and pressing the delete key.  You can also accomplish this task by choosing "Remove Web Note" from the main menu.  Note that when you delete this note you cannot recover it (so be careful!)


Using the Item View

The Item View is contained in the right pane of the main application window.  Here you'll find a listing of various NoteWorks items.  If you have chosen to display Group/Item details then this view will contain a list of all items contained in the selected group or details of a specific item.  You may also have chosen to display all items in all groups in which case this will display just that.

Anatomy of the List View

The text in blue is a portion of the actual text of the note.  The checkbox indicates whether or not the item has been completed. You can click this box to change its status.  Items in red indicate that they have a high priority.   You may optionally hide the message text by unchecking the "Auto Preview" menu item in the View menu.

Column Rearranging

You can change the order and content of columns simply by clicking and dragging them around on the column header.  When dragging a column, simply move to the general area of its proposed new location and you will see a pair of red arrows indicating where the column will be placed if you were to release the mouse button at that point.  Drag the column off the header entirely to remove it from the list view.  Columns can be re-added by selecting the "Item List Field Chooser" in the View menu and dragging the columns that are displayed in the list back to the header.


Advanced Address Book Use

Customizing the Address Book Display

The address book appears as a window with a collection of "cards."  Each one of these cards represents a single address and can be customized to display any or all fields available to that address.  You can have it display no fields except the First and Last name in the address (since this is the title), or you can have it display all of them.

To select the fields you wish to appear in a card display, select the "Choose Fields..." menu item.  A dialog will appear with two lists of fields.  The list on the left contains all the available fields that aren't already in the list on the right.  The list on the right contains all the fields that will appear in the card.  To move a selected item to the left or right press the left arrow or right arrow button, respectively.  Additionally, you can select the order in which the fields will appear


Mail Plug-In

The mail plug-in is intended to be used as a supplement to a regular email client like Microsoft Outlook. The plug-in will automatically check for email on one or more e-mail accounts.  You can read email, remove it from the server and even send simple messages.  It also interfaces with NoteWorks; you can convert received email into NoteWorks items as well as use the NoteWorks address book as a source for email addresses when sending mail.

The Tray

The mail plug-in exposes its interface through the Windows Tray.  Right click on the mail icon in the tray and you will see a menu appear with several options.  These options are described below in detail.  When you have created your accounts there will be a menu item at the bottom of the menu for each account you've created.  When you click on this popup menu a sub-menu will appear with a list of all the mail currently on that account's server.  Choose "Check Mail In This Account" to synchronize the list locally with the list on the server.  Select an mail item and, depending on your preferences, you will either see a dialog describing the contents of the mail or your mail client will open.

Creating Accounts

To create an account, choose "Add Account..." in the tray's menu.  A dialog will appear with the following fields:

Account Name - A friendly name used to identify the account [required]

User Name - The name you use to log into this account's POP3 server [required]

Password -The password you use to log into this account's POP3 server [required]

POP3 Server - The POP3 server address (e.g. mail.domain.com) [required]

Port - The POP3 server port.  You shouldn't have to change this.  The default for POP3 port is traditionally 110 [required]

Check Interval - The number of minutes that should elapse before the plug-in checks mail on this account.

Your Name - The friendly name you wish to associate with this account (e.g. Karim Shehadeh)

Reply-To Address - The address that will be used as a reply-to address when you send mail via this plug-in [required to send mail]

Deleting Accounts

Choose "Remove Account..." from the tray menu. A dialog will appear with a list of all the existing accounts.  Select the one you wish to remove and press OK.  The account will be deleted permanently.

Editing Accounts

Choose "Edit Account..." from the tray menu.  A dialog will appear with a list of all the existing accounts, Select the one you wish to edit and press OK.  A dialog will appear that looks like the "Add Account" dialog except that the settings for the selected account will be displayed in the fields.  Edit the ones in question and press OK to accept the changes.

Preferences

There are two different types of preferences:

1) Account Preferences - These preferences are associated with a particular account and include the following:

 - Notification

   * Change Tray Icon - When new mail arrives, the icon in the tray changes

   * Tray Popup Appears - When new mail arrives, a window will slide out of the bottom right corner of the screen indicating that n mail messages arrived in this account.

   * Display Dialog - A dialog appears pronouncing the arrival of the new mail

   * Play Sound - A sound is played when new mail arrives (you can pick the sound that will be made)

 - Mail Client

   * Display mail when message is selected - When the user clicks on the mail message menu item, a dialog will appear with all the info about the particular message (including to, from, subject and the first 512 lines of the body).  See below for more on this dialog.

   * Open mail client when message is selected - When the user clicks on the mail message menu item, the given mail client will be opened.  In fact, the path given doesn't have to be a mail client, it can be any program.

2) Global Preferences

 * Default Mail Client - The mail client that is opened when you selected "Open Mail Client..." in the tray menu.

