Reference kinds

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The wizard gives an overview of all references created so far and sorts them into four categories in the wizard area "Reference types":

Word references: This tab lists all Word files referenced from [other SmartNotes documents].
Linked Tables: This tab lists all tables in Word files referenced [from other SmartNotes documents].
Excel References: This tab lists all report values referenced [from other SmartNotes documents] in Excel files.
Text Block References: This tab lists all text blocks referenced [from other SmartNotes documents] in Word.

The overview is divided into the two columns "Currently referenced report" and "Report to be referenced" . The columns can be sorted in ascending order based on the column content by left-clicking on the respective column header. Another mouse click sorts the rows in descending order. The column being sorted by and the type of sorting are indicated by a triangle in the middle of the respective column header.

Only when the changes are saved via the "Save" button are all changes made finally adopted and confirmed by a message with a green background to the left of the "Save" button.

To discard changes before saving, it is sufficient to exit the reference management wizard with the "Close" button and answer the security question that then appears with "No".

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The document from which the reference is taken is displayed in the left column "Currently referenced report". Using the "+" or "-" signs to the left of the name, the chapters containing the reference can be shown or hidden. In the right-hand column "Report to be referenced", the current reference can be changed. To do this, simply left-click on the name of the currently entered document to open a drop-down menu.

With the help of the given drop-down list, it is possible to specify another document to serve as the reference source. In an updated document, all selected periods are moved forward, so old references may have to be checked and changed ["bent over"].

In the case of referenced Word files, only SmartNotes documents that also have a similar [or identical] source file are offered for selection in the drop-down menu.

Word Reference Information

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In order to trace the origin of a referenced Word document, the context menu of the cockpit can be used in addition to the reference management. To do this, right-click on the reference symbol in the Word column and select the sub-item "Word reference information".

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A message box then appears containing more detailed information about the referenced Word document.

Delete Word Reference

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Within the cockpit, individual Word references can be deleted. To delete Word references, the corresponding chapter is marked with the left mouse button. The context menu can then be opened with the right mouse button. By selecting the sub-item "Delete / Replace", the deletion options for existing Office documents are displayed. There, the entry "Delete Word Reference" can be used to remove the link.

A confirmation prompt then appears, which must be answered with "Yes" to delete the reference and thus remove the link to another Word document.

CloudReference Management