1. Getting Started

Welcome to the MyInfo manual.

1.1. What is MyInfo?

MyInfo is a personal information manager (PIM). It helps you collect, store, and organize information, including notes, links, and files.

MyInfo uses easy to understand metaphors for organizing your information. Everything is stored in notes, which are placed in sections and notebooks. Each notebook can have one or more sections.

If notes are related to each other, they can be organized in an outline. If not, they can be organized in an automatically sorted list. You can also link to other notes from within the text of the note like in a wiki.

MyInfo offers different ways to view your notes such as trees (hierarchies) and customizable lists (perspectives).

You can search for notes in any of the open (or even closed) notebooks. Notes can also be printed and exported to other applications.

1.2. User Interface

MyInfo features a standard Windows user interface. It includes menus, toolbars, and a number of panes.

The main components are the note list and the note editor.

The note list is where you see a list of all available notes for the currently selected notebook section and perspective. It can show additional columns, each of which displays some of the available attributes.

The note editor is where you see and edit notes. It consists of the note title, tags, optional form with additional attribute editors and note editor, where you can work with the note text content. If your note is a bookmark or document (has default attachment), there is also an internal viewer available. If the note contains attachments, they are listed in the note attachments list.

You can edit most note attributes directly in the note list or in the optional Attributes pane to the right of the note editor.

Use the notebook list (left) and the section tabs (top) to switch the active notebook and section.

To change the active perspective, click on any other in the perspective list left of the note list.

There are two panes, which are not visible by default, but can be helpful in some situations: the tags list shows all available tags in the section, and the status bar shows additional information about the notes.

1.3. Information Model

MyInfo stores everything in notebooks. Each notebook is a separate file on your computer. Notebooks contain one or more sections, where you place your notes.

The note is the basic unit of information in MyInfo. It has attributes, tags, text content, and attachments.

Attributes are facts about your notes like title, creation date, priority or reminder date. There are a number of predefined attributes, but you can also create your own. Your attributes can use different types such as text, number, date, and checkboxes.

If you prefer more freedom about describing your notes, you can use tags in addition to, or instead of, attributes.

The note text content is where you can enter formatted text, tables, pictures, links (to web sites, files, or to other notes), or any other free-form information.

Sometimes the information you want to store is not suitable for inserting in the note editor. In these situations you can attach files to your notes (like PDFs and Excel files). If your notes are related to each other hierarchically (for example like in a family tree), you can arrange them in a tree, where notes can have parent notes.

If your notes are related to each other hierarchically (for example like in a family tree), you can arrange them in an tree, where notes can have parent notes.

If not, you can use various perspectives to see a list of your notes, filtered, sorted and grouped by their attributes and tags.

2. Notebooks & Sections

All information in MyInfo is stored in files called notebooks. Each notebook contains one or more sections.

Use multiple notebooks if you need to separate your information between major areas like work and personal life. Using as few notebooks as possible is advisable, because they allow you to share attributes, clones, forms, (auto-updatable) links, note templates, text styles and other powerful features between all notes in the notebook.

Use multiple sections to divide notes in the notebook by project, area or any other criteria. Each section has its own set of perspectives allowing for easy overview of your notes.

2.1. Working with Notebooks

Create a Notebook

To create a new notebook:
  1. Click on the File  New Notebook command. The New Notebook dialog will appear.

  2. In the Name text box, type the name of the new notebook.

  3. If you want to use a specific notebook template for the new notebook, select it in the From Template list.

  4. Click OK to create the new notebook. If you prefer to create the notebook in a location different than the default notebooks folder, click Save As instead.

Open a Notebook

To open an existing notebook(s):
  1. Click on the File  Open command. The Open dialog will appear.

  2. Find and select the topic you want to open and then click OK.

If you want to open more than one notebook at the same time, you can select multiple notebooks in the Open dialog.

Close a Notebook

To close one or more open notebooks:

Use the File  Close command to close the currently active notebook.

Use the File  Close All command to close all open notebooks.

Rename a Notebook

To rename an open notebook:
  1. Click on the File  Notebook Properties command. The Notebook Properties dialog will appear.

  2. Type the new notebook name in the top text edit box in the dialog.

  3. Click OK.

You can also rename the notebook by right clicking on the notebook title in front of the sections tabs and use the Rename command.

Switching Between Open Notebooks

If you have more than one notebooks open, you can switch between them:

  • if the Notebooks pane is open, just click on the notebook which you want to activate

  • if the Notebooks pane is closed, then use the Notebooks drop down list in front of section tabs. Click on it to see a list of all open notebooks and click on the notebook that you want to activate.

2.2. Working with Sections

Create a Section

To create a new section:
  1. Right click on the section tabs above the note list and the note editor and click on the New Section command or click on the + button in the end of the section tabs.

Rename a Section

To rename a section:
  1. Right click on the section tab or on the section in the Notebooks pane and click on the Rename command.

  2. Type the new section name in the text edit box in the dialog.

  3. Click OK.

Delete a Section

To delete a section:
  1. Right click on the section tab or on the section in the Notebooks pane and click on the Delete command. A confirmation dialog will appear.

  2. Click Move to Trash to confirm that you want to move the section to the Trash.

Switching Between Open Sections

If your notebook has more than a single section, you can switch between them:

  • click on a section tab in the section tabs above the note list and the note editor

  • or, if the Notebooks pane is open, click on the section which you want to activate

Move a Section

You can reorder sections inside the notebook by dragging them with the mouse in the section tabs or in the notebooks pane.

To move a section using the Move dialog:
  1. Right click on the section tab or on the section in the Notebooks pane and click on the Move command. The Move Section dialog will appear.

  2. Select the section after which you want to move the active one.

  3. Click Move.

Copy a Section

You can copy a section to another notebook by dragging it with the mouse to another notebook in the notebooks pane.

Change Section Color

You can change the active section color, which is used when displaying the section in various parts of the user interface like the section tabs, notebooks pane and Move dialog.

To change the section color:
  1. Right click on the section tab or on the section in the Notebooks pane and in the Section Color sub-menu select a new color for the section.

2.3. Attributes

Notes have attribute values, which contain additional information about them such as title and modification date. Certain attributes are read-only (creation, modification date), but the majority of them are editable, so you can change their values.

Default Attributes

When you create a notebook, it will have a number of pre-defined attributes. Here is a list of them (grouped by category) and their purpose:

Common

Comment

Used to add a small comment text for the note. Comments are visible in the note list, if you show either the Has Comment or Comment columns.

Created

Shows the date and time when the note was first created (read-only).

Form

Specifies the note entry form (optional).

Icon

Shows note icon index (read-only).

Is Clone

Indicates whether the note has clones (read-only).

Level

Shows the depth level of the note in the tree hierarchy (read-only).

Parent Title

The name of the note parent, if it has one (read-only).

Sensitivity

Specifies note sensitivity (normal, personal, private, or confidential). By default notes have normal sensitivity.

Size

Shows note size in bytes.

Tags

Shows note tags. Use tags to group related notes or to find them faster later. Tags are visible in the note list, if you show either the Has Tags or Tags columns.

Template

Specifies note template.

Title

Note title. Give the note a meaningful title, so you can easily spot it in the note list or find it via quick filter.

Updated

Shows the date and time when the note was last modified (read-only).

Document (specific to Bookmark and External Document notes)

URL

Specifies the web address or file name for a bookmark or external document note.

Task (specific to Task notes)

% Completed

Shows the progress of a task.

Completed At

Shows when a task was finished.

Due Date

Shows when a task is due.

Is Task

You can use this attribute to filter for task-like notes in perspectives.

Priority

Sets the task priority (low, normal or high). By default all tasks have normal priority.

Reminder At

Sets a reminder for the task. When the time of the reminder is due, MyInfo will open a pop-up screen with information about the task.

Started At

Specifies when a task was started.

Creating User Attributes

You can create your own attributes to use in different scenarios. They can be of any of the following attribute types:

Text Text

Store single line of text.

Number Number

Store number with specific format.

Checkbox Checkbox

Clickable on/off checkbox.

Currency Currency

Store an amount of money.

Date/time Date/time

Store date or date/time with specific format.

Duration Duration

Store an amount of time in minutes, hours, days, etc..

Email Email

Store an email address.

Multi-select Multi-select list

Allows you to assign one or more predefined text items.

Phone number Phone number

Store a phone number.

Rating Rating

Set a rating by clicking on a predefined number of stars.

Single-select Single-select list

Allows you to assign single predefined text item.

Web address URL

Store a website address.

MyInfo uses note attributes in different places of its user interface: those, which are applicable to all notes in the current section, can be shown as columns in the note list; all applicable attributes are also displayed in the Attribute pane. You can edit them directly in both places.

Attribute Visibility

There are certain rules that determine if an attribute is visible in the different parts of the application:

  • Note List: only attributes that are manually made checked via View  Columns are visible (you can also show/hide attributes there by right clicking on a column in the note list and using the list of attributes there).

  • Forms: only attributes that are manually added for the form via Tools  Forms are visible.

  • Attributes Pane: attributes from the Common category are always visible there. The note template determines the visibility of the rest of the attributes. If the template contains an attribute value (even if it is an empty value), it is visible in the Attributes pane for the notes that use the template.

2.4. Backup & Restore

MyInfo automatically creates backup copies of your notebooks in a specified interval. By default it creates 2 backup copies and the interval between the copies is 24 hours, but you can change these settings via Tools  Options  Save & Backup.

