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PhatNotes 5.4 User`s Guide

1. HPC Notes aJo o Oon o j Search Results dialog box Organizing Notes PhatNotes allows a user to organize notes by the following categories Creation date Modification date Category Color Priority e To organize notes by the creation date choose View Organize Notes By Creation Date menu item Notes list view will change so notes will be grouped by the creation date You can expand collapse each group by tapping on the button or by double tapping on the group header or by pressing Enter key when the desired group title is selected Each group title displays the category name and amount of notes in the group Notes list view has a similar look when organized by modification date category color or priority e To organize notes by the modification date choose View Organize Notes By Modification Date menu item e To organize notes by the category choose View Organize Notes By Category menu item e To organize notes by the color choose View Organize Notes By Color menu item e To organize notes by the priority choose View Organize Notes By Priority menu item e To expand all the notes groups choose View Organize Notes Expand All menu item e To collapse all the notes groups choose View Organize Notes Collapse All menu item 28 PhatNotes 5 User s Guide Pocket PC Features e To return to the regular notes view choose View Organize Notes Default View menu item While notes are organized by one of the categor
2. PhatNotes Select a Contact Enter a name ab cde fgh ik Imm opal rst Jv xyz 8 Harms Ewald Hartvigsen Scott 8 Haslam Briony 8 Haynes Scott 8 Hendrickson Janet Hetzel Kurt Hewitt Jim Hong Mark 8 Horner Jack 8 Heintz Todd 82 Henderson Sam Select Select a Contact dialog box 35 PhatNotes 5 User s Guide Pocket PC Features 9 Select the desired contact name from the list and tap Select The contact s email address will appear in the To box If you want to CC and BCC the same message enter email addresses into Cc and Bcc boxes Select the service you wish to use to send the mail message from the Mail Service drop down menu Tap OK If you are emailing one or more notes as an attachment Email Note as Attachment dialog box will appear Enter email subject into the Subject box 10 Enter optional body text into the Body box 11 Choose Plain Text or Rich Text option to specify the attachment format 12 Tap OK Note The Rich Text option will have no effect if notes are stored in the database as plain text See the Note Editor Options Section below for more information The email message will be placed in the Outbox of your email client It will be sent the next time you connect to the mail server or synchronize with the desktop PC depending on which mail service has been used For more information about mail services see Staying in touch with Inbox se
3. You can send email using Microsoft Outlook or Microsoft Exchange Client if you have Outlook 97 or later installed or built in SMTP client You must have access to an SMTP server to be able to use PhatNotes SMTP client You can also use this Email Wizard to import or export a PhatNotes address book If you don t want to use email capability you may disable email support If you choose SMTP clicking Next will bring up the SMTP Server Configuration dialog If you choose Outlook you will skip this step 139 PhatNotes 5 User s Guide Desktop PC Features Email Wizard SMTP Server Configuration Please enter SMTP server name or IF address your name will appear in From field and the reply address SMTP server information SMTP server Pork number default is 25 User information Hame Reply address Finch Stas Email wizard dialog box Insert the server and user information Click Next You can also choose to send notes as an e mail attachment You can attach the notes in plain text or RTF format Again you can also use this Email Wizard to import an address from the PhatNotes address book Email Wizard Attachments Tou may send multiple notes in a single email as attachments IF you email a single note the note s body becomes email body and the note s subject email subject Check the Always send as attachment box if you want to send a single note as an attachment Always
4. 3 Select afield name in the File fields list and a field name in the Notes fields list and click Map Field The File Field selected will now show under the Mapped to heading 4 When done with your selections click OK Click on Finish to Import the selected file Map Custom Fields pu Map custom fields File fields Hote fields Field Field Mapped Ta EH Subject E Created Created E Created Modified Modified Ez Category Category Subject Subject Note Body Hote HH Authored Authored Authored Color EJ Color Color HH Priority E Priority Priority Map Custom Files dialog box To import notes from a Microsoft Outlook file 1 From the Wizard choose Import from Microsoft Outlook and click Next 164 PhatNotes 5 User s Guide Desktop PC Features Import From Outlook Select outlook folder Ei Personal Folders l Calendar 3 Contacts 3 2 Deleted Items fo Drafts fl ASS Feeds off Sent Items Import From Outlook dialog box 2 Select the folder you want to import into PhatNotes Click Next Import From Outlook Duplicates Peat C Allow duplicate thems to be created Replace duplicate items with imported Do not import duplicate Items Import From Outlook dialog box 3 Select how you want to deal with duplicate items Click Finish The items will now appear in PhatNotes To export notes into a file using TXT and CSV formats 165 PhatNotes 5 User
