Section |
Page |
Handbook for the PalmV™ Organizer |
1 |
Contents |
3 |
About This Book |
9 |
Chapter 1 |
11 |
Introduction to Your PalmV™ Organizer |
11 |
Getting to know your PalmV organizer |
11 |
What is a PalmV organizer? |
11 |
System requirements |
12 |
Minimum requirements |
12 |
Optional equipment |
12 |
Macintosh compatibility |
12 |
Upgrade Information |
12 |
To upgrade: |
13 |
Each organizer must have a unique name |
13 |
PalmV components |
14 |
Locating front panel controls |
14 |
Using the onscreen contrast control |
15 |
To adjust the contrast: |
15 |
Locating back panel components |
16 |
Recharging the battery |
18 |
Viewing data while in the cradle |
19 |
Palm Desktop organizer software |
19 |
With Palm Desktop software, you can do the following: |
19 |
Installing Palm Desktop software |
20 |
To install Palm Desktop software: |
20 |
Using your organizer with another PIM |
21 |
Tapping and typing |
22 |
Tap with the stylus to get things done |
22 |
Elements of the organizer interface |
23 |
Opening applications |
24 |
To open an application: |
25 |
Using menus |
25 |
To open the menu bar: |
26 |
Choosing a menu |
26 |
Graffiti menu commands |
26 |
Displaying online tips |
27 |
To display an online tip: |
27 |
Three ways to enter data |
28 |
Onscreen keyboard |
28 |
Graffiti writing |
29 |
To open Memo Pad: |
29 |
Using Palm Desktop software |
30 |
Importing data |
30 |
Customizing your organizer |
31 |
To open the Preferences screens: |
31 |
To set the current time: |
31 |
To set the current date: |
32 |
Chapter 2 |
33 |
Entering Data in Your PalmV™ Organizer |
33 |
Using Graffiti writing to enter data |
33 |
Writing Graffiti characters |
33 |
There are four basic concepts for success with Graffiti writing: |
33 |
To write Graffiti letters: |
34 |
Graffiti tips |
35 |
The Graffiti alphabet |
36 |
Writing capital letters |
37 |
To draw the first letter of a word as a capital letter: |
37 |
To enter only capital letters (Caps Lock): |
37 |
Writing numbers |
37 |
Graffiti numbers |
38 |
Writing punctuation marks |
38 |
Additional Graffiti punctuation |
39 |
Writing symbols and extended characters |
39 |
Writing accented characters |
40 |
Accent strokes |
40 |
Additional non-English characters |
40 |
Navigation strokes |
41 |
Graffiti ShortCuts |
41 |
Using the onscreen keyboard |
42 |
To use the onscreen keyboard: |
42 |
Using your computer keyboard |
43 |
Importing data |
43 |
To import data: |
43 |
Chapter 3 |
45 |
Managing Your Applications |
45 |
Using the Applications Launcher |
45 |
Selecting applications |
45 |
Switching between applications |
45 |
Categorizing applications |
45 |
To categorize an application: |
46 |
To display applications by category: |
46 |
Changing the Applications Launcher display |
46 |
To change the Applications Launcher display: |
47 |
To open the Applications Launcher to the last opened category: |
47 |
Choosing preferences |
47 |
To change preferences for an application: |
47 |
Installing and removing applications |
48 |
Installing add-on applications |
48 |
To install add-on software on your organizer: |
48 |
Installing games |
50 |
Removing applications |
51 |
To remove an add-on application: |
51 |
Removing Palm Desktop software |
51 |
To remove Palm Desktop software: |
51 |
Security |
52 |
In Security, you can do the following: |
52 |
Assigning a password |
52 |
To assign a password: |
52 |
Changing or deleting a password |
53 |
To change or delete your password: |
53 |
Locking your organizer |
53 |
To lock your organizer with a password: |
54 |
Recovering from a forgotten password |
54 |
To delete a forgotten password: |
54 |
Chapter 4 |
55 |
Using Your Basic Applications |
55 |
Overview of basic applications |
56 |
Date Book |
56 |
In Date Book, you can do the following: |
56 |
To open Date Book: |
56 |
Address Book |
57 |
In Address Book, you can do the following: |
57 |
To open Address Book: |
57 |
To Do List |
58 |
In To Do List, you can do the following: |
58 |
To open To Do List: |
58 |
Memo Pad |
59 |
In Memo Pad, you can do the following: |
59 |
To open Memo Pad: |
59 |
Calculator |
59 |
In Calculator, you can do the following: |
59 |
To open Calculator: |
60 |
Expense |
60 |
In Expense, you can do the following: |
60 |
To open Expense: |
60 |
Common tasks |
61 |
Creating records |
61 |
To create a record: |
61 |
Editing records |
61 |
Entering text |
62 |
Edit menu |
62 |
To select text in an application: |
62 |
Deleting records |