If a notebook is not stored in the default notebook location, then its backups will be stored in the folder, where is stored the notebook itself. This has to be done in order to avoid conflicts between backups of notebooks that have the same file names, but are stored in different locations.

To restore a backup, use the File  Open Backup command and then click on the Revert To This Backup button.

2.5. Encryption

You can encrypt your notebooks by password-protecting them using File  Notebook Password. MyInfo uses a state-of-the-art 256-bit AES encryption.

Once open, protected notebooks work exactly like normal notebooks. The only limitation is that closed protected notebooks can’t be searched by_ Global Search_.

There is absolutely no way to open a notebook if you forget its password. So, please make sure that you never lose the password for your notebook.

2.6. Forms

Forms make entering and browsing note attribute values easier. They allow you to customize note layout, showing you the relevant attributes for the note.

Forms consist of a number of attributes in any order you specify.

You can create as many forms as you want and specify a different form for each note (use the Form attribute in the Attributes pane). However, in most cases, you will want to set the form in a note template. That way, each note based on this template will use the specified form.

To create new forms or edit existing ones, use Tools  Forms.

You can use all attributes in a form, except Title and Tags (which are always visible), the Form attribute itself and attributes from the Template attribute group.

2.7. Notebook Revisions

MyInfo automatically creates a revision for each change you make in a notebook. That allows you to undo any recent change made in the notebook. By default it stores the last 20 revisions, but you can change their number or entirely disable this feature (not recommended though) via File  Properties.

You can use the following commands to move through revisions:

Undo revision Undo Revision

Undoes last change made in the notebook.

Redo revision Redo Revision

Redoes last undone change in the notebook.

Revisions pane Revisions Pane

Shows Notebook Revisions pane.

Undo Revision and Redo Revision commands are only available when the note list is active. If a text editor is active, then Undo and Redo work locally in the text editor rather than globally in the notebook.

Making changes to the notebook while it is at an older revision, removes all reverted revisions!
Notebooks Revisions Pane

Notebooks Revisions pane shows all available revisions for the active notebook. The pane allows you to revert or redo more than one revision at a time. It also shows additional information about each revision like who made it, when and which item and how it was affected.

Revisions pane

Clicking on a revision Undo button will revert all changes up to and including this revision.

2.8. Notebook Templates

If you do not want to start from scratch with a new notebook, you can use a predefined notebook template.

To create a notebook from template:
  1. Click File  New Notebook to open the dialog with the same name.

  2. Type a name for the new notebook.

  3. Select a template from the From Template list.

  4. Click OK.

Adding New Templates

Technically, notebook templates are regular notebook files. What makes them special and behave like templates is the fact that they are stored in a folder with a special meaning for MyInfo. So you can easily add or remove templates by copying or deleting notebook files to and from this folder.

The location of the Templates folder on your computer depends on the type of MyInfo installation you use. It differs for the desktop and for the portable editions. You can see or modify the location of your templates by clicking Tools  Options  Save & Backup and there examine the content of the Templates line in the File locations list.

2.9. Trash

Each notebook has a Deleted Notes section which stores all notes you delete from the notebook. You can easily restore accidentally deleted notes by going there (View  Trash) and moving one or more notes (including their sub-notes) back to the desired section. To do so, select the notes in the note list and click Context Menu  Move Notes.

Items placed in the Trash are automatically removed after 30 days.

3. Working with Notes

3.1. Adding Notes

You can add new notes to MyInfo in a variety of ways. You can create blank notes and then type text in them, import notes from other applications, drag & drop files, or even capture web snippets from your web browser.

Create Blank Note

To create a blank note:
  1. In the note list, select the note after which you want to create the new note.

  2. Click on the Insert  Note command or press Ctrl+N.

You can create new blank notes quickly by pressing Enter while the note list is active.

Create Blank Child Note

To create a blank child note:
  1. In the note list, select the parent note for the new note that you will create.

  2. Click on the Insert  Child Note command or press Shift+Alt+N.

You can create new blank child notes quickly by pressing Ctrl+Enter while the note list is active.

Create Note From Template

To create a note based on a note template:
  1. In the note list, select the note after which you want to create the new note or the parent note, if you want to create a child note.

  2. Select the Insert  Child Note command and click on a template in the list that will appear.

You can learn about the different default note templates in the note templates section.

Create Note From Existing File

You can import an existing file from your computer as a note. If possible, MyInfo will extract the text from the file and will insert it in the note editor for the new note. If that is not possible, the file will be attached to the new note.

To create a note from an existing file:
  1. In the note list, select the note after which you want to add the new note.

  2. Click on the Insert  Notes From Files command. The Insert Notes From Files dialog will appear.

  3. Select one or more files that you want to insert.

  4. Click Open to insert the file(s).

Create Note From Windows Clipboard

You can paste any content in the note list and MyInfo will try to create a note from it.

To create a note from Windows Clipboard content:
  1. Copy something from another application (text from MS Word, web snippet from your browser, etc).

  2. In the note list, select the note after which you want to add the new note.

  3. Click on the Edit  Paste command or press Ctrl+V.

Drag Files From Other Applications

You can add new notes by dragging them from Windows Explorer to the note list.

If possible, MyInfo will extract the text from the dragged file and will insert it in the note editor for the new note. If that is not possible, the file will be attached to the new note.

Capture Web Snippet As Note

If you have the Send to MyInfo extension installed in your web browser, you can capture web page fragments or whole web pages without opening MyInfo.

To create a note using the Send to MyInfo extension:
  1. Make sure that the note list is active. If the note editor is active instead, the extension will just paste in the editor, instead of creating new notes.

  2. In the web browser, select the content that you want to capture.

  3. Right click on the selection and in the context menu, select the Send to MyInfo command, then one of the following:

    • Send as Text: this will create a new note in MyInfo and insert the selection as note content

    • Send as Web Document: this will create a new Bookmark note with the address of the current web page

    • Send as Attachment: this will create a new External Document note with a cached copy of the selection or the whole web page (if nothing is selected)

3.2. Navigating Notes

When you are in the note list, you can move between notes using the standard keys: Up goes to the previous visible note, Down goes to the next visible note. Left goes to the note parent and Right goes to the note first sub-note (if there is any).

Via Keyboard

When you are in the note list, you can move between notes using the standard keys: Up does to the previous visible note, Down goes to the next visible note. Left goes to the note parent and Right goes to the note first subnote (if there is any).

Via Go To Note Dialog

Press Ctrl+G to open the Go To Note dialog. Then start typing the title of the note you want to go to, and you will see a filtered list of all notes that contain this text in their titles. Use the keyboard arrows to move to the note you want and press Enter to go this note.

Click on the Search edit (or press Shift+Ctrl+F) and type the text you want to search for and press Enter.

If there are any results, they will be displayed in the Search pane, where you can click on the results and go to the specified notes.

MyInfo will search for the text you entered in notes' titles, text content, and in all supported attachments content (text files, PDFs).

3.3. Attachments

Sometimes you want to store external files in MyInfo. You can attach any number of files (within certain limits) to a specific note. These attachments will be stored inside the notebook, so moving the notebook to another computer will move them too.

The list of available attachments for the note is shown in the note attachments list below the note editor (if the note has attachments).

3.4. Clones

You can clone notes, so that the same note can be in multiple places in the tree. Cloned notes are exact copies of the original note and each time the original note or the cloned notes are modified, these changes are synchronized for all notes from the same clone group.

To clone a note:
  1. Select the note in the note list that you want to clone.

  2. Copy the note by clicking Edit  Copy (or press Ctrl+C).

  3. Select the note after which you want to place the new cloned note and click Edit  Paste Advanced  Paste Clone (or press Shift+Alt+V).

Cloned notes have a small clone indicator in the bottom left corner of their icon: Cloned Note

You can insert links to other notes in the note editor like in a wiki.

You can do that in several ways:

  • by clicking on the any of the following commands:

    • Edit  Copy Link  Copy Link to This Paragraph: this will create a link to the cursor position in the note editor of the active note

    • Edit  Copy Link  Copy Link to This Note: this will create a link to beginning of the active note

    • Edit  Copy Link  Copy Link to This Notebook: this will create a link to the active notebook

  • by using the Link dialog: click Insert  Link (or press Ctrl+K) and then in the Link dialog, click the Note in Section, and browse for the note you want to link to

  • by entering @ in the note editor and then start typing the title of the other note’s title. This will show a list with matching notes - just press Enter to insert the first one in the note editor (or use the arrows to select another)

You can use copied links in other applications that support hyperlinks too (MS Word, MS Excel). Clicking on them will open MyInfo and go to the specified item.
Relative Links

If you enable the Insert Relative Links option in Tools  Options  Editing, MyInfo will insert links to notes in other notebooks and to external files relative to the notebook’s file path.

That allows you to move your notebooks around and as long as your linked files are moved with the notebooks, these links will continue to work.

Some example relative links:

  • file.doc (the file is in the same folder as the notebook)

  • images\picture.jpg (the file is in the images folder that is in the notebook folder)

  • ..\file.doc (the file is in the folder that is one level higher than the notebook folder)

  • ..\..\file.doc (the file is in the folder that is two levels higher than the notebook folder)

3.6. Note Templates

Each note in your notebooks is based on a note template. Note templates are predefined notes, stored in the notebook, which specify some initial note attribute values like title, form, and note icon. They also define which attributes are available by default in the Attributes pane (in addition to the attributes from the Common category, which are always available).