5. To empty the active notes database choose File Database Empty menu item PhatNotes will ask you to confirm this operation This operation is equal to deleting all notes from the Notes database 120 PhatNotes 5 User s Guide Desktop PC Features The Empty Database operation cannot be undone therefore we WARNING recommend making a complete backup of the database before proceeding Deleting duplicate notes To find and delete duplicates from the active notes database choose the File Database Delete Duplicates menu item PhatNotes will prompt which note s fields to compare note subject creation time and modification time Choose one or more fields and click the Delete button When the operation is complete PhatNotes will notify you how many duplicates have been deleted according to the chosen criteria Copying notes between databases To copy one or more selected notes to another database choose File Database Copy Notes menu item The Copy Notes dialog box will appear If you want to move the selected notes instead of copying check the Move Notes box If you want to copy or move all notes from the current database to another one check the All Notes box Select the desired database from the To Database list and click OK If you want to create a new database click on the Create New button Copy Notes To database Business Notes Old Notes Database Cancel Create Hew Move notes All notes Cop
6. empty databases synchronization because it remains on the was in use by PhatNotes or desktop device another program After renaming a ActiveSync failed to delete Make sure that the old database is not in notes database an the old database during use then delete it manually empty database synchronization because it with the old name was in use by PhatNotes or created on the another program desktop device Unable to You have an older version of 1 Make sure you use the lastet version synchronize notes ActiveSync and have not of ActiveSync check for updates on after installation deleted the synchronization Microsoft web site Error message saying profile after installing that PhatNotes PhatNotes services are not installed on the desktop PC appears Delete the existing synchronization profile and create a new one as described in the Installation section PhatNotes synchronization Disconnect Pocket PC Smartphone module is not properly installed on your desktop PC or mobile device Uninstall PhatNotes from your desktop PC Reboot Desktop PC Install desktop portion of PhatNotes Connect your Pocket PC Smartphone Unable to Pocket PC Smartphone Disconnect your Pocket PC synchronize notes portion of PhatNotes is not Smartphone from the desktop PC if after installation installed or not properly connected Error message saying registered Uninstall PhatNotes from Pocket PC that PhatNotes
7. 2 Select desired file type and tap OK 3 The Open dialog box will appear Tap on the desired file name 4 Inthe Map Custom Fields dialog box map the file and PhatNotes field You can map up to the following PhatNotes fields Subject Category Note Created Modified Authored Color and Priority 50 PhatNotes 5 User s Guide Pocket PC Features 7 PhatNotes AD ee T ml lok Map Custom Fields Ei Tinpore Felt Default Map ri Created l F Modified Map Fields Subject a Clear Map Note Field MappedTo Subject Subject E Mote Body a z Category Category E Created Fr Cancel Map Custom Fields dialog box To map fields Note Select a field name in the Import Field list and a field name in the Note Field list and tap Map Fields The File Field selected will now show under the Mapped To heading Tap Clear Map to clear the current map list Tap Default Map to create a default map list if possible Tap OK The Import Options dialog box will appear You must map the Note Body field to proceed with importing a file 5 Inthe Import Options dialog box you can change the following import options Note Select Allow Duplicate Items to be Created box to create duplicate items Select Replace Duplicate Items with Imported box to replace duplicate items Select Do Not Import Duplicate Items box to leave the duplicate items in the notes database untouched Choose the defau
8. Category Subject New features in PhatMotes 5 New Features in version 5 on aa Windows Mobile 6 0 support New database manager now supports multiple groups folders drag and drop tovt analugaor allae dislinna Phathotes 5 0 License Agreement PhatNotes 5 0 Release Notes WE Phat Ware Corp 1 doc VoiceNote_Aug22 15 S3 S1L way Voice playback toolbar Integration with PhatPad To insert a link to an ink file 1 2 3 4 a e a Open the note you want to create a link for Pocket PC Features Choose the Ink item from the Insert menu A blank PhatPad will appear Draw the picture or write some text then save Close the scratch pad In the Note Preview pane of the Main Screen a file link icon will appear 0 Tap on the file link icon The list of linked files including the scratch pad files will appear Tap on the ink file you want to open Alternately if View Attachments amp Links is enabled in the note editor tap on the ink note file name in the Attachments and Links list To recognize an ink note 1 2 3 Select the Tool Recognize menu command the Recognition Options dialog box will appear Create a new ink note or open an existing note Write some text you want to recognize 46 PhatNotes 5 User s Guide Pocket PC Features PhatPad 1 1 og Y 2 ok ai Bi lt gt a amp t bee PhatPad 4 The recognized text will be inserted in note s body at the
