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IBM WorkPad c3 Handbook

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  Summary of Contents for IBM WorkPad c3

  • Page 1 Handbook for the WorkPad c3 PC Companion ®...
  • Page 2 Palm Computing, Inc., 3Com Corporation or its subsidiaries. The following are registered trademarks of International Business Machines Corporation in the United States and/or other countries: IBM and WorkPad. Other product and brand names may be trademarks or registered trademarks of their respective owners.
  • Page 3: Table Of Contents

    Opening applications ...16 Using menus ...17 Three ways to enter data ...19 Customizing your companion...23 Chapter 2: Entering Data in Your WorkPad c3 Companion Using Graffiti writing to enter data ...25 Writing Graffiti characters ...25 Graffiti tips ...27 The Graffiti alphabet ...28 Writing capital letters ...29...
  • Page 4 Installing and removing applications ... 42 Installing add-on applications ... 42 Installing games ... 44 Removing applications ... 45 Removing Palm Desktop for IBM WorkPad ... 45 Security... 46 Assigning a password ... 46 Changing or deleting a password ... 47 Locking your companion ...
  • Page 5 Chapter 5: Communicating Using Your Companion Managing desktop E-Mail away from your desk ...111 Setting up Mail on the desktop ...112 Synchronizing Mail with your E-Mail application ...114 Opening the Mail application on your companion ...114 Viewing e-mail items ...114 Creating e-mail items ...115 Looking up an address ...118 Adding details to e-mail items ...119...
  • Page 6 Tapping and writing problems... 185 Application problems... 186 HotSync problems ... 187 Beaming problems ... 191 Recharging problems ... 192 Password problems ... 193 Getting Help, Service, and Information ... 194 Page vi Handbook for the WorkPad c3 PC Companion...
  • Page 7 Carriage return and line feed ...209 Literal characters ...210 Warranty and Other Product Information Product warranties...211 IBM U.K. Statement of Warranty ...212 Part 1 - General Terms ...212 IBM U.K. Statement Of Warranty Part 2 - Country-unique Terms ...215 IBM U.S., Canada, and Puerto Rico Statement Of Limited Warranty...219...
  • Page 8 Page viii Handbook for the WorkPad c3 PC Companion...
  • Page 9: About This Book

    About This Book Welcome to the IBM describes all you need to know about how to use your WorkPad c3 companion and the applications that come with it. It walks you through viewing and entering data, using your WorkPad c3 companion with your computer, and personalizing the companion with your own preferences.
  • Page 10 Page 2 About This Book...
  • Page 11: Chapter 1: Introducing Your Workpad C3 Companion

    The WorkPad c3 companion can help you improve your track record in all these areas, both at work and at home.
  • Page 12: System Requirements

    IBM-compatible 486 computer or higher 8 MB RAM (memory) minimum, 16 MB recommended (required with Windows NT 4.0) 20 MB available hard disk space VGA monitor or better (the WorkPad c3 Quick Tour requires a 256 color video display) CD-ROM drive Pointing device...
  • Page 13: Workpad C3 Components

    Screen Scroll button Application buttons alphabet. See Chapter 2 to learn how to ® If your WorkPad c3 companion is turned off, pressing any application button activates the WorkPad c3 companion and opens the corresponding application. Power button Graffiti writing area...
  • Page 14 See “Using the onscreen contrast control” later in this chapter for more information. Power Turns your WorkPad c3 companion on or off and button controls the backlight feature. If your WorkPad c3 companion is turned off, pressing the power button turns the unit on and returns you to the last screen you viewed.
  • Page 15 Using the backlight If you have difficulty seeing the information on your WorkPad c3 companion, you can use the backlight to illuminate your screen. To activate the backlight: Press the power button and hold it down for about two seconds.
  • Page 16 Under normal use, you should not have to use the reset button. See Appendix A for information about when and how to use the reset button. Page 8 platform devices nearby. See ® Introducing Your WorkPad c3 Companion IR port Reset button Serial connector...
  • Page 17 AC adapter to the wall current. This allows you to recharge your WorkPad c3 companion as well as update the information between your companion and computer using HotSync technology.
  • Page 18: Recharging The Battery

    The WorkPad c3 companion contains a Lithium-ion battery that is recharged each time you place the companion in the cradle. You never need to replace the battery. Just place your WorkPad c3 companion in the cradle for three hours for an initial charge before you use your companion.
  • Page 19: Palm Desktop Software For Ibm Workpad

    Palm Desktop software for IBM WorkPad Palm Desktop for IBM WorkPad extends many of the functions of your WorkPad c3 companion to your computer and serves to back up all your data. Viewing and editing your data using Palm Desktop for IBM WorkPad is optional.
  • Page 20 The following instructions guide you through installing Palm Desktop for IBM WorkPad. After installation, refer to the online Help in Palm Desktop for IBM WorkPad for information about how to use the software. To ensure a safe and uninterrupted installation of Palm Desktop for IBM WorkPad, please do the following before installing: Turn off your computer and connect the cradle to it.
  • Page 21: Using Your Companion With Another Pim

    Using your companion with another PIM If you prefer to use a personal information manager (PIM) other than Palm Desktop for IBM WorkPad or Microsoft Outlook, all you need is HotSync Manager and the connection software, called a conduit, that lets you synchronize the data between your companion and your PIM.
  • Page 22: Tapping And Typing

    The first time you start your WorkPad c3 companion, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer. Calibration aligns the internal circuitry...
  • Page 23: Elements Of The Companion Interface

    Elements of the companion interface Icons Menu bar A set of commands that are specific to the application. Not all applications have a menu bar. Command Tap a button to perform a command. Command buttons buttons appear in dialog boxes and at the bottom of application screens.
  • Page 24: Opening Applications

    When you press an application button on the front panel, you have instant access to the selected application. You do not even need to turn on your companion first. Page 16 Introducing Your WorkPad c3 Companion Memo To Do List...
  • Page 25: Using Menus

    1. Tap the Applications icon 2. Tap the icon of the application that you want to open. If you have many applications installed on your WorkPad c3 companion, tap the scroll bar to see all of your applications. To find an application quickly, you can write the Graffiti Tip: character for the first letter of its name.
  • Page 26 The command letters appear to the right of the command names. Menu commands Command letters To use the Graffiti menu commands, the menu bar must be closed. Page 18 Introducing Your WorkPad c3 Companion...
  • Page 27: Three Ways To Enter Data

    1. Tap the Tips icon 2. After you review the tip, tap Done. Three ways to enter data There are three ways to enter data into your WorkPad c3 companion: Using the onscreen keyboard Using Graffiti writing Entering or importing data in Palm Desktop for IBM WorkPad...
  • Page 28 Tap here to display numeric keyboard Graffiti writing Your WorkPad c3 companion includes Graffiti writing software as the primary system for entering text and numbers. With Graffiti writing, you write simple strokes with the stylus and they are instantly recognized as letters or numbers.
  • Page 29 Write letters here Division marks Your WorkPad c3 companion also includes Giraffe, a game you can use to practice Graffiti writing. See “Installing and removing applications” in Chapter 3 for installation instructions. The Memo Pad application is ideal for practicing Graffiti writing. This section explains how to open Memo Pad and use it to practice Graffiti writing.
  • Page 30 Using Palm Desktop for IBM WorkPad If you have new records you want to add to your WorkPad c3 companion and prefer to use the computer keyboard rather than Graffiti writing or the onscreen keyboard, enter the data in the Palm Desktop for IBM WorkPad or the PIM you have installed to use with your companion.
  • Page 31: Customizing Your Companion

    Customizing your companion You can customize your companion by using the Preferences application. You can enter your personal information such as your name and address; change the time and date; view different date and time formats when you travel; turn off sounds; and configure your companion to work with a modem or network.
  • Page 32 1. Tap the Set Date box. 2. Tap the arrows to select the current year. 3. Tap a month. 4. Tap the current date. Page 24 Tap arrows to select year Tap to select month Tap to select date Introducing Your WorkPad c3 Companion...
  • Page 33: Chapter 2: Entering Data In Your Workpad C3 Companion