You can edit, create or delete note templates in the Templates section of the notebook (View  Templates).

Create Note From Template

  1. In the note list, select the note after which you want to create the new note.

  2. Either right click on the selected note and use the Note submenu to select the template or click on the Insert  Note command and select the template from the submenu there.

Templates context menu

Default Templates

Note Note

Regular text note. This is the default template for new notes.

Bookmark Bookmark

Note with an URL attribute. Use it to preview a web page via the internal browser. You can also save a cached copy of the page inside MyInfo, so even if it disappears from the Internet, you will still have a working copy.

External Document External Document

Note with a default attachment or link to an external file. Use it to preview a linked file on your computer or to store an entire file inside MyInfo.

Task Task

Note with a checkbox that includes task-specific information like when a task was started, due, or finished.

Template Structure

Each note template consists of:

  • Template Name - this template-specific attribute value is used as a name for the template in the user interface of the application. This is what you see when you decided to create a new note and browse the templates list

  • Title, attribute values, text content, attachments - this is the initial data of the notes that you create when you use the template. This is static data - once you create your note, changing the template has no effect on notes that are created with this template

  • Visible attributes - if you want notes based on this template to have some attributes visible in the Attributes pane when they are selected, you need to add an empty attribute value to the template by right clicking in the Attributes pane and using the Add Value command. This is the only dynamic part of the template. Adding and removing empty values to the template affects which attributes are visible for the notes based on it

You can create a Task-like template, which has checkbox icon, that can be toggled by clicking on it, by adding Start Date, Due Date or Completed Date attribute value to a new template.

3.7. Perspectives

Generally you work with your notes by ordering them manually in a tree. But in many cases you need to see them ordered and/or grouped automatically by some attribute.

Perspectives allow you to see your notes from different points of view: as an outline, alphabetical list, to-do list, etc. Each perspective includes settings like visualization mode (hierarchy vs list), filter rules, sort and group order.

By default, new sections contain a single, Tree perspective. You can create additional perspectives by clicking on the New button on the bottom of the Perspectives pane.

There are two types of perspectives in MyInfo:

Tree perspective Tree

Shows notes in a tree of notes and (optionally) subnotes. Notes in this perspective are ordered manually.

List perspective List

Shows notes in a list. They are automatically sorted by some attribute and optionally grouped by value.

When creating a new perspective, MyInfo already includes a couple perspective templates for some frequently used cases:

Attachments

Shows notes containing attachments, grouped by attachment size.

Completed

Shows completed notes that use a task-like note template.

Overdue

Shows tasks with due date, when their Due Date is in the past.

Recent

Shows recently modified notes ordered by Updated date attribute.

Reminders

Shows notes that have Reminder At attribute value.

Tagged

Shows notes that contain tags, grouped by tag names.

Tasks

Shows all task-like notes.

3.8. Reminders

You can set reminders for notes, so that MyInfo will show a pop-up dialog with information about the note, when the reminder is due.

By default, task notes already have an empty Reminder At attribute value, which you can edit to set a reminder for the note.

You can also add a reminder for any other note by clicking Insert  Reminder and then selecting a date and time for the Reminder At attribute value in the Attributes pane.

To see a list of all reminders that are already due, click View  Reminder Window.

3.9. Tags

Tags are an easy, but powerful tool for organizing your notes. They allow you to group related notes, no matter where they are located in the tree, so you can later find or see a list of notes using certain tag(s).

To add note tags, just click on the Click to add tags caption in the tag editor above the note editor. Type new tags by separating them either by pressing , or the Enter key.

To remove a tag from the note, move the mouse over the tag and click the X icon next to it.

You can quickly see all notes with a certain tag by clicking on the tag in the note editor. You can also serach for tags or use them for filtering in your perspectives.

Tags Pane

The Tags pane shows you a list of all tags available in the notebook. It is the place, where you can organize your tags by adding new, or rename and delete existing tags. You can also drag tags from the tags pane to the note tag editor to quickly add them to the note.

You can show the Tags pane by clicking View  Panes  Tags Pane.

Right click on a tag in the pane or in the empty area to invoke the context menu, which contains the following commands:

Shows Notes For Select Tag(s)

Clicking on it will show you all notes in the current section, that contain the tags selected in the tags pane. You can add more tags to the filter by dragging them to the tags filter, which will appear after using the command.

Copy Tag(s)

Copy selected tags to the Clipboard.

Rename Tag

Choose a new name for a tag. This will automatically rename the tag for all notes that already have it. If you type the name of an already existing tag, both tags will be merged and all notes that contain the old one, will contain the new one instead.

Delete Tag(s)

Remove a tag from all notes that have it and delete the tag from the notebook.

Order Alphabetically/By Count

Change how tags in the pane are ordered.

Show Tags Count

Check this option in order to see the number of notes that have each tag in the notebook.

4. Working with Text

Text content is often a major part of your notes. MyInfo has many features for working with rich formatted text.

4.1. Editing Text

MyInfo’s note editor is very similar to the Microsoft’s Word text editor. The way you select, edit, and format text in MyInfo is almost identical.

Selecting Text

You can select text and items in the note editor using either the mouse or the keyboard.

To select text with the mouse:

To select Do this

Any amount of text

Drag over the text.

A word

Double-click the word.

A paragraph

Triple-click on the paragraph.

A picture

Click on the graphic.

A large block of text

Click at the start of the selection, scroll to the end of the selection, and then hold down Shift and click.

To select text with the keyboard:

To extend a selection Press

One character to the right

Shift+Right Arrow

One character to the left

Shift+Left Arrow

To the end of a word

Ctrl+Shift+Right Arrow

To the beginning of a word

Ctrl+Shift+Left Arrow

One line down

Ctrl+Down Arrow

One line up

Ctrl+Up Arrow

One screen down

Shift+Page Down

One screen up

Shift+Page Up

The whole document

Ctrl+A

A large block of text

Click at the start of the selection, scroll to the end of the selection, and then hold down Shift and click where you want to end the selection.

Deleting Text

To delete text or an item in the note editor:

To Delete Do

Current editor selection

Press the Delete key or click on the Edit  Delete command.

One character to the left

Press the Backspace key.

One character to the right

Press the Delete key.

One word to the left

Press Ctrl+Backspace.

One word to the right

Press Ctrl+Delete.

Undo/Redo Editor Changes

When the note editor is active, you can undo and redo recent text changes.

To undo the last action that you have made in the note editor:
  • Click on the Undo Edit  Undo command or use the Ctrl+Z shortcut.

To redo the last undo action:
  • Click on the Redo Edit  Redo command or use the Ctrl+Y shortcut.

You can undo/redo multiple actions by using the command repeatedly.

4.2. Inserting Items

Insert an Existing Text File

To insert an existing text file in the note editor:
  1. Click on the location where you want to insert the file.

  2. Click the Insert  File command. The Insert File dialog will appear.

  3. Find and select the file you want to insert.

  4. Click Open.

Insert a Picture

To insert a picture from a file in the note editor:
  1. Click on the location where you want to insert the picture.

  2. Click the Insert  Picture command. The Insert Picture dialog will appear.

  3. Find and select the picture you want to insert.

  4. Click Open.

MyInfo note editor automatically recognizes web and email addresses as you type. However, sometimes you want more control over the inserted link (for example to choose a caption).

To insert a link to an web address, file or folder in the note editor:
  1. Click on the location where you want to insert the link.

  2. Click the Insert  Link command. The Insert Link dialog will appear.

  3. The following options are available:

    To insert a link to Do

    A web address

    Type the address in the Type address box or select it from the Recently used links list.

    A folder on your computer or on your local network

    Click the Folder button and in the Browse For Folder dialog that will appear, select the folder you want to link to, and click OK.

    A file on your computer or on your local network

    Click on the File button and in the Browse For File dialog that will appear, select the file you want to link to, and click Open.

    Other note in the notebook

    Click on the Note in Section button in the left sidebar and in the note list that will appear, select the note you want to link to. If the note is in another section, click the dropdown arrow in the Select section box and choose the section that contains the note.

    E-mail address

    Click on the E-mail Address button in the left sidebar. Type the e-mail address in the E-mail address box and type the message subject (if any) in the Subject box. You can also recall an e-mail address in the Recently used e-mail addresses list.

  4. If you want the link caption to be different than its address, type the desired caption in the Text to display box.

  5. Click OK.

Learn more about links to notes and how you can insert them faster.

Insert a Table

To insert a table in the note editor:
  1. Click on the location where you want to insert the table.

  2. Click on the Table  Insert command. The Insert Table dialog will appear.

  3. Specify how many table columns and rows you want in the Number of columns and Number of Rows boxes.

  4. If you want the table to automatically fit within the note editor width, select the Auto fit to window option.

  5. If you want the table to have a fixed width in points, select the Fixed column width option and type the desired column in the Fixed column width option and type the desired column in the Fixed column width box.

  6. Click OK.

Insert Date and Time

To insert date and time, in a specified format, in the text editor:
  1. Click on the location where you want to insert date and time.

  2. Click the Insert  Date And Time command. The Date And Time dialog will appear.

  3. In the Available formats list, select the desired date and time format.

  4. Click OK.

To insert date using the keyboard, use the Shift+Ctrl+A shortcut. To insert time, use the Shift+Ctrl+I shortcut.

Insert a Checkbox

To insert a checkbox in the note editor:
  1. Click on the location where you want to insert the checkbox.