63 |
To delete a record in any of the basic applications: |
63 |
Other ways to delete records |
63 |
Purging records |
64 |
To purge records: |
64 |
Exchanging and updating data: HotSync operations |
64 |
Performing a HotSync operation for the first time |
65 |
To perform a local HotSync operation: |
65 |
Categorizing records |
67 |
System-defined and user-defined categories |
67 |
To move a record into a category: |
67 |
To display a category of records: |
68 |
To define a new category: |
69 |
To rename a category: |
70 |
Finding records |
70 |
Looking up Address Book records |
71 |
To look up an Address Book record: |
71 |
Using Find |
72 |
To use Find: |
72 |
Using Phone Lookup |
72 |
To use Phone Lookup: |
73 |
Phone Lookup tips |
73 |
Looking up names to add to expense records |
74 |
To add names to an Expense record: |
74 |
Sorting lists of records |
75 |
To sort records in To Do List and Expense: |
75 |
To sort records in Address Book and Memo Pad: |
75 |
Making records private |
76 |
Hiding private records |
76 |
To hide private records: |
76 |
To display private records: |
77 |
To make a record private: |
77 |
Attaching notes |
78 |
To attach a note to a record: |
78 |
To review or edit a note: |
78 |
To delete a note: |
78 |
Choosing fonts |
79 |
To change the font style: |
79 |
Application-specific tasks |
80 |
Date Book |
80 |
Scheduling an event |
80 |
To schedule an event for the current day: |
80 |
To schedule an event for another day: |
82 |
To schedule an untimed event: |
83 |
Rescheduling an event |
84 |
To reschedule an event: |
84 |
Setting an alarm for an event |
84 |
To set an alarm for an event: |
84 |
Scheduling repeating or continuous events |
85 |
To schedule a repeating or continuous event: |
85 |
Changing the Date Book view |
86 |
To cycle through Day, Week, and Month views: |
86 |
To display the current time: |
87 |
To display the Week View: |
87 |
Spotting event conflicts |
88 |
Working in Month View |
89 |
Date Book menus, preferences, and display options |
90 |
Record menu |
90 |
Options menu |
90 |
Address Book |
92 |
Creating an Address Book entry |
92 |
To create a new Address Book entry: |
92 |
Selecting types of phone numbers |
93 |
To select other types of phone numbers in an entry: |
93 |
Changing Address Entry details |
94 |
To open the Address Entry Details dialog box: |
94 |
Address Book menus |
95 |
Record menus |
95 |
Options menus |
95 |
To Do List |
97 |
To create a To Do List item: |
97 |
Setting priority |
97 |
To set the priority of a To Do List item: |
98 |
Checking off a To Do List item |
98 |
To check off a To Do List item: |
98 |
Changing To Do List item details |
98 |
To display the To Do Item Details dialog box: |
99 |
Setting a due date |
99 |
To set a due date for a To Do List item: |
99 |
To Do Show Options |
100 |
To change the Show Options settings: |
100 |
To Do List menus |
101 |
Record menu |
101 |
Options menu |
101 |
Memo Pad |
102 |
To create a new memo: |
102 |
Reviewing memos |
102 |
To review a memo: |
103 |
Memo Pad menus |
103 |
Record menus |
103 |
Options menus |
103 |
Calculator |
105 |
Recent Calculations |
105 |
To display recent calculations: |
105 |
Calculator menus |
106 |
Options menus |
106 |
Expense |
107 |
To create an Expense item: |
107 |
Changing the date of an Expense item |
108 |
To change the date of an Expense item: |
108 |
Entering receipt details |
108 |
To open the Receipt Details dialog box: |
108 |
Customizing the Currency pick list |
110 |
To customize the Currency pick list: |
110 |
To change your default currency: |
110 |
Defining a custom currency symbol |
111 |
To define a custom currency symbol: |
111 |
Show Options |
112 |
To open the Show Options dialog box: |
112 |
Transferring your data to Microsoft Excel |
112 |
Displaying the euro on your desktop computer |
113 |
Printing the euro |
113 |
Creating or printing an expense report |
113 |
To create or print an expense report: |
113 |
Using expense report templates |
115 |
To view your expense data using a Microsoft Excel template: |
116 |
Expense menus |
116 |
Record menu |
116 |
Options menu |
117 |
Chapter 5 |
119 |
Communicating Using Your Organizer |
119 |
Managing desktop E-Mail away from your desk |
119 |
In Mail, you can do the following: |
120 |
Setting up Mail on the desktop |
120 |
To set up Mail: |
120 |
To select HotSync options: |
121 |
To change your Mail setup options: |
122 |
Synchronizing Mail with your E-Mail application |
