Private Information Tab

Note. This tab is only available for bookmarked records (See Bookmark Records).

The Private Information page has the following sections:

Personal Tags

Here you can add your personal tags to the record.

Note. Personal tags can only be added to bookmarked records (or records you own). Workgroup tags are added via the Workgroup Tags tab. See Tags.

To create a new tag, start entering a tag name into the Tags field. As you type, Heurist will show matching tags. Click on a suitable tag to insert it. If no such tag exists complete the name with a comma and press Return. Click Confirm New Tag at the prompt:

Note. You can add any number of tags, separated by commas. Multi-word tags are permitted. Heurist ignores capitalisation and spacing within tags. Do not enter commas within a tag

Tags are only added once you save the record and will appear next time you open this or any other bookmarked record. If any of the tags you enter are not recognised, a disambiguation window will pop up when you try and save the record. This will suggest existing tags that you might have meant (to reduce the proliferation of tags through typos and punctuation differences) and also allows you to edit the text of the new tags or omit them altogether. It then rewrites the tag string with the changes you have made.

Note. To add tags to multiple records, see Action Bar | Shared.

Ratings

Here you can rate records from 0 (lowest) to 5 (highest) stars. You can use this to help organise your information by highlighting resources of particular importance, or to rate bookmarked web sites etc.

To add a rating, select it from the dropdown menu:

Note. To add ratings to multiple ratings, see Action Bar | Selected.

Private Notes

Here you can add any kind of personal note to the record.

To add a note, click on the Private Note field and enter the text (multi-paragraphs and formatting are allowed) in the Rich Text Editor (See Rich Text Editor):

Password Reminder

Here you can enter a prompt if you forget your password; NOT the password itself but something that will remind you of your password if you forget it.

Email Reminders

Here you can send other users email notifications (with a message) of individual records you are working on. You could use this feature to:

• point out records of interest to one or more users
• keep users up to date with records you are working on or that are regularly updated or expanded over time
• share relevant web sites or bibliographic records
• send reminders about meetings or reports due

You can send these immediately as one-off messages, or set as periodic reminders. This saves you from having to cut and paste hyperlinks into emails, and allow recipients to bookmark the records immediately (if they wish) without any cutting and pasting.

Note. To notify workgroup members of multiple records immediately, see Action Bar | Shared.

Complete the dialog as follows:

• Who: Select who you wish to send the reminder to: a specific user (member names are displayed as you start typing), a group, or enter an email address.
• When: Specify a one-off reminder (on a specific date) or periodical (daily, weekly, monthly, yearly).
• Message: Add a message to be attached to the notification.

When complete, click either:

• Store (if you have selected Later/Periodic).
• Send (If you have selected Now).

Created with the Personal Edition of HelpNDoc: Benefits of a Help Authoring Tool