User Guide

Inc. All other brand and product names com/support/

. palm

. www

Inc. All rights reserved. Inc. assumes no responsibility for any damage or loss resulting from the use of this guide. Inc. assumes no responsibility for any loss or claims by third parties which may arise through the use Inc. assumes no responsibility for any damage or loss caused by deletion of data as a Please read the End User Software License Agreement with this product before Desktop software is supplied on a CD. If you do not have access to a CD drive for your computer, Desktop software from IMPORTANT ® can download Palm

]

Copyright and Trademark © 2005 Palm, Palm, Addit, Blazer, Graffiti, HotSync, Palm Powered, Palm OS, the Palm logo, and VersaMail are among the trademarks or registered trademarks owned by or licensed to Palm, are or may be trademarks of, and are used to identify products or services of, their respective owners. This product contains ACCESS Co., Ltd.’s NetFront 3.0 Internet browser software. Copyright © 1996-2003 ACCESS Co., Ltd. and ACCESS Systems America, Inc. NetFront is the trademark or registered trademark of ACCESS Co., Ltd. in Japan and in other countries except the United States of America. NetFront is a registered trademark of NetFront Communications, Inc. in the United States of America and is used under a license. A portion of this software includes software modules developed by the Independent JPEG Group. RealNetworks is the owner of all right, title, and interest in the RealNetworks Marks and RealNetworks logos. No person or entity may reproduce or use (or authorize the reproduction or use of) the RealNetworks Marks or RealNetworks logos in any manner other than expressly authorized by RealNetworks. Unauthorized use of RealNetworks Marks or RealNetworks logos is strictly prohibited. Adobe and Adobe Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. Documents To Go is a trademark or registered trademark of DataViz, Inc. MPEG Layer-3 audio decoding technology is licensed from Faunhofer IIS and Thomson. Disclaimer and Limitation of Liability Palm, Palm, of this software. Palm, 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. ! 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. Software Download Available Palm you

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xx xx xxi xxi xxi xxii 1 2 2 4 5 6 7 8 10 11 12 14 17 18 19 19 21 22 23 23 24 24

Handheld Getting to Know Your Handheld Setting Up Your Computer

1: 2:

     Step-by-step instructions Links Sidebars Chapter Your What you should know about your handheld’s battery Creating a user profile Synchronizing with a user profile Chapter What’s on my handheld? Front Top Back Personal information Productivity Multimedia and entertainment Table of Contents About This Guide Tips for viewing this guide What’s in this guide? and What’s in the box? System requirements Step 1: Connecting and charging your handheld Step 2: Setting up your handheld for the first time Step 3: Installing your software Synchronizing your handheld and your computer Switching to another desktop software application Using user profiles Related topics What software do I have?

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25 26 27 29 30 31 31 31 32 33 34 35 35 36 36 37 37 39 39 40 40 41 42 43 43 44 45 47 48 48 48 49 51 51

2 writing

Moving Around in Applications Entering Information on Your Handheld ®

     Customization Desktop 3: Moving around in Applications View Moving around in list screens and entry screens Moving around in dialog boxes Moving around in menus Using the Command stroke Using the Command toolbar 4: Using full-screen writing Learning Graffiti 2 writing Writing Graffiti 2 characters Connectivity Using the status bar Rotating the screen Do’s and don’ts Do’s Don’ts Conserving battery power Related topics Chapter Opening applications Using Favorites View Using Applications View Switching between applications Using the 5-way navigator Moving around with the 5-way Moving around in Favorites View Using menus Finding information Related topics Chapter How can I enter information on my handheld? Entering information with Graffiti Writing in the input area

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54 55 59 60 61 62 63 64 66 68 68 69 70 71 72 73 74 75 76 78 78 80 84 84 89 94 95 99 102 102 104 106 111 111

     network requests synchronization the application ®

another Moving Info Between Your Handheld

Graffiti 2 alphabet Graffiti 2 numbers Graffiti 2 gestures Writing Graffiti 2 symbols and other special characters Graffiti 2 symbols and special characters Writing a Graffiti 2 ShortCut Graffiti 2 ShortCuts Using the onscreen keyboard Entering info from Contacts into Editing information Selecting information Copying and pasting information Deleting information Related topics 5: What information is synchronized? How to synchronize When would I use each method? Synchronizing with a cable or IR port Synchronizing with a cable Synchronizing using the IR port Synchronizing using wireless technology Synchronizing using Wi-Fi wireless technology Setting up a connection for Bluetooth Synchronizing using Bluetooth Wireless Technology Synchronizing by dialing in to a network Synchronizing by connecting to a computer on Customizing your synchronization settings Choosing how your computer responds to synch Setting synchronization options Choosing whether application information is updated Using Quick Install Chapter and Your Computer Why synchronize information? Installing applications to your handheld

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112 112 117 120 122 124 124 125 127 128 129 130 133 134 135 136 137 138 139 140 142 142 144 145 147 148 149 150 150 152 154 155 157

computer your Desktop software from

® Managing Your Contacts Managing Your Calendar

Using the Send To Handheld droplet Entering information with your computer Importing information from other applications Installing the additional software from the CD Checking space and version numbers Removing an application Removing an application from your handheld Removing Palm Restoring archived items on your computer Related topics 6: Adding a contact Entering additional contact information Selecting a contact field type Defining a custom field Selecting a contact as your business card Copying contact information into multiple contacts Deleting a contact Customizing the Contacts list Making a connection from a contact Using Quick Connect Customizing Quick Connect settings Using Tap-to-Connect Working with Contacts on your computer Related topics 7: Scheduling an event Scheduling an appointment Scheduling an event without a start time Scheduling a repeating event—standard interval Scheduling a repeating event—unusual interval Scheduling an event that is longer than a day Chapter Locating a contact on your list Chapter

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158 160 161 162 164 165 166 168 168 170 171 171 173 175 176 177 178 178 179 182 184 185 186 187 188 189 190 191 192 195 197 198 201 201

Your Microsoft Office Manager Your Photo and Video Organizer

Entering a location or a note for an event Scheduling an event with a time zone Color-coding your schedule Managing your color-codes Assigning a color code to an event Setting an alarm Rescheduling an event Deleting events Deleting a specific event Deleting all your old events Checking your schedule Viewing your appointments and tasks together Viewing your daily schedule Viewing your weekly schedule Viewing your monthly schedule Viewing a yearly calendar Finding events that overlap Customizing your calendar Customizing display options for your calendar Setting alarm and time options Working with Calendar on your computer Related topics 8: Related topics 9: Copying a photo or video Viewing a photo or video Viewing a slide show Rotating a photo Viewing and editing photo or video details Organizing photos and videos Organizing photos and videos into albums Chapter Creating and managing Office files Opening a file from within Documents Chapter

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203 205 206 206 208 209 210 ..211 212 213 213 214 221 224 224 226 227 229 230 230 231 232 233 234 235 236 237 239 241 242 243 243 244 245

Listening to Music Managing Your Tasks

Moving a photo or video within and between albums Sorting photos and videos Personalizing a photo Drawing on a photo Copying a photo or video Deleting a photo or video Sharing a photo or a video Sending a photo or video using Bluetooth wireless technology Related topics 10: Creating a playlist Playing songs from a playlist Editing a playlist Deleting a playlist Turning off the screen Setting background preferences Working with Rhapsody on your computer Related topics 11: Setting an alarm Scheduling a repeating task—standard interval Scheduling a repeating task—unusual interval Deleting a specific task Deleting all your completed tasks Chapter Benefits Using Rhapsody as your desktop music application Transferring music from a CD to your handheld Managing playlists Customizing your player Chapter Creating a task Organizing your tasks Marking a task as complete Deleting a task Customizing your Tasks list

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247 248 249 250 251 252 253 254 255 256 257 258 259 261 262 263 264 265 266 266 267 269 270 277 278 284 284 286 287 288 288 289

Wireless Connections technology?

®

Writing Memos Writing Notes in Note Pad Making Wi-Fi Wireless Connections Making Bluetooth

     12: 13: Choosing the pen and paper (background) colors Setting an alarm 14: Accessing email and the web with Wi-Fi technology Setting up a device-to-device Wi-Fi network Conserving battery power when using Wi-Fi technology Selecting Wi-Fi power-saving settings Related topics 15: What types of connections can I make? What is device discovery? Working with Tasks on your computer Related topics Chapter Creating a memo Viewing and editing a memo Moving a memo in your Memo list Deleting a memo Working with Memos on your computer Related topics Chapter Creating a note Viewing and editing a note Deleting a note Working with Note Pad on your computer Related topics Chapter What can I do with the built-in Wi-Fi wireless technology? What types of connections can I make? When would I use Wi-Fi or Bluetooth technology? Wi-Fi signal-strength indicator Setting up a Wi-Fi network connection Chapter What can I do with the built-in Bluetooth wireless

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290 291 296 298 300 303 303 304 305 ......306 307 308 308 309 310 311 312 313 315 318 321 326 329 330 331 331 332 333 334 335 337 337 339 340 341

Sending and Receiving Email Messages

     16: Using a corporate email account Connecting to a VPN Transferring settings from an existing account Setting up an account on your computer: Common providers Setting up an account on your computer: Other providers Entering advanced account settings on your computer Setting up an account on your handheld Setting advanced mail options on your handheld Testing your new account Editing an account Editing an account on your computer Editing an account on your handheld Deleting an account Adding ESMTP to an account Auto Sync with notification Scheduling Auto Sync Auto Sync notifications Setting alert options Viewing and using the Reminders screen Entering basic Bluetooth settings Setting up a Bluetooth phone connection Accessing email and the web with Bluetooth wireless technology Setting up a connection to a Bluetooth network Creating partnership with other devices Setting advanced Bluetooth features Storing recently found device names Allowing your handheld to wake up when it is turned off Related topics Chapter Upgrading an existing email account About email accounts Using an email provider VPNs Setting up an account Getting and reading messages

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342 342 343 343 346 347 348 350 351 352 353 354 354 355 355 356 356 357 359 361 362 362 363 364 366 366 367 369 370 371 372 373 375 377 379

application

®

message a

Auto Sync retries Resource issues with Auto Sync Inbox icons in the VersaMail Setting preferences for getting messages Reading email messages Adding or updating a contact directly from a message Sending an email message Entering an address using Smart Addressing Entering an address directly in the To field Entering an address using Contacts Attaching a personal signature Send retry Send retry notifications Modifying messages in the Outbox Outbox icons in the VersaMail applications Working with email folders Viewing another folder Customizing the appearance of the message list Moving messages between folders Creating and editing a mail folder Working with email messages Forwarding an email message Replying to an email message Setting reply preferences Working with URLs, email addresses, and phone numbers in Deleting a message Deleting old messages Emptying the trash Setting the trash to be emptied automatically Marking messages as read or unread Working with attachments Working with a downloaded attachment Downloading large attachments Attaching files to outgoing messages Attaching photos and videos

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381 382 384 386 387 388 390 391 392 392 393 393 393 394 394 395 396 396 399 402 403 405 405 406 408 409 409 410 411 412

menu Sending and Receiving Text Messages

computer

Advanced VersaMail application features Creating and using filters Turning a filter on and off Editing or deleting a filter Setting connection preferences Setting server preferences Changing email header details Synchronizing IMAP mail folders wirelessly Prerequisites for wireless IMAP folder synchronization Turning IMAP folder synchronization on or off Synchronizing handheld and mail server IMAP folders from the Options Working with root folders Using Secure Sockets Layer (SSL) Working with Microsoft Exchange ActiveSync What do I need to use Microsoft Exchange ActiveSync? How does a Microsoft Exchange ActiveSync email account differ from other accounts? Setting up a Microsoft Exchange ActiveSync account Setting up a Microsoft Exchange ActiveSync account on your Setting up an account on your handheld Setting advanced mail options on your handheld Getting email messages Sending messages Previewing attachments Working with meeting invitations Working with Calendar events Synchronizing Calendar events using Microsoft Exchange ActiveSync Updating Calendar events when you delete a Microsoft Exchange ActiveSync account 17: Creating and sending a text message Related topics Chapter