  2. Click the Insert  Checkbox.

  3. Click on the checkbox if you want it to be checked. Click again to uncheck it.

Pressing Enter after a line containing a checkbox will insert another checkbox at the start of the new line.

Insert a Page Break

To insert a page break in the note editor:
  1. Click on the location where you want to insert the page break.

  2. Click the Insert  Page Break command.

Insert a Horizontal Line

To insert a horizontal line in the note editor:
  1. Click on the location where you want to insert the horizontal line.

  2. Select the Insert  Horizontal Line command.

4.3. Finding Text

To find text in the note editor:
  1. Click on the Tools  Find command. The Find And Replace dialog will appear.

  2. In the Find what box, enter the text you want to search for.

  3. Click Find What.

To search again for the same text, use the F3 shortcut.

4.4. Replacing Text

To replace text in the note editor:
  1. Click on the Tools  Replace command. The Find And Replace dialog will appear.

  2. In the Find what box, enter the text you want to search for.

  3. In the Replace with box, enter the replacement text.

  4. Click Replace to replace the first occurrence of the text or click Replace All to replace all occurrences of the text in the note editor.

4.5. Checking Spelling

By default MyInfo checks your spelling as you type. Misspelled words are marked with a wavy red line under them.

To work with a misspelled word, right click with the mouse on it, so the note editor context menu appears. The following options are available there:

This option Does

A list of suggestions

Click on any of the suggestions in the list to replace the misspelled word with the suggested word.

Add to Dictionary

Adds the misspelled word in the dictionary, so it is no longer shown as misspelled word.

MyInfo uses all installed dictionaries when spell checking.

4.6. Working with Tables

Insert a Table

To insert a table in the note editor:
  1. Click on the location where you want to insert the table.

  2. Click on the Table  Insert command. The Insert Table dialog will appear.

  3. Specify how many table columns and rows you want in the Number of columns and Number of Rows boxes.

  4. If you want the table to automatically fit withing the note editor width, select the Auto fit to window option.

  5. 5. If you want the table to have a fixed width in points, select the Fixed column width and type the desired column in the Fixed column width box.

  6. Click OK.

Navigating in Tables

To move in a table using the keyboard:

To Press

Move to the next cell

Tab

Move to the preceding cell

Shift+Tab

Move to the preceding row

Up Arrow

Move to the next row

Down Arrow

Start a new paragraph

Enter

Selecting Table Items

To select items in the table using the mouse:

To Do this

Select a row

Click to the left of the row.

Select a column

Click the column’s top border.

Select multiple cells, rows, or columns

Drag across the cell, row, or column; or select a single cell, row, or column, and then hold down Shift while you click another cell, row, or column.

Select an entire table

Click anywhere on the table and then select the Table  Select Table command.

Resize Table and Cells

To resize a column:
  • Drag the right column border to resize it.

To resize a row:
  • Drag the bottom row border to resize it.

Add a Column

To insert one or more columns in a table:
  1. Select the column to the right of where you want to insert new columns. Select the same number of columns as the number of columns you want to insert.

  2. You can insert the column:

    1. to the right, by clicking on the Table  Insert Columns command.

    2. to left of the selection, by clicking on the Table  Insert Columns to Left command instead.

Add a Row

To insert one or more rows in a table:
  1. Select the row below where you want to insert new rows. Select the same number of rows as the number of rows you want to insert.

  2. You can insert the row:

    1. below the selection, by clicking on the Table  Insert Rows command.

    2. above the selection, by clicking on the Table  Insert Rows Above command instead.

Pressing Tab in the last table cell creates a new table row.

Delete a Column

To delete columns from a table:
  1. Select the columns you want to delete.

  2. Click the Table  Delete Columns command.

Delete a Row

To delete rows from a table:
  1. Select the rows you want to delete.

  2. Click the Table  Delete Rows command.

Delete a Table

To delete a table from the note editor:
  1. Select the table you want to delete.

  2. Click the Table  Delete Table command.

Merge Cells

To merge two or more cells:
  1. Select the cells you want to merge.

  2. Click the Table  Merge Cells command.

Split Merged Cells

To split an already merged cell into its original multiple cells:
  1. Select one or more cells you want to split.

  2. Select the Table  Split Cells command.

Change the Vertical Alignment in a Cell

To change the vertical alignment of table cells:
  1. Select the cells you want to align.

  2. You can align the cell text:

    1. to the top of the cell, by clicking Table  Alignment  Align Top command.

    2. to the middle of the cell, by clicking Table  Alignment  Align Middle command.

    3. to the bottom of the cell, by clicking Table  Alignment  Align Bottom command.

4.7. Text Styles

You can use a rich set of tools to format text in the note editor. You can select different fonts, sizes, and effects like bold, italic, and underline. Applying them directly however may not be the best way to use them, because it makes them harder to modify later.

Use text styles instead. Text styles are set of predefined text formattings like headings, emphasized text, and code blocks. When you use styles to format your notes, you can quickly and easily apply a set of formatting choices consistently throughout all notes in the whole notebook.

Changing formatting of a style will change the appearance of all text that uses this style in the notebook. This makes it easier to experiment with different formattings.

Normal vs Clear All

In MyInfo 6 and earlier, applying the Normal style to a text removed all other formatting from the text. In MyInfo 7 applying Normal style works differently: it only changes the paragraph style of the selected text. So, if the text was formatted with Heading 1, applying Normal will change the text paragraph style to Normal, but any character formatting applied manually will stay intact.

If you want to remove all formatting from a text and make it use only the Normal style formatting, then you need to use either the Clear All item in the Styles dropdown box or the Format  Remove Formatting command.

4.8. Zooming Note Editor

You can change the size of the text and items in the note editor, by zooming the editor.

You can either use the Zoom in View  Zoom In command to make the text bigger or the Zoom out View  Zoom Out command to make the text smaller.

You can zoom in/out using the mouse by holding down the Ctrl key and scroll the mouse wheel while the mouse cursor is over the note editor.

5. Searching for Information

MyInfo offers a wide array of features for finding and filtering your information.

You can search for notes by typing one or more phrases and optionally connect them with keywords.

Phrases

Any text that is not a keyword (NEAR, NOT, AND, OR) or is enclosed in quotes is a search phrase (examples: car, "my car").

By default MyInfo searches only for notes containing the exact phrases. If you want to search for notes containing any text starting with the phrase add the * symbol after it (examples: car*, "my car"*).

Boolean operators

You can connect queries with boolean operators. They are ordered by their precedence (from the strongest to the weakest below):

  • NOT <phrase> or -<phrase> Matches if phrase is not present in the note.

  • <phrase1> AND <phrase2> Matches if both phrase1 and phrase2 match. By default all phrases are implicitly connected with the AND operator, so you do not need to type it in your searches.

  • <phrase1> OR <phrase2> Matches if either phrase1 or phrase2 match.

NEAR groups

Typing NEAR between two or more phrases matches notes containing those phrases within 10 words of each other (for example: my NEAR car).

Special attributes

You can search in specific note attributes by prepending your search phrase with its name.

The following special attributes are supported:

Search by Operators & example

Specific note attribute

comment:
tag:
template
title:
url:
Example: title:car

Notes that have values in certain attributes

has:comment
has:completed
has:duedate
has:icon
has:priority
has:reminder
has:sensitivity
has:started
has:tag
has:text
has:url
Example: has:reminder

Notes with clones

has:clone
Example: has:clone

Locked notes

has:lock
Example: has:lock

Notes that contain links

has:link (app and external links)
has:applink (links to other notes)
has:extlink (normal links)
Example: has:link

Notes that have todos

has:done (completed todos)
has:task (completed or pending todos)
has:todo (pending todos)
Example: has:todo

Any note attribute value

value:
Example: value:vehicle

Values in built-in attributes

system:
Example: system:vehicle

Values in attributes created by you

custom:
Example: custom:vehicle

Note text content

text:
Example: text:"early in the morning"

Attachment content

filecontent:
Example: filecontent:invoices

Both note text and attachments content

anycontent:
Example: anycontent:orders

Notes that have attachments

has:attachment
Example: has:attachment

Attachments with a certain file name

filename:
Example: filename:car*

Attachments with a certain file type

filetype:
Example: filetype:mp3

Attachment file name and type

filemeta:
Example: filemeta:doc

Attachment file name, type and content

file:
Example: file:report

Notes that contain pictures

has:picture
Example: has:picture

Search query examples

meeting

Finds all notes containing the phrase meeting. All searches are case-insensitive, so this will also search for Meeting, MEETING and so on.

meeting -2008

Finds all notes containing the phrase meeting and not containing the phrase 2008.

"new year"

Finds all notes that have the phrase new year in it.

car*

Finds all notes that have phrases beginning with car like car, cars, cartoon and so on.

"john smith" tag:@phone

Finds all notes that have the phrase john smith and have that tag @phone.

car OR auto

Finds all notes that have at least one of the phrases car or auto.

one NEAR two NEAR three

Finds all notes that have the phrases one, two and three within 10 words of each another.

Search in Attachments

MyInfo indexes attachments content too, so it searches in the attachments with the following file formats:

  • Adobe Acrobat PDF files (pdf)

  • Comma-, pipe- and tab- separated Value files (csv, hl7, psv, tsv)

  • Email messages (eml)

  • Hypertext Markup Language files (htm, html, shtm, shtml, xhtm, xhtml)

  • MS Excel spreadsheets (xls, xlsx)

  • MS Power Point (versions 2007-2016) slides (pptx)

  • MS Word documents (doc, docx)

  • Plain text files (log, txt)

  • Web archive files (mht, mhtml)

6. Customizing MyInfo

MyInfo offers many ways to customize its user interface and functionality to fit into your workflow.

