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Getting Started Manual

premium edition professional edition standard edition

Table of contents
Documents To Go product family Whats new in version 6 Installation questions Components of Documents To Go Main features and file types supported Using Documents To Go for the first time Using the desktop application Using the handheld application Creating new documents Native document support DocSync Technology Spell checking and word count Password protection Expansion card support Synchronize with multiple computers Using charts Reviewing pictures Synchronizing email with attachments Files you can use with Documents To Go DataVizour products and services. 4 5 6 9 10 14 16 18 19 21 23 24 26 27 29 30 31 32 33 34
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Documents To Go
product family
Documents To Go: the #1 Selling Office Suite for Handhelds!
To meet the diverse needs of our customers Documents To Go version 6.0 is available in three editions: Premium, Professional and Standard. The differences between the three versions of Documents To Go are outlined below:
PREMIUM EDITION
Word Processing Spreadsheet Presentation Native Support (Word & Excel) Password Protection Spell Checking Graphics E-mail & Attachments PDF Files Charting
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Whats new
in Version 6
Documents To Go Version 6 includes the following new features: Support for Native Microsoft Word and Excel files*. Support for Password Protected Word and Excel documents. Spell checking support in word processing files. Word count support in word processing files. Support for Landscape and Portrait view modes on applicable Palm models. Support for the 320x480 Expanded Screen Area on applicable Palm models to allow more data to be shown on the screen. Speed improvements during recalculations in spreadsheets. Integration with Palm Quick Install tool. Support for sending files, including Native files, via Bluetooth. Support for sending files, including Native files, to email applications such as Versa-Mail, for attachment to email messages. Compatibility with Margi Presenter-To-Go for projecting presentations**. Updated desktop application that allows you to sync files directly to an expansion card or to the devices main memory. Ability to select which files you want or dont want to synchronize on the desktop and handheld. Category support for files on expansion cards.
*See Native document support section for more information on this feature. **Requires Margi Presenter-To-Go hardware and software be installed. 5|

PROFESSIONAL EDITION

STANDARD EDITION

Installation
questions
1| Where are my Registration Number and Activation Key located?
If this software was purchased from a retail software store, mail-order catalog, online store, etc Your registration number and activation key can be found on the Registration Card included with your product. If you purchased from an online store your registration number and activation key can be found in your order confirmation e-mail, and the online store should have them on file for you. If this software was purchased directly from DataViz Your registration number and activation key can be found on your invoice and on the stickers included with your software. You will also receive an email with these important numbers. Be sure to save these numbers in case you need to re-install. If you are re-installing the software and have misplaced your Registration Number and/or Activation Key Please see the following address to look for this information: http://www.dataviz.com/keys
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2| Im having problems installing the product. What should I try first?


Delete any items in your Temp directory and try installing again (Note: You may wish to backup the contents of your Temp directory prior to doing this). The Temp directory is typically located in your Windows directory (c:\windows\temp) or on the root level of your hard drive (c:\temp). Quit all programs and delete any items in this folder. Our software uses the Temp directory during installation. If there are items left from other programs, they may interfere with the installation. If you get a message that certain items cannot be removed, it is OK to leave them.

3| Will this installation replace older versions of the product?


Yes, provided that you install the software in the same location as the previous version. If you choose to install in a new location, you will have to manually remove the files from the old location.

4| Why are the documents that Ive added to Documents To Go not brought over to the handheld the first time I sync?
After first installing Documents To Go on your desktop, you must synchronize twice in order for a document to be moved to your handheld.

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5| Where can I find additional help?