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415 417 418 420 421 422 422 423 424 425 426 426 426 427 429 429 430 431 432 434 434 435 436 437 438 438 440 441 441 443 444 446 447

Browsing the Web fields

     18: form Receiving and viewing a text message Editing a draft text message Setting advanced messaging features Related Topics Chapter Accessing a web page Accessing a web page using the action bar Accessing a web page using the address field Using a password to access a web page Finding information on a web page Quickly jumping to a page Following a link Returning to your home page or a page you recently visited Changing how you view a page Bookmarking your favorite pages Adding a bookmark Viewing a bookmarked or saved page Editing information about a bookmark or saved page Arranging the bookmark list Downloading files and pages Downloading a file Saving a web page Viewing a saved file Sending email by means of an Internet email account Changing your home and start pages Changing your home page Changing your start page Setting advanced browser options Speeding up web downloads Setting whether to automatically complete web addresses and Setting tap and drag behavior Allowing websites to remember personal information Clearing Cookies and cache memory

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449 451 452 453 454 454 455 456 457 457 458 459 460 461 462 462 464 465 466 466 466 467 468 469 470 471 472 473 475 475 application

®

Dialing Phone Numbers Sharing Information technology Managing Your Expenses

Setting preferences for using a proxy server Setting the JavaScript preference 19: Entering a number Redialing the most recently used number Dialing a number from the Call History List Adding a speed-dial entry Dialing a number using speed dial Editing a speed-dial entry 20: Sending information from within an application using Bluetooth Sending a category using Bluetooth technology Sending an application using Bluetooth technology Using the Send command with the VersaMail Using the Send command with SMS Beaming information from within an application Beaming a category Beaming an application 21: Customizing the currency pick list Related topics Chapter from Your Handheld Dialing a number Using speed dial Related topics Chapter Using the Send command Beaming Other ways of sharing information Related topics Chapter Adding an expense Choosing currency options

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476 477 478 478 480 481 482 483 484 485 486 487 488 489 490 491 492 492 493 493 494 495 497 498 499 500 502 503 503 505 506 508 511

Performing Calculations Keeping Your Information Private

Presetting the currency symbol Creating a currency symbol Deleting expenses Deleting an individual expense Deleting an entire category of expenses Customizing the expense list Working with Expense on your computer Related topics 22: Viewing recent calculations Accessing a different calculator 23: Marking information as private Setting the level of privacy Hiding or masking private entries Viewing an entry that is masked Using a password Creating a password Changing a password Deleting a password Deleting a forgotten password Locking your handheld Locking your handheld automatically Locking your handheld manually Using Quick Unlock Creating a Quick Unlock combination Deleting your Quick Unlock combination Encrypting your information Chapter Calculator buttons Related topics Chapter Choosing a security level Limiting the number of password attempts Related topics

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512 513 514 515 516 516 518 519 520 521 522 522 523 525 526 526 528 529 530 531 532 533 534 534 535 537 539 539 541 542 543 544 546 546

applications

Using Categories to Organize Information Managing Clock Settings Customizing Your Handheld

24: Placing an entry in a category Placing an application in a category 25: Setting the date and time for the primary location Modifying the locations list Adding new locations Deleting a location Setting the alarm clock Responding to the alarm clock Changing the clock display Related topics 26: Changing the background photo in Favorites View Changing entries in Favorites Changing the screen fonts Adjusting the brightness Changing screen colors Changing handedness orientation of the screen Selecting a location Chapter Adding a category Renaming a category Deleting a category Placing information in a category Viewing information by category Related topics Chapter Checking the current date and time Setting the primary location Choosing secondary locations for other time zones Chapter Customizing Favorites View Customizing Applications View Making the screen easier to read Assigning a button to your frequently used Setting the date and time

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548 550 552 552 553 555 556 557 558 559 560 560 561 562 563 565 569 570 570 573 574 576 577 580 581 582 583 584 585 586 587 587 588 589 590

2 strokes

® Expanding Your Handheld

Resetting the date and time Selecting formats for dates, times, and numbers Customizing the way you enter information Customizing the input area Customizing Graffiti Setting up a ShortCut Changing a ShortCut Correcting problems with tapping Selecting sound settings Entering your owner information Conserving battery power Preventing your handheld from turning on by accident Selecting power-saving settings Connecting your handheld to other handhelds Changing the preset connection settings Creating your own connection settings Connecting your handheld to a mobile phone Customizing network settings Setting up a service profile Connecting to your service Adding details to a service profile Deleting a service profile Creating a login script Adding plug-in applications Setting up a VPN Setting up a VPN account on your handheld Establishing a VPN connection Ending a VPN connection Related topics 27: What type of expansion cards can I use? Removing an expansion card Inserting an expansion card Opening an application on an expansion card Chapter How can expansion cards help me?

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591 592 593 594 595 596 597 597 597 598 598 598 600 602 604 605 605 607 610 611 613 619 620 620 620 621 622 622 624 626 627 629

Maintaining Your Handheld Common Questions application

® ™

     28: Handheld do’s Handheld don’ts Resetting your handheld Doing a soft reset Doing a hard reset Restoring your information after a hard reset Related topics 29: The VersaMail Opening files on an expansion card Viewing card information Renaming a card Copying applications to an expansion card Removing all information from a card Related topics Chapter Handheld do’s and don’ts Chapter Setup Handheld Moving around Entering information Synchronizing Calendar Memos Note Pad Media Pocket Tunes Tasks Connecting wirelessly Privacy Sharing Problems with incompatible applications

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632 632 633 634 634 636 636 637 638 639 639 639 641

Getting Help

30: Canadian Wireless Regulatory Notice CE Declaration of Conformity Battery Warning Intrinsic Safety Warning Wireless Notices—Usage Cautions Static Electricity, ESD, and Your Palm® Handheld Chapter Self-help resources Technical support Product Regulatory Information FCC Statement Industry Canada Index

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:

®

Reader

This guide tells you everything you need to know to start using your handheld— only useful, but fun. ®

About This Guide from the things you’ll do every day, to the things that make your handheld not Tips for viewing this guide Here are some helpful tips for making it easier to read and find information in this guide as you view it in Adobe

To magnify the page, click the magnifying glass •

or magnifying glass) over the page, and click repeatedly. Click Previous View (

depending

on your version of Reader) to return to the original view.

•      you guide. before the on of were section you that page to the directly to go return to to Index guide, or the in Contents page of a to Table go the and in link entry a an click you Click If •
  

or clicked the link, click Previous View (

depending on your version of Reader).

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What’s in this guide? The info in this guide includes step-by-step instructions, links to cross-references, and sidebars. Step-by-step instructions Here you’ll find how-to information. Look for these cues in instructions:

Continued Done

Cue that means the procedure continues on the next page. Cue that signals the end of the procedure. You’re done. A step that you must follow; otherwise, you could experience an error or even lose information. A step you might find useful. Information that applies only in certain cases or that tells more about a procedure step. A procedure or text that applies to one platform only. In most cases, if you see one heading, check the following or preceding sections for the other. Sometimes there is no Mac counterpart for a Windows procedure or text; this feature is not available to Mac users.

IMPORTANT OPTIONAL

] NOTE

! [ & ] WINDOWS ONLY MAC ONLY Links

[

list on the first page of each chapter contains

     In this chapter other sections of this guide. The Links appear as underlined words throughout this guide. Links in body text or sidebars take you to links that send you to a specific section.

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Things you must complete before you can do the steps described in a procedure or group procedures.

Before You Begin of Tip A suggestion on how to use a feature more fully; a shortcut; a pointer to a related feature.

]

Sidebars !

[

on the web where you can learn about more things you can do with

User Guide

Did You Know? An interesting fact about the topic being described; may include a link to more information. Key Term A technical term related to the topic being described. The term may appear in this guide or only on your handheld. User Guide A pointer to the an application or feature. Tips & Tricks A pointer to a website where you can share info with other handheld users and learn the latest tips, tricks, and more. Support A pointer to the web where you can find help if you experience problems with the features discussed in the chapter or with your handheld.

»

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     Computer Your and Handheld Setting Up Your

     time and computer your your application first up handheld your your box? the another profiles to the for and your requirements software topics in Connecting Setting Installing user

1: 2: 3:

What’s software Synchronizing handheld desktop Using

In this chapter System Step charging Step handheld Step Switching Related

T|X handheld. You’re add

Congratulations on the purchase of ® about to discover so many things about your handheld that will help you better manage your life and have fun, too. As you become more familiar with personalize the settings and applications to make it uniquely yours. While you’re likely to get years of and running. your new Palm your handheld, you’ll probably enjoyment from your handheld, it takes only four easy steps to get up

Benefits

• away use right your optimal handheld between computer for your handheld your link and using a your up Start Establish handheld Set
  • •
  

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1

»

Desktop The software

® software that lets you enter, update, review, and synchronize information on your computer.

Key Term Palm

What’s in the box?

     Desktop software and other applications you need to set up Desktop software, your desktop computer must meet these ® and use your handheld. To use Palm System requirements The installation CD contains Palm requirements: WINDOWS ONLY

• systems: operating software) software) Desktop Desktop following Palm Palm the of install install one to to and rights rights recommended) later, (64MB or administrator administrator RAM processor later II or available (requires (requires 5.0 Pentium 2000 (MB) XP a Explorer with megabyte PC Windows Windows A • Internet 32
  • • •
  

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•      handheld your with came that CD the from software handheld) Desktop your Palm space with disk installing hard port USB (included for available cable drive available sync DVD or 170MB One USB CD
  • • •
  

MAC ONLY

•      software) handheld Desktop your with Palm came install that to CD rights better the or from 600 processor X software administrator 800 PowerPC of handheld) Desktop a (requires your with 10.4 resolution Palm space with or screen disk installing compatible 10.2.8 hard port (included for or version RAM supports USB drive that cable computer X, total available sync DVD
  OS available
       190MB Monitor or Mac Mac 128MB One USB CD
  • • • • • • •
  

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If you’re upgrading from another Palm Powered™ device, synchronize your old handheld with your old desktop software. On a laptop computer, the USB port may be located on the side. After the initial charge, charge your handheld least half an hour day.

Before You Begin Tip Tip at every

]

!

[

Step 1: Connecting and charging your handheld

0

Done

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wireless technology and infrared (IR) functionality are turned off when you see

® The memory on your handheld is designed to store your information even if the battery

What you should know about your handheld’s battery While your handheld is charging, take a minute to learn about the battery: Whenever you see an alert on the screen warning you that the battery is low, recharge your handheld. Also recharge your handheld if it doesn’t turn on when you press the power button. So that your battery doesn’t drain completely, your handheld’s Wi-Fi functionality and expansion card slot functionality are automatically turned off when you see a “Low battery” warning message, and the Bluetooth a “Critically low battery” warning message. NOTE becomes drained to the point that you cannot turn on your handheld. When you recharge your handheld, all your existing information should appear. Conserve battery life by doing any of the following:

•      or hour one to use. interval in not time . when the accident set by on functionality messages,
       Fi turning -use. Wi email from in and . not retrieve slot handheld when card
  . promptly.
       . your technology setting playback alerts automatically expansion brightness off wireless to
  - prevent video cancel the
       Sync of screen Auto to or or to Bluetooth use the the music Auto
       Keylock off using often. Adjust Reduce Use Stop Respond Turn If less Minimize
  • • • • • • •
  

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Before You Begin Be sure to fully charge your handheld, as described in the preceding procedure. Tip After you set up your handheld, review the Quick Tour on your handheld and take the tutorial on the CD to learn the basics.

