Document Pane Content Types and Associated Storage
The Document pane can display a wide variety of content:
- Rich text
- HTML file
- Markdown file
- Other local files (such as PDF, images, doc, docx, xls, xlsx, etc)
- Web page
- MHT / EML file
- Ink document
- SVG document
- Folder view (Explorer-like)
Of these, only the first is embedded in the IQ base:
- 1: Embedded, editable in the Doc pane, searchable
- 2, 3: File storage, editable in the Doc pane, searchable. Editable in an external program too.
- 4: File storage, viewable in the Doc pane, PDF files are searchable, others not. Excel files allow some changes to be made in the Doc pane
- 5: Web storage, viewable in the Doc pane, not searchable
- 6, 7, 8: File storage, viewable in the Doc pane. Edit > Edit Document (or click on the Editor command button) to edit in its own app. The Doc pane will auto-update when the content changes. MHT (6) is searchable, others not
- 9: Not embedded, not searchable, just the display of a local folder
Content can be created in a number of ways, and this affects where it is stored:
- Text entered directly in the Doc pane (internally, it is stored in HTML format)
- Web content pasted in the pane
- Local Image pasted in the pane
- File > Open to view a local file
- File > Open Web page
- Ctrl + N, Win + N or Edit > New Item (Main IQ menu):
a. “Save as MHT” unchecked
b. “Save as MHT” checked - Select content + (Win + C) (Universal Clipper)
a. “Copy URL content” and “Save as MHT” unchecked
b. “Copy URL content” checked
c. “Save as MHT” checked - EmailToIQ (see 2. Send To InfoQube using EmailToIQ for details)
Of these:
- 1, 2 ,6a, 7a will be embedded. For 2, images are not locally saved (so will link back to the web)
- 4 will use the local file, where ever it is
- 5 will link to a web page
- 3, 6b, 7b and 7c will create one or more local files
- 3 will create an image file for each image pasted, named ItemIDXXXX.jpg
- 6b and 7c (MHT option) will create a single ItemIDXXXX.MHT file
- 7b will create a single ItemIDXXXX.htm file and support files in ItemIDXXX_files folder
- For 8, see 2. Send To InfoQube using EmailToIQ for details
Finally, at any time, you can convert content in the Document pane to MHT. This will create a single file, named ItemIDXXXX.MHT
Once in MHT, you can convert it back to htm, which will create a single ItemIDXXXX.htm file and support files in ItemIDXXX_files folder
Local files can come from anywhere. When IQ creates a file, it will create it in the YourFile.SNDB.Files folder. When using the .Files folder, the main file is saved in the root folder. If an item has support files, such as 1 or more images, these are put in the item specific folder (ItemIDXXXX_file)
Note:
- IQ is able to display emails in the Doc pane when these are saved as EML. If these are not displayed correctly, see 3. Importing Emails into InfoQube