NoteTree Help
Concepts
About NoteTree
The Tree Concept
File Formats

How to
Navigate NoteTree
Create a New Tree File Cabinet
Open an Existing NoteTree File Cabinet
Create an Item
View/Edit an Item
Saving Changes
Cut/Copy/Paste/Move
Search
Password Protect Your Files
Import Files
Export Files
Obtain a Valid License

About NoteTree

NoteTree is your ultimate document organizer. The flexible tree design lets you keep your notes and documents in a structure that makes them all easily accessible to you.

Use NoteTree to keep notes to yourself, reminders, and critical information. Enter notes directly into NoteTree, or import csv (comma separated values), TreePad©, HTM, or XML files. You can even import those documents into your own NoteTree file, allowing you to bring together all critical components into one Cabinet of information.

Each NoteTree Cabinet becomes an instant, easy-to-access repository for related information. The one-touch expand / compress ability and Search functions make it very easy to find the information you need, when you need it.

Password protect your Cabinets, and/or individual items within the Cabinet to keep your information confidential.

The Tree Concept

NoteTree's tree design makes organization of your documents or items a snap. Each NoteTree Cabinet can contain as many files and items in as many levels as you need to keep your information easy to locate.

A 'User Document', for example, might be one Cabinet, with Sections as levels, Sub-sections or Chapters as levels off each Section Level, and Topics off each Chapter level.

You might wish to keep Committee notes organized by meeting date, then by action, or by sub-committee/action/meeting date. A project might be organized by deliverable/resource/activity. In a tree structure you have complete flexibility.

 

File Formats

NoteTree Cabinets are automatically stored in the native file format with the the extension .tre. NoteTree also works with other file formats.

• Comma Separated Values (csv) - formatted with three fields per line being level (number), title, and text. Non-numeric values in the first field are converted to zero, and files with more than three fields or columns will not be properly imported.
• htm/html - heading tags maintain levels
• xml - heading tags maintain levels
• xjt - TreePad© files

How to …

Navigate NoteTree

Once NoteTree has been invoked off your main menu, use File > Open to open an existing NoteTree Cabinet, or File > New to create a new Cabinet. Each Cabinet contains File Items organized in a Tree format. Any file on the list may be expanded, or opened by double tapping. To see the properties for a file, tap and hold. Follwing is a list of symbols used to add easy functionality to NoteTree.

•   Expandable NoteTree Cabinet - tap the plus to see the list of file items in this Cabinet.
•   Open NoteTree Cabinet - tap to collapse the list to the top item.
•   Expandable file (item) - tap the plus to see a list of subordinate items.
•   Collapsable file (item) - tap to collapse the list to the top item.
•  Save File - Saves the currently open NoteTree Cabinet.
•   Insert an item below the current item on the tree
•   Delete the current item, and all subordinate items
•   View the details of the current item
•   Open the help menu

Create a New Tree File Cabinet

Invoke NoteTree from the PocketPc main menu. Select File > New to create an empty file Cabinet. You may save the File Cabinet immediately, or wait until you have entered or imported data into the file. File details, including file name, are specified when the file is first saved. (Select File > Save As.)

Enter a file name that will help you to easily identify this file for future use and select which folder will be used to store your new file. You may also select the file type. The default type is a NoteTree File (.tre), but you may save the file in any of the listed formats.



 

Open an Existing NoteTree File Cabinet

Invoke NoteTree from the PocketPC main menu. Select File > Open and select your existing NoteTree file.


 

Create an Item

New items can be created at any level. Before creating a new item, highlight the item that will be parent to the new item. The new item will be placed subordinate to the highlighted item. To create a top level item, select the NoteTree Cabinet before inserting the new item.

Tap the   icon to create the new item. Enter a title that will make it easy for you to refer back to this item in the future.

You can copy or move your new item to a different position on your NoteTree is needed using Cut/Copy/Paste/Move functionality.

 

View/Edit Items

Select the item you wish to view and double-tap, or tap the   icon. Make sure to save your changes by tapping 'OK' when finished, and by tapping the   icon, or File > Save.

  Saving Changes

Edits to any item are saved at the item level when you tap 'OK'. Changes are not saved at the file cabinet level until you save the file using the   or File > Save. Be sure to save your information often.

 

Cut/Copy/Paste/Move

Cut, copy and paste functionality is provided on the Edit menu. Select the item you wish to cut or move. Tap the Edit menu item and select Cut (to remove the item from this location, but keep it in memory for insertion at another location), or Copy (to leave the item intact, but also have it available for insertion into another location.

The item is now held in memory so that it can be inserted into a different position on the NoteTree, or in a different NoteTree file Cabinet. Select (highlight) the item nearest to the insertion point, and tap File from the menu at the bottom of the screen.

• Use Edit>Paste Before to place the cut or copied item before the selected item, and at the same level on the tree.
• Use Edit>Paste After to place the cut or copied item after the selected item, and at the same level on the tree.
• Use Edit>Paste Under to place the cut or copied item at one level subordinated to the selected item.

  Search

Search all, or any part of your NoteTree file Cabinet. Tap the highest level of the section you wish to search so that it is highlighted. Tap Edit>Find. The highlighted item, and all items below it on the tree will be searched for the word or words specified. You may select to search only text, or only titles.

 

Password Protection

NoteTree allows you to individually password protect any item and at any level. To password protect an item, tap and hold the item to display the context menu. Select Password from the context menu and enter a password for this item.

When you password protect an item, its subordinate items cannot be expanded without first entering the password. Items which appear already expanded on the tree must be collapsed (tap the '-' next to the file name) before the context menu can be used on that item.

More Notes about Passwords

• NoteTree's password protection will not prevent a non-NoteTree file (e.g. htm) from being viewed using another program able to read such files.
• In order to ensure a level of protection, password protected items cannot be exported. If you need to export the information in a password protected file, you must first remove the password.
• Be sure you can remember your passwords. If you use several, you may wish to use NoteTree to help you keep track of them. Set up a file Cabinet and password protect it at the top level. Enter your passwords on subordinate levels. Save this file in native NoteTree format (.tre).

Import Files
NoteTree will read several different file formats, including:

• csv - Comma Separated Values (formatted as level,title,text)
• hjt - TreePad files
• xml - XML files

• Import Before to place the imported items ahead of and on the same level as the highlighted item.
• Import After to place the imported items after and on the same level as the highlighted item.
• Import Below to place the imported items on a level subordinate to highlighted item.

Export Files

Export your NoteTree file in native NoteTree format (tre), or a format that will give you access to the file using one of your desktop programs. When you are ready to export your file, select File > Export. Select:

• csv - Comma Separated Values (three fields exported as level,title,body);
• hjt - TreePad files;
• XML; or
• HTML

  Obtain a Valid License

Now that you have tried NoteTree you will want to obtain your license so that you can keep using it, and be eligible for upgrades as they become available. If the site you obtained your trial version does not offer NoteTree licenses, you can obtain it from any one of several sources, including our own site at www.realtimetools.com, at www.handango.com, and at www.pocketgear.com.

Once you have purchased your license visit www.realtimetools.com/license.htm and submit the form with your product code. The product code can be found by selecting Help from the menu bar, and Licensing from that menu. A license code will be sent to your email address and can be entered the next time you use NoteTree.

Once you have licensed NoteTree, it will not be necessary to reenter license information when you upgrade to a new release.