6.1. Menus & Toolbars

Showing/Hiding Toolbars

To show a toolbar:
  1. Click on the View  Toolbars menu item and in the list click on the toolbar that you want to make visible.

To hide a toolbar:
  1. Click on the View  Toolbars menu item and in the list click on the toolbar that you want to hide.

To toggle toolbar visibility more quickly, right click on the menus/toolbars area of the application window and click on the toolbar name in the list. Toolbars that are currently visible have a ✓ symbol in front of their name.

Modifying Menus & Toolbars

You can customize menu and toolbar commands by adding, removing or moving them around.

To add a command to the menu or to a toolbar:
  1. Click View  Toolbars  Customize. The Customize dialog will appear.

  2. Click on the Commands tab.

  3. Click on the Category where the command you want to add is located.

  4. Drag and drop the menu item or the button to its new location.

  5. Click the Close button to close the Customize dialog.

To remove a command from the menu or from a toolbar:
  1. Select the View  Toolbars  Customize command. The Customize dialog will appear.

  2. Drag the command you want to remove off the menu (so that the mouse pointer changes to a X).

  3. Click the Close button to close the Customize dialog.

To move a command from the menu or from a toolbar to a new location:
  1. Click View  Toolbars  Customize. The Customize dialog will appear.

  2. Drag the command button to the new location on the same menu/toolbar or to another menu/toolbar.

  3. Click the Close button to close the Customize dialog.

To copy a command from the menu or from a toolbar to a new location:
  1. Click View  Toolbars  Customize. The Customize dialog will appear.

  2. Hold down the Ctrl key and drag the command button to the new location on the same menu/toolbar or to another menu/toolbar.

  3. Click the Close button to close the Customize dialog.

Creating or Deleting Custom Toolbars

To create a new custom toolbar:
  1. Click View  Toolbars  Customize. The Customize dialog will appear.

  2. Click the New button. The Add Toolbar dialog will appear.

  3. Type the name of the toolbar you want to create and click OK.

  4. A new toolbar will be created under the existing toolbars.

  5. Drag the toolbar to a different place if you want to.

  6. Add new commands to the toolbar.

  7. Click the Close button to close the Customize dialog.

To delete an existing custom toolbar:
  1. Click View  Toolbars  Customize. The Customize dialog will appear.

  2. Select the toolbar you want to delete and click the Delete button. Confirmation dialog will appear.

  3. Click OK to confirm that you want to delete the toolbar.

  4. Click the Close button to close the Customize dialog.

Restoring the Menu or a Toolbar

To restore the original commands and settings of the menu or of a toolbar:
  1. Click View  Toolbars  Customize. The Customize dialog will appear.

  2. Select the toolbar you want to restore and click Reset.

  3. The Reset confirmation dialog will appear. Click OK to confirm that you want to reset the toolbar.

  4. Click the Close button to close the Customize dialog.

Change Menu or Toolbar Settings

To change the menu and toolbars options:
  1. Click View  Toolbars  Customize. The Customize dialog will appear.

  2. Click on the Options tab.

  3. The following options are available:

This option When turned on, does

Menus show recently used commands first

MyInfo will show only the commands you use most frequently in the main menu.

Show full menus after a short delay

MyInfo will show only the commands you use most frequently in the main menu, but after a short delay it will show all commands, if you have not clicked on a menu item already.

Large icons

Increases the size of toolbar buttons so that they are easier to see.

Show ToolTips on toolbars

Displays on-screen descriptions of toolbar buttons when the pointer pauses on them.

Show shortcut keys in ToolTips

Displays keyboard shortcuts in tooltips.

Menu animations

Changes the way menus display when you click on a command. For example, Slide Menu Animation causes the menus to display with a sliding motion.

  1. Turn the options you want on or off.

  2. Click the Close button to close the Customize dialog.

6.2. Keyboard Shortcuts

Most MyInfo commands can be executed by pressing a key combination. Whenever possible, these combinations follow general Windows conventions for shortcuts like Ctrl+C for Copy, Ctrl+V for Paste, etc.. However, you can have your own preference for these shortcuts or you may want to create a shortcut for a command that does not have one. You can do that in the Keyboard Shortcuts dialog.

To see a list of all assigned keyboard shortcuts click Tools  Keyboard Shortcuts to open the dialog with the same name.

Assigning Keyboard Shortcuts

To assign a new shortcut to a command:
  1. Open the Keyboard Shortcuts dialog by clicking Tools  Keyboard Shortcuts.

  2. Find the command that you want to modify in the Commands list and click on it.

  3. Click in the shortcut edit box on the bottom of the dialog and press the key combination that you want to use for the command.

  4. If the shortcut is already used by another command, you will be warned.

  5. When you are ready with the new combination, press Assign.

You can reset all commands to their defaults using the Reset All command.

6.3. Plugins

MyInfo supports third-party import and export plugins in order to allow it work with a wide array of other software applications. By default, it ships with a predefined set of essential import and export plugins, but you can add more by downloading them from our website.

You can see the full list and information about installed of plugins in the Add-ons dialog by clicking Tools  Add-ons.

Installing Plugins

To install a new plugin:
  1. Download a plugin from our web site to a location on your computer.

  2. Open the Plugins dialog by clicking Tools  Add-ons.

  3. Click Install.

  4. In the Browse dialog, locate the downloaded plugin file (.dll or .zip), select it and click Open.

  5. Close the Add-ons dialog.

  6. The newly installed plugin should be now available in the File  Import/Export dialogs, depending on its type.

Updating Plugins

To update an existing plugins:
  1. Download the newer version of the plugin from our website to a location on your computer.

  2. Follow the same steps from To install a new plugin with the newly downloaded version of the plugin. This will replace the old version with the new one.

Uninstalling Plugins

To remove an existing plugin:
  1. Open the Plugins dialog by clicking Tools  Add-ons.

  2. Select the plugin you want to uninstall by clicking on it in the list with the plugin names.

  3. Click on the Uninstall button in the low right corner of the plugin information section of the dialog.

  4. Click Uninstall in the confirmation dialog.

6.4. Spelling Dictionaries

MyInfo has an English spelling dictionary installed by default. But you can install many more dictionaries, if you need to check your spelling in a different language. Currently 40+ languages are available in MyInfo.

To see the currently installed spelling dictionaries click Tools  Add-ons  Dictionaries.

Installing Dictionaries

To install a new dictionary:
  1. Open the Dictionaries tab in the Add-ons dialog by clicking Tools  Add-ons  Dictionaries.

  2. Click on the Add additional spelling dictionaries list on the bottom of the dialog and select the language that you want to add.

  3. Click Add. The dictionary will appear in the list above and from now on will be used when checking the spelling in the note editor.

Uninstalling Dictionaries

To remove an existing dictionary:
  1. Open the Dictionaries tab in the Add-ons dialog by clicking Tools  Add-ons  Dictionaries.

  2. Select the dictionary you want to remove in the list.

  3. Click Remove. The dictionary will disappear from the list of installed dictionaries and will no longer be used for checking the spelling in the note editor.

7. What’s New

7.1. New Features

MyInfo 7 introduces numerous new features and improvements, including:

  • Cross-platform, database-backed file format, which makes loading and saving your notebooks instantaneous

  • Updated user interface and high-DPI monitors support

  • Undo/redo anything using notebook revisions

  • Multiple sections per notebook

  • Perspectives

  • Conditional formatting rules for the items in the note list

  • Fully editable note templates (title, text, attribute values), stored in the notebook

  • New attribute types (duration, email, rating, url), and more attribute options (setting default attribute values for new notes)

  • Text styles can inherit another style formatting, text style keyboard shortcuts

  • Multiple attachments per note

  • Larger attachments (note + attachments content can now be up to 100 MB for the Professional edition)

  • Attachment indexing (MS Word, MS Excel, MS PowerPoint, Acrobat PDF, email messages, web pages, and text files are indexed and included when searching for notes)

  • Quickly filter notes in the note list

  • Filtering by multiple tags

  • Titles of links to other notes are automatically updated if the target note is renamed

  • Linking and previewing external files

  • Any linked file content can be stored inside the notebook (in previous versions only web pages could be stored)

  • More search operators (has:) and the ability to perform negative-only searches

  • More note icons and improved icon selection dialog with search

  • Improved note templates (now saved in the file)

  • Note background colors

  • Multiple backups per notebook and backup interval option

  • Notebook Trash from where you can restore deleted sections and notes

  • Notes can contain todo lists

  • Improved Tags pane where it is now possible to create tags even if they are not assigned to notes

  • Lock Note command

  • Unlimited number of forms

  • Note editor Zoom

7.2. File Format

MyInfo 7 uses a new, database-backed file format. This brings some great benefits like:

  • Loading and saving of existing files is lightning fast. In fact, we have removed the Save command, because every change is saved automatically as it occurs.

  • Files are more robust. System crashes or power failures can’t corrupt them, because changes to the files either happen fully, or don’t happen at all.

  • Cross-platform compatibility: the new file format will allow us to share the same files between MyInfo applications for different PC/mobile platforms.

  • Single file can contain multiple sections (previously topics).

7.3. Changed Terminology

We’ve changed some of the terminology used in MyInfo to make it more clear and consistent, by aligning it with the terminology used in other note-taking products such as OneNote and Evernote.