The Documents To Go application includes an extensive help program designed to answer many of your questions. You can access the help program from the main Documents To Go program window on the desktop. There is also an interactive tutorial designed to walk you through the basics of using Documents To Go. You may access the tutorial from the Help Menu in the main Documents To Go program window on the desktop. We find that over 90% of questions asked of our tech support representatives are addressed on the extensive tech support website at: www.dataviz.com/technicalsupport

Components
of Documents To Go
Documents To Go includes several handheld applications, and the edition that youre using will determine which applications will be installed. The applications are: 1| The main Documents To Go program called Documents. 2| Word To Go, which is used to view and edit word processing documents. 3| Sheet To Go, which is used to view and edit spreadsheet files. 4| Slideshow To Go, which is used to view and edit PowerPoint files.* 5| Pics To Go, which is used to view graphics files. ** 6| Inbox To Go, which is used to access e-mail with attachments. ** To use a document on your handheld: 1| Tap on the Documents application icon on your handheld. The application will launch and list all the documents available for use. 2| Tap on the name of the document you wish to use. The appropriate application will launch automatically and display the document.

* Available in Premium and Professional Editions only. ** Available in Premium Edition only |8 9|

Main features and file


types supported
The main features of Documents To Go Premium Edition and file types supported are listed below according to the type of file you are using. WORD PROCESSING FILES Key Features:
Native Microsoft Word Support* Support for password protected native Word files Spell checking Word count High-resolution screen support Support for high resolution expanded screens** Support for landscape and portrait view modes** Support for left and right handedness preferences** 5-way navigation support Convenient menu item added to Microsoft Word for easy file synchronization. Embedded graphic support Insert, delete and edit tables Character formatting (bold, italics, underline, colors, font type & size, superscript, subscript, ALL CAPS, etc.) Document formatting (tables, indents, paragraph alignment, line spacing, page breaks, bullets & numbering, etc.)
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Multiple Text Select Options (drag-scroll, select all, double & triple-tap to select) Find & Replace Multiple Undo & Redo Keyboard support Expansion card support Multiple PC synchronization

File Types Supported:


Microsoft Word WordPerfect Word Pro AppleWorks ClarisWorks RTF TEXT Palm DOC

SPREADSHEET FILES Key Features:


Native Microsoft Excel Support* Support for password protected native Excel files High-resolution screen support** Support for high resolution expanded screens** Support for landscape and portrait view modes**

*See Native document support section for more information **On applicable handheld devices 11 |

Support for left and right handedness preferences 5-way navigation support Add, edit, and recalculate over 110 functions Convenient menu item added to Microsoft Excel for easy file synchronization. Hide, freeze, widen, insert and delete rows & columns Cell formatting (color, bold, alignment, locked) Number formatting (general, fixed, scientific, currency, percent, text, date & time) Keyboard support Expansion card support Multiple PC synchronization Find & Sort data Multiple Undo

File Types Supported:


Microsoft Excel Quattro Pro Lotus 1-2-3 AppleWorks ClarisWorks

Support for high resolution expanded screens** Support for landscape and portrait view modes** Support for left and right handedness preferences** Support for Margi Presenter-To-Go for projecting presentations (requires Presenter-To-Go hardware and software) 5-way navigation support Three handheld views (Outline, Slide, and Notes) Convenient menu item added to Microsoft PowerPoint for easy file synchronization. Insert, delete, duplicate and sort slides Built-in timer for rehearsing Add bullets and text Zoom in and out on slides Character formatting (text font & style, colors, charts, objects and images)

File Types Supported:


Microsoft PowerPoint

Tip: Microsoft PowerPoint must be installed on the desktop in orer to use


Slideshow To Go

SLIDESHOW TO GO FILES (windows only) Key Features:


Create and edit presentations High-resolution screen support
*See Native document support section for more information on this feature. | 12 **On applicable handheld devices 13 |

