To Work with Notes in the Engineer's Notebook

Link external file to note

Information from an external file (such as a spreadsheet or word processing document) can be added to a note in the Engineer’s Notebook. You can embed the content of the external file in a comment or add a link to the file.

  1. Select a comment box and click to place the insertion point.
  2. Right-click and select Insert New Object from the menu.
  3. Choose the options to achieve the appropriate result:
    • To create a new external file, select the file type, then select Create New and Display As Icon. The application opens so that you can create the file. The new file is embedded in the note.
    • To embed the content of an existing file, select Create from File then click Browse to find the file. After the content is added to the comment in Engineer’s Notebook, you can make changes that do not affect the source file.
    • To link to an existing file, select Create from File, select Link, and then click Browse to find the file. After the file is added to the comment in Engineer’s Notebook, you can make changes that also change the source file.
    • To create a shortcut to an existing file, select Create from File, Link, and Display as Icon, and then click Browse to find the file.

Change layout of note

Note: When you change the size of a comment box, the text adjusts to the width of the box. You cannot change the height of a comment box to be less than the height necessary to display the text. When you change the size of a view box, the view is scaled to fit in the box.

Add element to note

You can add comment boxes, view boxes, or arrows to a note. To add an element to a note, right-click the notebook page (not in a comment box or view box), and then select the element from the menu.

Format text in note

To apply formatting to text in a comment box, select the text. Use the options on the Format panel to change the font or color of the text or to apply bold, italics, or underlining. Text justification modes, such as left alignment, center alignment, and right alignment may also be applied to selected text.

Change or delete view in note

You can change size, orientation, or display style of any view in a note.

  1. Right-click in the view box and select one of the view tools from the menu.
  2. Manipulate the image until the appropriate view appears.
  3. Click the corresponding view command on the toolbar to close the view tool.

If you select Freeze from the view menu, the view no longer update when you change the model. To update the view, clear the Freeze check mark.