  • Documents are now notes.

  • Topics are now sections.

  • Workspaces are notebooks. Each notebook can contain one or more sections, but everything is stored in a single file.

  • Filters and some appearance options are now combined in perspectives.

7.4. Commands

New Commands

Menu/Command Does

File  Import Legacy  Topic as New Section

Imports MyInfo 6.x or earlier file as new section in the active notebook

File  Import Legacy  Topic as New Notebook

Imports MyInfo 6.x or earlier file as a new notebook

Edit  Copy Link  Copy Link to This Section

Copies link to the selected section

Edit  Lock Note

Protects the note from accidental changes (makes it read-only)

View  Columns

Allows you to change the visible attributes for the active section

View  Active Perspective

Change the currently active perspective

View  Perspectives

Create new, manage or delete existing perspectives

View  Refresh Notebook

Reloads the notebook, so you can see any changes made to the note list or options, made by another user, if multiple people are working on the same notebook

View  Templates

Opens the Templates section where you can create, edit and delete note templates

View  Trash

Opens notebook trash from where you can restore deleted notes

Insert  Attachment

Inserts attachment in the active note

Insert  Checkbox

Inserts checklist item

Format  Conditional Formatting

Create new, manage or delete existing note list conditional formatting rules

Tools  Compact Notebook

Optimizes notebook to use minimal space on your computer. This is also done automatically in an interval specified in the application Options

Renamed/Moved/Removed Commands

Commands that contained the old MyInfo terminology (topic and document) are renamed with the new terms (notebook and note). Other menu changes are:

Menu/Command Does

File  Save
File  Save As
File  Save All
File  Save All & Minimize

Removed. MyInfo now saves your changes automatically.

File  Organize Topics

Removed.

File  Open Workspace
File  Save Workspace

Removed.

View  Task Pane

Renamed to Attributes Pane.

Insert  Note From Template

Moved as submenus to Insert Note and Insert Subnote.

Insert  Symbol

Removed.

Insert  Object

Removed. MyInfo does not support OLE objects anymore.

Insert  File

Renamed to Text From File.

Tools  Check Spelling

Renamed to Check Spelling as You Type.

Tools  Sort Documents

Renamed to Sort Siblings Once.

Tools  Form Editor

Renamed to Forms.

Tools  Reindex Topic

Renamed to Reindex Notebook. Hidden by default.

Window  Tile Horizontally
Window  Tile Vertically
Window  Cascade

Removed.

7.5. Breaking Changes

  • dropped Windows XP and Windows Vista support

  • Due to the new cross-platform file format, OLE objects are no longer supported in MyInfo. They are Windows-specific feature and can’t be viewed or edited on other platforms, so they are no longer available.

  • removed Block Pop-ups option from the Browser options section. Popups are blocked always now

  • cutting notes now only marks them for cutting and they are moved when Paste is executed like in Windows Explorer

  • removed Go To Note with Index from status bar

  • changed note selection algorithm: in the old versions the focused note was the active note for all commands. Now it is the selected note. Focused note now is used only to select/deselect notes with the keyboard in the note list

  • changed Show State Images menu shortcut to Ctrl+Alt+Space, so you can selected notes using Ctrl+Space

  • changed global shortcut for activating MyInfo to Win+Ctrl+I due to conflict with an existing shortcut in Windows 10. The old one (Win+Ctrl+M) still works in the previous versions of Windows

  • removed custom states support, because of portability reasons

  • removed note editor ruler

  • TAB key no longer moves the focus to the note editor when the last note list column is reached. The old behavior can be turned on via Compatibility sub-section of the Advanced section in the Options dialog

  • new sections are created with the None section color, which appearance depends on the current app skin

  • search toolbar is hidden by default. There is a Find Notes button which shows the Search pane instead

  • temporary removed Calendar view. Will be converted to perspective type

8. Reference

8.1. All Commands

This is a list with the names, default shortcuts, and descriptions of all commands that are available in MyInfo menus and toolbars.

Commands in the Hidden commands section of the tables are not visible by default, but can be added to a menu or to a toolbar via the Tools  Customize command.

File Menu

The File menu contains everything that handles creating files on your computer, including creating new, and opening existing notebooks, backing up, importing and exporting. It also deals with printing and notebook-specific settings.

Command What is Does

New Notebook…​ | Ctrl+T

Shows the New Notebook dialog where you can create a new notebook.

Open…​ | Ctrl+O

Opens one or more existing notebooks. Open submenu contains a list of recently used notebooks.

Open Backup…​

Opens existing notebook backup.

Close | Ctrl+F4

Closes the active notebook.

Close All

Closes all open notebooks.

Import…​

Shows the Import dialog from where you can import sections and notes in MyInfo from a number of file formats.

Export…​

Shows the Export dialog from where you can export your notes to a number of file formats.

Page Setup…​

Shows the Page Setup dialog where you can change the default page layout for printing.

Print Preview

Shows the Print Preview window where you can see how your notes will look like when printed.

Print…​ | Ctrl+P

Shows the Print dialog where you can print your notes.

Notebook Properties…​

Shows the Notebook Properties dialog with useful information about the active notebook.

Notebook Password…​

Shows the Notebook Password dialog where you can password-protect your notebook.

Exit

Completely exits the application.

Hidden File commands:
Command What is Does

Rename

Allows you to rename the active notebook.

Save Note As

Saves active note editor contents as file.

Print Note

Prints active note editor contents.

Edit Menu

The Edit menu contains commands related to editing. Many of the standard functions you’ll find in most Edit menus can be found here, including cut, copy, paste and delete, along with a large number of commands related to editing notes.

Command What is Does

Undo | Ctrl+Z

If the note list is active, undoes the last notebook revision. If a text editor is active, undoes the last change made there.

Redo | Ctrl+Y

If the note list is active, redoes a single undone notebook revision. If a text editor is active, redoes the last undone change made there.

Cut | Ctrl+X

If the note list is active, marks selected notes for moving. If a text editor is active, cuts the selected text to the Windows Clipboard.

Copy | Ctrl+C

Copies selected notes or text to the Windows Clipboard.

Copy Link:

Copy Link to This Paragraph

Creates a bookmark in the note editor and copies a link to this note and this paragraph to the Windows Clipboard.

Copy Link to This Note

Places a link to the active note in the Windows Clipboard.

Copy Link to This Section

Places a link to the active section in the Windows Clipboard.

Copy Link to This Notebook

Places a link to the active notebook in the Windows Clipboard.

Paste | Ctrl+V

If the note list is active, pastes Windows Clipboard content as new notes. If a text editor is active, pastes text from the Windows Clipboard.

Paste Advanced:

Paste Special

Shows the Paste Special dialog where you paste a specific text or picture format of the Clipboard content in the note editor.

Paste Text

Pastes the Windows Clipboard text in the text editor using the current formatting.

Paste Clone | Shift+Alt+V

Pastes note as a clone.

Auto Paste

Toggles the Auto Paste mode.

Delete | Del

If the note list is active, deletes selected notes. If a text editor is active, deletes selected text.

Select All | Ctrl+A

If the note list is active, selects all sibling notes. If a text editor is active, selects all text.

Rename\Change Value: | F2

Activates the attribute value editor for the selected note and column.

To Selected Text

Renames active note with the selection of the note editor.

To Clipboard

Renames active note with the text in the Clipboard.

To Date and Time

Renames active note with the current date and time.

To Date

Renames active note with the current date.

To Time

Renames active note with the current time.

Lock Note

Locks selected note against accidental changes.

Move:

Up

Moves selected notes before the previous one.

Down

Moves selected notes after the next one.

Left

Moves selected notes one level up.

Right

Makes selected notes children of the previous sibling note.

Hidden Edit commands:
Command What is Does

Paste Advanced  Paste Plain

Pastes the text from the Clipboard without formatting and using the Normal text style.

Add Value

Shows the Add Value dialog where you can add an attribute value to the selected note.

Move or Copy Notes

Shows the Move or Copy Notes dialog where you can move or copy selected notes to another section in the notebook.

View Menu

The View menu contains commands related to changing the way notes are viewed, allowing you to show and hide various elements, navigate between perspectives and customize the way information in the current notebook is displayed. A rule of thumb is, if you want to change the way something in your notebook looks or acts, and it’s not a setting in the main options, chances are it is in the View menu.

Command What is Does

Columns

Shows the Columns dialog, where you can choose which attributes are visible for the current perspective in the active notebook section, reorder and resize them.

Attributes

Shows the Attributes dialog where you can manage the attributes for the active notebook.

Active Perspective

Shows a list with available perspectives for the active notebook section. Click on a perspective to switch to it.

Perspectives

Shows the Perspectives dialog where you can manage perspectives for the active notebook section.

Refresh Notebook

Reloads the notebook, so that if anybody else has made changes to the notebook they will be visible for you.

Toolbars

Shows a list with available toolbars. Click on a toolbar to show/hide it.

Panes:

Notebooks Pane

Toggles the visibility of the notebooks pane, which contains a list of open notebooks.

Tags Pane

Toggles the visibility of the tags pane, where you can manage active notebook tags.

Attributes Pane

Toggles the visibility of the attributes pane, which shows the attribute values for the selected notes.

Revisions Pane

Toggles the visibility of the revisions pane, which contains a list of the available notebook revisions.

Global Search Pane

Toggles the visibility of the global search pane, where you can search for notes in all your notebooks.