Using Documents To Go
for the first time
Follow the basic steps below to get started quickly using Documents To Go: 1| Open Documents To Go on your Desktop computer. Tip: On your PC: Double-click on the Documents To Go icon on your Desktop, OR, go to Start Menu>Programs>Documents To Go>Documents To Go On your Mac: Go to Hard Drive>Applications>Documents To Go>Documents To Go 2| Add files to the desktop application. Drag the file you wish to add to either the Handheld or Expansion Card destination window. OR Click Add icon and browse for and select the appropriate document, OR Right-click on the file you wish to add and select Send To: Documents To Go. Tip: Default Settings By default, files added to the Handheld destination window will be converted to a Documents To Go format for synchronization to the handheld. Microsoft Word and Excel files added to the Expansion Card destination window will be brought to your handhelds expansion card as Native*, or original, Word or Excel files.
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3| Synchronize. Now that you have added your files to the Desktop application, press the HotSync button and the files will be moved to your handheld device (or Card) for viewing and editing. 4| Open Documents To Go on your handheld. Tap on the Documents application icon on your handheld. The application will open and list all the documents available for use. Tap on the name of the document you wish to use. The document will open.

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Using
the desktop application
The Documents To Go desktop application has been revised for this version to give the user ultimate flexibility in synchronizing files. Significant features are described below: Handheld destination window. Files added to this window will be synchronized to the device. Expansion card destination window. Files added to this window will be synchronized directly to the expansion card that is inserted into the device. Details Panel along the right side of the application provides detailed information about the selected file. From the details panel you can: Set the HotSync action for a selected file(s) to sync or not sync. Change the destination location for selected files. Change the handheld format of the file. View additional information about a selected file such as size on desktop, size on handheld and status.

The graphic below shows the new Windows desktop application (the Macintosh application has similar features).

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Using
the handheld application
The Documents To Go handheld application has been revised to give users more flexibility in managing their files on the handheld. From the Documents To Go main application (the Documents application), you can do the following: Tap on any column heading to sort by that column. Set the HotSync action of a particular file to sync or not sync. Tap on the file type to open a popup menu with options to show details, delete the file, beam or send the file, or move the file to a card. Tap on the expansion card icon to show the path of the file on the card. Sort by category. Create new files. Show a list of files of a selected format only, or display a list of files of all formats.

Creating
new documents
Documents To Go gives you the ability to create new documents on your handheld. Your newly created documents will be brought back to your desktop as word processing, spreadsheet, or presentation (PowerPoint) files after your next synchronization. To create a new document, simply open Documents To Go on your handheld and do the following: 1| Tap the New button at the lower left corner of the screen. 2| Select the format of the file you would like to create. 3| Assign a category to the file (optional) 4| Select the location of the file (either Handheld or Card) 5| Enter a name for the file. 6| Tap OK and a new file will be created and you can begin editing.

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Tip: Tapping the triangle You can also quickly create new files on the handheld by tapping on the triangle on the New button and selecting the format of the file youd like to create. You will be prompted to name the file and select a format and location for the file before you exit. After creating the new document and synchronizing with your desktop, the document will be converted to the following: If you selected:
Word To Go Sheet To Go Slideshow To Go* Microsoft Word Microsoft Excel
*Windows Only

Native
document support
What is Native Support? Documents To Go 6 is the first version to support handheld-based native document support for Microsoft Word and Excel files. "Native" indicates the file is in its original desktop format, specifically Microsoft Word and Excel. Before native document support, the desktop application converted Microsoft Word and Excel files to a handheld format that Documents To Go could open. Then the files were synchronized to the handheld. With native document support, you can use Word and Excel files no matter how they are delivered. Why is Native Support Beneficial? Below are some of the benefits to Native document support: Open and work with documents whether you are in a meeting or out in the field. With native document support you will be able to open files sent to your handheld via e-mail, on an expansion card, or via Bluetooth. Documents To Go can open Microsoft Word and Excel files right on the handheld, without any desktop conversion or synchronization needed. Easily share files in a mixed environment. For example, you can use your Secure Digital (SD) card as a modern day floppy disk to exchange files between a Palm handheld and a Pocket PC simply by swapping
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The format will be:


Determined by the document format preference in Documents To Go desktop application Determined by the document format preference in Documents To Go desktop application Microsoft PowerPoint Microsoft Word Microsoft Excel

The new document will be placed in the default location on the desktop, which is C:\MyDocuments for Window Users and HD:Documents for Macintosh Users. The default file formats and file locations can be changed by going to the Preferences option under the Tools menu in the Documents To Go main desktop application.
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SD cards loaded with Word and Excel files. You can even use the same SD card to upload handheld files to any computer with an SD slot or card reader. There is no need to have Documents To Go installed on that desktop computer. Use Documents To Go along with popular wireless e-mail applications such as VersaMail to receive, edit, and send real Word and Excel files as e-mail attachments. Documents To Go can automatically open your attachments on the handheld itself so you can view and edit documents you receive. Edit any Word or Excel file in Documents To Go on your handheld, send them off as an e-mail attachment, and theyll arrive at their destination as real Word or Excel files. How do I get Native Word and Excel files on my Handheld? There are a number of ways to get Native Word and Excel file on your handheld: Drag and drop native files into the expansion card window on the desktop application and synchronize. Beam native files via infrared from laptops or Pocket PCs to your device. Send native files via Bluetooth from laptops or Pocket PCs to your device. Receive native files through email applications such as VersaMail. Receive native files directly from Expansion Cards (e.g., Secure Digital or Memory Sticks).
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DocSync
technology
In Windows versions, Documents To Go includes a revolutionary technology called DocSync, which provides seamless synchronization for Word, Excel and PowerPoint 97, 2000, and XP. DocSync technology gives you the freedom to make changes to documents on the handheld without losing the documents original formatting after synchronization. With DocSync technology there is no longer a need to manage multiple versions of your desktop documents in order to retain the original formatting. Specifically, DocSync technology will apply the changes youve made to a document on the handheld to the desktop document. In doing so, you will not lose any of the original formatting of your desktop document. For example, if your desktop document contains embedded worksheets, diagrams, or hyperlinks, these features will remain in the desktop document even after youve made changes to the handheld document and synchronized. Note: DocSync technology does not apply to Native Microsoft Word and Excel files that did not originate on the desktop and have been edited on the handheld before synchronization (for example, if you bring Word or Excel files into Documents To Go on the handheld via an expansion card and you make edits BEFORE synchronizaton, DocSync technology will not apply to those files).

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Spell checking
and word count
Documents To Go 6 supports spell checking of your word processing files. To spell check your document, follow these steps: 1| Open your word processing file on your handheld. 2| Tap the dropdown menu and select the File/Check Spelling menu item. 3| Misspelled words will be highlighted and suggestions will be offered in the suggestions box. To change a misspelled word, either select one of the suggestions or edit the word in the Change To field and tap the Change button. Note: Tapping the Change button arrow will give you an option to Change All occurrences of the misspelled word. If you do not want to change the misspelled word, tap the Ignore button. Note: Tapping the Ingore button arrow will give you an option to Ignore All occurences of the mispelled word. If you would like to add the misspelled word to a custom dictionary, tap the Add button. To close the spell checker, tap the back arrow button.

Documents To Go 6 also includes a Word Count feature that will display statistics about your word processing file. To use Word Count, open a word processing file on your handheld, tap the dropdown menu and select File/Word CountThe following information will be displayed pertaining to your file: Paragraphs Words Characters Characters (with spaces)

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Password
protection
Documents To Go 6 supports Word and Excel files that have been password protected for opening using Microsofts default encryption type (Office 97/2000 compatible)*. If you have a password protected file on your desktop, simply add it to the desktop application and synchronize. In order to open the file on your handheld, you will be required to enter your password, just as you would on the desktop! Note: Password protected files are required to be in Native Microsoft Word or Excel format.