]

!

[

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Desktop if they want to new Palm rofile

Did You Know? first. When you install software, all of your information transfers software. Did You Know? p install the same set of information on several handhelds.

When you upgrade, there’s no need to delete the old desktop software the automatically to the new IT managers can set up a

Done

     handheld if it is not already connected. See next page. During installation, you’re asked to connect your computer to your

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your . update applications

     Inc. party synchronization, select the username of the handheld you want to synchronize, and click OK. Third-party application A software program that runs on a Palm Powered device, but is not created or supported by Palm, If you have problems with your new handheld after you synchronize, you may need to -Tip If the Select User dialog box appears during Key Term Tip third

for the first time. Synchronizing simply means that any information you enter Be sure to synchronize the info in your handheld’s program memory at least synchronize IMPORTANT

     ] Synchronizing your handheld and your computer During installation, you connect your handheld to your computer if it is not already connected, and you in one place (your handheld or computer) is automatically updated in the other. ! once a day so that you always have an up-to-date backup copy of this info on your computer.

[

»

0

1

Connect your OPTIONAL handheld to your computer:

[ & ]

Continued

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Did You Know? cable. The USB

You can charge your handheld using your USB cable must be directly connected to your computer or an externally-powered (not bus-powered) USB hub.

Press the power button to turn on your handheld if it is not OPTIONAL already on.

[ & ]

Done

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Desktop

Before You Begin You must have completed CD installation and chosen Palm software as your desktop application for synchronization in order to switch to Outlook. Note that you can choose Outlook as your synchronization software for Contacts, Calendar, Tasks, and Memos during CD installation.

]

!

[

      application to synchronize with Outlook. Other info, Desktop software. Desktop software at that time. But if Microsoft Outlook already Desktop software. If you choose to synchronize the info on your handheld with Outlook, info in Contacts, ® Switching to another desktop software application WINDOWS ONLY During installation, you chose a desktop software application to synchronize with your handheld. You may have chosen Palm contains all of your contacts, appointments, tasks, and notes, you can change your synchronization method so that your handheld synchronizes with Outlook instead. You can also change from Outlook to Palm NOTE Calendar, Tasks, and Memos is synchronized with info in Contacts, Calendar, Tasks, and Notes in Outlook. You can also set up the VersaMail such as photos and notes, is synchronized with Palm

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. reset

Only IT managers may need to use user profiles for their company. If you are

     Handhelds that are synchronized with a user profile must be either new handhelds hard IMPORTANT an IT manager, you can skip this section. can create a user profile that contains this information, and then install the user profile onto have never been synchronized or handhelds that have had their usernames and information ] unique username. NOTE ! that removed by a Using user profiles [ not Suppose your sales organization wants to distribute two dozen handhelds and you want the handhelds to have a common company phone list, set of memos, and set of key applications. You the handhelds before distributing the handhelds to your employees. A user profile does not individualize a handheld with a unique username and user-specific information. When the new user synchronizes for the first time, he or she gives the handheld a

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to importing

Tip Save time by quickly add information to a profile.

Creating a user profile WINDOWS ONLY

0

Done

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Synchronizing with a user profile WINDOWS ONLY

0

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Done

Desktop software prompts you to assign a username to the handheld. The next time you synchronize that handheld, Palm

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Done

Desktop software prompts you to assign a username to the handheld. The next time you synchronize that handheld, Palm

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     . . com/support com/myT|X

     . . palm palm tips, software, accessories, and more, visit . If you’re having problems with setup or anything else on your handheld, go to .

Tips & Tricks Make your handheld uniquely yours. For great www Support www

Related topics Click a link below to learn about these related topics:

Info

Moving

• Microsoft handheld or your specific a software on information for
  Desktop technology information accidentally CD on Palm synchronize the handheld with Bluetooth to synchronize handheld from turning your using network to your setting from not from display handheld to software information computer wirelessly or your company’s screen Auto-off handheld your whether the additional applications application the your on your applications Synchronizing Outlook Synchronizing Using Choosing application Adding Installing Deleting Viewing Adjusting Reducing Keeping
  • • • • • • • • • •
  

Answers to frequently asked questions about setup

Customizing

Questions

Common

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Getting to Know Your Handheld

have?

     I bar do handheld? screen my status the don’ts topics on software the and

In this chapter What’s What Using Rotating Do’s Related

Like a good personal assistant, your handheld helps you keep track of your schedule, your business and personal contacts, your to-do list, even your Microsoft Office and multimedia files. Stay productive by carrying more of your important files and documents. Get connected with wireless access to email, text messages, and the web. View digital photo and video albums and listen to your favorite music (expansion card, sold separately, required for Mac users to listen to music on their handheld.) And don’t worry about losing your information— even if the battery drains completely, the information stays in your handheld’s memory. Simply recharge to access it again.

Benefits

•      it important with organized information wireless work your stay with and of and important touch more go time light lose the in Carry information, on Save Travel Never Stay connectivity
  • • • •
  

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     The Favorites application offers multiple pages of favorites. Pressing Home once opens the first page of Favorites; use the buttons in the upper-right corner of the Favorites screen to go to the pages. Tip other

What’s on my handheld?

Screen

     screen is touch-sensitive. Displays the applications and information on your handheld. The

on the 2 input area by tapping the Input icon

®

Display the Graffiti

or the writing

2

Graffiti

. Use the input area to enter info with . keyboard bar items you want to quickly access. Favorites View can include status onscreen Press once to open Favorites View, which lets you create a list of the applications and links to the web. Press twice to open Applications View, where you can see all of the applications on your handheld.

Home quick button

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5-way navigator

Lets you move around and display info on the screen. Press Up, Down, Left, or Right to highlight different items, and press Center to select the highlighted item.

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Did You Know? Beaming lets you quickly share appointments, addresses, phone numbers, files, photos, and more.

     slot Expansion card IR port

      on (if active). . Beams information between handhelds and other Keylock add memory, applications, and accessories to your handheld. infrared port devices that have an IR port. Beaming uses infrared technology to send information between two IR ports that are within a few feet of each other. Lets you enter information on your handheld. To use the stylus, slide it out of the slot and hold it as you would a pen or pencil. Lets you connect standard 3.5 mm headphones (sold separately) to your handheld so you can listen to music and other audio applications. Turns your handheld on or off and lets you turn quick buttons or tap any icons.

Lets you insert an expansion card (sold separately) to back up info and Short for When Keylock is on, your handheld does not respond when you press the

Stylus Headphone jack Power button

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Multi- connector

to wirelessly access network

Fi

. so you can dial phone numbers -

     Wi technology wireless

Enables your handheld to connect with other devices (sold separately) Bluetooth

Lets you connect the sync cable (included) or a cradle (sold separately) to your computer or connect the AC charger to an electric outlet. Connect the sync cable when you want to synchronize, or exchange, information. Connect the AC charger to keep your handheld’s battery charged. Lets you listen to alarms, game and system sounds, and music. that use directly from Contacts, send and receive email and text messages, browse the web, and more. Enables your handheld to connect to a email, browse the web, and synchronize. Resets your handheld if it freezes (stops responding). To do a soft reset, use the tip of the stylus to gently press the reset button inside the hole on the back panel of your handheld.

     ® radio (internal) Wi-Fi radio Speaker Bluetooth (internal) Reset button

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Guide

User the web for complete

Tip Check the on instructions on how to use many of the applications included with your handheld.

What software do I have? Your handheld comes with many applications preinstalled and ready to use. In addition, the software installation CD that came with your handheld includes desktop software for your computer and additional software for your handheld. When you set up your handheld you can install some (or all) of these applications. You can install any of the applications at any time after you set up your handheld, as well. Personal information These applications let you organize your contacts, calendar events, and more, as well as keep information updated between your handheld and your computer. They are already installed on your handheld.

0

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and select All from the status area

     Can’t find an application on your handheld? First tap the Home icon in the your handheld (except application there, may need to install from the CD. Tip input from the category pick list in the upper-right corner to view all applications on the wireless applications, Wi-Fi and Bluetooth, which you need to access bar). If you don’t see the you it

Productivity These applications let you carry your office with you, so you can work with crucial information on the go. They may already be installed on your handheld, or you may need to install them from the CD.

0 Documents

     can save in Word or Excel format. View and manage PowerPoint files. View and edit Microsoft Word and Excel files, and create compatible files that you

Do basic math calculations such as splitting restaurant bills and figuring tips.

Calculator

® ® for Palm OS Adobe Reader

View PDF-compatible files that are tailored to fit your handheld’s screen.

Multimedia and entertainment Here is the software that lets you relax and have fun. These applications may already be installed on your handheld, or you may need to install them from the CD.

0 Media

View and organize photos and videos.

Carry music, create playlists, and listen to music on your handheld. This application works with the Rhapsody desktop application that you can install from the CD.(Windows only; download required forRhapsody). Both Mac and Windows users can use Pocket Tunes on the handheld. (Expansion card, sold separately, required for Mac users to listen to music on their handheld.)

Pocket Tunes™

Handmark Solitaire Power by Hand eReader

     want, where you want. Enjoy hours of entertainment with this solitaire game. Purchase and download eBooks from the web so you can read them when you

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On the to your device. Double-click the icon.

     To install extra software into your CD drive, following: Windows screen, click Add software Essential Software folder Tip from the CD, insert the CD and then do one of the Discover your device Mac

Listen to newspapers, audio books, public radio, and more. (Windows only; download requires Internet connection; additional fees may apply.)

AudiblePlayer Connectivity These applications let you stay connected by browsing the web, checking your email, and more. They may already be installed on your handheld, or you may need to install them from the CD.

. bar status

Set up wireless connections to a Wi-Fi network for sending and receiving information. Access these controls from the

0 Wi-Fi controls

®

Bluetooth controls VersaMail Web SMS WiFile™ Dialer

. bar status Send, receive, and manage email messages wirelessly using your handheld’s wireless capabilities or by synchronizing with your Windows computer. Browse your favorite websites using your handheld’s wireless capabilities. Send and receive short text (SMS) messages using your handheld’s Bluetooth wireless capabilities to connect to a compatible mobile phone. Access your wireless network so that you can download pictures, documents, and more that are located in shared folders on a networked computer.

Set up wireless connections to a mobile phone, network, or computer for sending and receiving information. Access these controls from the Dial phone numbers directly from your handheld.

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Tip After you install an application and discover how valuable it is, be sure to add it to Favorites. Tip Use the Enterprise Software link to check for new software available from the Palm enterprise website.

Customization These applications let you customize your handheld to make it uniquely yours. They may already be installed on your handheld, or you may need to install them from the CD.

View information about an expansion card seated in the expansion card slot.

Card Info

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     Tasks, Tasks, Technology Calendar, Calendar, Did You Know? During CD installation, you can choose to synchronize the info in Contacts, and Memos on your handheld with info in Contacts, and Notes in Microsoft Outlook on your only). Other applications are still synchronized with Palm Desktop software. ® computer (Windows Key Term HotSync that allows you to synchronize the information on your handheld with the information on your computer.

Desktop The desktop software lets you use your computer to create and manage info for applications on your handheld. Install this software from the CD.

View, enter, manage, and back up info for Calendar, Contacts, Tasks, Media, Memos, and Expense on your computer. (Expense and Media are Windows only.) You can also view, manage, and back up info for Desktop software is installed Note Pad. When you synchronize your handheld with your computer, this info is updated in both places. Palm automatically during the initial CD installation process.

Desktop software

®

Palm

manager software, which allows you

®

Desktop includes HotSync to customize the settings for synchronization. You can access HotSync manager by selecting its icon in the task bar at the bottom of your computer screen. HotSync manager Palm

»

Quick Install (Windows only) Send To Handheld droplet (Mac only)

Install applications and transfer files from your Windows computer to your handheld or to an expansion card (sold separately) that is seated in the expansion card slot. Quick Install is installed automatically during the initial CD installation process. Install applications and transfer files from your Mac computer to your handheld or to an expansion card (sold separately) that is seated in the expansion card slot. The Send To Handheld droplet is installed automatically during the initial CD installation process. well as create and edit files.

Companion desktop software for the Documents application on your handheld. Lets you transfer Microsoft Word, Excel, and PowerPoint files to your handheld, as

®

Documents To Go

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      by App menu. Select list next to the Did You Know? a category when you Applications pick Some applications are automatically assigned to install them. Assign any application to a category in selecting Category in the the application’s name, and then select a category.

Rhapsody (Windows only) Windows Media Player link/Direct X link (Windows only) Pocket Tunes plug-in (Windows only)

     We recommend that you use the links to download the the components needed to prepare videos for playback expansion card (sold separately), and copy music from your CDs your computer. This is the desktop companion for the Pocket Tunes NOTE

Transfer MP3 music files from your computer to your handheld or to an to application on your handheld. (Download requires Internet connection.) Work with the Media desktop application. These applications are required for Media to prepare videos for playback on your handheld. (Download requires Internet connection.) current versions of Windows Media Player and Direct X, even if you already have Windows Media Player on your computer. These versions contain all of on your handheld. Works with Rhapsody to convert music files to a format that you can carry on your handheld so that you can play them using the Pocket Tunes application on your handheld. (Rhapsody download requires Internet connection.) The plug-in installs automatically during the initial CD installation process. It is included on the CD in case you should ever need to manually reinstall it.

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     a locate specific items information on your example,

Tip Use the Find dialog box to of handheld—for name or a phone number. Did You Know? The System info icon shows the current time on the status bar. Tip The Wi-Fi controls signal- strength bars show an exclamation point (!) if Wi-Fi functionality is turned on but you are not connected to a network.

Using the status bar The status bar at the bottom of the handheld screen gives you access to valuable tools and is accessible in all views.

0 Find Menu System info Alert Bluetooth controls

     . . screen box dialog box, where Bluetooth functionality can for the current screen. dialog menus Reminders Bluetooth

Find the open

Tap to open the Tap to Tap to open the system information dialog box. The dialog box shows the date and time, available memory, and battery level, and allows you to turn system sounds on and off and to adjust screen brightness. Tap to display the Tap to display the be turned on and off and you can connect to another Bluetooth device. The icon changes from gray to white when Bluetooth functionality is turned on.

dialog box, where you can make a wireless

Fi

-

Wi

Tap to display the connection to a Wi-Fi network. The icon displays “Wi-Fi” if Wi-Fi functionality is turned off and signal-strength bars if it is turned on.

Wi-Fi controls

Full-screen writing

2

®

on and off. When on, you can write Graffiti writing screen

-full

Tap to turn characters anywhere onscreen.

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-left or .

-right rotation

Did You Know?

You can customize which way the screen rotates in landscape mode by choosing handed

Screen rotation Input

. Tap and hold to area

. input view portrait and landscape Tap to switch between showing and hiding the Tap to switch between display the input area selection menu.

Rotating the screen

on the You can switch between landscape and portrait views by tapping Screen rotation

bar. Landscape view is useful for viewing spreadsheets, email, web pages, and photos. status

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Do’s and don’ts To protect your handheld from damage and ensure reliable performance, follow these guidelines. Do’s

•      jack. any computer. objects. cloth to soft your sharp a headphone handheld on other use your or dirty). dirty, information clips, it becomes handheld’s connect paper make your you handheld. could screen in before important pencils, the your that of pens, your If solution. separately) else cloth. buildup copy charge (sold to anything damp electricity backup screen—no (or soft, a the charger a window-cleaning . dust headphones static tap AC use maintain of any to charged free diluted stereo of to stylus supplied cleaning, a rid often battery with get the the screen 3.5mm accessory. to only only the the general only sure or Use Use Keep Keep For moistened Use Be cable Synchronize
  • • • • • • •
  

Do not open your handheld for any reason. There are no user- inside. IMPORTANT parts

]

Don’ts ! serviceable

[

•      mistake. by handheld. it on your sit location. to might damp impact you a in strong pocket; it leave a back cause don’t your wet; in otherwise get or handheld handheld bang, your your drop, carry let not not not Do Do Do
  • •
  

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Tip Be sure to charge your handheld for a full three hours if it does not turn on when you press the power button.

• near airplane. it an placing sunlight. in direct you’re including in unless window a altitudes, by temperatures, it high cold setting or hot or extremely car, at very a to of trunk handheld handheld the your in your it use expose leaving or carry not heater, not Do a Do •
  

     The memory on your handheld is designed to store your information even if the battery recharge your handheld if it doesn’t turn on when you press the power button.

If you see an alert on the screen warning you that the battery is low, recharge your handheld. NOTE becomes drained to the point that you cannot turn on your handheld. When you recharge your handheld, all of your existing information reappears. Conserve battery life by doing any of the following:

Conserving battery power Also

•      use in not accident when by on functionality
       Fi turning -use Wi from in and not handheld when promptly technology slot brightness setting your playback alerts wireless expansion off
       - prevent video cancel the of screen Auto to or or to Bluetooth use the the music
  Keylock off
  Adjust Reduce Use Stop Respond Turn Minimize
  • • • • • •
  

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33

Moving Around in Applications

navigator way

-

     5 applications information topics the menus

In this chapter Opening Using Using Finding Related

Have you ever been to a new city and ® application controls. So once you learn felt a bit lost until you figured out that the numbered streets run north/south and the avenues run east/west? Learning to move around on your handheld is similar. Most Palm OS applications use the same set of how to use these standard controls, you’ll be driving all over town and you won’t even need a map.

Benefits

•      one quickly menus with navigator application with any applications applications 5-way in features in the feature open extra information Find and around using the Find Access Move hand, Locate with
  • • •
  

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favorite background a the use as

Did You Know? for Favorites or Applications View.

Tip Press Home once to open Favorites; press Home twice to open Applications. Switch between Favorites and Applications by pressing Home. You can photo Tip Press and hold the Home button to see a list of recently used applications.

to contain any items you want. list the

, which you need to access from the status bar. customize

     ® Favorites by default, but you can Opening applications Your handheld lets you display two views to quickly see and open the applications you use most. Favorites lets you create a list of the items you want to quickly access, while Applications lets you access all of the applications on your handheld—except the wireless applications, Wi-Fi and Bluetooth Using Favorites View Favorites View can include applications and links to the web. Certain items are included in

and select an item from the list. Use the 5-way favorites. To access an item from Favorites, press Home navigator or select the numbers in the upper-right corner of the screen to move to another page of

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on the buttons . area quick front of your handheld or tapping the icons in the

Tip You can open individual applications by pressing the input Tip Press Center on the 5-way to scroll through application categories.

and are available on any bar status

Using Applications View The Applications View lets you access all of the applications on your handheld, except the wireless applications, Wi-Fi and Bluetooth, which you access from the screen. Use the category pick list in the upper-right corner of the screen to view applications by category or to view all applications.

twice and select an icon. To access an item from Applications, press Home

pick list Category

Switching between applications

and select an icon from or Applications, or press a quick button. Your handheld automatically saves your work in You can switch between applications at any time. Just press Home Favorites the current application and switches to the other application.

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only does screen

Tip In landscape view, not orientation change, but so does the orientation of the 5-way. For example, in right-handed landscape view, what was Up in portrait view becomes Right in landscape view. Tip A few onscreen elements of your handheld can only be activated by tapping them with your stylus, for example, icons in the input area and on the status bar.

.

     5-way does various things based on which type of screen you’re viewing, and which item Center the screen is highlighted. To use the 5-way, press Up, Down, Left, Right, or Using the 5-way navigator The 5-way navigator lets you access information quickly with one hand and without the stylus. The on

Portrait view

Right-handed landscape view

On most screens, one item—a button, a list entry, or an entire screen—is highlighted by default. The highlight identifies what element will be affected by your next action. Use the 5-way to move the highlight from one item to another onscreen. Moving around with the 5-way On most screens, one item—a button, a list entry, or an entire screen—is highlighted by default. The highlight identifies what element will be affected by your next action. On any screen, only one item can be highlighted at a time. Use the 5-way to move the highlight from one item to another onscreen.

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      and the area input view icons in the lower- left corner of the Calendar Tip When an entire screen is highlighted, only the top and bottom borders acquire the glow; the right and left borders do not show the highlight. Tip A few onscreen elements of your handheld can only be activated by tapping them with your stylus, for example, icons in the screen.

      Individual applications may contain application-specific elements that can also be The highlight can take one of three forms, depending on what is highlighted: NOTE highlighted by the 5-way, for example, the Quick Connect icon in a contact.

This highlights elements of the This highlights an entry on a list The blinking cursor tells you you can enter text at that point. Border glow user interface like command buttons, pick lists, and arrows. Reverse type (white text on a dark background) screen or a phone number, email address, or web link on a web page or in a message. Blinking cursor that

Button highlighted with border glow

Contact list entry highlighted with reverse type

Blinking cursor

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. writing

2

     In Applications View, to highlight without making Graffiti® Tip remove the selection a selection, scroll to the first icon (in the upper-left corner) and then press Left on the 5-way, or enter the Backspace character using

Scrolls to the next favorite in the corresponding direction.

Moving around in Favorites View Up or Down

Right or Left Center

Displays the next or previous page of favorites. Opens the selected item.

Scrolls up or down in Applications View.

Moving around in Applications View Up or Down

Right or Left Center

     Scrolls to the next Scrolls to the next or previous application Inserts the highlight. When the selection highlight is present: item in the corresponding direction. Opens the selected item. category. Up, Down, Right, or Left Center

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for general tips; as you become familiar way

-

5 the with around

Moving around in list screens and entry screens In list screens, use the 5-way to select and move between entries such as notes, memos, contacts, or photos. In individual entry screens—such as a single photo or email message—use the 5-way to moving Moving around in dialog boxes Dialog boxes appear when you select a button or option that requires you to provide additional information. In dialog boxes, use the 5-way to select a button or to make a selection from items move among the items on the screen or to move to another entry. The behavior of the 5-way for list screens and entry screens varies according to application. Follow the guidelines for with each application, learning the specific behavior of the 5-way is easy. such as boxes and pick lists.

Up, Down, Right, or Left Center

Highlights the next item in the dialog box (pick list, box, button) in the corresponding direction.

•      the or Opens open: Checks list: is box: list pick pick a a on box. on a is the is When highlight highlight list. If unchecks If pick •
  

Scrolls to the previous Selects the highlighted entry. next entry. Center Up or Down or

Button with highlight

Box

or Yes may Read dialog boxes carefully. Selecting a button such as OK action or delete information. IMPORTANT an

]

! cancel

[

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you can use the 5-way to move between menus and to select menus the open items:

Moving around in menus After you menu

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the use to select menus way

     You can also open the title in the upper-left corner of the screen. open, you can - and menu items. Tip handheld menus by tapping the application Tip When the menus are 5

Using menus Menus let you access additional features and settings. They are easy to use, and once you master them in one application, you know how to use them in all your applications.

0

. application an

Open

on the status bar. Tap Menu

Application title

.

Menu Menu item

Done

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Tip Command mode is active for just a few seconds, so write the menu shortcut or tap an icon on the Command toolbar quickly.

area input . You do not have to open a menu to 2 Command stroke on the left side of the p

® , and then write the shortcut letter. For example, to select Paste from the Edit screen computers. The menu shortcut appears to the right of the menu item. full the Command stroke.

