Documents, spreadsheets and linked records

Open Documents from the top bar’s right-hand Management group for a dedicated browser tab. Show or hide this button under Settings → Layout → Documents (search for “documents button”). The browser lists names and folders, supports search and folder filtering, and pages larger lists. Opening a record reuses the protected editor; Browse returns to the list without discarding your draft. Reopening the toolbar tab preserves your current record and section.

Without a ready database the tab shows an actionable locked state. An initially unbound tab belongs to the first database it opens; it never follows a switch to a different database. Open Documents again for that other database. Documents, attachments, people and tickets remain scoped to their original database.

Right-click a folder and choose New document or browse that folder’s documents. The creation dialog lets you choose a name, icon, folder and starting layout; cancelling does not create a record, and Create adds an unsaved draft. Database-specific document-type settings restrict new layouts, blocks and imports, without removing or hiding existing content. Blank creates an empty container and requires at least one enabled block type.

Settings → Current Database → Document types controls the 13 block types plus People and Tickets for that database. Legacy databases enable all 15 by default. The preference travels with database backups and imports, not with global app settings. Disabling a type limits creation, adding blocks and imports; existing records can still be read, edited, exported or deleted. These content preferences do not replace the required encryption protection.

The Documents workspace also has People and Tickets sections for simple local service records. These are database-owned records, not a separate cloud service. Open the owning database in the desktop app with at least one verified protection layer: either unlocked managed database protection or active global Connections encryption with its key unlocked and the existing file encrypted. An OS-vaulted global key is supported. A stored/unlocked key or an encryption preference alone is not proof that this database file is protected; native storage checks the applicable policy and authenticated encrypted file. If its key is unavailable, unlock it under Settings → Security, reopen the database and retry. No plaintext fallback library is created. A locked managed database remains locked even when an outer global encryption layer exists.

Give a document a name, icon and folder, then add blocks: formatted text, Markdown, notes, passwords, Wi-Fi details and QR codes, accounts, identification details, attachments, links, diagrams or spreadsheets. Sensitive fields are hidden until explicitly revealed. Save commits the whole draft to the owning database. A failed save retains your edits. Switching databases or closing the workspace warns about unsaved changes; locking storage hides private content.

The document editor header keeps the editable title and icon together, with a searchable folder selector showing nested folder paths. Click the icon to open the focused icon-library chooser; Escape closes it without changing the icon. The command bar groups Browse, Print, Export text, Delete and Save, and remains visible while scrolling in wider editor panes. Smaller panes wrap the controls instead of pinning a tall header over the document. Ctrl+S / Cmd+S saves from inside the document editor. The status refers to the whole library draft, not only the selected document; a failed save retains the draft and requires review.

Writing and edit history

Write is the compact, inline editing view. Type ordinary paragraphs and use Markdown shortcuts for headings, lists and formatting. Type / at the start of a paragraph to search the insert menu, then choose a spreadsheet, diagram, attachment or another enabled block. Arrow keys navigate, Enter inserts and Escape dismisses. Attachment and reference pickers leave your text unchanged when cancelled. Blocks retains the explicit block management view.

The header’s Undo and Redo controls restore document edits, including title, icon, folder and content. Their dropdowns list named changes and let you step through several changes at once. Normal text-editor keyboard undo remains local to the text being edited. Header history is temporary and bounded to 50 steps and approximately 32 MiB per editor; it is cleared when the owning document or storage changes, locks, or becomes stale. Restoring a step changes the draft; use Save to persist it. Save still commits the entire library draft. Older steps may be released for large documents, with a notice in the history controls.

Search and the connection tree

Under Settings → Layout → Documents, enable Show documents in connection tree to include the current database’s documents alongside its connections. Tree filters select connections, documents or both, and can narrow document types. Documents remain in their database folder hierarchy; they are not connectable sessions or draggable connections. App-wide documents remain in the Documents workspace. Tree visibility is off by default.

Search document contents is also off by default. Enabling it adds ordinary document text, captions, labels, diagrams and spreadsheet contents to document search in the workspace and tree. Structured passwords and identity/account fields are excluded. Ordinary prose and spreadsheet cells may still contain private information: they are searched only in available, unlocked storage, without creating a persistent content index. Formulas are searched as text, not evaluated. Disabling the option immediately returns to name search.

Spreadsheets and links

The spreadsheet editor supports multiple sheets, cell editing, formatting, supported formulas, sorting, filters and validation. You can link a document or cell to a connection, another document or cell, a person or a ticket. Adding a link never opens a connection automatically. Links are scoped to their database; opening a different database does not redirect them to an unrelated record.

Spreadsheet engines load only when needed. Network formulas, macros, external workbook references and arbitrary active content are not enabled. This is not a complete Excel replacement. Review import warnings before saving; advanced Excel formatting, validation and filter features may not survive conversion.

Network scan results

In Network Scanner, use Export to Documents on a completed/stopped scan or a saved history entry. Choose all hosts or the current filtered hosts (across all pages), a document name, and its storage and folder. Database storage is the default; available App-wide storage can be chosen explicitly. Saving adds a new spreadsheet document with Scan, Hosts, Services and Probes sheets, including timestamps, the executed scan configuration and identification evidence. Scanned text is stored as literal cell values, never as formulas.

The export preserves existing documents and requires available, unlocked storage and permission to create spreadsheets. Save or discard any pending Documents draft in the chosen storage before exporting; the dialog provides an action to open that workspace. A storage switch or lock invalidates the export dialog. After a successful save, Open document opens the new spreadsheet. Oversized exports are rejected without truncation; narrow the host filter or export CSV.

Import, export and printing

• Protected document archives use a separate export password. Imports are reviewed before they add records, and do not silently replace existing ones.
• CSV and XLSX import/export are available for spreadsheets. CSV is values-only; app-specific record links are not portable spreadsheet relationships.
• Markdown and text can be imported as document content. PDF and supported image attachments are previewed locally. PDF preview is not a PDF editing tool.
• Text/Markdown export and system printing produce a readable text rendition, not a pixel-perfect export of every interactive block. Structured secrets are masked by default; including them requires an explicit choice.

Unprotected exports can still include private ordinary notes and cell contents, even when structured secrets are masked. Review the warning and choose a trusted destination in the native save dialog. Cancelling that dialog does not save a file. Attachments and diagrams are bounded and sanitized; HTML/script imports are not executable document blocks.

People and Tickets provide basic local records and links only. They do not provision operating-system accounts, synchronize an external ITSM platform or execute actions just because a document contains a connection reference.

People and tickets support up to 32 tags of 64 UTF-8 bytes each. Tags are trimmed and deduplicated without case sensitivity, saved with the protected database, and preserved in protected document archives. Suggestions come only from the current database. Service Desk combines text, status, priority and exact-tag filters with matching counts and Clear filters; these filters do not remove records and reset when the owning database changes. Full-text document search is a separate, opt-in setting and does not expand People or Tickets searches.