Expansion card
support
Documents To Go supports Palm OS 5 expansion technology. The handheld applications of Documents To Go, as well as files, can be stored and retrieved from expansion cards. The following describes how to use Documents To Go with expansion technology. How do I move files from my handheld to my expansion card? 1| Insert your expansion card. 2| Open Documents To Go on your handheld. 3| Tap on the file icon to the left of the name of the file you wish to move to your expansion card and select the Move To Card option from the popup menu. Note: Once youve moved the file to the expansion card, a card icon should appear to the right of the file name in the list of the files. Tapping on the card icon will show the path to the file on the card. How do I move files from my desktop computer to my expansion card? 1| Make sure you have synchronized your handheld with the card inserted. 2| Open Documents To Go on your desktop.

*Portions of password protection provided by RSA Data Security, Inc. MD5 Message-Digest Algorithm | 26 27 |

3| Drag the file you wish to add to the Expansion Card window in Documents To Go. 4| Synchronize and that file will be placed on the expansion card. How do I move the Documents To Go handheld applications to my Expansion Card 1| On your handheld, tap on Home (the house icon). 2| Tap on the Menu icon (below the house icon) and from the menu select App: Copy. 3| Highlight the Documents To Go handheld applications that you wish to copy to your expansion card (such as Word To Go, Sheet To Go, Slideshow To Go). Please note, you cannot copy the main Documents application to the expansion card. 4| Select the appropriate Copy To: and From: locations and tap Copy. 5| Repeat these steps for any other handheld application you wish to copy to the expansion card. To delete handheld applications please do the following: 1| On your handheld, tap on Home (the house icon). 2| Tap on the Menu icon (below the house icon) and from the menu select App: Delete. 3| Choose the option to Delete From Handheld. 4| Highlight the application you wish to delete and tap the Delete button.
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Synchronize
with multiple computers
Documents To Go supports the synchronization of one Palm OS handheld with multiple desktop computers. For example, you can synchronize files between your home and work computers, your laptop and home computers, etc. Below is an example of the steps you would take to synchronize files between your work and home computers: 1| Install Documents To Go on your home and work computers. 2| Synchronize files from your work computer to your handheld. 3| View or edit those files on your handheld. 4| At home, synchronize your handheld with your home computer. The files from your handheld will be placed on your home computer. 5| Use the files on your home computer. 6| Synchronize with your home computer. 7| Synchronize with your work computer and your files will be updated.
Note: Make sure you install the same version of Documents To Go on each computer that you are synchronizing with. Also, if changes are made to a file on the second computer and synchronized back to the original computer, DocSync Technology, as described earlier, will not be employed, and some formatting may be lost.

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Using
charts
As part of Documents To Go Premium Edition, SmartChart Technology extends the functionality of Sheet To Go to facilitate the transfer, creation, and use of charts in spreadsheets on the handheld and Excel spreadsheets on the desktop upon synchronization. Charts can be synchronized either as standalone chart sheets or as embedded charts in a worksheet. A simple chart wizard on the handheld will help you to easily create new charts and edit existing ones. To access the chart wizard from a spreadsheet, tap on the Chart icon on the toolbar.

Viewing
pictures
Pics To Go extends the handheld support of Documents To Go to include graphic files in Documents To Go Premium Edition. These files will synchronize to the handheld in the same manner as your word processing, spreadsheet, and slideshow files. Pics To Go files will appear in the Documents To Go application in the list of files, sortable by category and file format. You may set the default graphic type and color format from the Documents To Go desktop application by clicking on Tools: Preferences, and going to the Graphics tab.

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Synchronizing
e-mail with attachments
Inbox To Go is one of the components of Documents To Go Premium Edition for Windows that allows users to synchronize e-mail with attachments for use on the handheld. With Inbox To Go, you can now synchronize Outlook, Outlook Express and Lotus Notes e-mail while also delivering attachments created in programs such as Word, Excel, PowerPoint, PDF, and graphics files. To access Inbox To Go on your handheld, simply tap on the Inbox To Go icon on the application launcher screen. You may open attachments by tapping on the paperclip icon next to the file name, or by tapping on the link within the e-mail which will also take you to the attachment. You may set your mail preferences by tapping on the HotSync icon on your computers toolbar and selecting Custom. Double-click on Inbox To Go to access the preferences.