Status Bar

Toggles the visibility of the status bar.

Templates

Shows the Templates notebook section, where you can manage note templates for the active notebook.

Trash

Shows the Trash notebook section, where you can restore deleted notes and sections.

Reminder Window

Shows the Reminder window, where you can see pending reminders for all open notebooks.

Keep MyInfo On Top

Toggles whether MyInfo should always stay on the top of all other Windows application windows.

Expand Subnotes | Shift+Ctrl+=

Expands all subnotes of the active note.

Expand All

Expands all notes in the current section.

Collapse Subnotes | Shift+Ctrl+-

Collapses all subnotes of the active note.

Collapse All

Collapses all notes in the current section.

Hidden View commands:
Command What is Does

Text Editor

Activates the note editor.

Horizontal Panes

Toggles the horizontal note list option for the active section.

Multiline Note Titles

Toggles the multi-line note list headings option for the active section.

Expand

Expands the immediate children of the active note.

Collapse

Collapses the immediate children of the active note.

Go to First Note

Activates the first note in the note list.

Go to Last Note

Activates the last note in the note list.

Go Up

Activates the previous sibling note of the active note.

Go Down

Activates the next sibling note of the active note.

Go Left

Activates the parent note of the active note.

Go Right

Activates the first child note of the active note.

Go to First Sibling Note

Activates the first note with the same parent as the active note.

Go to Last Sibling Note

Activates the last note with the same parent as the active note.

Back

Activates the last visited note.

Next

Activates the next visited note in the history of visited notes.

Section Color

Shows a list with possible section colors. Click on a color to change the color of the active section.

Background Color

Shows a list with possible note background colors. Click on a color to change the background color for the note editor of the active section.

Zoom In

Zooms in the note editor.

Zoom Out

Zooms out the note editor.

Reset Zoom

Resets the zoom of the note editor.

Favorites Menu

The Favorites menu contains all saved favorites and commands for adding and organizing them.

Command What is Does

Add Note

Adds the active note to the favorites.

Add Current Section

Adds the active section to the favorites.

Add Current Notebook

Adds the active notebook to the favorites.

Organize…​

Shows the Organize Favorites dialog where you can manage your favorites.

Insert Menu

The Insert menu contains commands related to adding new notes to the note list and inserting any type of content to the note editor like text, pictures and links.

Command What is Does

Note | Ctrl+N / Enter

Inserts a new note in the note list. The submenu shows a list with available note templates for the active notebook. Click on a template to insert a new note based on this template.

Subnote | Shift+Alt+N / Ctrl+Enter

Inserts a new subnote in the note list. The submenu shows a list with available note templates for the active notebook. Click on a template to insert a new subnote based on this template.

Notes From Files…​

Imports existing files as notes in the note list. When possible, MyInfo will insert the file text in the note note editor. If this is not possible, MyInfo will attach the whole file to the note.

Attachment…​

Inserts an existing file as an attachment to the active note.

Comment

Activates the comment attribute value editor for the active note.

Reminder

Adds reminder attribute value for the active note.

Checkbox

Inserts clickable checkbox in the note editor.

Horizontal Line

Inserts horizontal divider line in the note editor.

Page Break

Inserts page break in the note editor.

Date and Time…​

If the note list is active, inserts a new note using the specified date/time format as its title. If the text editor is active, inserts the current date/time as text.

Picture

Inserts an existing picture from your computer in the note editor.

Text From File…​

Imports the text of an existing file to the note editor.

Link…​ | Ctrl+K

Shows the Link dialog, where you can insert a link to a web page, file or email address in the note editor.

Hidden Insert commands:
Command What is Does

Date

If the note list is active, inserts a new note using the current date as its title. If the note editor is active, inserts the current date as text.

Time

If the note list is active, inserts a new note using the current time as its title. If the note editor is active, inserts the current time as text.

Format Menu

The Format menu contains the commands related to formatting individual note headings in the note list and the text in the note editor. You can also manage notebook’s text styles and conditional formatting rules here.

Command What is Does

Font…​ |Ctrl+D

Shows the Font dialog, where you can change the text formatting of the selected notes, if the note list is active or of the selected text, if the note editor is active.

Paragraph…​

Shows the Paragraph dialog, where you can change the paragraph formatting of the selected text in the note editor.

Styles…​

Shows the Styles dialog, where you can manage the text styles of the active notebook.

Conditional Formatting…​

Shows the Conditional Formatting dialog where you can manage the conditional formatting rules for the active section and notebook.

Bulleted List

Adds or removes bullets from the selected text in the note editor.

Numbered List

Adds or removes numbering from the selected text in the note editor.

Remove Formatting | Ctrl+0

Removes all formatting from the selected text in the note editor.

Hidden Format commands:
Command What is Does

Bold

Toggles the bold text formatting of the selected notes in the note list or of the selected text in the note editor.

Italic

Toggles the italic text formatting of the selected notes in the note list or of the selected text in the note editor.

Underline

Toggles the underline text formatting of the selected notes in the note list or of the selected text in the note editor.

Superscript

Toggles the superscript text formatting of the selected text in the note editor.

Subscript

Toggles the subscript text formatting of the selected text in the note editor.

Strikethrough

Toggles the strikethrough text formatting of the selected notes in the note list or of the selected text in the note editor.

Align Left

Aligns the selected text in the note editor to the left.

Align Center

Aligns the selected text in the note editor to the center.

Align Right

Aligns the selected text in the note editor to the right.

Align Justify

Aligns the selected text in the note editor to both the left and right margins.

Increase Indent

Increases the indentation of the selected text in the note editor.

Decrease Indent

Decreases the indentation of the selected text in the note editor.

Reset Picture Size

Resets the dimensions of a resized picture in the note editor.

Save Picture As

Saves the selected picture in the note editor to a file.

Tools Menu

The Tools menu contains various commands related to working with the notebook and to finding information in MyInfo. You will find most application options and customizations here.

Command What is Does

Global Search | Shift+Ctrl+F

Activates the search toolbar, if it is visible, or shows the Global Search pane otherwise. Both allow you to search for notes in your notebooks.

Go to Note…​ | Ctrl+G

Shows the Go to Note dialog, where you can quickly find and activate a note from the active section.

Find Text…​ | Ctrl+F

Shows the Find and Replace dialog where you can search for a text in the note editor.

Replace Text…​ | Ctrl+H

Shows the Find and Replace dialog where you can replace text in the note editor.

Word Count…​

Shows the Word Count dialog where you can see statistics about the text in the note editor.

Check Spelling as You Type

Toggles the real-time spelling checker in the note editor.

Sort Siblings Once

Sorts alphabetically all notes with the same parent as the active one.

Hoist

Toggles the hoisting of the selected note.

Forms…​

Shows the Forms dialog, where you can manage the forms of the notebook.

Compact Notebook

Tries to optimize how the active notebook is stored on your computer thus saving some space.

Add-ons

Shows the Add-ons dialog where you can manage installed plugins and spelling dictionaries.

Keyboard Shortcuts

Shows the Keyboard Shortcuts dialog where you can customize keyboard shortcuts for the application commands.

Customize

Shows the Customize dialog where you can customize application menus and toolbars.

Options

Shows the Options dialog where you can change application settings.

Hidden Tools commands:
Command What is Does

Find Next | F3

Searches for the next occurrence of the text specified in the Find And Replace dialog.

Find Previous | Shift+F3

Searches for the previous occurrence of the text specified in the Find And Replace dialog.

Find in Default Perspective

If you are in a perspective different than the default and use this command, it will locate and activate the currently selected note in the default perspective.

Reindex Notebook

Recreates the search index for the active notebook.

Table Menu

The Table menu deals with inserting, formatting and editing tables in the note editor.

Command What is Does

Insert Table

Shows the Insert Table dialog where you can insert a new table in the note editor.

Insert Columns

Inserts columns after the currently selected columns in the note editor. The number of inserted columns is equal to the number of the currently selected columns.

Insert Columns to the Left

Inserts columns before the currently selected columns in the note editor. The number of inserted columns is equal to the number of the currently selected columns.

Insert Rows

Inserts rows below the currently selected rows in the note editor. The number of inserted rows is equal to the number of the currently selected rows.

Insert Rows Above

Inserts rows above the currently selected rows in the note editor. The number of inserted rows is equal to the number of the currently selected rows.

Select Column

Select the whole column where the active table selected cell is located.

Select Row

Select the whole row where the active table selected cell is located.

Select Table

Select the whole table that is active in the note editor.

Delete Columns

Deletes selected table columns from the note editor.

Delete Rows

Deletes selected table rows from the note editor.

Delete Table

Deletes the active table from the note editor.

Split Cells

Splits selected, already merged cells from the active table in the note editor.

Merge Cells

Merges active table selected cells in the note editor.

AutoFit to Window

Toggles active table width between the whole width of the note editor and a manually set width.

Table Properties

Shows the Table Properties dialog where you can format the active table in the note editor.

Hidden Table commands:
Command What is Does

Align Top

Aligns selected table cells content vertically to the top.

Align Middle

Aligns selected table cells content vertically to the middle.

Align Bottom

Aligns selected table cells content vertically to the bottom.

Window Menu

The Window menu contains commands for navigating the sections in the notebook.

Command What is Does

Next Section | Ctrl+Tab

Activates the next section of the notebook.

Previous Section | Shift+Ctrl+Tab

Activates the previous section of the notebook.

