Use this document window to set up a category for keeping notes, and Add a Notepad. The document window is divided into many tabs, which you can use to record notepad details.

Buttons, Drop-Down Lists, Icons, and Links:

Edit Document

Click to edit the document.

If you clicked Edit Document , Edit Document - High Priority , or Edit Document - Low Priority , the document is already in edit mode, and the Edit Document button does not display.

Spelling

Click to spell check the document.

This displays when you are in Edit mode.

Print Form

Click to print a form.

Print Preview

Click to display the page that will be printed.

Select an action

Click to display the list of actions you can perform on the current window.

Notepads Log

Click to return to the log window.

Control Center

Click to return to the Workspace.

Transmittals Queue

Click to display the items in the Transmittals Queue. From there you can select the create or remove functions that you want to perform on a transmittal.

User Productivity Kit

Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.

The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.

Use the following tabs to record or edit notepad information. The information is based on Edit mode.

General tab:

Notepad

Enter the name for this notepad category. This is the name that appears in the Notepad log window. Each notepad can contain individual items. This field is editable only when creating a new notepad.

Description

Enter a description of the subject matter that is stored in this notepad.

Coordinator

The owner of the notepad. Click browse to open the Select Contact Dialog Box to choose the coordinator.

Status tab:

Ball in Court

The person responsible for this item.

Priority

The priority level for this item, which will appear in the BIC’s Action List.

Notepad Items tab:

Click edit in the left column to open that notepad item to edit it, or click Add to open the Notepad Item Dialog Box to Add a Notepad.

Item No.

Contract Management automatically assigns the next sequential number to each new notepad item.

Status

The status of this item.

Ball in Court

The person responsible for this item.

BIC Contact

The contact responsible for acting on this notepad item. Contract Management fills in this field automatically, based on who you specified as the key contact for the company when you set up the company directory.

Opened

The date this item was opened.

Required

The date this item is required.

Closed

The date this item was closed.

Notes

Further details of this notepad item.

Priority

The priority level for this item, which will appear in the BIC’s Action List.

Note: You can use Group, Sort, and Filter with Notepads.

Details tab:

Contract

The contract associated with this notepad. Click browse to open the Select Contract Dialog Box to link a contract.

Change Management Number

If this notepad is associated with a Change Management document, Contract Management displays the number in this field.

Issues tab:

Link

Click this to open the Select Issue Dialog Box to link an issue to this item.

Issue Title and Name

The names and titles of issues linked to this item. Click to open the Issue Document Window.

Attachments tab:

Attach File

Click this to open the Attach File Dialog Box to add an attachment to this invoice.

Attach from Repository

Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.

Attach URL

Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.

Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.

Attachment

The name of the attachment associated with this item. Click to open the attachment.

Subject

A brief description of the item.

Location

The location to which the file is uploaded.

Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.

Path

The full path to the file.

File Size

The size of the attached file.

Date Attached

The date the file or link was attached.

Attached By

The user who attached the file or link.

Custom Fields tab:

This tab only displays when one or more custom fields have been defined for the module. Each custom field assigned to this module is shown with applicable values. Custom fields enable you to define additional information about a project. Define the custom fields by right-clicking on the top-level folder (All Projects), and clicking Custom Fields. Custom fields cannot be defined when any users other than the Contract Management administrator are logged onto the system. For more information, see Custom Fields Overview and Add Custom Fields.

Versions tab:

Use the Versions tab to maintain a history of your document changes. This tab only displays when you open the document in View mode, not in Edit mode (open the document by clicking the document name, not the Edit icon beside the document name). On the Versions tab, you can view and access previous versions of the selected document and identify who created the versions and when the versions were created. You can create and preserve a new version of the document at any stage during a project. To create a new version of the current document, choose Version Document from the Select an action drop-down list. You can use the Contract Management Administration Application to configure the Version Document feature to automatically create a new version of your document each time you save the document (see Configure the Content Management Version Document and Attachment Feature for more information).

Version

Lists different versions of the current document in reverse chronological order.

Click view to open each version. Each version shows the information available in the document when the version was created.

User Account

Shows the name of the user who created the corresponding version.

Date

The date on which the item was created or issued.

How to access this document window:

1. Expand the Communication folder in the Project View and click Notepads.
2. From the Notepads Log Window, choose a Notepad document.

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