Document Pane Content Types and Associated Storage

The Document pane can display a wide variety of content:
  1. Rich text
  2. HTML file
  3. Markdown file
  4. Other local files (such as PDF, images, doc, docx, xls, xlsx, etc)
  5. Web page
  6. MHT / EML file
  7. Ink document
  8. SVG document
  9. 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:

  1. Text entered directly in the Doc pane (internally, it is stored in HTML format)
  2. Web content pasted in the pane
  3. Local Image pasted in the pane
  4. File > Open to view a local file
  5. File > Open Web page
  6. Ctrl + N, Win + N or Edit > New Item (Main IQ menu):
    a. “Save as MHT” unchecked
    b. “Save as MHT” checked
  7. 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
  8. 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: