Franklin Covey V User manual

Handbook
for the
Palm V™Organizer
22866

Page 2 Handbook for the Palm V™ Organizer
COPYRIGHT
© 2000 Franklin Covey Co. Printed in the U.S.A. All rights reserved. Reproduction, ad-
aptation, or translation of this document is prohibited without prior written permission
of Franklin Covey.
What Matters Most, ASCEND and Weekly Compass are registered trademarks, and
Franklin Planner and Franklin Planner Edition are trademarks of Franklin Covey Co.
Palm Computing, Graffiti and HotSync are registered trademarks, and Palm VII, Palm
V, Palm III, PalmPilot, Palm OS, Palm, the Palm Computing platform logo, the Palm VII
logo, the Palm V logo, the Palm III logo, and the PalmPilot logo are trademarks of Palm
Computing Inc. or its subsidiaries. Microsoft and Windows are registered trademarks
and Outlook and Windows CE are trademarks of Microsoft Corporation. All other
brand and product names mentioned in this manual are trademarks of their respective
companies.
DISCLAIMER AND LIMITATION OF LIABILITY
Franklin Covey assumes no responsibility for any damage or loss resulting from the use
of this manual. Franklin Covey assumes no responsibility for any loss or claims by third
parties which may arise through the use of Franklin Planner Software for Windows or
other software associated with the Palm III organizer. Franklin Covey assumes no re-
sponsibility for any damage or loss caused by deletion of data as a result of malfunction,
repairs or battery replacement. Be sure to make backup copies of all important data on
other media to protect against data loss.
3.5" Software Diskettes Available
Franklin Planner Software for Windows is supplied on a CD-ROM disc. If you do not
have access to a CD-ROM drive for your computer, you may obtain 3.5" diskettes. Call
[phone] between 8 am and 5 pm Mountain Time, Monday through Friday to or-
der 3.5" diskettes.

Contents Page 3
Contents
About This Book......................................................................................9
Important Information for Upgraders
Automatic or Manual Installation of
What Matters Most™ Applications...............................................10
Chapter 1: Introduction to Your Palm V™ Organizer........................11
Getting to know your Palm V organizer..........................................11
What is a Palm V organizer? ..........................................................11
A Word about Franklin Planner Software....................................12
System requirements .......................................................................12
Upgrade Information.......................................................................13
Palm V components.........................................................................14
Recharging the battery ....................................................................18
Franklin Planner Software for Windows......................................19
Tapping and typing ............................................................................20
Tap with the stylus to get things done..........................................20
Elements of the organizer interface...............................................21
Opening applications ......................................................................22
Using menus.....................................................................................24
Four ways to enter data...................................................................26
Customizing your organizer..............................................................30
Chapter 2: Entering Data in Your Palm V™ Organizer......................33
Using Graffiti writing to enter data..................................................33
Writing Graffiti characters..............................................................33
Graffiti tips........................................................................................35
The Graffiti alphabet........................................................................36
Writing capital letters......................................................................37
Writing numbers..............................................................................37
Graffiti numbers...............................................................................38
Writing punctuation marks............................................................38
Additional Graffiti punctuation.....................................................39
Writing symbols and extended characters...................................39
Writing accented characters ...........................................................40
Accent strokes...................................................................................40
Additional non-English characters................................................40
Navigation strokes...........................................................................41
Graffiti ShortCuts.............................................................................41
Using the onscreen keyboard ............................................................42
Using your computer keyboard........................................................43
Importing data.....................................................................................43

Page 4 Contents
Chapter 3: Managing Your Applications.............................................45
Using the Applications Launcher.....................................................45
Selecting applications......................................................................45
Switching between applications....................................................45
Categorizing applications...............................................................45
Changing the Applications Launcher display.............................46
Choosing preferences.........................................................................47
Installing and removing applications..............................................48
Installing add-on applications.......................................................48
Installing games...............................................................................50
Removing applications ...................................................................50
Security.................................................................................................51
Assigning a password.....................................................................51
Changing or deleting a password.................................................52
Locking your organizer ..................................................................52
Recovering from a forgotten password........................................53
Chapter 4: Using Your Basic Applications...........................................55
What Matters Most Applications for
the Palm Computing Platform.......................................................55
Overview of basic applications.........................................................57
Date Book..........................................................................................57
Address Book...................................................................................58
To Do List..........................................................................................59
Memo Pad.........................................................................................60
Calculator..........................................................................................60
Expense .............................................................................................61
Common tasks.....................................................................................62
Creating records...............................................................................62
Editing records.................................................................................62
Deleting records...............................................................................64
Purging records................................................................................65
Exchanging and updating data: HotSync operations ................66
Categorizing records.......................................................................68
Finding records................................................................................72
Sorting lists of records.....................................................................76
Making records private...................................................................77
Attaching notes................................................................................79
Choosing fonts .................................................................................80
Application-specific tasks..................................................................82
Date Book..........................................................................................82
Address Book...................................................................................96
To Do List........................................................................................101
Memo Pad.......................................................................................106

Contents Page 5
Calculator........................................................................................109
Expense............................................................................................111
Chapter 5: Communicating Using Your Organizer...........................123
Managing desktop e-mail away from your desk..........................123
Setting up Mail on the desktop....................................................124
Synchronizing Mail with your e-mail application....................126
Opening the Mail application on your organizer......................126
Viewing e-mail items.....................................................................126
Creating e-mail items.....................................................................127
Looking up an address..................................................................129
Adding details to e-mail items.....................................................130
Storing e-mail to be sent later.......................................................133
Editing unsent e-mail ....................................................................134
Draft e-mail.....................................................................................135
Filing e-mail....................................................................................135
Deleting e-mail ...............................................................................136
Removing e-mail from the Deleted folder..................................136
Purging deleted e-mail..................................................................137
Message list options.......................................................................137
HotSync options.............................................................................139
Creating special filters...................................................................140
Truncating e-mail items ................................................................144
Mail menus......................................................................................145
Beaming information........................................................................146
Chapter 6: Advanced HotSync® Operations ....................................149
Selecting HotSync setup options.....................................................149
Customizing HotSync application settings ...................................151
IR HotSync operations......................................................................153
Preparing your computer for infrared communication ...........153
Configuring HotSync Manager for infrared communication..156
Performing an IR HotSync operation..........................................156
Returning to cradle HotSync operations ....................................157
Using HotSync with Multiple Users...............................................158
Configuring Franklin Planner Software for multiple users.....158
Configuring Multiple Palm V organizers...................................158
Conducting a HotSync operation via modem...............................160
Preparing your computer .............................................................160
Preparing your organizer..............................................................161
Selecting the conduits for a modem HotSync operation..........163
Performing a HotSync operation via a modem.........................164
Conducting a HotSync operation via a network ..........................164
Connecting to your company’s dial-in server............................165

Page 6 Contents
Performing a network HotSync operation.................................167
Using File Link..................................................................................167
Creating a user profile......................................................................168
Chapter 7: Setting Preferences for Your Organizer.........................171
Viewing preferences.........................................................................171
Buttons preferences ..........................................................................172
Pen preferences..............................................................................172
HotSync buttons preferences.......................................................174
Digitizer preferences ........................................................................174
Formats preferences .........................................................................174
Country default..............................................................................175
Time, date, week start, and numbers formats...........................175
General preferences..........................................................................176
Auto-off delay................................................................................176
Cradle settings................................................................................176
System, alarm, and game sounds................................................177
Beam Receive..................................................................................177
Connection preferences....................................................................178
Sample connection for remote IR HotSync operations............179
Network preferences and TCP/IP software.................................180
Selecting a service..........................................................................181
Entering a user name ....................................................................181
Entering a password .....................................................................182
Selecting a connection...................................................................182
Adding telephone settings ...........................................................183
Connecting to your service...........................................................185
Creating additional service templates........................................186
Adding detailed information to a service template..................186
Login scripts...................................................................................189
Creating a login script on your organizer..................................190
Plug-in applications ......................................................................191
Deleting a service template..........................................................192
Network preferences menu commands.....................................192
TCP/IP troubleshooting...............................................................192
Owner preferences............................................................................193
ShortCuts preferences ......................................................................194
Creating a ShortCut.......................................................................194
Editing a ShortCut.........................................................................195
Deleting a ShortCut.......................................................................195
Appendix A: Maintaining Your Organizer.........................................197
Caring for your organizer................................................................197
Battery considerations......................................................................198