122 |
Opening the Mail application on your organizer |
122 |
To open Mail: |
122 |
Viewing e-mail items |
122 |
To open an e-mail item: |
123 |
To close an e-mail item: |
123 |
Displaying full header information |
123 |
To display full header information: |
123 |
Creating e-mail items |
123 |
To create an e-mail item: |
124 |
To reply to an e-mail item: |
125 |
Looking up an address |
126 |
To look up an e-mail address: |
126 |
Adding details to e-mail items |
127 |
Setting a priority |
128 |
To set a priority for your e-mail item: |
128 |
Sending a blind carbon copy |
128 |
To add a BCC field to your e-mail item: |
128 |
Adding a signature to your e-mail item |
129 |
To create a signature: |
129 |
To add a signature to your e-mail item: |
130 |
Requesting confirmations |
130 |
To receive a confirmation when your e-mail item is read: |
130 |
To receive a confirmation when your e-mail item is delivered: |
130 |
Storing e-mail to be sent later |
130 |
To send e-mail: |
130 |
Editing unsent e-mail |
130 |
To retrieve an e-mail item: |
131 |
Draft e-mail |
131 |
To save an e-mail item as a draft: |
132 |
To edit an e-mail item saved as a draft: |
132 |
Filing e-mail |
132 |
To file e-mail: |
132 |
To remove e-mail from the Filed folder: |
133 |
Deleting e-mail |
133 |
To delete e-mail: |
133 |
Removing e-mail from the Deleted folder |
133 |
To remove an e-mail item you received from the Deleted folder: |
133 |
To remove an e-mail item you created from the Deleted folder: |
133 |
Purging deleted e-mail |
134 |
To purge the contents of the Deleted folder: |
134 |
Message List options |
134 |
Folders |
134 |
To select a folder: |
134 |
Date column |
135 |
To show the Date column: |
135 |
Sorting the Message List |
135 |
To sort the Message List: |
135 |
HotSync options |
136 |
To open the HotSync Options dialog box: |
136 |
Creating special filters |
137 |
To access the special filter settings: |
138 |
Ignoring or receiving e-mail |
138 |
To define whether to ignore or receive e-mail: |
138 |
Defining filter strings |
139 |
To define a filter string: |
140 |
High-priority e-mail |
140 |
To retrieve high-priority e-mail items: |
140 |
Truncating e-mail items |
141 |
To truncate e-mail items: |
141 |
Mail menus |
142 |
Message menus |
142 |
Options menus |
142 |
Beaming information |
143 |
To select a business card: |
143 |
To beam a record, business card, or category of records: |
143 |
To beam an application: |
144 |
To receive beamed information: |
144 |
Tips on beaming information |
145 |
Chapter 6 |
147 |
Advanced HotSync® Operations |
147 |
Selecting HotSync setup options |
147 |
To set the HotSync options: |
147 |
Customizing HotSync application settings |
150 |
To customize HotSync application settings: |
150 |
IR HotSync operations |
152 |
Preparing your computer for infrared communication |
152 |
To check if your Windows 95 computer supports infrared communication: |
152 |
To install a Windows 95 infrared driver: |
153 |
To check the ports used for infrared communication: |
154 |
Configuring HotSync Manager for infrared communication |
155 |
To configure HotSync Manager for infrared communication: |
155 |
Performing an IR HotSync operation |
156 |
To perform an IR HotSync operation: |
156 |
Returning to cradle HotSync operations |
156 |
To return to cradle HotSync operations: |
156 |
Conducting a HotSync operation via modem |
157 |
Preparing your computer |
157 |
To prepare your computer for a modem HotSync operation: |
157 |
Preparing your organizer |
159 |
To prepare your organizer for a modem HotSync operation: |
159 |
Selecting the conduits for a modem HotSync operation |
160 |
To change the Conduit Setup for a modem HotSync operation: |
161 |
Performing a HotSync operation via a modem |
161 |
To perform a modem HotSync operation: |
161 |
Conducting a HotSync operation via a network |
162 |
Connecting to your company’s dial-in server |
162 |
To prepare your computer for a network HotSync operation: |
162 |
To prepare your organizer for a network HotSync operation: |
163 |
Performing a network HotSync operation |
165 |
To perform a network Hotsync operation: |
165 |
Using File Link |
165 |
Creating a user profile |
166 |
To create a user profile: |
166 |
To use a profile for the first-time HotSync operation: |
167 |
Chapter 7 |
169 |
Setting Preferences for Your Organizer |
169 |
In the Preferences screens, you can do the following: |
169 |
Viewing preferences |
169 |