    Chapter 2 Entering Data in Your WorkPad c3 Companion This chapter explains how to enter data into your WorkPad c3 companion, by writing with the stylus in the Graffiti using the onscreen keyboard, by using the computer keyboard, or by importing data from another application.
  • Page 34 As you will see later, you use the same shape to create both the uppercase and lowercase version of a letter. 3. Position the stylus in the left-hand side of the Graffiti writing area. Page 26 Write numbers here Lift stylus here Entering Data in Your WorkPad c3 Companion...
  • Page 35: Graffiti Tips

    4. Start your stroke at the heavy dot and draw the stroke shape as it appears in the tables. 5. Lift the stylus from the screen at the end of the stroke shape. That is all there is to it! When you lift the stylus from the screen, your companion recognizes your stroke immediately and prints the letter at the insertion point on the screen.
  • Page 36: The Graffiti Alphabet

    The Graffiti alphabet Letter Strokes Space Carriage Return Page 28 Letter Back Space Period Entering Data in Your WorkPad c3 Companion Strokes tap twice...
  • Page 37: Writing Capital Letters

    Writing capital letters You make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first “shift” to caps — just as you press the Shift key on a keyboard — and then write the character strokes.
  • Page 38: Graffiti Numbers

    Note: When Punctuation Shift is active, you can make a symbol stroke anywhere in the Graffiti writing area (the letters or numbers side). Page 30 Number Punctuation shift Entering Data in Your WorkPad c3 Companion Strokes...
  • Page 39: Writing Symbols And Extended Characters

    Symbol Period Comma Apostrophe Question Exclamation Additional Graffiti punctuation Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your companion: Symbol Shift When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen.
  • Page 40: Writing Accented Characters

    You can write the following characters in the lowercase alphabet mode without any special punctuation or shifting: Note: You must write these non-English characters in the left side of the Graffiti writing area. Page 32 Entering Data in Your WorkPad c3 Companion...
  • Page 41: Navigation Strokes

    Navigation strokes In addition to character symbols, Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications. Command Move cursor right Move cursor left Previous field (Address Book only) Next Field (Address Book only) Open Address Record (Address Book only) Graffiti ShortCuts...
  • Page 42 Your companion includes the following predefined Graffiti ShortCuts: Entry Date stamp Time stamp Date / time stamp Meeting Breakfast Lunch Dinner Page 34 ShortCut Entering Data in Your WorkPad c3 Companion...
  • Page 43: Using The Onscreen Keyboard

    Using your computer keyboard If you have a lot of data to enter, or prefer to use the computer keyboard, you can use Palm™ Desktop for IBM WorkPad, or any supported PIM, to enter information. You can then perform a...
  • Page 44: Importing Data

    If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another companion, you can transfer the data to your WorkPad c3 companion without having to key it in manually. Save the data in one of the file formats listed below, import it into Palm Desktop for IBM WorkPad, and then perform a HotSync operation to transfer the data to your companion.
  • Page 45 7. To import data into the correct Palm Desktop fields, drag fields in the left-hand column so that they are opposite the corresponding imported field on the right. 8. If you do not want to import a field, deselect the check box for that field.
  • Page 46 Page 38 Entering Data in Your WorkPad c3 Companion...
  • Page 47: Chapter 3: Managing Your Applications

    Managing Your Applications This chapter explains how to switch between applications on your WorkPad c3 companion, how to change application settings so they are personalized to your work methods, and how to categorize applications so you view them in related groups.
  • Page 48: Changing The Applications Launcher Display

    To categorize an application: 1. Tap the Applications icon 2. Tap the Menu icon 3. Tap App, and then tap Category. 4. Tap the pick list next to each application to select a category. Tip: To create a new category, tap Edit Categories from the pick list.
  • Page 49: Choosing Preferences

    To change the Applications Launcher display: 1. Tap the Applications icon 2. Tap the Menu icon 3. Tap Options, and then tap Preferences. 4. Tap the View By pick list and select List. 5. Tap OK. To open the Applications Launcher to the last opened category: 1.
  • Page 50: Installing And Removing Applications

    Installing and removing applications This section explains how to install and remove applications on your WorkPad c3 companion and how to remove Palm™ Desktop for IBM WorkPad from your computer. Installing add-on applications Your WorkPad c3 companion comes with the Date Book, Address Book, To Do List, Memo Pad, Expense, Calculator, and Mail applications installed and ready to use.
  • Page 51 3. Click Install. Tip: You can also access the Install Tool dialog by selecting Install Tool from the Palm Desktop for IBM WorkPad program group or by double-clicking any file with a PRC file extension. Chapter 3 Page 43...
  • Page 52: Installing Games

    4. In the User drop-down list, select the name that corresponds to your WorkPad c3 companion. 5. Click Add. 6. Select the application(s) you want to install on your companion. 7. Click Open. Note: Review the list of applications you selected in the Install Tool dialog box.
  • Page 53: Removing Applications

    6. Tap Yes. 7. Tap Done. Removing Palm Desktop for IBM WorkPad If you no longer want to use Palm Desktop for IBM WorkPad, you can remove it from your computer. To remove Palm Desktop for IBM WorkPad: 1. From the Windows Start menu, select Settings, then Control Panel.
  • Page 54: Security

    Security Your companion comes with a Security application so that unauthorized users cannot view the entries you wish to protect. In Security, you can do the following: Turn off and lock your companion so that it does not operate until you enter the correct password.
  • Page 55: Changing Or Deleting A Password

    Changing or deleting a password Once you define a password for your companion, you can change or delete it at any time. You must enter the current password before you can change or delete it. To change or delete your password: 1.
  • Page 56: Recovering From A Forgotten Password

    To lock your companion with a password: 1. Perform a HotSync operation to synchronize the data between your companion and your computer. See “Exchanging and updating data: HotSync operations” in Chapter 4 for information on synchronizing your data. 2. Assign a password. 3.
  • Page 57: Chapter 4: Using Your Basic Applications

    Chapter 4 Using Your Basic Applications Your WorkPad c3 PC companion includes these basic applications: Date Book Address Book To Do List Memo Pad Calculator Expense This chapter is divided into three sections: “Overview of basic applications” briefly describes each application and explains how to open it.
  • Page 58: Overview Of Basic Applications

    Overview of basic applications Date Book Date Book lets you quickly and easily schedule appointments or any kind of activity associated with a time and date. In Date Book, you can do the following: Enter a description of your appointment and assign it to a specific time and date.
  • Page 59: Address Book

    Address Book Address Book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. In Address Book, you can do the following: Quickly look up or enter names, addresses, phone numbers, and other information. Enter up to five phone numbers (home, work, fax, car, etc.) or e-mail addresses for each name.
  • Page 60: To Do List

    To Do List To Do List is a convenient place to create reminders and prioritize the things that you have to do. In To Do List, you can do the following: Make a quick and convenient list of things to do. Assign a priority level to each task.
  • Page 61: Memo Pad

    Take notes or write any kind of message on your PC companion. Drag and drop memos into popular computer applications like Microsoft Word when you synchronize using Palm™ Desktop for IBM WorkPad and HotSync Assign memos to categories so that you can organize and view them in logical groups.
  • Page 62: Expense

    Sort your expenses by date or expense type. Transfer your expense information to a Microsoft Excel spreadsheet (version 5.0 or later) on your computer. (Microsoft Excel is not included in the WorkPad c3 companion package.) To open Expense: 1. Tap the Applications icon 2.
  • Page 63: Common Tasks

    Common tasks The tasks described in this section use the term “records” to refer to an individual item in any of the basic applications: a single Date Book event, Address Book entry, To Do List item, Memo Pad memo, or Expense item.
  • Page 64 Entering text For information on how to enter text using Graffiti writing, the onscreen keyboard, or the keyboard attached to your computer, see Chapter 2. Edit menu The Edit menu is available with any screen where you enter or edit text.
  • Page 65: Deleting Records

    Expense: Delete Item A confirmation dialog box appears. If you want to save a copy of the deleted item to an archive file in Palm Desktop for IBM WorkPad, be sure that the check box is checked. If you do not want to save a copy, tap the check box to remove the check.
  • Page 66: Purging Records

