C h a p t e r F i v e - U s i n g C a t e g o r i e s & Te m p l a t e s
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U s i n g N o t e Ta k e r, v e r s i o n 2 . 1
Manage a Freeform Database
Using templates and categories along with your notebook's Index and the Highlight &
Summarize tool, you can manage structured information such as an address book or inventory,
taking advantage of NoteTaker's powerful search and retrieval facilities, without the overhead
or hassle of a dedicated database.
1
Create a template for the "records" in your database--this is simply an outline
containing a categorized entry for each field in the record.
2
Assign a category to each entry, such as Item Name, Value, or Email, so you can later
"query" these specific types of data.
3
Populate your database by inserting copies of the template in your outline--one for
each record--and typing in values for each field.
4
Generate a "report" of all entries in a particular category using the Highlight &
Summarize tool, or look up entries by category in your notebook's Index.
WHAT ELSE?
For details on doing the steps outlined above, see: