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Copyright Copyright © 1998-2000 Palm, Inc. or its subsidiaries. All rights reserved. Graffiti, HotSync, iMessenger, Palm OS, PalmConnect, and PalmModem are registered trademarks, and the HotSync logo, Palm, the Palm logo, Palm VII, the Palm VII logo, and Palm.Net are trademarks of Palm, Inc. or its subsidiaries. Other product and brand names may be trademarks or registered trademarks of their respective owners. Disclaimer and Limitation of Liability Palm, Inc. and its subsidiaries assume no responsibility for any damage or loss resulting from the use of this handbook. Palm, Inc. and its subsidiaries assume no responsibility for any loss or claims by third parties which may arise through the use of this software. Palm, Inc. and its subsidiaries assume no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all important data on other media to protect against data loss. Important: Please read the End User Software License Agreement included with this product before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the End User Software License Agreement. Palm™ Desktop organizer software Palm™ Desktop organizer software is supplied on a CD-ROM disc. If you do not have access to a CD-ROM drive for your computer, you may download the Palm Desktop software from http://www.palm.com. P/N: 406-1606 A/N: 423-1606 Page ii

Section	Page
Handbook for the PalmVII™ Handheld	1
About This Book	9
Chapter 1	11
Introduction to Your PalmVII™ Handheld	11
Getting to know your PalmVII handheld	11
What is a PalmVII handheld?	11
System requirements	12
Minimum requirements	12
Optional equipment	12
Macintosh compatibility	12
PalmVII components	13
Locating front panel controls	13
Locating back panel components	15
Installing the batteries	17
To install the batteries:	17
Replacing batteries	17
Setting up your handheld and charging the transmitter	18
Upgrade information	18
To upgrade:	19
Each handheld must have a unique name	20
Palm Desktop organizer software	20
With Palm Desktop software, you can do the following:	20
Installing Palm Desktop software	21
To install Palm Desktop software:	21
Using your handheld with another PIM	22
Palm.Net wireless features	22
Activating the Palm.Net wireless communication service	22
To activate the Palm.Net service:	23
Web clipping	24
Wireless Internet messaging	24
Tapping and typing	25
Tap with the stylus to get things done	25
Elements of the interface	26
Opening applications	27
To open an application:	28
To open an application that uses the antenna:	29
Using menus	30
To open the menu bar:	30
Choosing a menu	30
Graffiti menu commands	31
Displaying online tips	32
To display an online tip:	32
Four ways to enter data	32
Onscreen keyboard	32
Graffiti writing	33
To open Memo Pad:	34
Using Palm Desktop software	34
Importing data	35
External keyboard	35
Customizing your handheld	36
To open the Preferences screens:	36
To set the current time:	36
To set the current date:	37
Chapter 2	39
Entering Data in Your PalmVII™ Handheld	39
Using Graffiti writing to enter data	39
Writing Graffiti characters	39
There are four basic concepts for success with Graffiti writing:	39
To write Graffiti letters:	40
Graffiti tips	41
The Graffiti® alphabet	42
Writing capital letters	43
To draw the first letter of a word as a capital letter:	43
To enter only capital letters (Caps Lock):	43
Writing numbers	43
Graffiti numbers	44
Writing punctuation marks	44
Additional Graffiti punctuation	45
Writing symbols and extended characters	45
Writing accented characters	46
Accent strokes	46
Additional non-English characters	46
Navigation strokes	47
Graffiti ShortCuts	47
Using the onscreen keyboard	48
To use the onscreen keyboard:	48
Using your computer keyboard	49
Importing data	49
To import data:	49
Chapter 3	51
Managing Your Applications	51
Using the Applications Launcher	51
Selecting applications	51
Switching between applications	51
Categorizing applications	51
To categorize an application:	52
To display applications by category:	52
Changing the Applications Launcher display	52
To change the Applications Launcher display:	53
To open the Applications Launcher to the last opened category:	53
Choosing preferences	53
To change preferences for an application:	53
Installing and removing applications	54
Installing add-on applications	54
To install add-on software on your handheld:	54
Installing games	56
Removing applications	57
To remove an add-on application:	57
Removing Palm Desktop software	58
To remove Palm Desktop software:	58
Security	58
In Security, you can do the following:	58
Assigning a password	58
To assign a password:	59
Changing or deleting a password	59
To change or delete your password:	59
Locking your handheld	60
To lock your handheld with a password:	60
Recovering from a forgotten password	61
To delete a forgotten password:	61
Chapter 4	63
Using Your Basic Applications	63