    The HotSync process automatically synchronizes — that is, exchanges and updates — data between your companion and Palm Desktop for IBM WorkPad. Changes you make on your companion or Palm Page 58 If you want to save a copy of the purged...
  • Page 67 You can synchronize your data by connecting your companion directly to your computer with the cradle or indirectly with a WorkPad c3 Modem or network. See Chapter 6 for information about performing HotSync operations via a modem or network. Performing a HotSync operation for the first time...
  • Page 68 2. If the HotSync Manager is not running, start it: click the Windows Start button, choose Programs, choose the Palm Desktop for IBM WorkPad program group, and then choose HotSync Manager. Alternatively, you can start Palm Desktop for IBM WorkPad which automatically opens the HotSync Manager.
  • Page 69: Categorizing Records

    Categorizing records Categorize records in the Address Book, To Do List, Memo Pad, and Expense applications so that they are grouped logically and are easy to review. (You can also categorize applications. See “Using the Applications Launcher” in Chapter 3 for more information.) When you create a record, your companion automatically places it in the category that is currently displayed.
  • Page 70 To display a category of records: 1. Tap the category pick list in the upper-right corner of the List screen. 2. Select the category you want to view. The List screen now displays only the records assigned to that category. Tip: Pressing an application button on the front panel of the companion toggles through all the categories of that...
  • Page 71 4. Enter the name of the new category, and then tap OK. 5. Tap OK. You can assign any of your records to the new category. To rename a category: 1. Tap the category pick list in the upper-right corner of the screen. 2.
  • Page 72: Finding Records

    4. Enter the new name for the category, and then tap OK. 5. Tap OK. You can group the records in two or more categories into one Tip: category by giving the categories the same name. For example, if you change the name of the Personal category to Business, all records formerly in the Personal category appear in the Business category.
  • Page 73 To look up an Address Book record: 1. Display the Address List screen. 2. Enter the first letter of the name you want to find. The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those two letters.
  • Page 74 As your companion searches for the text, you can tap Stop at any time. You may want to do this if the entry you want ap- pears before your companion finishes the search. To continue the search after you tap Stop, tap Find More. 4.
  • Page 75 5. Tap Add. The name you selected, along with the other information associated with it, is pasted into the record you selected in step 1. Phone Lookup tips Write the Graffiti Command stroke “/L” to activate the Phone Lookup feature. You can also activate it in the following circumstances: While entering text: number for someone with the last name “Williams,”...
  • Page 76: Sorting Lists Of Records

    3. Tap Who. 4. Tap Lookup. The Attendees Lookup screen displays all the names in your Address Book that have data in the Company field. 5. Select the name you want to add, and then tap Add. The name appears in the Attendees screen. 6.
  • Page 77: Making Records Private

    Note: To make the list of your memos appear in Palm Desktop for IBM WorkPad as you manually sorted it on your companion, open Memo Pad in Palm Desktop for IBM WorkPad and click List by. Then select Order on handheld.
  • Page 78 To hide private records: 1. Tap the Applications icon 2. Tap Security. 3. Tap Hide. 4. Tap Hide to confirm that you want to hide private records. To display private records: 1. Tap the Applications icon 2. Tap Security. 3. Tap Show. If you do not have a password, hidden records become visible.
  • Page 79: Attaching Notes

    To make a record private: 1. Display the entry that you want to make private. 2. Tap Details. 3. Tap the Private check box to select it. 4. Tap OK. Attaching notes In all basic applications except Memo Pad, you can attach a note to a record.
  • Page 80: Choosing Fonts

    Choosing fonts In all basic applications except Expense, you can change the font style to make text easier to read. You can choose a different font style for each application. Large font Small font Bold font To change the font style: 1.
  • Page 81: Application-Specific Tasks

    Application-specific tasks Date Book When you open Date Book, the screen shows the current date and a list of times for a normal business day. Scheduling an event A record in Date Book is called an “event.” An event can be any kind of activity that you associate with a day.
  • Page 82 2. Enter a description of the event. You can enter up to 255 characters. 3. If the event is one hour long, skip to step 7. If the event is longer or shorter than an hour, tap the time of the event to open the Set Time dialog box.
  • Page 83 To schedule an event for another day: 1. Select the date you want for the event by doing one of the following: Tap the day of the week that you want in the date bar at the top of the screen. If necessary, tap the Previous week or Next week scroll arrows to move to another week.
  • Page 84 To schedule an untimed event: 1. Select the date that you want for the event as described in “To schedule an event for another day.” 2. Tap New. 3. Tap OK, so that no start or end times are defined for the new event. Tip: You can also create a new untimed event by making sure no event is selected and then writing letters in the Graffiti...
  • Page 85 Rescheduling an event You can easily make changes to your schedule with your companion. To reschedule an event: 1. Tap the event you want to reschedule. 2. Tap Details. 3. To change the time, tap the Time box and select a new time. 4.
  • Page 86 Alarm for untimed events: In this case, the alarm triggers at the specified period of minutes, hours, or days before midnight (beginning) of the day of the untimed event. No audible alarm sounds for an untimed event; instead, the reminder message appears onscreen. For example, you set an alarm for an untimed event that occurs on February 4th.
  • Page 87 5. Enter a number that corresponds to how often you want the event to repeat on the Every line. For example, if you select Month and enter the number 2, the event repeats every other month. 6. To specify an end date for the repeating or continuous event, tap the End on pick list and tap Choose Date.
  • Page 88 To display the current time: Tap the date in the date bar to display the current time. After a few seconds, the date reappears. Tap the date Working in Week View: an entire week. This view lets you quickly review your appointments and available time slots.
  • Page 89 3. Tap an event to show a description of the event. Tips for using Week View: To reschedule an event, tap and drag the event to a different time or day. Tap a blank time on any day to move to that day and have the time selected for a new event.
  • Page 90 Working in Month View The Month View screen shows which days have events scheduled. Dots and lines in the Month View indicate events, repeating events, and untimed events. Month View button You can control the dots and lines that appear in the Month View. See “Options menu”...
  • Page 91 Date Book menus, preferences, and display options Date Book menus are shown here for your reference, and Date Book features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands.
  • Page 92 Display Options Allows you to change Date Book’s appearance and which events display. Page 84 Activates the time bars that Show Time Bars. appear in the Day View. The time bars show the duration of an event and illustrate event conflicts.
  • Page 93 Preferences About Date Shows version information for Date Book. Book Chapter 4 Defines the start and end times Start/End Time. for Date Book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down.
  • Page 94: Address Book

    Creating an Address Book entry A record in Address Book is called an “entry.” You can create entries on your companion, or you can use Palm Desktop for IBM WorkPad to create entries on your computer and then download the entries to your companion with your next HotSync operation.
  • Page 95 4. Use the Next Field Graffiti stroke to move to the First Name field. Tip: You can also move to any field by tapping it directly. 5. Enter the person's first name in the First Name field. 6. Enter the other information that you want to include in this entry. 7.
  • Page 96 3. Tap the pick list next to the label you want to change. 4. Select a new label. Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry. To open the Address Entry Details dialog box: 1.
  • Page 97 See “Using menus” in Chapter 1 for information about choosing menu commands. The Record and Options menus differ depending on whether you are displaying the Address List screen or the Address View screen. Record menus Address List Options menus Address List Preferences Chapter 4 Remember last category.
  • Page 98 Rename Custom These custom fields appear at the end of the Fields Address Edit screen. Rename them to identify the kind of information you enter in them. The names you give the custom fields appear in all entries. About Address Shows version information for Address Book.
  • Page 99: To Do List