  * SMTP Server - The SMTP server from which to send the mail (e.g. mail.mydomain.com)

Sending Mail

The mail plug-in allows for simple messages (no attachments) to be sent.  To send mail, click "Send Maill..." in the tray menu.   A dialog will appea with the following fields:

To - The person to whom the mail will be sent.  Click on "Choose Recipients..." button to select who this mail will be sent to.  In the dialog that appears you can either add email addresses manually by entering them into the edit box at the top of the dialog then pressing "Add" or choosing them from the drop down or pressing "Address Book..." button and selecting them from the NoteWorks Address Book. Press OK when you're done and the emails selected will appear in the read-only edit box beside the "To" label.

From - Select which email account this message will be sent from.  This is important because the reply-to address is extracted from the account information and sent along with the mail.  If the account chosen doesn't have a reply-to address, you will be prompted for one before the mail is sent.

Subject - The subject of the mail.  This can be empty.

Message - The text of the message.  This can be empty also.

Press "Send" to send the message.

Mail Log

Most of the actions that the plug-in makes are logged into a file and into the Log Window.  You can view the mail log window by choosing "Mail Log..." from the tray menu.  The file is saved in the same directory as the NoteWorks executable and is called: "Noteworks_Mail_Log.txt".

Advanced Use

When viewing a message under NoteWorks you will see three buttons at the bottom of the dialog that allow you to do the following:

1) Remove From Server - When NoteWorks checks your mail, it doesn't actually remove the mail from the server. Instead, it leaves it there so that your actual mail client can get to it.  But, if it's mail that you know you don't want you can click this button and the mail be removed for good from the server.

2) View Header - Every mail message comes with a bunch of information about where it came from and where it went to get to you.  This is called the mail header.  Most email clients don't show this to you by default which is good because it's not stuff you really need to see.  If you do want to see it, though, click this button.

3) Make NoteWorks Item - Click this if you want to convert this message into a NoteWorks item.  The subject of the mail will become the title and the to, from and body fields will make up the text of the item.


Address Book
Basic Address Book Use

The Address Book sports a Microsoft Outlook style interface to make navigation simpler and more intuitive.  To display the Address Book, simply go to the "View" menu and choose "Address Bar" from the menu that pops up.  A dockable window will appear with nothing in it (unless you've used it before).  To add an address you can either choose "Add Address..." from the "Address Book" menu or you can right-click on the address book itself and choose "Add Address..." from the insuing context menu.

Adding Addresses

The add address dialog displays a tabbed interface with each tab containing a related group of fields that are associated with the address item.  Enter the relevant information (and be sure to enter at least a First Name OR a Last Name) and press OK.  In the address book, you will see some of the  information you entered appear in the form of a "card."  This card is actually a physical representation of the data you entered.  You can select which data appears in this card using the "Choose Fields..." menu item (see Customizing the Display of the Address Book)

Editing Addresses

The Edit Address dialog is the same as the Add Address dialog except that on initial display it contains the current data for the selected item.  Modify the data you wish to modify then press OK when you're done. The address book will be updated.

Removing Addresses

You can remove an address by selecting it then either choosing "Remove Contact(s)" from the "Address Book" menu or right-clicking the address book and choosing "Remove Contacts(s)."  In both cases, NoteWorks will verify your request before deleting the item(s).  Note that the item(s) will be deleted PERMANENTLY so be careful with this.


NoteWorks Actions

NoteWorks Actions are convenience operations that users may use often.  NoteWorks now allows you to assign a system key to any action.  A system key is a key combination that all applications have access to; for example, pressing the Windows key and any other non-system key is a system key combination that NoteWorks can tap into to perform an action.  There are several predefined actions that will grow as this feature matures.

In the preferences dialog, there is a tab called 'Actions'.  Click on this tab to see all available actions and their assigned system keys.  You can modify a system key for an action by selecting the action and pressing 'Modify Action'.  In the dialog that appears select the system key(s) you want to use then select a non-system key by typing it into the edit box.  As you type, the status text below will indicate whether or not that system key is available (only one application at a time can listen to any given system key combination).

Once you've chosen your system key combo, press OK.  From now on, pressing that key combo will perform the given action.


Using the Appointment Book

Adding Appointments

To add an appointment you can do one of two things.  First, you can go to the day viewer window and select a range of time, right click then choose 'Add Appointment'.  The 'New Appointment Dialog' will appear with the selected timespan entered into the dialog by default.  Enter the data you wish to save with this appointment and press OK.

Editing Appointments

To edit an appointment, select the appointment in the day viewer and either right-click and choose 'Edit Appointment' or double-click.  The data for the appointment appears in the 'Edit Appointment Dialog'.  Modify it and press OK when done.

Removing Appointments

To remove an appointment, select the appointment in the day viewer and either right-click and choose 'Remove Appointment' or select 'Remove Appointment' from the main menu.  Careful, though, the appointment will be removed permanently!


