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Documents To Go

Standard Edition (Version 4.00) Getting Started Tips

Word, Excel and Other Files on your Palm OS handheld. Instantly. Use the up/down buttons on your device or the scroll bar at the right of the screen to move up and down within this document. Or, tap the triangle next to the Find button for a list of bookmarks.

Introduction
Welcome to Documents To Go. This document is intended to give you an overview of Documents To Go as well as highlight some of the features. This is a Microsoft Word file brought to your handheld using Documents To Go. With Documents To Go you can use word processing and spreadsheet files on your handheld. Simple push-button synchronization will maintain the most up-to-date version of a file on both the desktop and handheld.

How Do I Bring a Desktop Document To My Handheld?


To use files on your PalmOS handheld you must add them to Documents To Go on your desktop computer. To add files, do the following: On the Desktop: 1. Run the Documents To Go program. 2. Simply drag the document directly into the Documents To Go program window. You may also click the Add Item button, browse to the location of the file, highlight the file and click open. As documents are added to Documents To Go, they will be converted for optimized use on your handheld. Once they are added, simply press the HotSync button to move them to the handheld.

Tips For Editing Documents


Word To Go and Sheet To Go contain features that allow you to edit documents and spreadsheets quickly and easily. Some useful features and tips are listed below: Word To Go editing features and tips

Perform basic text editing (adding and deleting text, cut, copy, paste, undo). Use graffiti keystrokes or the onscreen keyboard for these simple and quick functions. Format characters using bold text, underlined text, italics, large

text, large bold text and various combinations of these attributes.


Change paragraph alignment (left, center, right). Use the format bar at the top of the screen to quickly format characters and change paragraph alignment. Support for Color Text. Use your stylus (pen) as you would a mouse on the desktop for easy highlighting and placement of the cursor. In a table, use the left and right arrows in the bottom right corner of the screen to move side to side. Insert a bookmark in your original desktop document. On the handheld, those bookmarks will appear in the bookmark list. Just tap on the triangle at the bottom of this screen to show the bookmark list and tap a bookmark name to jump right to that part of the document. Bookmarks you create on the handheld will be added to the desktop Word document.

Sheet To Go editing features and tips Perform basic text editing (adding and deleting text, cut, copy, paste and undo). Tap on a row header to freeze cells, modify widths, hide, insert or delete a row, or select the entire row. Tap on a column header to freeze cells, insert or delete a column, or select the entire column. Tap on the Insert menu item to insert a row, column, or sheet. Tap on the Edit menu item and select Delete to delete a row, column or sheet. Tap on the Format menu item and select Format Sheet to rename or protect the sheet. Format cells (including alignment, number formatting, text formatting, cell and text color, and cell locking) by tapping the Format menu item and selecting Format Cell or Format Number. Insert functions into your spreadsheet by tapping on the Insert menu item and then selecting the Insert Function command. From there, simply select the function you want to use in your

spreadsheet. That function will appear on the data entry line with the arguments highlighted. Use your stylus to select data cells to be placed into the arguments. Edit formulas by tapping on the cell containing the formula and editing the arguments within the formula. To edit the arguments, place the cursor within the formula that appears on the data entry line and either change the values or tap on the cell within the spreadsheet that you would like to add to the formula. Change values in cells and see the spreadsheet recalculate. Select ranges of cells by dragging your stylus over cells in a column or row. Tap and hold on a cell to view a comment, format a cell, or freeze panes. Sheet To Go will maintain your original desktop settings, such as freeze panes, column widths, and hidden rows and columns. Tap the triangle in the upper left corner of your spreadsheet to use the "Find" feature. Tap the triangle again and use the "Find Next" feature to get to the next occurrence of the text or value you are interested in. Tap "Go" to navigate to a particular cell. Tap the drop down menu on the top right portion of the screen to move between sheets. Tap on the "New" button in the Documents application to create a new spreadsheet document. Tap the "Menu" on the lower left portion of your handheld to display additional options.

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 or spreadsheet files after your next synchronization. To create a new document, simply open Documents To Go on your handheld and tap the New button located at the bottom left of the screen. You will then have the option to create either a Word To Go (for word processing files) or a Sheet To Go (for spreadsheet files) file type. You can also select a category in which to place the file you create. After creating the new document and synchronizing with your desktop, the document will be converted to the default document format specified for word processing and spreadsheet files in the Documents To Go application on the desktop. The new document will be placed in the default document location on the desktop. The default formats for word processing and

spreadsheet files are Word for Windows 97, 2000, XP and Excel for Windows 97, 2000, XP respectively. The new document will be placed in the default location on the desktop, which is typically My Documents. The default file formats and file locations can be changed in the Preferences menu in the Documents To Go main desktop application.