    To Do List A To Do List item is a reminder of some task that you have to complete. A record in To Do List is called an “item.” To create a To Do List item: 1. Press the To Do List application button companion to display the To Do List.
  • Page 100 To set the priority of a To Do List item: 1. Tap the Priority number on the left side of the To Do List item. 2. Tap the Priority number that you want to set (1 is most important). Checking off a To Do List item You can check off a To Do List item to indicate that you have completed it.
  • Page 101 To display the To Do Item Details dialog box: 1. Tap the text of the item whose details you want to change. 2. Tap Details. Setting a due date You can associate a due date with any To Do List item. You can also sort the items that appear in the list based on their due date.
  • Page 102 To Do Show Options The Show Options dialog box enables you to control the appearance of To Do List. To change the Show Options settings: 1. In To Do List, tap Show. 2. Select any of the following settings: Show Completed Items Show Only Due...
  • Page 103 Show Due Dates Displays the due dates associated with items Show Priorities Show Categories 3. Tap OK. To Do List menus To Do List menus are shown here for your reference, and To Do List features that are not explained elsewhere in this book are described here.
  • Page 104: Memo Pad

    Memo Pad A memo can contain up to 4,000 characters. The number of memos you can store is dependent only on the memory available on your companion. A record in Memo Pad is called a “memo.” To create a new memo: 1.
  • Page 105 To review a memo: 1. In the Memo List, tap the text of the memo. 2. Review or edit the text in the memo. 3. Tap Done. Memo Pad menus Memo Pad menus are shown here for your reference, and Memo Pad features that are not explained elsewhere in this book are described here.
  • Page 106 Go to Top of Moves to the top (first) line of the memo. Page Go to Bottom of Moves to the bottom (last) line of the memo. Page Preferences Displays the Memo Preferences dialog box, where you define the sort order for memos. About Memo Shows version information for Memo Pad.
  • Page 107: Calculator

    Calculator The Calculator includes several buttons to help you perform calculations. Clears the last number you entered. Use this button if you make a mistake while entering a number in the middle of a calculation. This button enables you to re-enter the number without starting the calculation over.
  • Page 108 3. After you finish reviewing the calculations, tap OK. Calculator menus Calculator menus are shown here for your reference, and Calculator features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands.
  • Page 109: Expense

    Expense Expense enables you to record the date, expense type, and the amount that you spent. A record in Expense is called an “item.” You can sort your Expense items into categories or add other information that you want to associate with the item. To create an Expense item: 1.
  • Page 110 Tip: A quick way to create a new Expense item is to make sure that no Expense item is selected in the Expense List, write the first letter(s) of the expense type, and then write the numerical amount of the Expense item. This technique takes advantage of the automatic fill feature.
  • Page 111 3. Select any of the following options: Category Type Payment Currency Vendor and City Lets you record the name of the vendor Attendees 4. Tap OK. Customizing the Currency pick list You can select the currencies and symbols that appear in the Currency pick list.
  • Page 112 To customize the Currency pick list: 1. Tap the Currency pick list in the Receipt Details dialog box, and then select Edit currencies. 2. Tap each Currency pick list and select the country whose currency you want to display on that line. 3.
  • Page 113 5. Tap OK to close the Currency Properties dialog box. 6. Tap OK. Note: If you want to use your custom currency symbol as the default for all Expense items, select the symbol in the Preferences dialog box. If you want to use your custom currency symbol only for a particular Expense item, select the symbol in the Receipt Details dialog box associated with that item.
  • Page 114 Chapter 1 for more information. Creating or printing an expense report Palm Desktop for IBM WorkPad makes it quick and easy to view and print your Expense data in a Microsoft Excel spreadsheet. To create or print an expense report: 1.
  • Page 115 Microsoft Excel. The templates have the extension .xlt and are stored in the template folder in the Palm Desktop for IBM WorkPad directory on your computer. To see what a template looks like before you use it, open the template in Microsoft Excel.
  • Page 116 If you want to streamline or customize your expense reports, you can change these templates. For example, you can add your company name to a template. See Appendix C for information on changing templates. Page 108 Using Your Basic Applications...
  • Page 117 To view your expense data using a Microsoft Excel template: 1. Display your expense data in a Microsoft Excel spreadsheet as described in the previous procedure. 2. Click Options. 3. Enter name, department, and other information as necessary for your expense report. 4.
  • Page 118 Options menu Preferences About Expense Shows version information for Expense. Page 110 Lets you select an expense Use automatic fill. type by writing the first letter of an expense type in the Graffiti writing area. For example, if you write the letter “T,” it enters the “Taxi” expense type.
  • Page 119: Chapter 5: Communicating Using Your Companion

    Chapter 5 Communicating Using Your Companion The previous chapter described the features of your WorkPad c3 companion that help you stay organized. This chapter describes the features that help you stay connected. Managing desktop E-Mail to, compose, and delete e-mail from your desktop E-Mail application while you are away from your desk.
  • Page 120: Setting Up Mail On The Desktop

    Palm Desktop for IBM WorkPad on your computer and that you did not set up Mail during the installation. If you have not yet installed the Palm Desktop for IBM WorkPad, the installation procedure prompts you to set up Mail as part of the Palm Desktop for IBM WorkPad installation.
  • Page 121 2. Choose Custom. Tip: You can also choose Custom from the HotSync menu in Palm Desktop for IBM WorkPad. 3. Select Mail in the list box. 4. Click Change. 5. Click one of the following settings:...
  • Page 122: Synchronizing Mail With Your E-Mail Application

    1. Click the HotSync icon 2. Choose Custom. Tip: You can also choose Custom from the HotSync menu in Palm Desktop for IBM WorkPad. 3. Select Mail in the list box. 4. Click Change. 5. Modify your settings as needed.
  • Page 123: Creating E-Mail Items

    To open an e-mail item: Tap an e-mail item to open it. Recipient Subject To close an e-mail item: Tap Done to close the e-mail item. Displaying full header information By default, Mail displays abbreviated header information, which comprises only the From: and Subj: fields. The full header provides complete information about the sender, receiver, and copied recipients, in addition to the subject and date the e-mail item was created.
  • Page 124 To create an e-mail item: 1. Tap New. You can also create an e-mail item by tapping New from Tip: the Message menu. 2. Enter the e-mail address of the recipient. Note: Enter the address as if you were entering it from your desktop E-Mail application.
  • Page 125 Tip: If the address, CC, subject, or body exceeds the capacity of the screen display, tap the name of the field (for example, tap “To:”) to expand that field. Tap the Done button to return to the New Message screen. Tap the name of the field to open To reply to an e-mail item: 1.
  • Page 126: Looking Up An Address

    Looking up an address To identify the recipient of an e-mail item, you need to enter that person’s e-mail address. You can do this either by entering the data directly into the field or by using the Look Up command to access the information in your Address Book.
  • Page 127: Adding Details To E-Mail Items

    Tap here to enter address in field Adding details to e-mail items Before you send your e-mail item, you can attach additional attributes to it, such as a signature or a priority level. These features are dependent on the desktop E-mail application you use. If your application does not support the attribute you select, your companion cannot attach that attribute to the e-mail item.
  • Page 128 Setting a priority To set a priority for your e-mail item: 1. In the New Message screen, tap Details. Tap here 2. Tap the Priority pick list and select the priority you want. Tap here Tap to select priority 3. Tap OK. Tip: Your companion can flag e-mail items with a specific priority only if your desktop E-Mail application supports this feature.
  • Page 129 4. Tap the BCC: field and enter an address. Adding a signature to your e-mail item A signature consists of information about yourself that is appended to your e-mail item as its closing. For example, a signature can contain your name, address, phone and fax numbers, and any other text you want to include.
  • Page 130: Storing E-Mail To Be Sent Later

    To add a signature to your e-mail item: 1. In the New Message screen, tap Details. 2. Tap the Signature check box to select it and add your signature to the e-mail item. Note: The check box stays selected, so all subsequent e-mail items you create will also contain your signature until you deselect the Signature option.
  • Page 131: Draft E-Mail

    To retrieve an e-mail item: 1. In the Message List, tap Outbox from the pick list in the upper- right corner. 2. Tap the e-mail item you want to retrieve. 3. Tap Edit. Draft e-mail Sometimes you may not want to send an e-mail item immediately; for example, you may want to add additional information before sending it.
  • Page 132: Filing E-Mail