Overview of basic applications	64
Date Book	64
In Date Book, you can do the following:	64
To open Date Book:	64
Address Book	65
In Address Book, you can do the following:	65
To open Address Book:	65
To Do List	66
In To Do List, you can do the following:	66
To open To Do List:	66
Memo Pad	67
In Memo Pad, you can do the following:	67
To open Memo Pad:	67
Calculator	67
In Calculator, you can do the following:	67
To open Calculator:	68
Expense	68
In Expense, you can do the following:	68
To open Expense:	68
Common tasks	69
Creating records	69
To create a record:	69
Editing records	69
Entering text	70
Edit menu	70
To select text in an application:	70
Deleting records	71
To delete a record in any of the basic applications:	71
Other ways to delete records	71
Purging records	72
To purge records:	72
Exchanging and updating data: HotSync operations	73
Performing a HotSync operation for the first time	73
To perform a local HotSync operation:	74
Categorizing records	75
System-defined and user-defined categories	75
To move a record into a category:	76
To display a category of records:	76
To define a new category:	77
To rename a category:	78
Finding records	79
Looking up Address Book records	79
To look up an Address Book record:	80
Using Find	80
To use Find:	80
Using Phone Lookup	81
To use Phone Lookup:	81
Phone Lookup tips	82
Looking up names to add to expense records	82
To add names to an Expense record:	82
Sorting lists of records	83
To sort records in To Do List and Expense:	83
To sort records in Address Book and Memo Pad:	83
Making records private	84
Hiding or masking private records	84
To hide all private records:	85
To mask all private records:	85
To display private records:	86
To make a record private:	86
Attaching notes	86
To attach a note to a record:	86
To review or edit a note:	87
To delete a note:	87
Choosing fonts	87
To change the font style:	88
Application-specific tasks	89
Date Book	89
Scheduling an event	89
To schedule an event for the current day:	89
To schedule an event for another day:	91
To schedule an untimed event:	92
Rescheduling an event	93
To reschedule an event:	93
Setting an alarm for an event	93
To set an alarm for an event:	93
Scheduling repeating or continuous events	94
To schedule a repeating or continuous event:	94
Changing repeating or continuous events	95
To delete repeating events:	95
Changing the Date Book view	97
To cycle through Day, Week, and Month views:	97
To display the current time:	97
To display the Week View:	97
Spotting event conflicts	99
Working in Month View	99
Working in Agenda View	100
To display the Agenda View:	100
Date Book menus, preferences, and display options	101
Record menu	101
Options menu	101
Address Book	103
Creating an Address Book entry	103
To create a new Address Book entry:	103
Selecting types of phone numbers	105
To select other types of phone numbers in an entry:	105
Changing Address Entry details	105
To open the Address Entry Details dialog box:	105
Address Book menus	106
Record menus	106
Options menus	107
To Do List	108
To create a To Do List item:	108
Setting priority	108
To set the priority of a To Do List item:	109
Checking off a To Do List item	109
To check off a To Do List item:	109
Changing To Do List item details	109
To display the To Do Item Details dialog box:	110
Setting a due date	110
To set a due date for a To Do List item:	110
To Do Show Options	111
To change the Show Options settings:	111
To Do List menus	112
Record menu	112
Options menu	112
Memo Pad	113
To create a new memo:	113
Reviewing memos	113
To review a memo:	114
Memo Pad menus	114
Record menus	114
Options menus	114
Calculator	116
Recent Calculations	116
To display recent calculations:	116
Calculator menus	117
Options menus	117
Expense	118
To create an Expense item:	118
Changing the date of an Expense item	119
To change the date of an Expense item:	119
Entering receipt details	119
To open the Receipt Details dialog box:	119
Customizing the Currency pick list	120
To customize the Currency pick list:	120
To change your default currency:	121
Defining a custom currency symbol	121
To define a custom currency symbol:	121
Show Options	122
To open the Show Options dialog box:	122
Transferring your data to Microsoft Excel	123
Displaying the euro on your desktop computer	123
Printing the euro	124
Creating or printing an expense report	124
To create or print an expense report:	124
Using expense report templates	125
To view your expense data using a Microsoft Excel template:	126
Expense menus	127
Record menu	127
Options menu	127
Chapter 5	129
Web Clipping Applications and the iMessenger® Application	129
Your handheld is a wireless device	129
Web clipping applications	129
Web clipping applications	130
Web clipping, not web browsing	130
Adding more web clipping applications	132
Wireless Internet messaging: the iMessenger application	132
The Palm.Net wireless communication service	132