Using the Command stroke Most menu items also have a menu shortcut, which is similar to the keyboard shortcuts used on To use a menu shortcut, first write the Graffiti or the menu, write the Command stroke, followed by the letter use

Command stroke

Menu items

Menu shortcuts

When you write the Command stroke, the Command toolbar appears. See the next be Beam, Undo, and Delete. then tap an icon to select its command. NOTE section for info on using the Command toolbar. The Command toolbar displays different icons based on the active screen. For example, if you To use the Command toolbar, write the Command stroke to display the Command toolbar, Using the Command toolbar have text selected, the icons might be Cut, Copy, and Paste. If no text is selected, the icons might and

Command stroke

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application before you tap Find, the selected text automatically appears the Find dialog box.

Tip If you select text in an in Tip Open an application before you tap Find to display results from that application at the top of the results list. Tip Want to stop searching? Select Stop at any time during a search. To continue the search, select Find More.

     Calendar. Finding information You can use Find to locate any word or phrase in applications, such as Media, SMS, Contacts, Documents, or Find locates any words that begin with the text you enter and is not case-sensitive. For example, searching for “plane” finds “planet” but not “airplane.” Searching for “bell” also finds “Bell.”

on the status bar. Tap Find

Enter the text that you want to find, and then select OK.

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     . . com/support com/myT|X

     . . palm palm uniquely yours. For great . If you’re having problems with your handheld, go to .

Tips & Tricks Make your handheld tips, software, accessories, and more, visit www Support www

Related topics Click a link below to learn about these related topics:

Handheld

Your

•      additional controls the and application handheld onscreen your and handheld on area your software input on built-in the controls CD with the the the on familiar Locating Discovering software Getting
  • •
  

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Customizing

• views Favorites and Applications format for list in background View the as Applications photo a Using Displaying •
  

Caring for your handheld

Maintaining

Common Questions

Answers to frequently asked questions about using your handheld and its applications

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Entering Information on Your Handheld

with keyboard

      Contacts information from application enter writing onscreen

I information 2 info information topics handheld? ® the can my another

In this chapter How Entering Graffiti Using into Editing Related

on Entering

Whether you’re scheduling a meeting with your daughter’s teacher or adding a new restaurant to your Contacts list, you need to get that information into your handheld. There are several ways to do this. You may find that you prefer one method if you’re entering a small amount of information, while another works best for large amounts. Choose the one that fits your situation.

•      best information works important that method situation enter the Choose your Quickly for •
  

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Tip A blinking cursor on your handheld screen indicates where the information you enter will appear. Tap or use the 5- way to move the cursor to the location you want. In most cases, if you do not see a blinking cursor, you cannot enter information on that screen.

How can I enter information on my handheld? There are several ways to enter information directly on your handheld. The most popular methods are using Graffiti 2 writing or using the onscreen keyboard. The following are some of the ways to enter information:

• the click and com/myT|X
  . palm
       . www visit separately; (sold writing keyboard keyboard link)
  2 Lookup onscreen Pad accessory Graffiti® The Phone Note An Accessories
  • • • •
  

technology the with wireless work and

Bluetooth®

move 2 writing

. Or you can send and receive information ® computer your

or your handheld’s built-in and beaming handheld your between .

You can also enter information on your computer and capabilities

Fi

-

NOTE i information from other handhelds, using W Entering information with Graffiti You can enter info directly on your handheld with Graffiti 2 writing. Graffiti 2 writing includes any character you can type on a standard keyboard. Entering these characters on your handheld is very similar to the way you naturally write letters, numbers, and symbols. But instead of using a pen and paper, you use the stylus and the input area on your handheld. With only a few minutes of practice, you can learn to use Graffiti 2 writing. Writing in the input area You can write Graffiti 2 characters in the input area, or you can turn on full-screen writing and use the entire screen to enter characters. or

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     the in onscreen .

     . You can choose whether characters area Tip Select the top icon to open the keyboard Tip the Graffiti 2 strokes you enter appear as white input

      on the status bar, and then select Your handheld has two different layouts—classic and wide—for the input area that you can use to enter Graffiti 2 characters. To open them, tap and hold Input the icon of the input area you want.

Wide

Select middle icon

Select bottom icon

Numbers

Uppercase letters

Lowercase letters Classic

Numbers

Uppercase letters straddling line

Lowercase letters you write characters in the wrong area, they are not recognized correctly and an incorrect

In either layout, write lowercase letters, uppercase letters, and numbers in the sections shown. If character is written. Using full-screen writing When full-screen writing is turned on, you can write anywhere on the screen. When full-screen writing is turned off, you must write character strokes in the Graffiti 2 input area for your handheld to recognize them.

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     Write letters or characters that are assigned to the abc input area. Write numbers or characters that are assigned to the 123 input area. For a brief period of time after writing a character, a quick tap on the screen is You can write letters or characters in the following areas: Left side of the screen Right side of the screen Middle of the screen straddling the imaginary dividing line between the left and right sides Write uppercase letters. NOTE interpreted as a period character. Wait a second to tap buttons or place the cursor so that the action is not interpreted as a period character.

on the status bar. When Turn full-screen writing on and off by tapping full-screen writing full-screen writing is on, the icon turns from gray to white.

Write capital or uppercase letters in the middle

Write letters on the left side

Write numbers on the right side

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Did You Know? Graffiti 2 writing automatically capitalizes the first letter of a sentence or a new entry. Tip Display the Graffiti 2 help screens at any time. Just draw a single stroke from the bottom of the input area to the top of your handheld’s screen.

Learning Graffiti 2 writing Graffiti 2 writing is a special set of letters, numbers, and symbols that you can use to write directly on the screen. With only a few minutes of practice, you can learn to use Graffiti 2 writing—and help is always only a tap away.

.

and select Quick Tour

Applications to

Go

Done

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handheld your

Did You Know? Graffiti 2 characters made with two strokes are recognized after the second stroke. Make the second stroke quickly after the first so that the correct character is recognized. Did You Know? Write uppercase letters difference is where you Your handheld has tables displaying all of the Graffiti 2 characters, short cuts, and commands. the same way you write lowercase ones. The only write them. Tip Customize so you can display these tables by drawing a line from the bottom of the screen to the top.

Keys to success with Graffiti 2 writing Keep these guidelines in mind when using Graffiti 2 writing:

• there only Write It’s middle. dot. sections. the the two across write has Don’t screen, letters tables. full capital the and or slant. following area right, a the character. input the on in the on write the shown not as writing whether numbers do begin left, and exactly area, the to speed, where writing on characters 2 letters natural characters. you a firmly. the show Graffiti at large Write to The lowercase Write Press Write
  • • • •
  

, k

, t

     , i . These letters are now made with two strokes, just the way you would write If you’re already familiar with Graffiti writing from an older Palm Powered™ handheld, Graffiti 2 writing will be easy to master. Characters are entered in exactly the same way, except for 4 and the number them if you were using a pen and paper. Also, you no longer have to use the Punctuation Shift stroke for common punctuation like periods and commas or for @. Just write these characters on the correct side of the input area and your handheld immediately recognizes them.

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alternate . some characters select write

2 to

Tip You can ways Graffiti Choose the method that’s most natural for you.

Graffiti 2 alphabet

0

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Graffiti 2 numbers

0

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Graffiti 2 punctuation marks

0

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Tip Having trouble with the plus sign or asterisk symbol? Use the Punctuation Shift stroke first and then make the character.

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onscreen , tap int., and Open and select menu

Edit

     Having trouble accenting characters? You can keyboard then tap the character you need. Tip always open the Tip Get help writing any of the Graffiti 2 characters in most applications. the Graffiti 2 Help.

Graffiti 2 accented characters For accented characters, write the letter on the left side of the input area, and then write the accent on the right side of the input area.

0

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Graffiti 2 gestures

0

Write gestures on LEFT side, or across the middle of input area

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Tip If you accidentally enter the Punctuation Shift stroke, enter it again to cancel it, or wait a moment and it automatically disappears. Did You Know? Writing two Punctuation Shift strokes cancels the automatic capitalization of the first letter of a new entry or sentence.

Writing Graffiti 2 symbols and other special characters Symbols and other special characters can be written on either side of the input area, using the Punctuation Shift stroke.

When Punctuation Shift is active, an indicator appears in the lower- right corner of the screen.

Punctuation Shift indicator

Once the Punctuation Shift indicator disappears, you see the character.

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Graffiti 2 symbols and special characters

0

Write symbols on EITHER side of input area

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, you automatically enter the current date and dts

.

ShortCuts own your create

Writing a Graffiti 2 ShortCut Graffiti 2 contains several ShortCuts to make entering common information easier. For example, when you write the ShortCut stroke followed by time. You can also

.

Write the ShortCut stroke

This stroke appears at the insertion point.

The ShortCut stroke is replaced by the text the character represents.

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Graffiti 2 ShortCuts

0

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»

A piece of

Key Term Entry information entered in an application such as a contact in Contacts or an appointment in Calendar. Tip You can enter text whenever you see a blinking cursor on the screen.

     symbols on your handheld. Using the onscreen keyboard You can use the onscreen keyboard in any application where you need to enter text, numbers, or

on the status bar to open it. If the input area is hidden, select Input

Continued

Tap to open keyboards

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com/myT|X link.

     . palm portable wireless easy. Visit .

Tip If you have a lot of information to enter, a keyboard accessory makes data entry fast and www and click the Accessories

4

Select from among four separate keyboards.

OPTIONAL [ & ]

Backspace Enter

Tap here to display lowercase keyboard

Tap here to display uppercase keyboard

Tap here to display numeric keyboard

Tap here to display international keyboard

Done

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application

another the person’s name and primary contact info into the appointment you create in Calendar. Entering info from Contacts into Having lunch with someone whose info you have in Contacts? Use Phone Lookup to quickly enter This feature is available in Calendar, Memos, Tasks, and Expense.

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Tip You can also enter the first few letters of the contact’s name, and the open Phone Lookup. The first contact name matching the letters you entered is highlighted.

entered.

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     Place the cursor before or after the text you want to select, and drag the cursor over all the text you want to select. Editing information Editing information on your handheld is similar to editing with word-processing applications on your computer. Select the information, and then apply the correct command. Selecting information There are several ways to select information that you want to edit or delete. Selecting text

Selecting a word Selecting a line

Tap twice on a word to select it. Tap three times anywhere in a line to select it. This selects the final return character or space as well as any text.

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Tip There are even faster ways to copy and paste information:

• . gestures 2
  2 Graffiti
  Graffiti the Use Use •
  

).

P

, /

C

and the , / stroke X

Select the text, write the command stroke, and

Command menu shortcut for cut, copy, or paste (/ • then tap the icon for cut or copy from the command toolbar that appears.

Copying and pasting information Copying and pasting information on your handheld is similar to editing with word-processing applications on your computer.

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. Select writing

2

Delete information with the information, and then draw a line from right to left in the input area.

Tip Graffiti

Deleting information Delete all or part of an entry with the Cut command.

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71

Moving Info Between Your Handheld and Your Computer

     to from cable with wireless a

      CD connecting settings with using by the your additional information applications the from information network applications synchronize port handheld computer computer

IR the a

In this chapter Synchronizing Synchronizing technology on Customizing Installing your Importing other Installing

Why information? or Synchronizing to synchronization your Entering software

If you regularly synchronize your know what a powerful tool synchronization is for transferring, updating, and backing up large amounts of information on your Synchronizing simply means that handheld with your computer, you handheld. information that has been entered or updated in one place (your handheld or your computer) is automatically updated in the other. There’s no need to enter information twice.

Benefits

• information handheld your your to desktop update and videos and your information and enter computer from applications your photos Quickly your Install Protect on Send handheld computer
  • • •
  

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     computer and open them Documents them at your Tip Synchronize Microsoft Word, PowerPoint, or Excel files from your in the application on your handheld to view and edit convenience.

Microsoft with

Synchronizing on your computer. handheld software your

Desktop

Palm® synchronize information both on your handheld and in During CD installation, you can choose to on your computer (Windows only).

