Getting StartedManual

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Table of contents

Documents To Go product family 4

Installation questions 5

Components of Documents To Go 7

Main features and file types supported 9

Using Documents To Go for the first time 14

Using the desktop application 16

Using the handheld application 18

For additional help 19

Other DataViz products 20

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product family

Documents To Go: The #1 Selling Mobile Office Suite!To meet the diverse needs of our customers, Documents To Go is available in four editions: Standard, Professional, Premium, and Total Office.

The differences between the four versions of Documents To Go are outlined below:

* Only available bundled with select handhelds from palmOne, Sony and others† Windows only

Word Processing

Spreadsheet

Presentation

Adobe® PDF

Pictures

Charting

Password Protected File Support

Spell Checker

File Browser

Outlook E-mail

Outlook Calendar

Outlook Tasks

Outlook Notes

MS Access Databases

Key Features Standard Professional* Premium Total Office†

V8 and above

HotSync only

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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…

If you purchased from a retail store or mail-order catalog, your registration number andactivation key can be found on the CD sleeve included with your product. If youpurchased from an online store your registration number and activation key can befound in your order confirmation e-mail and the online store should have them on filefor you.

If this software was purchased directly from DataViz…

Your registration number and activation key can be found printed on your invoice aswell as printed on the stickers included with your invoice. You will also receive an e-mail with these important numbers. Be sure to save these numbers in case you needto re-install.

If you are re-installing the software and have misplaced your Registration Numberand/or Activation Key…

Please see the following address to look for this information:http://www.dataviz.com/keys

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2| I’m having problems installing the product. What should I try first?1) Disable any virus-protection (such as Norton Anti-Virus) or un-installer programs

(such as Norton Cleansweep). To disable this software, please see the instructionsthat were included with the program.

2) 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 programsand delete any items in this folder. Our software uses the Temp directory duringinstallation. If there are items left from other programs, they may interfere with theinstallation. If you get a message that certain items cannot be removed, it is OK toleave 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| Can I install Documents To Go on my Expansion Card?Yes, (with some restrictions). For instructions on how to do this, please go here:www.dataviz.com/installtocard

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Componentsof Documents To Go

Documents To Go includes a desktop application as well as several handheld applications.The edition that you’re using will determine which handheld applications get installed. Thecomponents of Documents To Go are:

1| “Documents To Go”, the main desktop application. Launch it when you want to takeyour desktop files to the handheld or manage the files you’ve already taken to thehandheld.

2| “Documents”, the main handheld application. Launch it when you want to use yourfiles.

3| “Word To Go”, a hidden handheld application that can process word processing filesin native Microsoft Word format.

4| “Sheet To Go”, a hidden handheld application that can process spreadsheet files innative Microsoft Excel format.

5| “Slideshow To Go”, a hidden handheld application that can process presentation filesin native Microsoft PowerPoint format.*

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6| “PDF To Go”, a hidden handheld application that can process native PDF files.*

7| “Pics To Go”, a hidden handheld application that processes pictures and graphicsfiles.**

* Available in Premium and Professional Editions only.** Available in Premium Edition only.

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Main features and filetypes supported

The main features of Documents To Go Premium Edition and file types supported are listedbelow:

WORD PROCESSING FILESKey Features:• Native Microsoft Word Support• InTact Technology preserves original document formatting• Support for password protected native Word files• Spell checking• Word count• Footnotes & endnotes support• Comments support• Text box support• Hyperlink support• High-resolution screen support*• Full 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• Embedded graphic support

*On applicable handheld devices

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• 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.) • Multiple Text Select Options (drag-scroll, select all, double & triple-tap to select) • Find & Replace • Multiple Undo & Redo • Portable Keyboard support • Expansion card support • Multiple PC synchronization

File Types Supported:• Microsoft Word • Text

SPREADSHEET FILESKey Features:• Native Microsoft Excel Support• InTact Technology preserves original document formatting• Support for password protected native Excel files• Charting• High-resolution screen support*• Full screen support• Support for high resolution expanded screens*• Support for landscape and portrait view modes*

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

File Types Supported:• Microsoft Excel

*On applicable handheld devices

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PRESENTATION FILESKey Features:• Native Microsoft Powerpoint support• InTact Technology preserves original document formatting• High-resolution screen support*• Full 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• Three handheld views (Outline, Slide, and Notes) • Insert, delete, duplicate and sort slides • Add bullets and text • Zoom in and out on slides

File Types Supported:• Microsoft PowerPoint

*On applicable handheld devices

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ADOBE ACROBAT PDF FILESKey Features:• Native PDF support • Page layout view• Word wrap view**• Embedded graphics support• Multiple zoom levels including fit to screen, actual size, fit to width and percentage.• High-resolution screen support*• Full screen support• Support for landscape and portrait view modes*• Support for left and right handedness preferences*• 5-way navigation support• Expansion card support• Multiple PC synchronization

File Types Supported:• Adobe Acrobat PDF

*On applicable handheld devices**Available in Premium Edition only

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Using Documents To Gofor the first time

Follow the basic steps below to quickly get started 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 GoOn 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 destinationwindow.OR Click the“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.(Windows only)

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3| Synchronize.Now that you have added your files to the Desktop application, HotSync and the fileswill 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 openand 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 recently updated to give the userultimate flexibility in synchronizing files. Significant features are described below:

• Handheld destination window. Files added to this window will be synchronized to thedevice.