The network	133
Protection of your wireless transactions	133
The Palm.Net web site: http://www.palm.net	134
The Palm.Net web clipping application	135
To open the Palm.Net web clipping application:	135
Improving signal strength	135
To monitor signal strength in the Diagnostics application:	136
Using web clipping applications	137
Opening web clipping applications	137
To open a web clipping application:	137
Working with web clipping applications	138
Sorted pick lists	138
Actions that incur a cost	139
To submit a query to the Internet:	139
To stop a wireless transaction:	140
Reviewing current queries and clippings: Back arrow	140
To go back to a previously viewed page:	140
Example of web clipping	141
To find a phone number and an address:	141
How big was that clipping?	142
To see the size of a clipping:	142
Reviewing stored clippings: History list	142
To review the History list:	143
Saving information from a web clipping application	143
To save the text of a clipping or page:	143
Sending e-mail from a page	144
To send e-mail from a page:	144
Web clipping application menus	144
Options menu	144
Using the iMessenger application	145
In the iMessenger application, you can do the following:	145
The iMessenger application differs from the Mail application	145
Mail depends on your computer	146
The iMessenger application is independent of your computer	146
Opening the iMessenger application	146
Checking for and viewing messages	147
To check for new messages:	147
To cancel a wireless transaction:	148
To view a log of the most recent wireless transaction:	148
To open a message:	148
To close a message:	148
Opening and reading messages	148
Short messages and long messages	149
Downloading the remainder of a long message	150
To download more of a long message:	150
Displaying header information	151
To display complete header information:	152
Distribution lists of incoming messages	152
Attachments	153
Creating messages	153
To create a message:	153
To reply to a message:	155
Looking up an address	156
To look up an e-mail address:	156
Rerouting replies to your messages	157
To reroute replies to your messages:	157
Adding a signature to your message	158
To create a signature:	158
To add a signature to your message:	158
Sending messages	159
To send messages:	159
To store messages and send them later:	159
To cancel a wireless transaction:	159
To view a log of the most recent wireless transaction:	159
Editing an unsent message	160
To edit an unsent message:	160
Draft messages	161
To save a message as a draft:	161
To edit a message saved as a draft:	161
Filing a message	162
To file a message:	162
To remove a message from the Filed folder:	162
Deleting messages	162
To delete a message:	162
Removing a message from the Deleted folder	163
To remove a message from the Deleted folder:	163
Purging deleted messages	163
To purge the contents of the Deleted folder:	163
Options for the iMessenger list screen	163
Folders	163
To select a folder:	164
Date column	164
To show the Date column:	164
Sorting the iMessenger list	165
To sort the iMessenger list:	165
Your Palm.Net mailbox	165
A full mailbox	165
Life span of a message on the network	165
Identifying a forwarding address	166
Keeping a copy of messages you send	166
Deleting messages from your mailbox	166
The iMessenger application and HotSync operations	166
iMessenger menus	167
Pop-up menus	167
Message menus	167
Options menus	168
Chapter 6	169
Managing Desktop E-Mail and Beaming Information	169
Managing desktop E-Mail away from your desk	169
In Mail, you can do the following:	170
Setting up Mail on the desktop	170
To set up Mail:	170
To select HotSync options:	171
To change your Mail setup options:	172
Synchronizing Mail with your E-Mail application	172
Opening the Mail application on your handheld	172
To open Mail:	172
Viewing e-mail items	172
To open an e-mail item:	173
To close an e-mail item:	173
Displaying full header information	173
To display full header information:	173
Creating e-mail items	173
To create an e-mail item:	174
To reply to an e-mail item:	175
Looking up an address	176
To look up an e-mail address:	176
Adding details to e-mail items	177
Setting a priority	178
To set a priority for your e-mail item:	178
Sending a blind carbon copy	178
To add a BCC field to your e-mail item:	178
Adding a signature to your e-mail item	179
To create a signature:	179
To add a signature to your e-mail item:	180
Requesting confirmations	180
To receive a confirmation when your e-mail item is read:	180
To receive a confirmation when your e-mail item is delivered:	180
Storing e-mail to be sent later	180
To send e-mail:	180
Editing unsent e-mail	181
To edit an e-mail item:	181
Draft e-mail	182
To save an e-mail item as a draft:	182
To edit an e-mail item saved as a draft:	182
Filing e-mail	183
To file e-mail:	183
To remove e-mail from the Filed folder:	183
Deleting e-mail	183
To delete e-mail:	183