    To save an e-mail item as a draft: 1. Create an e-mail item. 2. Tap the Menu icon 3. Tap Message, and then tap Save Draft. To edit an e-mail item saved as a draft: 1. In the Message List, tap Draft from the pick list in the upper-right corner.
  • Page 133: Deleting E-Mail

    To remove e-mail from the Filed folder: 1. In the Message List, tap Filed from the pick list in the upper-right corner. 2. Tap the e-mail item you want to restore. 3. Tap Edit to display and modify the item. Tip: After you display and modify the e-mail item, you can send it, save it as a draft, or return it to the Filed folder.
  • Page 134: Purging Deleted E-Mail

    Purging deleted e-mail Because your companion stores deleted e-mail in the Deleted folder until you perform a HotSync operation, deleted e-mail can monopolize storage space. To avoid or correct this problem, purge your Deleted folder. E-mail that you purge is still deleted from your desktop E-Mail application during the next HotSync operation.
  • Page 135 Date column The Date column is optional in the Message List. By default, the Date column is hidden to increase the available screen space. To show the Date column: 1. In the Message List, tap Show. 2. Tap the Show Date check box to select it. 3.
  • Page 136: Hotsync Options

    HotSync options HotSync options enable you to manage your e-mail more effectively by selecting which e-mail items download when you synchronize your computer and your companion. You can define different settings for local and remote synchronization. For example, you may want to download all of your e-mail during local synchronization and only urgent e-mail during remote synchronization.
  • Page 137: Creating Special Filters

    Filter During synchronization, all e-mail items in your companion Outbox are sent to your desktop E- Mail application, and items in your desktop E- Mail Inbox that meet specific criteria download to your companion. When you select the Filter setting, the HotSync Options dialog box opens and displays additional filter settings.
  • Page 138 To access the special filter settings: Tap the Filter box in the HotSync Options dialog box. Ignoring or receiving e-mail The first step in establishing a special filter is to determine whether you want to ignore or retrieve e-mail that matches the information you specify.
  • Page 139 Retrieve Tells your companion to include only the Only Msgs e-mail items that meet the criteria you Containing define and to ignore all other e-mail items during synchronization. This filter has the potential to block more e-mail during synchronization because it downloads only one subset of e-mail.
  • Page 140 To define a filter string: 1. Tap a header field in the HotSync Options dialog box. 2. Enter your filter string, using commas or spaces to separate the words. Do not add connectors, such as AND or OR, between words in a string. 3.
  • Page 141: Truncating E-Mail Items

    2. Tap the Retrieve All High Priority check box to select it. check 3. Tap OK. Note: This setting is applicable only if your E-Mail application has the capacity to flag high-priority e-mail items. Truncating e-mail items The Truncate feature lets you set a point at which long e-mail items truncate when downloading to your companion.
  • Page 142: Mail Menus

    Mail menus Mail menus are shown here for your reference, and Mail features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Message menus The Message menu varies depending on whether you are viewing an e-mail item, creating an e-mail item, or viewing the Message List.
  • Page 143: Beaming Information

    Beaming information Your WorkPad c3 companion is equipped with an IR (infrared) port that you can use to beam information to another WorkPad PC companion that is close by and also has an IR port. The IR port is located at the top of the companion, behind the small dark shield.
  • Page 144 5. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your companion. To beam an application: 1. Open the Applications Launcher. 2. Tap the Menu icon 3. Tap App, and then tap Beam. 4.
  • Page 145: Chapter 6: Advanced Hotsync

    WorkPad PC companions and Palm™ Desktop for IBM WorkPad or another PIM such as Microsoft Outlook. To synchronize data, you must connect your WorkPad c3 companion and Palm Desktop for IBM WorkPad either directly, by placing your companion in the cradle attached to your computer, or indirectly, with a WorkPad c3 Modem or network.
  • Page 146 With this option, the HotSync Manager synchronizes data even when Palm Desktop for IBM WorkPad is not running. Starts HotSync Manager and monitors requests automatically when you open Palm Desktop for IBM WorkPad.
  • Page 147 “Conducting a HotSync operation via a network” later in this chapter for more information. 7. Click OK. Chapter 6 Identifies the port that Palm Desktop for IBM WorkPad uses to communicate with the cradle. This selection should match the number of the port to which you connected the cradle.
  • Page 148: Customizing Hotsync Application Settings

    In general, you should leave the settings to synchronize all files. The only reason you might want to change these settings is to overwrite data on either your companion or Palm Desktop for IBM WorkPad, or to avoid synchronizing a particular type of file because you do not use...
  • Page 149 6. Click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings. To use a new setting on an ongoing basis, select the Set As Default box.
  • Page 150: Conducting A Hotsync Operation Via Modem

    To perform a HotSync operation via modem, you must complete the following steps: A modem connected to your computer Palm Desktop for IBM WorkPad configured for use with the modem A WorkPad c3 Modem connected to your organizer Modem Preferences configured for use with the WorkPad c3...
  • Page 151: Preparing Your Companion

    Try the As Fast As Possible rate first, and adjust downward if you experience problems. This setting allows Palm Desktop for IBM WorkPad and your companion to find and use the fastest speed. Identifies the modem type or manufacturer.
  • Page 152 To prepare your companion for a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon 3. Tap the Enter Phone # field. Note: If you plan to connect to your company’s dial-in server (network modem) instead of connecting to a computer modem, see “Conducting a HotSync operation via a network”...
  • Page 153: Selecting The Conduits For A Modem Hotsync Operation

    Selecting the conduits for a modem HotSync operation The Conduit Setup dialog box on your companion enables you to define which files and/or applications synchronize during a modem HotSync operation. You can use these settings to minimize the time required to synchronize data with a modem. To change the Conduit Setup for a modem HotSync operation: 1.
  • Page 154: Performing A Hotsync Operation Via A Modem

    System Administrator.) Everything you need to connect to your company’s dial-in server (network modem) is included with Palm Desktop for IBM WorkPad and companion software. You need to activate the feature, however, on both Palm Desktop for IBM WorkPad and your companion.
  • Page 155 To prepare your computer for a network HotSync operation: 1. Click the HotSync Manager icon Tip: The Windows system tray is usually in the lower-right corner on your computer display. The location may vary depending on the location of the taskbar and the version of Windows you are using.
  • Page 156: Using File Link

    Pad information onto your companion from a separate external file such as a company phone list. HotSync Manager stores the data in a separate category on your Palm Desktop for IBM WorkPad and your companion. You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation.
  • Page 157 6. Repeat steps 3 and 4 for each profile that you want to create, and then click OK to return to Palm Desktop for IBM WorkPad. 7. Select the profile from the User list and create the data for the profile (e.g., company phone list, etc.).
  • Page 158 5. Click Yes to transfer all the profile data to the companion. The next time you perform a HotSync operation, Palm Desktop for IBM WorkPad prompts you to assign a user name to the companion. Page 150 Advanced HotSync® Operations...
  • Page 159: Chapter 7: Setting Preferences For Your Companion

    Chapter 7 Setting Preferences for Your Companion The Preferences screens enable you to customize the configuration options on your WorkPad c3 companion. In the Preferences screens, you can do the following: General Set the current date and time, the auto shut-off...
  • Page 160: Buttons Preferences

    Buttons preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the companion. For example, if you find that you seldom use To Do List and often use Expense, you can assign the To Do List button to start Expense. Any changes you make in the Buttons Preferences screen become effective immediately;...
  • Page 161 To change the Pen preferences: 1. Tap Pen. 2. Tap the pick list and select one of the following settings for the full- screen pen stroke: Backlight Keyboard Graffiti Help Turn Off & Lock Beam Data 3. Tap OK. Chapter 7 Drag to top of screen Turns on the backlight of your companion.
  • Page 162: Hotsync Buttons Preferences

    The Buttons Preferences screen also enables you to associate different applications with the HotSync button on the cradle and the HotSync button on the optional WorkPad c3 Modem. Any changes that you make in the HotSync Buttons dialog box become effective immediately;...
  • Page 163: Country Default

