The Six Main Entity Types

There is a separate manager for each of the six entity types: Documents, Quotations, Codes, Memos, Networks, and Links. The Entity Managers allow access to the entities and provide several options and functions.

To open for instance the Document Manager, click on the Documents button in the Home tab; to open the Quotation Manager, click on the Quotations button; to open the Code Manager click on the Codes button, and so on.

An alternative way is to double-click on Documents, Codes, Memos, etc. in the Project Explorer in the navigation panel on the left.

The managers open as floating windows, but all windows can be docked as well. See Software Navigation.

Each manager contains a list of the entities it manages, and some detailed information about them. At the bottom of the list, you find a comment field in each manager and in some managers, also a preview field.

In the Document and Quotation Manager you can preview the content of either the selected document, or the selected quotation. In the Memo Manager, the memo content is shown next to the comment field.

Another common element is the filter area on the left-hand side, which can be used to quickly access and filter the elements listed in the managers via groups or codes. They allow immediate access to fundamental activities like selecting codes, groups, creating groups and smart groups, and setting local and global filters. This allows a much more effective integration into the work flow and saves a lot of mouse movements and clicks. It is also possible to run simple AND and OR queries in entity managers.

You can activate or deactivate the filter area by selecting the first option in the View tab, which is to show or hide entity groups. See View Options below.

The Split Bar

The relative size of the side panel, list, preview and comment pane can be modified by dragging the split bar between the panes. The cursor changes when the mouse moves over the split bar. You can re-size the adjacent panes by dragging the split bar to the desired position.

The Status Bar

You find a blue status bar at the bottom of the window when the Manager opens in floating mode, or at the bottom of your screen when the manager is in docked mode. It shows the number of items listed in the manager.


In the filter area and all entity lists, you find a search field.

Use the search field to search for either documents, quotations, codes or memos in the respective managers.

If you enter a search term, all objects that include the term somewhere will be shown in the list. For example, if you enter the term children in the code manager, all codes that include the word children somewhere in the code name will be shown like children: unrelated to personal happiness.

Remember to delete the search term if you want to see all items again.

Sorting and Filtering

The Entity Managers permit comfortable sorting and filtering. With a click on a column header all items are sorted in ascending or descending order based on the entries in the selected column.

Selecting Items in an Entity Manager

A single click with the left mouse button selects and highlights an item in each of the Entity Managers.

Double-clicking an item selects the entity and invokes a procedure depending on the type and state of the entity.

For multiple selections, you can use the standard Windows selection techniques using the Ctrl or Shift key.