Documents To Go®

Getting Started Tips

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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 available. This is a Microsoft Word
file brought to your handheld using Documents To Go.

With Documents To Go you can use word processing, spreadsheet, and presentation 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 To Get Desktop Files to Your Handheld

To use desktop files on your Palm OS® handheld you must add them to Documents To Go on
your desktop computer. To add files, do the following:

1. Open Documents To Go on your desktop computer.

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 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.

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 handheld’s expansion card as Native*, or original, Word or Excel
files.

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.

*See Native Document Support section for more information on this feature.

How to Create New Documents on Your Handheld

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.

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 you’d 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 resulting format of
the desktop document will be determined by the following:
Format of file created on handheld: Resulting format of file on desktop:
Word To Go Determined by the document format
preference in Documents To Go desktop
application
Sheet To Go Determined by the document format
preference in Documents To Go desktop
application
Slideshow To Go* Microsoft PowerPoint
Microsoft Word Microsoft Word
Microsoft Excel Microsoft Excel
* Windows Only
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.

How to Save Documents on your Handheld

To save documents on your handheld you can either tap the File menu and choose Save or Save
As or tap the Done button.

Saving options when tapping Done for new documents:

Save - This option will save the new document and any changes made, and on the next
synchronization Documents To Go will synchronize the document to the default location on the
desktop.

Return To Document - This option will bring you back to your document, to the last state it was
in, without having saved it.

Delete Document - This option will not save the changes to your document and will delete your
document from the handheld.

Saving options when tapping Done for existing documents:

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.

Don’t 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.

DocSync™ Technology

Documents To Go includes a revolutionary new technology called DocSync, which provides

seamless synchronization for Word, Excel, and PowerPoint 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 embedded
worksheets, diagrams, or hyperlinks, those features will remain in the desktop document even
after you've made changes to the handheld document and synchronized.

Tips For Editing Documents

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

Word To Go Features and Editing Tips

• Use formatting buttons on the toolbar or access detailed menus by tapping the
Menu icon (below the House icon).
• Perform basic text editing such as adding and deleting text, cut, copy, paste, undo,
and redo. Use graffiti keystrokes or the onscreen keyboard for these simple and quick
commands!
• Create new documents by tapping the New button in the Documents application.

• Change the font style, size, color and format from the “A” font button
on the lower toolbar.
• Format characters using bold, underline, italics, strikethrough, superscript, subscript,
and ALL CAPS, available from the “A” font button or from the Format menu.
 • Change the paragraph alignment, spacing and indents from the Paragraph Format
button on the lower toolbar.
• Insert bullets and numbered lists by tapping on the Bullet or List buttons on the
toolbar.
• Format bullets and numbered lists by tapping on the Menu icon and selecting
Format: Bullets & Numbering.
• Tap on an embedded graphic to see a larger screen view of the graphic.
• Insert tables by tapping on the Menu icon and choosing Insert: Table.
• Edit tables by tapping on the Edit Table button above the table.
• Insert page breaks by tapping on the Insert menu and selecting Page Break.
• View PDF files with formatted text and tables.*
• If you are using a high res device, select from three Zoom options by tapping on
the File menu and choosing Zoom.
• Tap the Find button to search for text within the document. OR choose Find &
Replace or Find Next, depending upon your search needs.

Sheet To Go Features and Editing Tips

• Access detailed menus by tapping the Menu icon (below the House icon).
• Perform basic text editing such as adding and deleting text, cut, copy, paste, and
undo. Use graffiti keystrokes or the onscreen keyboard for these simple and quick
commands.
• Create a new spreadsheet by tapping the New button in the Documents
application.
• Move between sheets in a workbook by selecting a sheet from the drop down
menu in the upper right corner of the screen,
• Format cells (including alignment, number formatting, text formatting, cell and
text color, and cell locking) by tapping the Format menu and selecting Cell, Number, or
Sheet.
• Sort data by highlighting the data range with your stylus, tapping the Menu icon,
and choosing Format: Sort.
 • Insert functions into your spreadsheet by tapping on the formula icon or the Insert
Menu, and then selecting Insert Function. Next, select the function you wish 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.
• Use charts and graphs by tapping on the Chart icon at the top of the screen and
selecting the desired chart. Modify charts by tapping on the Details button.*
• Create new charts by selecting the data range and choosing New Chart from the
Chart icon at the top of the screen.*
• Tap on a row header to freeze cells, insert or delete a row, or to select the entire
row.
• Tap on a column header to freeze cells, insert or delete a column, hide, or to select
the entire column.
• If you are using a high res device, select from three Zoom options by tapping on
the File menu and choosing Zoom.
• Change values in cells and see the spreadsheet recalculate.
• Tap and hold on a cell to insert or view a comment, format a cell or number, or
freeze panes.
• Locate specific data with Find or Find Next, accessible by tapping the triangle in
the upper left corner of your spreadsheet.
• Tap the Go button to navigate to a particular cell.