Why synchronize information? Quickly enter and update information on your computer and handheld. updates For example, you can quickly enter a contact list on your computer and then send it to your handheld instead of reentering the information. NOTE Outlook

to add files to certain

Install

Quick

Palm® Nothing is worse than losing important information. When you

With just a few clicks, you can use Be sure to synchronize information at least once a day so that you always an up-to-date backup copy of important information.

IMPORTANT

     ] Install applications. applications on your handheld or to install additional software. Protect your information. synchronize information, you create a backup copy. If something happens to your handheld or your computer, the information is not lost; one tap restores it in both places. ! have [

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     . Desktop initial setup ®

      Palm and additional Perform Install Before You Begin Complete the following: • handheld • software software from the CD.

]

!

[

Desktop software from the software installation CD, a conduit is installed your computer for each of the following applications:

What information is synchronized? When you install Palm to

»

your

wireless your wirelessly ®

The with synchronize using the built-in Wi-Fi and Bluetooth technologies on your handheld.

Key Term Conduit synchronization software that links an application on your computer with the same application on your handheld. Tip You can handheld computer

     Desktop software when you synchronize. corresponding application in Palm The conduits allow you to transfer information between the application on your handheld and the

NOTE

Information from Expense and Media is synchronized on Windows computers only.

     Information for Expense, Note Pad, and Media is still synchronized with the same application in Desktop software. You can insert the CD at any time to choose synchronization with Outlook if you did not do so during the initial installation. During CD installation, you can synchronize your handheld with Microsoft Outlook on your computer (Windows only). If you do, info from Contacts, Calendar, Tasks, and Memos is synchronized with info in the same application in Outlook (Memos is called Notes in Outlook). Palm

NOTE

application to synchronize it with Outlook.

®

You can also set up the VersaMail

You can synchronize more than one handheld with your computer. For example, family members Desktop software, or some can Desktop software, while others synchronize with Outlook. Just can all synchronize their handhelds with the same copy of Palm choose to synchronize with Palm make sure that each handheld has its own username; the desktop software reads the username and recognizes the handheld during synchronization. Loss of info may occur from sharing the same username.

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»

can’t

I handheld .

Technology my computer

®  my

     HotSync If the Select User dialog box appears during synchronization, select the username whose information you want to synchronize, and then click OK. If you need help with synchronizing, see synchronize Key Term that allows you to synchronize the information on your handheld with the information on your computer. Tip Tip with

How to synchronize You can synchronize your handheld with your computer in the following ways:

•      network handheld and same your the (phone on on network technology computer wireless computer your company with your ® your and into
  Bluetooth dial synchronize to or handheld to only) your port modem (IR) or to network a (Windows infrared on phone ® attached a
  Fi
  -
  Wi cable handheld’s computer Using separately) using sync only) another sold the your Wirelessly Using Using Using (Windows modem
  • • • •
  

, you’ve already covered setup initial Desktop software, you don’t have manager must be active. HotSync manager was installed when you ; if you didn’t install Palm software

The first time you synchronize, you must use the sync cable or your handheld’s ®

Desktop

IMPORTANT Palm®

]

!

[ IR port. If you followed the instructions to synchronize during this requirement. To synchronize, HotSync installed HotSync manager on your computer.

appears in the lower-right corner of your screen. If the icon is not there, turn it on by clicking Start, and then On a Windows computer, you know HotSync manager is active when its icon selecting Programs. Navigate to the Palm folder, and select HotSync manager.

Media, which you can use

®

Desktop software includes both Palm On a Mac computer, use the Send To Handheld droplet to transfer photos and videos be converted for best use on (optimized for) your handheld.

     NOTE and install applications on your handheld when you synchronize. When you transfer a file to your handheld through synchronization, the file, such as a video, On a Windows computer, Palm to transfer photos and videos to your handheld, and Palm Quick Install, which installs applications (PRC or PDB) for use on your handheld when you synchronize. may

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When would I use each method? The method you use to move info onto your handheld depends on the type of info it is. Here are the methods to use with the most common information types.

     Use Desktop or Outlook (Windows) to enter information on your computer. Synchronize to transfer the new or updated information on your computer to your handheld. Use Quick Install from Desktop (Windows) or drag the application Information in Contacts, Calendar, Tasks, Memos, Note Pad (Windows only: Expense, VersaMail) Palm Applications (PRC or PDB file) within Palm to the Send To Handheld droplet icon on your desktop (Mac), and then synchronize to install the application on your handheld.

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Did You Know? When you transfer photos and videos using the desktop Media application, the files may be converted for viewing on your handheld.

desktop

application

® Use the desktop Media application music Use the Documents To Go Desktop (Windows) or drag the files to handheld. In Windows, use your to transfer the files to your handheld or the presentations your computer or the Documents application in Desktop software (Windows only). Synchronize to Send To Handheld droplet icon on your desktop

Word documents, Excel spreadsheets, PowerPoint on Palm transfer the files from your computer to your handheld. Photos and videos from within Palm the (Mac). Synchronize to transfer the files from your computer to your Music (MP3) files application Audio folder on your handheld’s expansion card. In Mac, drag the file to the Send To Handheld droplet icon on your desktop, and then synchronize to transfer the files from your Mac to your expansion card.

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Desktop

Desktop

HotSync manager was Palm ; if you didn’t On a Windows

Before You Begin To synchronize, HotSync manager must be active. • installed when you installed software install Palm software, you don’t have HotSync manager on your computer. • computer, you know HotSync manager is active when its icon appears in the lower-right corner of your screen. If the icon is not there, turn it on by clicking Start, and then selecting Programs. Navigate to the Palm folder, and select HotSync manager.

]

!

[

Synchronizing with a cable or IR port You can synchronize using a cable, IR port, Wi-Fi or Bluetooth wireless technology, or a modem. Synchronizing with a cable

0

Continued

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can’t

I log to handheld . ® my computer my

If you need help with synchronizing, see synchronize

Tip with Tip If the Select User dialog box appears during synchronization, select the username whose information you want to synchronize, and then click OK. Tip If any problems occurred during synchronization, a message appears on your computer screen asking if you want to view the log. View the HotSync see what applications successfully synched and whether any problems occurred. Go to Applications on your handheld and select HotSync, and then select Log; or click the HotSync manager icon on your computer and then click View Log.

Done

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Your computer must have the following: An enabled IR port and documentation to see if it supports IR HotSync manager must

Before You Begin • driver or have an IR device attached to it. Check your computer’s communication. • be active. On a Windows computer, you know HotSync manager is active when its icon appears in the lower-right corner of your screen.

]

!

[

Synchronizing using the IR port When you synchronize using your handheld’s IR port, you don’t need your cable. This is especially useful if you travel with an IR-enabled laptop. WINDOWS ONLY

0

Prepare your computer for IR synchronization:

in the taskbar in the lower-right corner Click the HotSync manager icon a.

your screen. of

Bluetooth to technology

Did You Know? You can also use your IR phone with wireless synchronize.

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Tip You can continue to use the sync cable even if your computer is set up for IR synchronization. If you disconnect the cable after selecting Infrared on a Windows computer, be sure to click the HotSync manager icon and select Local USB before reconnecting the cable.

then select HotSync

on your handheld. Tap the HotSync icon e.

Done

When synchronization is complete, a message appears at the top of your handheld screen. Be patient; synchronization may take up to a few minutes.

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MAC ONLY

0

Prepare your computer for IR synchronization:

in the Palm folder. Double-click the HotSync manager icon a.

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Did You Know? your computer is set up for IR synchronization. To increase the speed of cable synchronization, turn off

You can continue to use the sync cable even if Tip Mac the IR port when you’re not using it to increase the speed of cable synchronization.

select HotSync

on your handheld. Tap the HotSync icon e.

Done

When synchronization is complete, a message appears at the top of your handheld screen. Be patient; synchronization may take up to a few minutes.

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Fi

-

Wi . connection

You must set up a You must turn on the handheld and connect to a Wi-Fi network. If your computer is

Before You Begin You need to perform the following: • network • Wi-Fi application on your • behind your company’s Internet firewall, you may need to set up a virtual private network (VPN). Check with your system administrator for information.

]

!

[

wireless technology provide a easy way to connect to your computer

Bluetooth cables. and

Fi

- Synchronizing using Wi-Fi wireless technology

Synchronizing using wireless technology Wi without

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If your PC is not listed, select Select PC and follow the Network HotSync Setup wizard to add your PC.

on your handheld to synchronize your handheld with Tap the HotSync icon

your computer. You are finished with this procedure. If your handheld does not synchronize with your computer, go to step 5. Continued

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     wireless , wirelessly menu

. Microsoft ActiveSync the

     Bluetooth unavailable, you can still technology Did You Know? If you use Exchange Did You Know? You can change the conduits that are run during Wi-Fi synchronization by opening selecting Conduit Setup from the Options menu, and then checking or unchecking the conduit boxes.

Tip If your Wi-Fi network is synchronize using your email and calendar information synchronize directly with your info on your company's Exchange server.

If your network service is not set to Wi-Fi, change the network service to Wi-Fi:

On your computer, set your HotSync manager for Network synchronization:

on the taskbar in the lower-right corner Click the HotSync manager icon a.

of your computer screen.

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on your handheld to synchronize your handheld with Tap the HotSync icon

your computer. If your handheld does not synchronize with your computer, go to step 8.

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on your handheld to synchronize your handheld with Tap the HotSync icon

. com/support

. palm

     . www your computer. If you still can’t synchronize your handheld with your computer, contact your Wi-Fi system administrator for assistance. You can also check the support website at

Done

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Your computer must the following: A Bluetooth antenna installed on your HotSync manager must

Before You Begin have • and software must be computer. • be active. On a Windows computer, you know HotSync manager is active when its icon appears in the lower-right corner of your screen.

]

!

[

synchronization

®

Setting up a connection for Bluetooth

on the status bar.

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® manager on your computer in step 2 of the onscreen instructions (see procedure step 4b, on this page), click the HotSync manager icon on the taskbar in the lower-right corner of your computer

Tip To open HotSync screen. Tip Remember that Bluetooth devices generally must be within 30 feet of each other to communicate.

If your computer did not show up on the discovery results, select Find More to search again.

icon to synchronize wirelessly synchronize. Tap the HotSync c.

Now you can easily synchronize with your computer wirelessly.

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and select Prefs

Applications to

Go

Continued

91

different personal

Tip Just as it is safer to use identification numbers (PINs) for different bank accounts, your passkeys are more secure if you use a different passkey for each device with which you want to connect—one passkey for a connection to a phone, a different one for a connection to a computer, and so on. Just remember that you must enter the same passkey on your handheld and on the device with which you want to connect.

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Synchronize your handheld with your computer:

and select HotSync

Applications to

Go a.

onscreen. Tap the HotSync icon c.

Now you can easily synchronize with your computer wirelessly. Done

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Before You Begin

]

!

[

Synchronizing using Bluetooth Wireless Technology

on connection

You must create a Bluetooth your handheld and your computer must have the

A Bluetooth antenna and software must be installed on your computer. •

HotSync manager must be active on your computer. On a Windows computer, you know

• HotSync manager is active when its icon appears in the lower-right corner of your screen.

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When synchronization is complete, a message appears at the top of your handheld screen. Be patient; synchronization may take up to a few minutes.

94

The following setup must be done before you can synchronize over a network: Your computer must Your company’s must support TCP/IP. You must have a

Before You Begin • have TCP/IP installed. • network system and its remote access server • remote access account. Check with your system administrator for assistance. To synchronize by dialing in to a network, you must also have a mobile phone (sold separately) that you can use as a modem to dial in to the network, or an attachable modem accessory (sold separately).

]

!