DocSync Technology
Documents To Go includes a revolutionary new technology called DocSync, which provides seamless synchronization for Word and Excel 97, 2000, and XP for Windows. DocSync technology gives you the freedom to make changes to documents on the handheld without losing the document's 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 you've made to a document on the handheld to the desktop documents. In doing so, you will not lose any of the original formatting of your desktop documents. For example, if your desktop document contains images, charts, footnotes, or a bulleted list, those features will remain in the desktop document even after you've made changes to the handheld document and synchronized.

Synchronization 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, or your laptop and home computers. 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.

Please note: If changes are made to a file on the second computer and synchronized back to the original computer, DocSync Technology, as described above, will not be employed, and some formatting may be lost.

Expansion Card Support


Documents To Go supports Palm OS 4 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 in Documents To Go on my handheld to my Expansion Card? 1. Insert your expansion card. 2. Open Documents To Go on your handheld. 3. Highlight a file you wish to move to your expansion card and tap on the Details button located at the bottom of the screen. 4. Within the Document Details dialog screen, tap on the arrow next to Category and select the name of the expansion card. 5. Tap OK and that file will be moved to the expansion card. How do I put a file onto my Expansion Card that is on my desktop computer but is not yet on my handheld? 1. Open Documents To Go on your desktop. 2. Drag the file you wish to add to your expansion card into Documents To Go. 3. Highlight that file in Documents To Go and select the Details button. 4. From the Category field, select the name of the expansion card and tap OK. 5. 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? (Note: You will first need to copy the handheld applications to your Expansion Card and then delete them from your handheld.) 1. On your handheld, tap on the Home (the house at the bottom left corner). 2. Tap the drop down "Menu" icon and select "copy" from the "App" menu.

3. Highlight the Documents To Go handheld application that you wish to copy to your Expansion Card (such as Word To Go, Sheet To Go, or Word View). Please note you can not 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. Please note: The above steps copied the application from the handheld to the Expansion Card. Now you must delete the application from the handheld. 1. On your handheld, tap on Home. 2. Tap the drop down "Menu" icon and select "Delete". 3. Choose the option to Delete From "Handheld". 4. Highlight the application you wish to delete and tap the "Delete" button.

Formats Supported
Windows Handheld Microsoft Word 95, 97, 2000, Palm "Doc" files (Aportis XP Doc) Microsoft Excel 95, 97, 2000, XP Corel WordPerfect 6, 7, 8, 9 Corel Quattro Pro 1, 5, 6, 7, 8 Lotus WordPro 96, 97, 98, Millennium Lotus 1-2-3 WK4, 97, 98, Millennium Text Palm "Doc" files (Aportis Doc)

Saving Documents
To Save a document or spreadsheet file on your handheld after changes have been made, tap the Done button. You will then be prompted to select how you would like to save your file. Save Changes - This option will save the changes on the handheld, and on the next synchronization Documents To Go will update the original desktop document with the changes.

Save As - This option will create a new file on the handheld. On the next synchronization Documents To Go will create a new document on the desktop. Dont Save Changes - This option will not save the changes to the document. Return To Document - This option will bring you back to your document, to the last state it was in, without having saved it.

Beaming Documents
It has never been easier to share documents with other Palm OS users. Documents To Go allows you to beam your word processing and spreadsheets files to other Palm Powered Handhelds including Handspring Visor, IBM WorkPad, Sony Cli, and all Palm devices with Infrared ports. To Beam a document 1. Tap the Documents application on the handheld so that it displays the list of Documents. 2. Select the file you want to beam by tapping its size. 3. Tap the "Menu" button, located at the bottom left of the Graffiti writing area, and from the "Record" menu chose: "Beam Document Only", if the other user already has Documents To Go. Or, "Beam Application then Document", if the other user does not have Documents To Go. This will automatically send the appropriate application to the other handheld prior to beaming the document. This way, they will have everything needed to view your documents.

Help
Documents To Go contains an online help file designed to answer many of your questions. To access Help, simply launch the Documents To Go desktop application, and click the Help button.

DataViz, Inc.
Compatibility. Instantly. www.dataviz.com

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