Slideshow To Go Features and Editing Tips*

• Perform basic text editing such as adding & deleting text, cut, copy, paste, and
undo.
• Create a new presentation by tapping the New button in the Documents
application.
 • Move between Outline, Slide, and Notes View by tapping the buttons on the top
toolbar.
• Rehearse a presentation with or without a timer from Slide View by tapping on
the Slide Show menu and selecting View Show.
• Insert new slides by tapping on the Insert menu and selecting New Slide.
• Duplicate slides by tapping on the Insert menu and selecting Duplicate Slide.
• Insert Bullets from Outline View by tapping on the Insert menu and selecting
New Bullet Item. Promote or demote bullets with the left/right arrows at the bottom of the
screen.
• Sort and organize slides from Outline View by tapping on the Edit menu and
selecting Slide Sorter.
• Identify bullet animations and slide transitions below each slide in Slide View.
• Add or modify notes for any slide from Notes View.
• If you are using a high res device, see your slides in high res from Slide View
mode.
• Tap the Find button to search for text within the document. OR choose Find Next
depending upon you search needs.

* These features available in Documents To Go Premium Edition only.

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 you’ve 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 by 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.
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.

Native Document Support

Documents To Go 6 is the first version to support handheld-based native document support for
Microsoft Word and Excel files. "Native" indicates that file is in its original desktop format,
specifically Microsoft Word or 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.

How to get Native Word and Excel files on your handheld:

• Drag and drop a native file into either window in the desktop application, change the
format of that file in the Details Panel to either Word or Excel, and synchronize.
• Beam native files via infrared from laptops or PocketPCs to your device.
• Send native files via Bluetooth from laptops or PocketPCs 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).

Benefits of 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 PocketPC simply by swapping 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 they'll arrive at their
destination as real Word or Excel files.

Formats Supported

Premium Edition Professional Edition Standard Edition

Word Processing for Word Processing for Word Processing for
Windows: Windows: Windows:
Native Microsoft Word Native Microsoft Word Native Microsoft Word
Support* Support* Support*
Word 95, 97, 2000, XP Word 95, 97, 2000, XP Word 95, 97, 2000, XP
WordPerfect 6, 7, 8, 9 WordPerfect 6, 7, 8, 9 WordPerfect 6, 7, 8, 9
WordPro 96, 97, 98, WordPro 96, 97, 98, WordPro 96, 97, 98,
Millennium Millennium Millennium
Text Text Text
Palm DOC files Palm DOC files Palm DOC files

Word Processing for Word Processing for

Macintosh: Macintosh:
Native Microsoft Word Native Microsoft Word
Support* Support*
Word 6, 98, 2001, X Word 6, 98, 2001, X
ClarisWorks 4, 5 ClarisWorks 4, 5
AppleWorks 5 AppleWorks 5
AppleWorks 6** AppleWorks 6**
Text Text
Palm DOC files Palm DOC files

Spreadsheets for Spreadsheets for Spreadsheets for

Windows: Windows: Windows:
Native Microsoft Excel Native Microsoft Excel Native Microsoft Excel
Support* Support* Support*
Excel 95, 97, 2000, XP Excel 95, 97, 2000, XP Excel 95, 97, 2000, XP
Quattro Pro 1, 5, 6, 7, 8 Quattro Pro 1, 5, 6, 7, 8 Quattro Pro 1, 5, 6, 7, 8
Lotus 1-2-3 WK4, 97, 98, Lotus 1-2-3 WK4, 97, 98, Lotus 1-2-3 WK4, 97, 98,
Millennium Millennium Millennium

Spreadsheets for Spreadsheets for

Macintosh: Macintosh:
Native Microsoft Excel Excel 5, 98, 2001, X
Support* Native Microsoft Excel
Excel 5, 98, 2001, X Support*
ClarisWorks 4, 5 ClarisWorks 4, 5
AppleWorks 5 AppleWorks 5
AppleWorks 6** AppleWorks 6**

Presentations for Presentations for

Windows: Windows:
PowerPoint 97, 2000, XP PowerPoint 97, 2000, XP
Graphics for
Windows:
JPEG, GIF, Bitmap

Graphics for
Macintosh:
JPEG, GIF, PICT
Charts for Windows:
Excel 97, 2001, XP

Charts for Macintosh:

Excel 98, 2000, X
DataViz Mail for
Windows:
Outlook 97, 98, 2000, XP
Outlook Express
Lotus Notes 4.5 – 5.0.6
*See Native Document Support section for more information on this feature.
**Documents To Go supports synchronizing AppleWorks 6 files to the handheld.
Synchronization back to the desktop will be in AppleWorks 5. AppleWorks 6 can open
AppleWorks 5 documents.

How Can I Get the Premium Edition?

Registered owners of Documents To Go may upgrade at a discounted rate to the Premium

Edition. Upgrades are available directly from DataViz on CD or by download. For a full list of
Premium Edition features and special upgrade offers for owners of Palm handhelds, please call
800-733-0030 or visit the website at www.dataviz.com/documents.
Help & Additional Tips

Documents To Go contains a useful 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.
Also in the desktop application’s Help menu you’ll find an Interactive Tutorial that will guide
you through the many features of Documents To Go.

DataViz, Inc.
Compatibility. Instantly.
www.dataviz.com
Merritt Corporate Woods
612 Wheelers Farms Road
Milford, CT 06460
(800) 733-0030 sales
(203) 874-0085 technical support