    Country default The country default sets date, time, week start day, and number conventions based on geographic regions where you might use your companion. For example, in the United Kingdom, time often is expressed using a 24-hour clock. In the United States, time is expressed using a 12-hour clock with an AM or PM suffix.
  • Page 164: General Preferences

    General preferences The General Preferences screen enables you to set the time, date, auto shutoff interval, and sounds for your companion. See Chapter 1 for information on setting the time and date. Auto-off delay Your companion has an automatic shutoff feature that turns off the power and backlight after a period of inactivity.
  • Page 165: System, Alarm, And Game Sounds

    System, alarm, and game sounds Your companion uses a variety of sounds. The System, Alarm, and Game Sound settings enable you to turn the sounds on or off, and to adjust the volume level. To set the system and alarm sounds: 1.
  • Page 166: Modem Preferences

    Modem preferences The Modem Preferences screen enables you to define the settings for a modem that is directly connected to your companion. These settings are for applications that activate and use the modem. To define the Modem preferences: 1. Tap TouchTone or Rotary. Select the Rotary setting only if you are certain that your Note: telephone service does not support TouchTone dialing.
  • Page 167: Network Preferences And Tcp/Ip Software

    Network Preferences settings. Note: Modem Preferences settings enable your WorkPad c3 companion to use the WorkPad c3 Modem to communicate with remote devices. For example, you can communicate with your ISP server, or with your computer if you are away on travel.
  • Page 168: Entering A User Name

    To select a service: 1. Tap the Service pick list. 2. Tap the predefined service template you want to use. Entering a user name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial-in server. Although this field can contain multiple lines of text, only two lines appear onscreen.
  • Page 169: Entering A Password

    Entering a password The Password box identifies the password you use to log into your server or ISP. Your entry in this field determines whether your companion prompts you to enter a password each time you log into your network: If you do not enter a password, your companion displays the word “Prompt”...
  • Page 170: Adding Telephone Settings

    Adding telephone settings When you select the Phone field, your companion opens a dialog box in which you define the telephone number you use to connect with your ISP or dial-in server. In addition, you can also define a prefix, disable Call Waiting, and give special instructions for using a calling card.
  • Page 171 To enter a prefix: 1. Tap the Dial Prefix check box to select it. Select this box if you need to use a prefix 2. Enter the prefix. 3. Tap OK. Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected.
  • Page 172 Using a calling card The Use calling card field enables you to use your calling card when dialing your ISP or Intranet server. Keep in mind that there is usually a delay before you enter your calling card number. When you define your calling card number, you need to add commas at the beginning to compensate for this delay.
  • Page 173: Connecting To Your Service

    Connecting to your service After you set your Modem and Network Preferences, establishing a connection to your Internet Service Provider (ISP) or your company’s network (dial-in server) is easy. Note: If you are connecting to an ISP, you need a third-party application, such as a web browser or news reader, to take advantage of this connection.
  • Page 174: Adding Detailed Information To A Service Template

    Adding detailed information to a service template If you are using one of the predefined service templates, you probably only need to enter your user name and telephone number. If you are creating a new service template, you may need to provide additional information to your ISP or dial-in server.
  • Page 175 Waits two minutes. Waits three minutes. Keeps your PPP or SLIP connection until you turn off your companion (or until it times out). This option works best with the WorkPad c3 Modem. Page 167...
  • Page 176 IP address Everyone who logs on to the Internet needs to have a unique identifier (an IP address), whether permanent or temporary. Some networks dynamically assign a temporary IP address when clients log in. The IP Address field lets you identify whether your network provides automatic (dynamic) temporary IP addressing.
  • Page 177: Creating A Login Script

    Creating a login script A login script is a series of commands, similar to an autoexec.bat file, that automates logging into your ISP. You can create login script files by selecting commands from the Command pick list in the Login Script dialog.
  • Page 178: Deleting A Service Template

    Send User ID Send Password Delay Get IP Prompt 4. Repeat steps 2 and 3 until the login script is complete. 5. Tap OK. Deleting a service template There is only one way to delete a service template: use the Delete command from the Service menu.
  • Page 179: Network Preferences Menu Commands

    Network preferences menu commands The Network Preferences screen includes menu commands to make it fast and easy to create and edit service templates. TCP/IP application menus are show here for your reference. See “Using menus” in Chapter 1 for more information about choosing menu commands.
  • Page 180 To view the Network Log: 1. Tap Options, and then tap View Log. 2. Tap the up and down arrows of the scroll bar to see the entire Network Log. 3. Tap Done. Adding a DNS number If your ISP or dial-in server requires a DNS number and you did not enter that information in the Network Preferences screen, it will appear that you successfully logged into your network.
  • Page 181: Owner Preferences

    Owner preferences The Owner Preferences screen enables you to record a name, company name, phone number, or any other information that you want to associate with your companion. If you use the Security application to turn off and lock your companion with a password, information that you put in the Owner Preferences displays the next time you turn on your companion.
  • Page 182: Shortcuts Preferences

    ShortCuts preferences The ShortCuts Preferences screen enables you to define abbreviations for entering text with Graffiti strokes. This section describes how to create, edit, and delete a ShortCut. See Chapter 2 for more information on the use of ShortCuts. Creating a ShortCut You can create a ShortCut for any words, letters, or numbers.
  • Page 183: Editing A Shortcut

    ShortCut Editing a ShortCut After you create a ShortCut, you can modify it at any time. To edit a ShortCut: 1. Tap the ShortCut you want to edit. 2. Tap Edit. 3. Make the changes you want and tap OK. Deleting a ShortCut If you no longer need a ShortCut, you can delete it from the list of ShortCuts.
  • Page 184 Page 176 Setting Preferences for Your Companion...
  • Page 185: Appendix A: Maintaining Your Companion

    Appendix A Maintaining Your Companion This chapter provides information on the following: Proper care of your companion Prolonging battery life Resetting your companion Caring for your companion Your companion is designed to be rugged and reliable and to provide years of trouble-free service. Please observe the following general tips when using your companion: Take care not to scratch the screen of your companion.
  • Page 186: Battery Considerations

    You never need to replace the battery, even if the charge runs out. If you ever dispose of your WorkPad c3 companion, please dispose of it without damaging the environment by depositing your companion at your nearest environmental recycling center.
  • Page 187: Resetting Your Companion

    Resetting your companion Under normal circumstances, you will not have to use the reset button. On rare occasions, however, your companion may no longer respond to buttons or the screen. In this case, you need to perform a reset to get your companion running again. Performing a soft reset A soft reset tells your companion to stop what it is doing and start over again.
  • Page 188: Performing A Hard Reset

    1. Click the HotSync icon right corner of the taskbar). Tip: You can also click the HotSync command on the Palm Desktop for IBM WorkPad menu bar. 2. From the HotSync Manager menu, choose Custom. Page 180 in the Windows system tray (bottom-...
  • Page 189 3. Select the appropriate user name from the list. 4. Select an application in the Conduit list. 5. Click Change. 6. Select Desktop overwrites handheld. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings.
  • Page 190 Page 182 Maintaining Your Companion...
  • Page 191: Appendix B: Frequently Asked Questions

    Appendix B Frequently Asked Questions If you encounter a problem with your WorkPad c3 companion, do not call Technical Support until you have reviewed the following list of frequently asked questions, and you have also reviewed the following: The README file and HelpNotes located in the folder where you installed the Palm™...
  • Page 192: Operating Problems

    Operating problems Problem My companion will not turn on. I get a warning message telling me my companion memory is full. My companion keeps turning itself off. My companion is not making any sounds. My companion has frozen. I do not see anything on my companion’s screen.
  • Page 193: Tapping And Writing Problems

    Tapping and writing problems Problem When I tap the buttons or screen icons, my companion activates the wrong feature. When I tap the Menu icon , nothing happens. I cannot get my companion to recognize my handwriting. Appendix B Solution Calibrate the screen.
  • Page 194: Application Problems

    Memo Preferences setting. In other words, the sort settings that you use with Palm Desktop for IBM WorkPad are not transferred to your companion. In the Week View, you cannot select overlapping events that have the same start time.
  • Page 195: Hotsync Problems