[

Handheld

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The first time you synchronize, you must use the cable or infrared IMPORTANT

]

!

Synchronizing by dialing in to a network WINDOWS ONLY [ communication. After that, you can synchronize over a network.

0

in the taskbar in the lower-right corner Click the HotSync manager icon your screen, and then select Network. of b.

95

Tip Click TCP/IP Settings to display the primary settings for your computer. Check that these settings are correct on your handheld by selecting the HotSync icon on the Applications View, and then selecting Primary PC Setup from the Options menu. If the settings do not match, restart your computer and synchronize your handheld with your computer using the cable or IR port before synchronizing by dialing in to a network.

     it. If the checkmark is not there, check the box next to your username. Click the Network tab and make sure your username has a checkmark next to d.

Click OK. e.

. port

IR

or cable

Synchronize your handheld with your computer using a Continued

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Preferences

     Network to set up a service if you have not done so already. Check with your system administrator to obtain network service information. Tip Use

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HotSync

Continued

97

is example, , skip conduit for information

Did You Know? have a included in name. You can deselect applications, number of applications applications described in 4. Only applications that are synchronization. Other applications are not included, even if they appear on the Conduit Setup screen with a checkmark next to their Tip to include a smaller during synchronization and thus make synchronization go faster. To synchronize the preset What synchronized? step

Select which applications to OPTIONAL include during synchronization:

[ & ]

to synchronize your handheld with your computer. Tap the HotSync icon

Done

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general network

, you for synchronization To connect using your The computer to which Desktop software The computer with

Before You Begin In addition to the requirements must meet the following requirements in order to synchronize by connecting with a computer on the network: • handheld’s IR port, the computer to which you are connecting must be IR-compatible. • you are connecting must have a version of Palm that is compatible with your handheld. • which you want to synchronize (your own computer) must be turned on.

]

!

[

     network the Synchronizing by connecting to a computer on WINDOWS ONLY

0

in the taskbar in the lower-right corner Click the HotSync manager icon b.

the screen. of

connecting and the computer with which you want to synchronize your handheld. Continued

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display the primary

Tip Click TCP/IP Settings to settings for your computer. Check that these settings are correct on your handheld by selecting the HotSync icon on the Applications View, and then selecting Primary PC Setup from the Options menu. If the settings do not match, restart your computer and synchronize using the cable or IR port before synchronizing by connecting to a computer on the network.

Click OK. c.

on your handheld to record your computer’s network information on your handheld. You must use the cable or the IR for this synchronization. Tap the HotSync icon port d.

Continued

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HotSync

to synchronize your handheld with your

Tap the HotSync icon computer. Done b.

101

Customizing your synchronization settings You can set the following options for synchronization:

•      to handheld is information your on synchronization much whether how synchronization setting choosing only) synchronization and initiate (Mac during you computer, computer, log when your updated on your is responds start troubleshooting you information computer synchronization when your disabling synchronization application how only) the how or automatically in Choosing Choosing (Windows Enabling enabled include
  • •
  

requests

Choosing how your computer responds to synch WINDOWS ONLY In order for your computer to respond when you initiate synchronization on your handheld, HotSync manager must be running. You can choose whether HotSync manager always runs automatically, or whether you must perform some action to start HotSync manager.

0

Open the synchronization options screen:

in the taskbar in the lower-right corner Click the HotSync manager icon a.

your screen. of

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Tip Use the default setting Always available if you’re not sure which option you want. Tip If you select Manual, you must turn off HotSync manager, which is always on by default. Click the HotSync manager icon in the taskbar in the lower- right corner of your screen, and then click Exit. To start HotSync manager when you want to synchronize, click Start, and then select Programs. Navigate to the Palm program group, and select HotSync manager. Note that if you turn HotSync manager on, it stays on until you turn off your computer.

     You must open HotSync manager runs automatically every time you initiate Desktop software is running Desktop software in order for HotSync manager to run. You must manually turn HotSync manager on each time you want Always available synchronization on your handheld. Available only when the Palm Palm Manual your computer to respond to a synchronization request.

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Setting synchronization options

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in the Palm folder. Double-click the HotSync manager icon Click the HotSync Controls tab.

Open the synchronization options screen: a. b.

Continued

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Sets your computer to Includes more troubleshooting information

Log

Sets your computer to respond to synchronization

HotSync Enabled/Disabled requests from your handheld. Enable HotSync software at system startup HotSync automatically respond to synchronization requests each time you start your computer. If this option is not selected, you must open HotSync manager and select the Enabled option before you can synchronize. Show more detail in in the log that is generated when you synchronize.

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»

The For

Key Term Conduit synchronization software that transfers information between an application on your computer and the same application on your handheld. Tip Windows information on choosing whether application information is updated if you are synchronizing your handheld with Outlook, see the online Outlook synchronization Help. Click the HotSync manager icon in the taskbar in the lower-right corner of your screen, select Custom, and then view the applications that are syncing with Outlook from the list.

, synchronization during included application an

Choosing whether application information is updated By default, when information in each application is updated in one place (your handheld or your computer), it is updated in the other. However, for you can choose whether information that has been updated in one place is updated in the other during the next synchronization. WINDOWS ONLY

0

Select the application you want to customize:

in the taskbar in the lower-right corner Click the HotSync manager icon a.

your screen. of

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Tip You should generally keep the default setting (Synchronize the files) for all applications. Choose an overwrite option only if you have a specific reason for sending updates only one way. Choose Do Nothing if you never use an application.

Choose how information is updated during the next synchronization:

Information that is changed in one place (your handheld Information that has been changed on your Information that has been changed on your No synchronization occurs, so any changes made on either your

Synchronize the files or computer) is updated in the other during synchronization. Desktop overwrites handheld computer is updated on your handheld during synchronization. If information has been changed on your handheld, it will be replaced by the information from your computer, and you will lose the changes you made on your handheld. Handheld overwrites Desktop handheld is updated on your computer during synchronization. If information has been changed on your computer, it will be replaced by the information from your handheld, and you will lose the changes you made on your computer. Do Nothing handheld or your computer are not updated in the other location. Continued

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MAC ONLY

0

Select the application you want to customize:

in the Palm folder. Desktop icon Double-click the Palm a.

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Tip You should generally keep the default setting (Synchronize the files) for all applications. Choose an overwrite option only if you have a specific reason for sending updates only one way. Choose Do Nothing if you never use an application.

Choose how information is updated during the next synchronization:

Information that is changed in one place (your handheld Information that has been changed on your Information that has been changed on your No synchronization occurs, so any changes made on either your

Synchronize the files or computer) is updated in the other during synchronization. Desktop overwrites handheld computer is updated on your handheld during synchronization. If information has been changed on your handheld, it will be replaced by the information from your computer, and you will lose the changes you made on your handheld. Handheld overwrites Desktop handheld is updated on your computer during synchronization. If information has been changed on your computer, it will be replaced by the information from your handheld, and you will lose the changes you made on your computer. Do Nothing handheld or your computer are not updated in the other location. Continued

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Did You Know? You can move multiple applications into the Quick Install window to have them ready for installation the next time you synchronize.

     handheld. Installing applications to your handheld Use Quick Install (Windows) or the Send To Handheld droplet (Mac) to install applications on your Using Quick Install

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Tip In Mac OS X, you can make the Send To Handheld droplet a permanent part of your desktop by dragging the droplet to the Dock. Then simply drag photos, and other files you want to transfer to your handheld, onto the Dock.

Using the Send To Handheld droplet

Desktop your

(Windows only), synchronize

Outlook

Microsoft with handheld your

, the information on your handheld is updated with the info you synchronize computer your with If you choose to Desktop software.

NOTE

Entering information with your computer Do you have a lot of information to enter on your handheld? Consider entering it in Palm software or Microsoft Outlook (Windows only) on your computer. When you handheld entered on your computer. info from Contacts, Calendar, Tasks, and Memos on your handheld is synchronized with info in Outlook. Other info on your handheld, such as photos and notes, is synchronized with info on Palm

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     Desktop online Desktop software. Desktop Help. Tip The Palm Help has lots of info about how to use Palm Open the Help menu and select Palm

WINDOWS ONLY

0

Continued

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•      entry. of new corner a create lower-left to the screen in the Edit of click corner then and lower-left entry, following: the the in existing of New an screen. one Click Click the Do •
  

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MAC ONLY

0

Continued

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•      the entry. of new corner a create upper-left to the screen in the Edit of click corner then and upper-left entry, following: the the in existing of New an one Click Click screen. Do •
  

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     Desktop Help has lots of information about applications, including Desktop software Desktop Tip Palm importing from other step-by-step instructions. Open the Help menu in Palm and select Palm Help for more details.

Desktop software.

     Desktop software can import the following types of files: vCal/iCal (VCS/ICS) and Calendar archive (DBA) vCard (VCF), Contacts archive (ABA) Memos archive (MPA), Text (TXT) Tasks archive (TDA) Importing information from other applications Do you have information on your computer in spreadsheets or databases and want to transfer it to your handheld? Don’t spend time retyping it. Instead, import the info into Palm Palm Calendar Contacts Memos Tasks

Continued

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c.

Click File, and then click Import.

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Installing the additional software from the CD Your handheld comes with many applications that are already installed and ready to use. The CD that came with your handheld includes lots of other applications to make your handheld even more useful and more fun. You can install these applications at any time.

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Checking space and version numbers Before you install a file or an application, it’s important to make sure you have enough space for it. You may also want to check the version number of applications that are already on your handheld or expansion card, in case you’re interested in upgrading them.

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Get information about Get

Device applications stored on your handheld. Expansion card name information about applications stored on your expansion card. Continued

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Select one of the following options, and then select Done: Displays the version numbers of all of your applications and of the operating system of your handheld. Shows how much space each application occupies. The bar at the top shows the total space currently in use on your handheld or expansion card. b. Version Size

Cont’d.

Shows the number of records in an application.

Records Done

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Before You Begin Verify that the application, extension, or patch that you are removing is not used by another application. If you delete a file that is shared by another application, the other application may not work.

]

!

[

Desktop software from You can remove only add-on applications, patches, and extensions that you install. computer. can remove applications from your handheld or from an expansion card. NOTE cannot remove the applications that are part of the operating system of your handheld.

Removing an application You can remove applications from your handheld, and remove Palm your Removing an application from your handheld If you run out of memory or decide that you no longer want some applications you installed, you You

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your synchronize

computer

your like Microsoft Outlook, you must leave manager,

Desktop software, you also remove the synchronization information

Desktop software from

personal

® If you remove Palm another with

IMPORTANT Desktop software installed on your computer. untouched. ]

!

Removing Palm WINDOWS ONLY [ software and can no longer synchronize your information. Even if you want to handheld Palm This process removes only the application files. The information in your Users folder remains

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Desktop software. Mac computers do not provide an option for uninstalling Palm NOTE You may have to modify these steps to correspond with the operating system on your computer.

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     desktop software to an archive folder on your computer. This frees up space on your handheld, while ensuring that the information is available if you need it in the future. You can restore individual entries or an entire archive file to the related application in your desktop Desktop online Help and the Microsoft Outlook online Help have lots of info Restoring archived items on your computer In many applications, you can save a copy of an item that you deleted from your handheld or software. The Palm about how to restore archived files. Refer to these Help files for details.

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     . . com/support com/myT|X

     . . palm palm and more, visit . .