Contents Page 7
Resetting your organizer..................................................................198
Performing a soft reset ..................................................................198
Performing a hard reset.................................................................199
Appendix B: Frequently Asked Questions ........................................201
Software installation problems........................................................201
Operating problems..........................................................................202
Tapping and writing problems .......................................................203
Application problems.......................................................................204
HotSync problems.............................................................................205
Beaming problems.............................................................................210
Recharging problems........................................................................210
Password problems...........................................................................211
Technical support..............................................................................212
Telephone Support.........................................................................212
Appendix C: Creating a Custom Expense Report.............................213
About mapping tables ......................................................................213
Customizing existing sample templates........................................214
Determining the layout of the Expense Report.............................215
Labels...............................................................................................215
Sections............................................................................................216
Analyzing your custom Expense Report.......................................216
Programming the mapping table....................................................217
Using applications other than Microsoft Excel.............................221
Expense file details............................................................................222
Appendix D: Non-ASCII Characters for Login Scripts......................223
Use of ^char .......................................................................................223
Carriage return and line feed ..........................................................223
Literal characters ...............................................................................224
Warranty, Regulatory, and Other Product Information
Limited warranty...............................................................................225
Year 2000 Warranty .......................................................................225
Obtaining Warranty Service (Year 2000 Warranty Only) ........226
Product Regulatory Information.....................................................227
FCC Statement................................................................................227
Canadian ICES-003 Statement......................................................228
CE Compliance Statement ............................................................228
Battery Warning.............................................................................228
Index.....................................................................................................231

Page 8 Contents

About This Book Page 9
About This Book
Welcome to the Palm V™ connected organizer. This handbook is
designed to help you get up and running quickly on your organizer.
It describes all you need to know about how to use your Palm V
organizer and the applications that come with it.
It walks you through:
■Locating all the parts of your organizer
■Viewing and entering data
■Using your organizer with your computer
■Personalizing your organizer with your own preference settings
After you become familiar with the basic functionality of your
organizer, you can use the rest of this handbook as a reference for less
common tasks, for maintaining your organizer, and also as a source of
information if you have problems operating it.

Page 10 Important Information for Upgraders
Important Information for Upgraders
If you are upgrading from ASCEND®97 or an earlier version of
Franklin Planner™ Software for Windows® to either Franklin
PlannerTM Software 7.2 or to the Franklin PlannerTM for Microsoft®
OutlookTM, there are a few items to be aware (and cautious) of:
Automatic or Manual Installation of
What Matters Most™Applications
If you have “hard reset” your Palm V or are using a new Palm V that
has not been synchronizing with any desktop organizer, the Franklin
Covey applications contained in this package will be installed
automatically during the first HotSync operation that you conduct.
However,ifyou have beensynchronizing your Palm Vwith ASCEND
97 or an earlier version of Franklin Planner Software, and you are
upgrading to either Franklin Planner Software 7.2 or to the Franklin
Planner for Microsoft Outlook, you must use the Palm Install tool to
install the Franklin Covey applications on your Palm device.
For more information on the What Matters Most collection of Palm
applications, including more complete information on automatic or
manual installation of the applications on your Palm V organizer, see
the booklet entitled What Matters Most Applications for the Palm
Computing Platform that came with your Palm V.
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