Reminders and Recurrence

Reminders

You can set a variety of different reminders for appointments simply by checking the appropriate boxes.  There are three different types of reminders in NoteWorks appointments:

1. Sound Reminder

2. Dialog Reminder

3. Tray Popup Reminder

You can also set the reminder to happen some time before the actual event occurs giving you some prep time.  To do so simply check the 'Remind me .... before appointment' checkbox and enter the appropriate values.

Recurrence

You can set an appointment to happen every so often at regular intervals.  To do so, simply click the 'Recurrence...' button.  In the dialog that appears, check the 'recurrence' checkbox then enter the interval as appropriate.  You can also set a time for the recurrence to stop happening by clicking the 'Stop Recurrence at' checkbox and entering the end date.


All Day Events

Some appointments last all day.  To set an appointment to last all day simply check the 'All Day Appointment' check box in the Add/Edit Appointment dialog.  The day viewer displays all day appointment in the header area of the window (just below the date text) and has a 'sun' icon beside it.


Calendar
Appointments and Calendar View

View Appointments in Calendar

You can have appointments appear in the calendar along with Items by editing the appointment preferences.

1) Open the preferences dialog and choose 'Appointment Book'

2) Click the 'Display appointments in calendar view' checkbox

3) Press OK

Creating Appointments From Calendar

You can create appointments directly from the calendar window simply by right clicking on a date and choosing 'New Appointment.."

Synchronizing with Day Viewer

You can display a particular day in the day viewer simply by right-clicking on a day in the calendar and choosing 'View Appointments...'  The day viewer will display the date selected in the calendar.


Day Viewer

Showing the Appointment Book

The Day Viewer is your view on your appointment book.  You can view the day viewer by choosing 'Appointment Book' from the 'View' menu.

Moving the Appointment Book

The Appointment Book is a 'dockable' window which means that you can drag the caption anywhere you want and have the window stick to the nearest side of the main application window.  You can also hold the control key while dragging to guarantee that it floats whereever you let go of the mouse.

Appointment Book Preferences

The following properties of the appointment book are modifiable through the 'Preferences' dialog in the 'Appointment Book' tab:

1. The begin hour and end hour

2. The number of days to display at one time.

3. Whether to display the appointment book as a list or as a 'Day Viewer' (datebook style)

You can go directly to these preferences by right-clicking on the appointment book window and choosing 'Appointment Book Preferences'


Printing Address


Finding Addresses


Overview

What NoteWorks Can Do For You

NoteWorks is an incredibly powerful but easy to use note management system, todo list and reminder for Windows.  With it you can do the following:

Jot down notes quickly and easily

Remind yourself of tasks that have due dates

Print a todo list

Collaborate with other NoteWorks users over a network

Send notes as email

View a month by month calendar

Pop up a calendar at any time anywhere

Import and Export To and From Microsoft Outlook

Get a quick list of everything that has to be done today

Keep track of addresses

Keep track of appointments, meetings and events.

And much much more.  With NoteWorks's nested group structure you can organize your tasks.  The reminder system lets NoteWorks remind you of things to do in any number of ways including sending you an email when the time comes!  Create notes for any items to have a constant reminder or to jot down notes quickly and easily.  As soon as you think of something to do, press the Windows Key + S and a note will appear immediatly on your desktop.  It doesn't get much easier than that.

Accounts

Accounts are the containers for all your personal information management information.  In an account, you will find all your groups and items, addresses, appointments and any files that a NoteWorks plugin creates (see Creating An Account).

Groups and Items

Groups

Within an account, there can be an unlimited number of groups.  Groups can contain items or other groups.  This nested system allows for a higher degree of organization within your account.  For example, you can create a "Home" group that contains other groups like "Finances" and "Hobbies" (see Adding and Removing Groups).

Items

WIthin a group, there are items.  Items contain the individual pieces of information.  For example, an item might be a grocery list or the description of a task that must be completed.  Items can be moved from one group to another (for more information about items, see Manipulating Items)

There are two kinds of items in NoteWorks.

Simple

Items on which you jot down information.  By default, they do not have a due by time set.

Reminder

These are notes which have due by times associated with them by default.

Any note can be automatically converted to a reminder and vice versa by setting/unsetting

         (respectively) the due by time.

Addresses

NoteWorks Accounts hold contact information that, in NoteWorks, are referred to as addresses.  The addresses are contained in an 'Address Book' which is accessible through the View menu in the main menu.  The address book gives you a card layout view of your addresses which is fully interactive.  You can select, add, remove addresses through this interface.  The address book (or a subset of it) is printable using the Print Address Book... menu item in the File menu.

Appointment Book

NoteWorks Accounts hold appointment information.  Appointment entries can be events, appointments, meetings or anything else that takes up a period of time.  Appointments can be associated with reminders of various types and are completely customizable.  Appointments can be viewed in a 'Day Planner' style or simply as a list through the Appointment Book which is accessible through the View menu.