    Manager and make sure the correct conduit is selected. Make sure you are not running another program, such as America Online, CompuServe, or WinFax, that uses the serial port you selected in the Setup dialog box. Reinstall the Palm Desktop for IBM WorkPad. Page 187...
  • Page 196 If HotSync Manager is running, exit and restart it. Make sure you selected Local from the HotSync Manager menu or the Palm Desktop for IBM WorkPad menu. Check the cable connection between the cradle and the serial port on your computer.
  • Page 197 I tried to do a modem HotSync operation, but it did not complete successfully. Appendix B Check the following on your computer: Make sure your computer is turned on and that it does not shut down automatically as part of an energy- saving feature.
  • Page 198 I tried to do a modem HotSync operation, but it did not complete successfully. (continued) Page 190 Check the following on your companion: Confirm that the telephone cable is securely attached to your modem. Make sure the dialing instruction dials the correct phone number.
  • Page 199: Beaming Problems

    Beaming problems Problem I cannot beam data to another WorkPad PC companion. When someone beams data to my companion, I get a message telling me it is out of memory. Appendix B Solution Confirm that your WorkPad companion and the other WorkPad companion are between ten centimeters (approximately 4") and one meter (approximately 39") apart, and that the...
  • Page 200: Recharging Problems

    Recharging problems Problem When I place my WorkPad companion in the cradle, the cradle light does not go on. Page 192 Solution Confirm that your companion is well seated in the cradle. Confirm that your recharger cable is properly connected to the back of the cradle’s serial (COM) port connector that plugs into your computer.
  • Page 201: Password Problems

    In this case, the following procedure restores your private entries and lets you access them: 1. Use the Palm Desktop for IBM Work- Pad and the cradle to synchronize your data. 2. Tap Forgotten Password in Security to remove the password and delete all private records.
  • Page 202: Getting Help, Service, And Information

    Getting Help, Service, and Information If you need help, service, technical assistance, or just want more information about IBM products, you will find a wide variety of sources available from IBM to assist you. See the IBM WorkPad Home Page at: http://www.pc.ibm.com/workpad.
  • Page 203: Getting Customer Support And Service

    Getting Customer Support and Service Purchasing an IBM product entitles you to standard help and support during the warranty period. If you need additional support and services, a wide variety of extended services are available for purchase that address almost any need.
  • Page 204 Country Name Phone Number Australia 131-426 New Zealand 0800-472-435 Japan 0120-141-666 Canada 800-565-3344 800-565-3344 Austria 01-54658-5075 Belgium 02-717-2504 02-717-2503 Denmark 3-525-6905 Finland 9-22-931805 France 01-6932-4003 Germany 069-6654-9003 Ireland 01-815-9207 Italy 02-482-75003 Luxembourg 298-977-5060 Netherlands 020-504-0531 Norway 2-305-3203 Portugal 01-791-5147 Spain 91-662-4270 Sweden 08-632-0063...
  • Page 205 Country Name Phone Number Ecuador (2) 565-130 El Salvador 503-298-5011 Guatemala 502-331-5859 Honduras 504-332-2319 Mexico 387-5991(local) 01-800-426-1000 Nicaragua 505-266-4141 Panama 507-263-9977 Peru 349-0050 Rep. 809-556-5161 Dominican Venezuela 800-426-72 United States 800-772-2227 Puerto Rico 800-772-2227 Appendix B Language Hours Spanish 8:30 -6:00 Spanish 8:00...
  • Page 206 Page 198 Frequently Asked Questions...
  • Page 207: Appendix C: Creating A Custom Expense Report

    Payment Method When you perform a HotSync and Palm Desktop for IBM WorkPad, the Expense data is stored on your computer (in a file named Expense.txt). When you open the Expense application in Palm Desktop for IBM WorkPad, an Excel macro starts, and populates an expense template with your data based on the rules specified in a spreadsheet file named Maptable.xls.
  • Page 208: Customizing Existing Sample Templates

    Four sample Expense Report templates come with Palm Desktop for IBM WorkPad. These templates are stored in the Template folder (which is in the same folder as the Palm Desktop for IBM WorkPad application). If the layout of one (or more) of these templates is appropriate for your reporting needs, you can easily customize the templates with your company name and other information.
  • Page 209: Determining The Layout Of The Expense Report

    4. From the File menu, choose Save As. 5. Click the Save as type drop-down list and choose Template (*.xlt). 6. Navigate to the Template folder (in the Palm Desktop for IBM WorkPad directory). If you do not need to change the Maptable.xls file, save the Note: template file with its original file name (e.g., Sample2.xlt).
  • Page 210: Sections

    Sections A Section is an area of the report that has common formatting. It is common for an Expense report to have more than one Section. For example, the following sample Expense Report named Sample3.xlt contains several Sections. Because your Expense data maps to row and column areas of your final report, different Sections require different definitions for the data mapping.
  • Page 211: Analyzing Your Custom Expense Report

    Fixed or Variable Label for columns. Place a copy of your custom Expense Report in the Template folder (in the Palm Desktop for IBM WorkPad directory). Change the file name so it has the file extension .xlt (which defines it as a Microsoft Excel template).
  • Page 212: Programming The Mapping Table

    1. Open a copy of the Maptable.xls file in Microsoft Excel. This file is located in the same folder as the Palm Desktop Note: for IBM WorkPad application. Make a backup copy of this file before you make your modifications. Mapping a new template.
  • Page 213 5. Scroll down to a blank area of the Maptable.xls file (below the rows used for Sample4.xlt), and click on a row number to select a blank row. 6. From the Edit menu, choose Paste. A copy of the rows you selected in step 3 is pasted into the Maptable.xls file.
  • Page 214 Define the dimensions of the Section. appear in the green columns (10–13). # of Represents the total number of rows in the Section, Rows excluding any header or total rows. In other words, this includes only the number of rows in the Section where your companion data will be placed.
  • Page 215 Define whether the Section is in list format. light purple columns (18–19). If the Section will present the data in a list format, enter the word “yes”. Otherwise, enter the word “no”. The following diagram shows data presented in a list format: Only if your section is in list format: In the Expense Type cell, enter the number of the row or column where the expense description will be placed.
  • Page 216: Using Applications Other Than Microsoft Excel

    16. Repeat steps 9 through 15 for each Section that you have defined for your custom Expense Report. Map Expense Report Options dialog (magenta section). Report Options dialog has five fields where you can fill in data for the header on your expense report. Use this section to specify the row and column on your template where this information will be mapped.
  • Page 217: Appendix D: Non-Ascii Characters For Login Scripts

    Appendix D Non-ASCII Characters for Login Scripts The following information enables you to create custom login scripts that require non-ASCII characters. It is provided for advanced users who understand the use and requirements of such characters in a custom login script. Use of ^char You may use the caret ( ^ ) to transmit ASCII command characters.
  • Page 218: Literal Characters

    Literal characters The backslash ( \ ) character defines that the next character is transmitted as a literal character, and is not subject to any special processing ordinarily associated with that character. Examples: Includes a caret as part of the string Includes a <...
  • Page 219: Warranty And Other Product Information

    Product warranties The following product warranties are included in this handbook. IBM U.K. Statement of Warranty IBM U. S., Canada, and Puerto Rico Statement of Limited Warranty Additional translations of the product warranties are included on the Palm™ Desktop software for IBM WorkPad CD-ROM. Refer to the Documentation folder on the CD-ROM for these warranties.
  • Page 220: Ibm U.k. Statement Of Warranty

    IBM in this Statement of Warranty apply only to Machines you pur- chase for your use, and not for resale, from IBM or your reseller. The term “Machine” means an IBM machine, its features, conversions, upgrades, elements, or accessories, or any combination of them.
  • Page 221: Warranty Service

    Machines in, or restore them to, conformance with their Specifications. IBM or your reseller will inform you of the available types of service for a Machine based on its country of installation. IBM may repair the failing Ma- chine or exchange it at its discretion.
  • Page 222 IBM or your reseller of changes in a Machine’s location. IBM is responsible for loss of, or damage to, your Machine while it is 1) in IBM’s posses- sion or 2) in transit in those cases where IBM is responsible for the transportation charg-...
  • Page 223: Ibm U.k. Statement Of Warranty Part 2 - Country-Unique Terms