Tips & Tricks Make your handheld uniquely yours. For great tips, software, accessories, www Support If you’re having problems with synchronization or with anything else on your handheld, go to www

Related topics Click a link below to learn about these related topics:

®

Fi

Bluetooth -

0 Connecting Wi Common Questions

wireless technology on your handheld

Using Bluetooth wireless technology on your handheld Using Wi-Fi wireless technology on your handheld Answers to frequently asked questions about synchronization Synchronizing using Bluetooth

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Managing Your Contacts

      a on your from on information Contacts

      Contacts contacts the contact contact contact connection contact a a with a a topics multiple computer

In this chapter Adding Copying into Locating list Deleting Customizing list Making contact Working your Related

      wireless technology and a Say good-bye to a paper address book their email address, or gets a new work extension. With Contacts, not only is it easy to enter information such as names, addresses, and phone numbers, but it is just as quick to view, update, and organize contact information. You can easily share info with other handhelds and dial phone numbers or send messages directly from a contact by using your handheld’s built-in ® that you need to update manually every time someone moves, changes Bluetooth compatible mobile phone or by beaming. You can even add photos of your loved ones directly to their contact information.

Benefits of Contacts

• personal hand and your business in who who’s your information of touch all track in Carry contact Keep Keep
  • •
  

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Tip If the first character you enter in the Last Name or Company field is an asterisk (*) or another symbol, that record always appears at the top of the Contacts list. That’s useful for an entry like “If Found Call [your phone number].”

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into

     . information . contacts the

If multiple contacts share company name and Did You Know?

Tip information, such as a address, you can enter the first contact, and then copy other You can also enter one or more contacts on your desktop computer, and then copy them to your handheld by synchronizing

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Tip If you want a reminder about a birthday, check the Reminder box, enter the number of days before the birthday that you want to see the reminder, and then select OK. Did You Know? Birthdays you enter in Contacts appear as untimed events in Calendar. If you update the birthday in Contacts, it automatically updates in Calendar as well.

Add a

OPTIONAL [ & ] birthday:

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if you need contact

Additional fields appear does not appear the apply the same fields Did You Know?

Tip in a contact only if you enter info into them. If you leave a field blank, it next time you open the Contact Edit screen. Also, additional fields apply only to the current contact; you can duplicate information to to multiple contacts. Each field type can be displayed a certain number of times, up to a preset maximum. Once you reach this maximum, the field type no longer appears on the pop-up list. For example, you can display up to seven Phone/Email fields. Tip Select the Note icon next to the plus button to add a note to the contact.

Entering additional contact information The Contact Edit screen displays certain fields by default. You can customize the Contact Edit screen to display additional fields.

.

Press Contacts

Done

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contact

if you need to

     Any changes you make to field types apply only to the current contact. You duplicate information Did You Know? field types are located Tip can apply the same contact fields to multiple contacts. The email address field type is located on the same pick list as the phone number fields. IM on a separate pick list.

Selecting a contact field type You can select the types of phone numbers (work, home, mobile, pager, and so on), as well as specify the instant messenger (IM) account, that you associate with a contact.

.

Press Contacts

You must set up an instant messenger account with a service NOTE provider and download instant messaging software to use instant messaging on your handheld.

Select triangle

Done

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     additional contact information you want, such as spouse’s or children’s names, favorite color, any other information. The new field is defined in all contacts, not just the current contact. Defining a custom field You can define the custom fields that appear at the end of the Contact Edit screen to display any or

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your business card to send

      or beam other handhelds. To beam your business card quickly, press and hold the Contacts application Selecting a contact as your business card You can create a contact with your own information and select it as your business card by opening the Record Menu and selecting Business Card. You can then button for approximately two seconds.

.

Press Contacts

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Did You Know? If you duplicate a contact and do not edit the name, the contact appears in the Contacts list as “<Last name>, <First name> Copy.”

Copying contact information into multiple contacts You can quickly make a copy of a contact so that you can edit only the fields you need to change. For example, if two of your contacts have the same work address or phone number, duplicating the first contact simplifies entering information in the second.

0

.

Tap Press Contacts

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Lookup

You can also press Right on the 5-way navigator (or select the Quick Look Up icon at the top of the screen) to open the Quick Look Up line. Press Up and Down to select the letter of the name you want in each box, and press Right to move to the next box. Did You Know? Phone

Tip The feature lets you add contact information directly into certain other applications on your handheld. For example, you can add a name and phone number to a memo or task.

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     by later . them them to archive copy of your Tip You never know when you’re going to need to look up an old business associate. If you save an deleted contacts, you can refer importing

.

Check the box to save an archive copy of the contact on your

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     to a contact mark . a or to private as selection appears Contacts list—for you select email, no contact. assign category Did You Know? letter appears next to

If you select Work, Home, Fax, Other, Main, Pager, or Mobile from the pick list, the first letter of your next to the contact in the example, W for Work. If the Tip You can also use the Contact Details dialog box to a contact

Customizing the Contacts list By default, the Contacts list displays the work phone number for a contact; if no work phone number is entered, another entry is displayed. You can customize a contact’s settings to display different information on the Contacts list. You can also customize the appearance of the list.

0

.

Press Contacts

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Select whether to sort the Contacts list by last name and first name or by company and last name.

List by

Done

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, the for ®

Updater phone a messaging . To use it with Link up rerequisites and set Phone p applications. To use Quick Connect with your handheld’s built-in Bluetooth and then use the Phone a phone connection.

Before You Begin You must complete all the email wireless technology, you must connection your handheld’s IR port, run Link application to set up

]

!

[

email or text message, accessing the web, or sending an instant message (requires additional software, sold separately) directly from a contact screen. Contacts gives you two tools to perform Lets you select a connection type and opens the application for making that type Opens the application to perform a connection task directly by selecting the

Making a connection from a contact You can set up your contacts so that you can do tasks like dialing a phone number, creating an these tasks: Quick Connect of connection directly from a contact’s information screen. Tap-to-Connect appropriate entry (phone number, email address, and so on) from a contact’s information screen. Using Quick Connect If you have a compatible mobile phone (sold separately) that includes Bluetooth wireless technology, you can use Quick Connect to dial a phone number, address an email or a text message, go to a website, or send an instant message (requires additional software, sold separately) directly from a contact.

0

.

Press Contacts

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Tip You can also open Quick Connect from the Contact List view by highlighting the contact you want and then pressing right on the 5-way navigator. Tip If you want to close the Quick Connect dialog box without making a connection, press Left on the 5-way.

at the top of the In the Contact view, select the Quick Connect icon b.

screen to open the Quick Connect dialog box.

Done

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Customizing Quick Connect settings You can specify which application opens when you choose a Contacts record field, and whether to add a prefix to each phone number.

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Press Contacts

NOTE

A prefix is not added to any number that begins with a “+” character.

Select each pick list and select the application you want to use All other fields to connect by that method.

144

for phone a

      Updater messaging up

      . To use it with Link prerequisites and set you must complete email must Phone includes Bluetooth and all the applications. To use Tap-to-Connect with your handheld’s built-in Bluetooth wireless technology, you connection and then use the Phone Link application to set up a phone connection.

Before You Begin You must have a compatible mobile phone (sold separately) that wireless technology, the your handheld’s IR port, run

]

!

[

     message by selecting the appropriate entry on the contact screen. By default, Tap-to-Connect is not enabled. Using Tap-to-Connect With Tap-to-Connect, you can select a contact and dial a phone number or address an email or text

.

Press Contacts

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Select to edit

Done

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     , check with

Outlook

(Windows) If you chose to synchronize

Tip Microsoft out the online Help in Outlook to learn how to use Contacts on your computer.

Desktop software to learn how to use Contacts on your

®

Working with Contacts on your computer Use Contacts on your computer to view and manage the contacts you create on your handheld. Check out the online Help in Palm computer. The online Help includes info about the following topics:

•      views Edit Contact contacts and contact info, contacts private a contact to categories deleting hiding list, stamp and the time into and private contact details a and masking, between to contacts copying, contacts contacts date contacts contact notes a Viewing, Editing Marking Showing, Printing Changing Adding Adding Organizing Sharing
  • • • • • • • • •
  

     Desktop icon on the Windows desktop, Desktop software from the Palm folder, and then WINDOWS ONLY To open Contacts on your computer, double-click the Palm and then click Contacts on the launch bar. MAC ONLY To open Contacts on your computer, launch Palm click Addresses.

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     . . com/support com/myT|X

     . . palm palm and more, visit . .

Tips & Tricks Make your handheld uniquely yours. For great tips, software, accessories, www Support If you’re having problems with Contacts or with anything else on your handheld, go to www

Related topics Click a link below to learn about these related topics:

Moving Around

•      Outlook and software Desktop Palm applications with menus Opening Using Synchronizing
  • •
  

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Managing Your Calendar

     on schedule calendar event event schedule an Calendar your your an alarm your events with an topics coding

- computer

Scheduling Deleting Customizing Working

In this chapter Color Setting Rescheduling Checking your Related

Benefits of Calendar

• past and appointments conflicts future, deadlines for of current, top schedule on reminders Track appointments Stay Set Spot
  • • •
  

,

.

Outlook ®

ActiveSync

Desktop software,

® Exchange

Stay on top of your schedule by You can synchronize your calendar or your corporate email system using creating appointments, setting alarms, and spotting conflicts in Calendar. You can view your calendar by day, week, or month, or as an agenda list that combines your list of tasks and email notifications with your appointments. Schedule repeating meetings or block out a vacation by creating one event set to repeat at an interval you specify. Color-code your appointments by category and add notes with helpful information. with Palm Microsoft

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»

The name for an date by pressing Left Right on the 5-way Did You Know?

Key Term Event entry in the Calendar application, including appointments, birthdays, reminders, recurring meetings, and so on. Tip You can also scroll to a or navigator or by tapping the arrows at the top of the Day View. You can use more than one line to describe an appointment.

Scheduling an event Use Calendar to manage your schedule. You can enter appointments, events without a start time, events that repeat at regular intervals, and events that span a period of time.

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     as your events code

- to file events in mark on your color to hide them from Outlook you created

Did You Know? also Did You Know?

You can calendar categories. Each category has its own color. You can private prying eyes. If you are synchronizing with Windows computer, and appointments in Outlook that include more than one person, these person’s names appear in the With field of the event Details screen when you synchronize with your handheld. You can send email to one or more of the participants directly from the Details screen. You cannot edit these names on your handheld.

Hour list

Minute list

often.

Synchronize

That’s it. Your handheld automatically saves the appointment. Make sure you have a current backup.

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     details of Did You Know? date before you the appointment, you schedule an event If you need to reserve a know the can without a start time.

Scheduling an event without a start time Keep track of events that take place on a particular date but not at a particular time. For example, you may want to enter holidays, anniversaries, and deadlines.

Open Day View:

. Select the Day View icon Press Calendar a. b.

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Tip You can change an event without a time to a scheduled appointment. Select the event description, select Details, select the Time box, and select the start and end times.

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A diamond appears in

NOTE Done the time column to show that the event doesn’t start at a specific time.

153

     . interval repeating a unusual the 2nd Tuesday of Thursday in November every year, see —Tip To select intervals such as every month or the 3rd of Scheduling event

Scheduling a repeating event—standard interval There’s no need to re-enter events that take place on a regular basis. Just set up a repeating event. This is a great way to block out time for things like a daily walk with the dog, a weekly team meeting, a monthly game night with friends, and annual events like anniversaries and holidays.

.

Press Calendar

If you select Daily, a dialog box NOTE appears for you to select the end date.

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Scheduling a repeating event—unusual interval Some events don’t fit neatly into the preset repeat intervals, so you need to set up your own repeat intervals. For example, set aside time for a trip to the gym every other day, schedule a class that meets on the 1st Wednesday of each month, or enter annual holidays that occur during a particular time of month such as the 1st Monday in September or the 3rd week of November.

.

Press Calendar

Continued

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Tip To enter holidays such as Labor Day, select Month, enter 12 on the Every line, and then select Day as the Repeat By setting.

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Did You Know? You can reserve a specific block of time during the day or use events without times to flag a series of dates. For example, you can reserve vacation time from 6/23–6/30 using a repeating event without a time, and then schedule a specific excursion from 9:00 to 3:00 on 6/24