Help Menu

The Help menu has useful tools and links for learning MyInfo, as well as a way to check for application updates available on our website, or to give us feedback and bug reports.

Command What is Does

MyInfo Help

Shows MyInfo help.

Example Notebooks

Shows a list with sample notebooks. Click on a notebook in the list to open it.

Import Legacy Topics

Shows the MyInfo Topics Import dialog where you can import topics from MyInfo 6 and older versions.

MyInfo on the Web

Opens the MyInfo website in your default web browser.

Check for Updates

Checks if newer version of MyInfo is available. If there is a new version, it shows an information about what’s new there and offers you the option to download and install it.

Feedback

Creates a new email in your default email client, where you can send us feedback about MyInfo.

About

Shows version information, copyright notice and credits about other code that MyInfo uses.

8.2. Options

MyInfo uses sensible default options that should be good enough for most use cases. However, it offers a wide array of settings that you can adjust, so that you can tailor MyInfo to your specific needs.

General

Close button minimizes application to traybar

When this option is enabled, closing MyInfo from the title bar will minimize it to the traybar, instead of exiting it. To exit MyInfo use File  Exit in this case.

Run on Windows startup

When enabled, MyInfo will start automatically when you log-on to Windows.

User name

This is the name that will show up as an author to all changes you make to your notebooks. Other people using the same notebook will see this name for notes that you are currently editing.

Display

This section contains options specifying how different areas of the application look like by default.

Note List Appearance
Font

Select default font name, size, style, and color for the note list items.

Background

Select the note list background color.

Show tree lines

Enable this option to show lines connecting notes and their parents and children.

Show tree grid

Enable this option to show a grid separating note list items and columns.

Show empty attribute prompts

Enable this option to see the attribute names for these fields of the selected note in the tree that have no attribute values assigned.

You can change the appearance of empty notes using the Format  Conditional Formatting command.
Note Editor Appearance
Font

Select default font name, size, style, and color for the unformatted text in your notes. You can change these settings for individual notebooks by modifying the Normal style using the Format  Style command.

Background

Select the default note editor background color.

Search Field Size
Size

Specify the width of the global search edit box, when the Search toolbar is visible.

Save & Backup

This section contains options related to where and how your information is stored.

File Locations

These locations specify where your notebooks, notebook templates and backup files are stored.

Select location in the list and click Modify to change it.

Locations What is Used For

Notebooks

This is the default location where your notebooks are stored. When you create a new notebook, it will be stored here. This is also the path where MyInfo will look if you use Global Search with the All Notebooks option selected.

Templates

This is the notebook templates location. Notebooks in this folder will show up as templates when creating a new notebook.

Backup files

This is the default location where your notebooks backup copies will be stored. Please refer to the notebook backups section for some caveats, though.

External files

The default folder which MyInfo will use when you insert external files in the note list or in the note editor.

Backup
Automatically backup notebooks at this time interval

Enable this option, if you want MyInfo to automatically create backup copies of your notebooks at the specified interval.

Number of backups to keep

The number here determines the maximum number of backup copies that will be kept for each notebook. When MyInfo needs to create more backups than this number, it will delete the oldest of them, so only this number of backups will remain.

Backup Open Notebooks Now

Use this command to create backup copies of all open notebooks, if they do not already have recent backups.

Auto Compact
Compact notebook when it will save more than X MB

Enable this option, if you want MyInfo to automatically compact your notebooks, so that they take up less space on your computer.

Import

This section contains options related to importing external data in MyInfo.

Automatically assign stateys

When enabled, MyInfo will assign stateys to some notes when importing them. For example if you import a MS Word file, it will be assigned an MS Word statey.

Preserve imported file extension

When enabled, MyInfo will keep the file extension in imported notes from files in their titles.

Use title instead of file name for imported web pages

When enabled, MyInfo will use the web page title attribute as note title, whenever it is available.

Always embed copy of imported file

When enabled, MyInfo will keep an attached copy of files, even if it can import its text in the note editor.

Smart folder import

When enabled, MyInfo will try to combine folders and RTF files with the same name on import, creating a clean tree without duplicate entries. That allows you to export a section as folders and later import it in MyInfo, preserving the tree structure intact.

Do not import folders ending with "\_files"

When enabled, MyInfo will not import folders ending with the "\_files" suffix. It is used by Windows for storing images and styles information for web pages, which MyInfo imports as part of the web pages anyway.

Editing

This section contains options related to the note editor.

Check spelling as you type

When enabled, MyInfo will check the spelling of the text in the note editor as you type there. Click on the Manage Dictionaries button to select dictionaries for which languages to be used.

Insert relative links when possible

When enabled, MyInfo will insert links to external files on your computer using relative paths with the notebook folder as a base. This means that if you move both your notebook and the linked files to another drive, they should continue to work.

Include link to source when pasting from the Web

When enabled, MyInfo will insert a small snippet with the address of the web page from where you’ve pasted. You can select if the option will apply to items pasted in the note list and/or in the note editor.

Set first indent with tabs and backspaces

When enabled, you can use kbn:[Tab] to indent the selected text and kbn:[Backspace] to outdent it. The latter will work only if the caret is at the start of a paragraph.

Editor tab size

Specify how many spaces to insert in the note editor, when you press kbn:[Tab].

Reminders

Show reminder dialog

When enabled, MyInfo will show a pop-up dialog with information about a note when its reminder is due. If unchecked, it will show information only in the status bar.

Play reminder sound

When enabled, MyInfo will play the specified sound file when a note reminder is due.

Browser

This section contains options related to the internal web browser.

Automatically open web pages and supported attachment file types

When enabled, MyInfo will automatically show the web browser for notes that have default attachments with the file types specified in the edit box below. If the option is disabled, you have to click Open Link manually to see the content of these default attachments.

Send to MyInfo

This section contains options related to sending web snippets to MyInfo using web browser extensions.

Select where Send to MyInfo should place your snippets

This option determines in which notebook MyInfo will store web snippets sent from web browser extensions. You can select either a specific notebook or use the currently active one.

Play sound when capturing text from other applications

When enabled, MyInfo will play a sound when it successfully inserts text sent to it from other application

Quick & Auto Paste

This section contains options related to the Quick and Auto Paste features of MyInfo.

Select where to paste information when Quick/AutoPaste is used

Three options are possible:

  • Select automatically will paste notes if the note list is active and text if the note editor is active.

  • Paste as a new note will always paste notes in the note list.

  • Paste in the note editor will always paste text in the note editor.

Use the following separator when pasting in the note editor

type some text that will be inserted between Quick/Auto paste texts in the note editor.

Customize Stateys

This section allows you to customize the stateys context menu. It can show up to 12 predefined stateys.

To change a stateys context menu item:
  1. Select the item you want to change.

  2. Use one of the following commands:

    Command What it Does

    Change Icon

    Shows the Statey dialog where you can choose a new statey for this item. If you want to hide the item, select the first None statey.

    Rename

    Allows you to type a custom name for the item.

    Move Up

    Moves the item up in the context menu.

    Move Down

    Moves the item down in the context menu.

Updates & Privacy

This section contains options related to having MyInfo up-to-date and helping us improving MyInfo.

Automatically check for new versions of MyInfo

When enabled, MyInfo will periodically check if you are running the latest version of MyInfo and if not, it will offer you to update to the latest version.

Send anonymous usage statistics

When enabled, MyInfo will periodically send some anonymous information about how MyInfo is used on your computer (OS, commands, etc).

This WILL NEVER INCLUDE personal data or sensitive information such as file names or content from your notebooks.

Advanced

This section contains various rarely used or compatibility options.

Show recently used notebooks list with X entries

When enabled, MyInfo will show the specified number of recently used notebooks in the File  Open recently used file list.

Default perspective type for new sections

Determines the note list workflow for new sections. The possible values are:

Value What it Means

Always Ask

When you create a new section, you will see a dialog where you can select the workflow for this section.

Tree

Will create new sections with the tree workflow by default.

List

Will create new sections with the list workflow by default.

Mark search results with this color

Determines the color which will be used to highlight matching note text sections when using Global Search.

Compatibility

The following compatibility options are available:

Option What it Does

Disable multi-section notebooks support

When enabled, MyInfo will show notebooks instead of sections in the tabs above the note tree and the note editor. This mimics how MyInfo worked in version 6 and below.

Single mouse click opens hyperlinks

When enabled, single mouse click on a link in the note editor will directly open it.

Don’t create notes with Enter or Ctrl+Enter

When enabled, the Enter and Ctrl+Enter shortcuts will not create new notes in the note list.

Ctrl+Enter closes comment editor

When enabled, pressing Ctrl+Enter will close the inline comment editor, while Enter will create a new line.

Enable incremental search in the note list

When enabled, typing some text in the note list will move you to a matching note title. You can use Ctrl+Up to go the previous matching note, Ctrl+Down to go to the next matching note and ESC to cancel the incremental search.

Do not show first search result automatically

When enabled, MyInfo will no longer automatically open the first matching search result in Global Search.

TAB moves to the note editor when in last note list column

When enabled, pressing TAB while you are in the last note list column will focus the note editor rather than cycling to the first column.

Expand immediate children only

When enabled, MyInfo will show only immediate children of the expanded note.

Hide quick filter above the note list

When enabled, MyInfo will no longer show the quick filter editor.

8.3. Limits

Maximum notebook size

8 TB (subject to OS limits)

Maximum number of user attributes

255

Maximum number of notes

Unlimited

Maximum note size (including attachments)

100 MB (Professional edition)