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John Hewetson

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  1. John Hewetson
    I use my EN system for filing and often have at least a dozen PDFs in one note. Sometimes I tabulate the data from those spreadsheets in an excel sheet and drop that sheet into the note. I often need to move the sheet to the top of the note for quicker reference and also would like to sort the remaining pdfs but other than "cutting and pasting" is there an easier way to manipulate the order of PDFs in a note? Apologies if this is the wrong forum, new to EN and trying to find my way around. Cheers John
  2. John Hewetson

    Hi Ray

    Could you point me in the direction to find answers to my question below?

    I am looking for advice as in "best practices". I am brand new to EN and my main need is for filing PDF, Spreadsheets, word docs and receipt images for fast retrieval. I am going through the substantial tasks of getting all my data into EN. Majority of my data is PDFs or emails so no problem there. It is the "word docs" I am struggling with. My long term goal is to delete original documents off my drive and end up just having copies of these files in EN. For the first year at least I will de-risk things by keeping all the originals on my drive as a backup but not saving any changes to them. With the Excel files I can see the information in the note when I do an attachment without having to launch the spreadsheet so again no problem. However with Word Docs I can't see the contents of the file so I believe that my only option is to save a PDF copy attach it AND the word file (to be able to modify it later on). I am a "Personal user" but would upgrade to "Professional" if it there is something in that package that might reduce the keystrokes. Any and all advice would be greatly appreciated.

     

    Thanks in advance. Cheers John

  3. John Hewetson
    I am looking for advice as in "best practices". I am brand new to EN and my main need is for filing PDF, Spreadsheets, word docs and receipt images for fast retrieval. I am going through the substantial tasks of getting all my data into EN. Majority of my data is PDFs or emails so no problem there. It is the "word docs" I am struggling with. My long term goal is to delete original documents off my drive and end up just having copies of these files in EN. For the first year at least I will de-risk things by keeping all the originals on my drive as a backup but not saving any changes to them. With the Excel files I can see the information in the note when I do an attachment without having to launch the spreadsheet so again no problem. However with Word Docs I can't see the contents of the file so I believe that my only option is to save a PDF copy attach it AND the word file (to be able to modify it later on). I am a "Personal user" but would upgrade to "Professional" if it there is something in that package that might reduce the keystrokes. Any and all advice would be greatly appreciated.
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