Removing e-mail from the Deleted folder	183
To remove an e-mail item you received from the Deleted folder:	184
To remove an e-mail item you created from the Deleted folder:	184
Purging deleted e-mail	184
To purge the contents of the Deleted folder:	184
Message list options	184
Folders	184
To select a folder:	185
Date column	185
To show the Date column:	185
Sorting the Message list	185
To sort the Message list:	186
HotSync options	186
To open the HotSync Options dialog box:	186
Creating special filters	187
To access the special filter settings:	188
Ignoring or receiving e-mail	188
To define whether to ignore or receive e-mail:	188
Defining filter strings	189
To define a filter string:	189
High-priority e-mail	190
To retrieve high-priority e-mail items:	190
Truncating e-mail items	191
To truncate e-mail items:	191
Mail menus	191
Message menus	192
Options menus	192
Beaming information	193
To select a business card:	193
To beam a record, business card, or category of records:	193
To beam an application:	194
To receive beamed information:	194
Tips on beaming information	195
Chapter 7	197
Advanced HotSync® Operations	197
Selecting HotSync setup options	197
To set the HotSync options:	197
Customizing HotSync application settings	199
To customize HotSync application settings:	199
IR HotSync operations	201
Preparing your computer for infrared communication	201
To check if your Windows 95 computer supports infrared communication:	201
To install a Windows 95 infrared driver:	202
To check the ports used for infrared communication:	203
Configuring HotSync Manager for infrared communication	204
To configure HotSync Manager for infrared communication:	204
Performing an IR HotSync operation	205
To perform an IR HotSync operation:	205
Returning to cradle HotSync operations	205
To return to cradle HotSync operations:	205
Conducting a HotSync operation via modem	206
Preparing your computer	206
To prepare your computer for a modem HotSync operation:	206
Preparing your handheld	208
To prepare your handheld for a modem HotSync operation:	208
Selecting the conduits for a modem HotSync operation	209
To change the Conduit Setup for a modem HotSync operation:	209
Performing a HotSync operation via a modem	210
To perform a modem HotSync operation:	210
Conducting a HotSync operation via a network	211
Connecting to your company’s dial-in server	211
To prepare your computer for a network HotSync operation:	211
To prepare your handheld for a network HotSync operation:	212
Performing a network HotSync operation	214
To perform a network Hotsync operation:	214
Using File Link	214
Creating a user profile	215
To create a user profile:	215
To use a profile for the first-time HotSync operation:	216
Chapter 8	217
Setting Preferences for Your Handheld	217
In the Preferences screens, you can do the following:	217
Viewing preferences	218
To open the Preferences screens:	218
Buttons preferences	218
To reassign the applications buttons:	218
To identify the application that opens when you raise the antenna:	219
Pen preferences	219
To change the Pen preferences:	219
HotSync buttons preferences	220
To change the HotSync buttons preferences:	220
Digitizer preferences	221
Formats preferences	221
Country default	221
To set the country default:	221
Time, date, week start, and numbers formats	222
To select the time, date, week start, and numbers format:	222
General preferences	222
Auto-off delay	222

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Page ii

HotSync, iMessenger, Palm OS, PalmConnect, and PalmModem are registered trade-

marks, and the HotSync logo, Palm, the Palm logo, Palm VII, the Palm VII logo, and

Palm.Net are trademarks of Palm, Inc. or its subsidiaries. Other product and brand

names may be trademarks or registered trademarks of their respective owners.

Disclaimer and Limitation of Liability

Palm, Inc. and its subsidiaries assume no responsibility for any damage or loss resulting

from the use of this handbook.

Palm, Inc. and its subsidiaries assume no responsibility for any loss or claims by third

parties which may arise through the use of this software. Palm, Inc. and its subsidiaries

assume no responsibility for any damage or loss caused by deletion of data as a result

of malfunction, dead battery, or repairs. Be sure to make backup copies of all important

data on other media to protect against data loss.

Important:

Please read the End User Software License Agreement included with this

product before using the accompanying software program(s). Using any part of the soft-

ware indicates that you accept the terms of the End User Software License Agreement.

Palm™ Desktop organizer software

Palm™ Desktop organizer software is supplied on a CD-ROM disc. If you do not have

access to a CD-ROM drive for your computer, you may download the Palm Desktop

software from

http://www.palm.com

P/N:

406-1606

A/N:

423-1606