To open the Preferences screens: |
169 |
Buttons preferences |
170 |
To change the Buttons preferences: |
170 |
Pen preferences |
170 |
To change the Pen preferences: |
171 |
HotSync buttons preferences |
172 |
To change the HotSync buttons preferences: |
172 |
Digitizer preferences |
172 |
Formats preferences |
172 |
Country default |
173 |
To set the country default: |
173 |
Time, date, week start, and numbers formats |
173 |
To select the time, date, week start, and numbers format: |
173 |
General preferences |
174 |
Auto-off delay |
174 |
To set the Auto-off delay: |
174 |
Cradle settings |
174 |
To change the cradle setting: |
174 |
System, alarm, and game sounds |
175 |
To set the system and alarm sounds: |
175 |
Beam Receive |
175 |
To change the Beam Receive setting: |
175 |
Connection preferences |
176 |
Sample connection for remote IR HotSync operations |
177 |
To create an IrCOMM to Modem connection: |
177 |
Network preferences and TCP/IP software |
179 |
Selecting a service |
179 |
To select a service: |
180 |
Entering a user name |
180 |
To enter a user name: |
180 |
Entering a password |
181 |
To enter a password: |
181 |
Selecting a connection |
181 |
To select a connection: |
181 |
Adding telephone settings |
182 |
To enter your server phone number: |
182 |
Entering a prefix |
183 |
To enter a prefix: |
183 |
Disabling Call Waiting |
183 |
To disable Call Waiting: |
183 |
Using a calling card |
184 |
To use a calling card: |
184 |
Connecting to your service |
184 |
To establish a connection: |
185 |
To close a connection: |
185 |
Creating additional service templates |
185 |
To add a new service template: |
185 |
To duplicate an existing service template: |
185 |
Adding detailed information to a service template |
185 |
To select a connection type: |
185 |
Idle timeout |
186 |
To set the Idle timeout: |
186 |
Defining primary and secondary DNS |
187 |
To enter a primary and secondary DNS: |
187 |
IP address |
187 |
To identify dynamic IP addressing: |
188 |
To enter a permanent IP address: |
188 |
Login scripts |
188 |
Creating a login script on your organizer |
189 |
To create a login script: |
189 |
Plug-in applications |
191 |
Deleting a service template |
191 |
To delete a service template: |
191 |
Network preferences menu commands |
191 |
Service menu |
191 |
Options menu |
192 |
TCP/IP troubleshooting |
192 |
Displaying expanded Service Connection Progress messages |
192 |
Viewing the Network Log |
192 |
To view the Network Log: |
192 |
Adding a DNS number |
192 |
Owner preferences |
193 |
To enter the Owner preferences: |
193 |
To unlock the Owner Preferences screen: |
193 |
ShortCuts preferences |
194 |
Creating a ShortCut |
194 |
To create a ShortCut: |
194 |
Editing a ShortCut |
195 |
To edit a ShortCut: |
195 |
Deleting a ShortCut |
195 |
To delete a ShortCut: |
195 |
Appendix A |
197 |
Maintaining Your Organizer |
197 |
Caring for your organizer |
197 |
Battery considerations |
198 |
Resetting your organizer |
199 |
Performing a soft reset |
199 |
To perform a soft reset: |
199 |
Performing a hard reset |
200 |
To perform a hard reset: |
200 |
To restore your data after a hard reset: |
200 |
Appendix B |
203 |
Frequently Asked Questions |
203 |
Software installation problems |
203 |
Operating problems |
204 |
Tapping and writing problems |
205 |
Application problems |
206 |
HotSync problems |
207 |
Beaming problems |
212 |
Recharging problems |
212 |
Password problems |
213 |
Technical support |
214 |
To find version and memory information: |
214 |
Appendix C |
215 |
Creating a Custom Expense Report |
215 |
About mapping tables |
215 |
Customizing existing sample templates |
216 |
To customize a sample Expense Report template: |
216 |
Determining the layout of the Expense Report |
217 |
Labels |
217 |
Sections |
218 |
Analyzing your custom Expense Report |
219 |
Perform the following before you begin a custom mapping table: |
219 |
Programming the mapping table |
220 |
To program a new custom mapping table: |
220 |
Using applications other than Microsoft Excel |
224 |
Expense file details |
224 |
Appendix D |
225 |
Non-ASCII Characters for Login Scripts |
225 |
Use of ^char |
225 |
Carriage return and line feed |
225 |
Literal characters |
226 |
Examples: |
226 |
Warranty and Other Product Information |
227 |
Limited warranty |
227 |
3Com end user software license agreement |
230 |
FCC Statement |
233 |
Canadian RFI Statement |
233 |
CTICK Certification |
234 |