Files
you can use with Documents To Go
In todays fast paced world there is a constant need to have important information with you for easy access and use, regardless of whether its business related, school related, or of personal nature. Here are just a few examples of ways to use Documents To Go:
Business Traveler Sales Forecast Product Information Price Lists Travel Itinerary Expense Report Frequent Flyer Numbers Presentations House Hunter Mortgage Spreadsheet House Check List Town Information House Specifications Working Mom Sales Forecast Preschool Class List Telecommuting Expenses Yoga Schedule Student Class Notes Syllabus Research Reports Class Schedule Spring Break Plans Presentations Wedding Planner The Budget Guest Lists Event Information Travel Itineraries Registry Job Seeker Research on Companies Interview Notes

If youd like to download sample files please visit the DataViz website at: http://www.dataviz.com/gsfiles
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DataViz
our products and services
Beyond Contacts
The Closest Thing to Outlook For Your Handheld. Beyond Contacts provides everything you need in one package to manage your Outlook information, from appointments and contacts to e-mail and scheduling on your handheld. It consists of five handheld applications for your Calendar, Contacts, Tasks, Notes and Inbox that support more of the Outlook fields you use, essentially replacing your built-in Date Book, Address, To Do List, Memo Pad and Mail applications. In addition, the applications are integrated on the handheld just like in Outlook; so, theres no need to quit one application just to launch another. Beyond Contacts is the best tool to manage your Outlook information on your handheld the way youre used to on the desktop.

Inbox To Go Wireless
Get your company or personal e-mail with attachments on your wireless Palm OS handheld. Inbox To Go Wireless is a wireless e-mail application for Palm OS handhelds that allows Documents To Go customers to get their e-mail complete with MicrosoftWord and Excel attachments. After a quick and simple setup, read, reply, forward and even send new e-mail with attachments right from your handheld. Using Documents To Go, edit or create word processing and spreadsheet files, then e-mail them to clients or friends with Inbox To Go. Attachments sent from the handheld arrive at their destination as real, workable Word and Excel documents. Inbox To Go along with Documents To Go helps you stay connected to your e-mail no matter where the day takes you!

Passwords Plus
The Safe Way to Store PINS, Passwords & More. Tired of having your logins, accounts and other personal facts all over the place? With Passwords Plus organize and secure your personal information such as user names, PINs, credit card numbers, frequent flyer miles, insurance information and more. Whether you use Passwords Plus on your PC, Palm OS handheld or smartphone, your information stays absolutely secure with industry standard 128 bit Blowfish encryption. Passwords Plus keeps your private data protected, organized and accessible.

SmartList To Go Suite
Lists, Forms & Databases On Your Handheld. SmartList To Go allows you to carry lists, forms, and databases on your handheld. Whether you need to track business expenses or access your personal health guide, SmartList To Go gives you the ability to bring almost anything to your handheld. Choose from over 50 useful SmartLists included in the program to help you store and manage your inventory, budget, stocks or CD collections. Build your own SmartLists to organize your personal and professional information, no matter where you are. In addition, synchronize with Microsoft Access and other databases as well as import data from Excel to your handheld. With SmartList To Go, there is no better way to save time and be more productive!
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MacLink Plus Deluxe


Dont Get Caught With A File You Cant Open! Convert virtually any file for use in your favorite applications. With over 10 million copies sold, MacLinkPlus Deluxe is the #1 selling utility to convert and use Windows files on your Mac. It supports the latest programs like Word 98/2000/2002/2003, WordPerfect 11.0 etc. It also includes decoding and decompression technology for opening unreadable e-mail attachments. MacLinkPlus Deluxe is the must have survival kit for Mac users in a Windows world.
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