• Expansion card destination window. Files added to this window will be synchronizeddirectly to the expansion card that is inserted into the device.

• Details Panel along the right side of the application provides detailed informationabout 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 category for selected files.

– View additional information about a selected file such as file size and status.

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• 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 flexibilityin 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 optionsto 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.

• Get file info.

• Beam & send files.

• Print files (requires 3rd party printing application).

• Show a list of files of a selected format only,or display a list of files of all formats.

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For additionalhelp

The Documents To Go application includes an extensive help program designed toanswer many of your questions. You can access the help program from the mainDocuments To Go program window on the desktop.

We find that over 90% of questions asked of our tech support representatives areaddressed on the extensive tech support website at:www.dataviz.com/technicalsupport

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Other DataViz Products

RoadSync™ (Requires Exchange 2003) RoadSync allows access to corporate Outlook e-mail and data on today’s most popular smartphones.By utilizingthe Microsoft ActiveSync technology, RoadSync is the only commercially available software to provide secure,wireless and direct synchronization with Microsoft Exchange 2003 without the need for a middleware server ora desktop redirector.With RoadSync, you can now manage your corporate inbox, edit and send attachments,accept meetings and lookup key contacts on your Symbian, Windows Mobile 2003, Palm OS or Java basedwireless handset such as the Sony Ericsson P990,HP iPAQ hw6515,Palm Treo,Motorola Razr or Nokia 9300.Stay connected and be more productive no matter where the day takes you.

Inbox To Go™ WirelessInbox To Go Wireless is an e-mail service for Palm OS handhelds that allows Documents To Go customers toget their e-mail complete with Microsoft®Word and Excel attachments, wirelessly. After a quick and simplesetup, read, reply, forward and even send new e-mail with attachments right from your handheld. UsingDocuments To Go, edit or create word processing and spreadsheet files, then e-mail them to clients or friendswith Inbox To Go. Attachments sent from the handheld arrive at their destination as real, workable Word andExcel documents. Inbox To Go along with Documents To Go helps you stay connected to your e-mail no matterwhere the day takes you!

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Beyond Contacts™

Beyond Contacts provides everything you need in one package to manage your Outlook information, fromappointments and contacts to e-mail and scheduling on your handheld. It consists of five handheld applicationsfor your Calendar, Contacts,Tasks, Notes and Inbox that support more of the Outlook fields you use, essentiallyreplacing your built-in Date Book, Address, To Do List, Memo Pad and Mail applications. In addition, theapplications are integrated on the handheld just like in Outlook; so, there’s no need to quit one application justto launch another. Beyond Contacts is the best tool to manage your Outlook information on your handheld theway you're used to on the desktop.The information in this manual will quickly help you get up and running withBeyond Contacts and explain some of the general features of the product.

SmartList To Go™

SmartList To Go allows you to create, view and manage databases on your handheld including full support forMicrosoft Access. Easily track inventory, instantly fulfill sales orders or quickly reference an employee database- all while on the go.SmartList To Go is completely customizable and equipped with the necessary tools to helpyou create a simple list or a complex and colorful form.Design,view, filter, sort and categorize your data in waysthat no other handheld program can.This easy-to-use database program even comes with 50 free templatesto help you get started.

Passwords Plus™

Passwords Plus is the easiest way to keep track of your confidential information on your PC, laptop,Macintosh,Palm OS handheld or smartphone.You can store and organize your PINs,passwords,credit card numbers,bankaccounts, frequent flyer info and more in one location and even bring it with you wherever you go.All of yourinfo will be protected by strong encryption, so you will have peace of mind that your private data is safe andsecure.

Conversions Plus® Suite for WindowsDon’t get caught with a file you can’t open. Open, view, print and convert virtually any file. Conversions Plus allowsyou to use “foreign files” no matter where they come from, e.g., Microsoft Office XP, WordPerfect, Lotus 1-2-3,ClarisWorks/AppleWorks, etc. For example, if you are using Office 2000 or XP and you receive a WordPerfect 9document, normally you would be out of luck. But with Conversions Plus, just double-click to convert it to Word, withyour original formatting intact.

MacLinkPlus® Deluxe for MacintoshDon’t get caught with a file you can’t open — Windows or Macintosh.Convert virtually any file for use in your favoriteapplications.With over 10 million copies sold,MacLinkPlus Deluxe is the #1 selling utility to convert and use Windowsfiles on your Mac. It supports programs like Word 98/2000/2002/XP/2003, WordPerfect 9.0, etc. It also includesdecoding and decompression technology for opening unreadable e-mail attachments. MacLinkPlus Deluxe is themust have survival kit for Mac users in a Windows world.

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