    Where IBM is in breach of a condition or warranty implied by the Trade Practices Act 1974, IBM’s liability is limited to the repair or replacement of the goods or the supply of equivalent goods. Where that condition or warranty relates to right to sell, quiet posses- sion or clear title, or the goods are of a kind ordinarily acquired for personal, domestic or household use or consumption, then none of the limitations in this paragraph apply.
  • Page 224 EGYPT: Limitation of Liability: The following replaces item 2 in this Section: 2. as to any other actual direct damages, IBM’s liability will be limited to the total amount you paid for the Machine that is the subject of the claim.
  • Page 225 In case IBM or your reseller are unable to repair an IBM Machine, you can alternatively ask for a partial refund as far as justified by the reduced value of the unrepaired Ma- chine or ask for a cancellation of the respective agreement for such Machine and get your money refunded.
  • Page 226 The following item is added to this paragraph: 3. breach of IBM’s obligations implied by Section 12 of the Sale of Goods Act 1979 or Section 2 of the Supply of Goods and Services Act 1982.
  • Page 227: Ibm U.s., Canada, And Puerto Rico Statement Of Limited Warranty

    The warranties provided by IBM in this Statement of Limited Warranty apply only to Machines you purchase for your use, and not for resale, from IBM or your reseller. The term “Machine” means an IBM machine, its features, conversions, upgrades, elements, or accessories, or any combination of them.
  • Page 228 Machines in, or restore them to, conformance with their Specifications. IBM or your reseller will inform you of the available types of service for a Machine based on its country of installation. IBM may repair the failing Ma- chine or exchange it at its discretion.
  • Page 229 IBM or your reseller of changes in a Machine’s location. IBM is responsible for loss of, or damage to, your Machine while it is 1) in IBM’s posses- sion or 2) in transit in those cases where IBM is responsible for the transportation charg-...
  • Page 230: Ibm U.s. Statement Of Limited Warranty Part 2 - Country-Unique Terms

    Where IBM is in breach of a condition or warranty implied by the Trade Practices Act 1974, IBM’s liability is limited to the repair or replacement of the goods or the supply of equivalent goods. Where that condition or warranty relates to right to sell, quiet posses- sion or clear title, or the goods are of a kind ordinarily acquired for personal, domestic or household use or consumption, then none of the limitations in this paragraph apply.
  • Page 231 EGYPT: Limitation of Liability: The following replaces item 2 in this Section: 2. as to any other actual direct damages, IBM’s liability will be limited to the total amount you paid for the Machine that is the subject of the claim.
  • Page 232 In case IBM or your reseller are unable to repair an IBM Machine, you can alternatively ask for a partial refund as far as justified by the reduced value of the unrepaired Ma- chine or ask for a cancellation of the respective agreement for such Machine and get your money refunded.
  • Page 233 The following item is added to this paragraph: 3. breach of IBM’s obligations implied by Section 12 of the Sale of Goods Act 1979 or Sec- tion 2 of the Supply of Goods and Services Act 1982. Applicability of suppliers and resellers (unchanged).
  • Page 234: Notices

    IBM intends to make these available in all countries in which IBM operates. Any refer- ence to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Subject to IBM’s valid intellectual property or other legally protectable rights, any functionally equivalent product, pro- gram, or service may be used instead of the IBM product, program, or service.
  • Page 235: Trademarks

    Trademarks The following terms are trademarks or service marks of the IBM Corporation in the United States and other countries: WorkPad HelpCenter Other company, product, and service names may be trademarks or service marks of oth- ers. Electronic Emissions Notices...
  • Page 236: Canadian Ices-003 Statement

    Responsible Party: Palm Computing, Inc., a subsidiary of 3Com Corporation 5400 Bayfront Plaza PO Box 58007 Santa Clara, CA 95052-8007 United States of America Telephone: 408-326-5000 Canadian ICES-003 Statement This Class B digital apparatus meets all of the requirements of the Canadian Interfer- ence-Causing Equipment Regulations.
  • Page 237: Ul/Csa Statement

    UL/CSA Statement For your safety, a power cord with a grounded attachment plug is provided to use with this product. To avoid electrical shock, always use the power cord and plug with a prop- erly grounded outlet. Power cords used in the United States and Canada are listed by Underwriter’s Labora- tories (UL) and certified by the Canadian Standards Association (CSA).
  • Page 238 Page 230...
  • Page 239: Index

    Index ABA (Address Book archive file) 36 AC adapter for recharging battery 10 Accented characters Graffiti writing 32 onscreen keyboard 35 Add-on applications 42–45 Address Book *If Found Call* entry 87 adding custom fields 90 archive files (.aba) 36 business card for beaming 135 categorizing records 61 conduit for synchronizing 140 creating records 55, 86–87...
  • Page 240 Calculator buttons explained 99 memory 99 opening 54 overview 53 recent calculations 53, 99 Calibration 14, 154, 185 Call Waiting, disabling 144, 163 Calling card, using in phone settings 144, 164 Capital letters (Graffiti writing) 29 Caring for the companion 177 Categories application 39–40 assigning records to 61...
  • Page 241 Data entry. See Entering data Date Book adding Address Book data to records 66–67 alarm 77 archive files (.dba) 36 changing event time 77 changing event to untimed 76 conduit for synchronizing 140 conflicting events 81 continuous events 78–79 creating records 55, 73–77 Day view 79 deleting records 57 display options 84...
  • Page 242 Entering data 19–22 importing from other applications 36–37 problems with 185 using Graffiti writing 25–34 using the computer keyboard 35 using the onscreen keyboard 35 Entries. See Address Book Eudora 112 Events. See Date Book Excel, transferring Expense data to 106–109 Exchange 112 Exchanging data.
  • Page 243 Help Graffiti 57 online tips 19 Hiding records 69 High Priority e-mail filter 132 HotSync buttons preferences 154 conduits for synchronizing applications 140–141, customizing 140 defined 58 first-time operation 59–60, 148–150 for managing desktop E-Mail 113–114 HotSync Manager 59 linking to external files 148 local operation 60, 138, 188 modem operation 139, 142–146, 189–190...
  • Page 244 Mail address lookup 118–119 attachments 129 BCC (blind carbon copy) 119, changing setup 114 closing 115 confirm delivery 119, 122 confirm read 119, 122 creating 115–117 deleting e-mail 125 desktop configuration 112–114 draft e-mail 123 editing unsent e-mail 122 filing e-mail 124 filtering options 128–133 folders 126 HotSync options 113–114...
  • Page 245 To Do List 52 Organizer (Lotus PIM) 36 Outbox 122, 126 Outlook, connecting to 13, 187 Overlapping events 81 Owner preferences 173 Palm Desktop for IBM WorkPad. See Desktop software Passwords 46–48 changing 47 creating 46 deleting 47 for network 161...
  • Page 246 Purging deleted e-mail 126 records 58 See also Deleting Quattro Pro, for expense reports 208 Range of times in Day view 85 Reading e-mail on companion 114 Receipts, recording in Expense 102 Receiving data. See Beaming information Recharging the battery 10, 156 Records Address Book 86 beaming 135–136...
  • Page 247 Serial connector 9 Serial port 9, 139, 142 Service templates 165, 170 Service, selecting for network 159 Settings. See Preferences ShortCuts backing up 140 managing 174–175 menu commands 18 predefined 34 using 33 Showing dates in Mail list 127 Side channels for stylus and front cover 8 Signature for e-mail 121–122 Soft reset 179...
  • Page 248 Truncating e-mail 133 Turning off companion automatically 156 pen stroke for 153 problems with 184 Turning on companion application buttons 5 displaying owner’s name 173 power button 6 problems with 184 2000, Year 226 Undoing actions 56 Uninstalling Desktop software 45 Unresponsive companion 184 Unsent e-mail, editing 122 Untimed events 73, 76, 78...

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