9. NOTE When deleting a file attachment or voice note you will be prompted if you want to delete the entire file or only the shortcut to the file 4 Select the Menu Delete All Links command to delete all links 5 Select the Menu Delete All Files command to delete all shortcuts to attached files and voice notes from PhatNotes but it does not delete actual files 6 Select the Menu Cancel command to return to the note editor window Insert Contact information Windows Mobile 5 0 only To insert contact information into a note 1 Choose the Menu Insert Contact command The contact list will appear 2 Choose the desired contact from the list and press Select Contact information including all available data such as address phone number email address etc will be inserted at the current cursor location 102 PhatNotes 5 User s Guide Smartphone Features Select a Contact Belyy Andrei Bend Bialer David Boehm Michael Boltunov Ildar 7 Bouie Daniel Brian E Wood Select Menu Contact List DUOOUOLOOUO TOTO DOUTO TOUTOU TOUTT TUTITT M e Bo ili Bry m Eo Eo Mii j LN LT EE 1E Mi Using the Context Analyzer The Context Analyzer allows dialing phone numbers opening URLs and sending emails by clicking on a word that represents a phone number a URL or an email address To be able to use the context analyzer functions check the Enable context analyzer box in the Options dialog See the PhatNote
10. The PhatNotes main screen is shown below It contains the menu bar the toolbar the shortcut bar the note list view and header the note preview and header and the status bar You can toggle the appearance of the toolbar the status bar the shortcut bar and note preview using the commands in the View menu When running the application for the first time the note list view will be empty After you begin creating notes they will appear in the note list view The note list view header displays the field s names and also can be used to sort notes see Sorting and filtering notes section or adjust the size of the columns To change the size of a column click and drag the divider in the column heading If selected in the Options dialog you can also move notes to another folder by dragging the notes shown in the note list view into another folder or database icon shown in the shortcut bar To copy a note into another folder hold down the Ctrl key while dragging The note preview header can also be toggled on or off either by double clicking on it or right clicking and deselecting the View Header command gt PhatNotes Menu bar File Edit View Inset Sort Organize Tools Help l s Ja ae j F 5 Ji 5 ra n ad Toolbar et oe de BP E E Database Navigator hx Subject Created Modified Category All Databases Welcome to PhatNotes 5 9 2007 6 9 2007 Note H J Databases New features in PhatNotes 5 0 6 13 7
11. To use the new 256 bit strong encryption you need to open an existing note remove the current password assign the new password it could be the same as the old one and save the note When you try to open a protected note the Password dialog box will appear 1 Enter the desired password in the Password edit box 2 If you want to work with multiple notes protected with the same password check the Remember password for this session box If the password is correct it will be remembered by PhatNotes until you exit the application or the device goes to suspend mode While the password is remembered you can also export search and email notes that match the same password 3 Tap OK 94 PhatNotes 5 User s Guide Smartphone Features Note Not all phone enabled Pocket PCs suspend the system but only turn off the screen in which case the password will be remembered until you exit PhatNotes Note If the entered password is incorrect an error message will appear and remember password option will be ignored Sending email and SMS from PhatNotes The notes editor allows you to send email messages and SMS directly from PhatNotes To send the note as an email message 1 6 Choose the Menu Note Send Mail command The Send Mail dialog will appear Send Mail Mail service ActiveSync C Include attachments Send Mail dialog box Enter the desired email address into the To box PhatNotes provides quick access to ema
12. X El All Databases book Created on e ae Important i i aI ev rOUp F ME feature Note List View i F PhatNotes d i Phathotes HE New Group 1 PhatNotes old notes Phathotes Note pT Windows Yista support Command bar PhatNotes main screen Using the Command Bar The PhatNotes command bar contains both menu and toolbar buttons if selected You also can drag the horizontal and vertical sliders to display as much of the Database List view Note List view and the Note Preview panes as you want See the Working With the Notes Editor Section below Windws Mobile 6 0 support New database manager now Working with Notes Databases PhatNotes supports multiple databases When you run PhatNotes for the first time it will create a default empty database called PhatNotes The program keeps all databases in the Pocket PC objects store folder usually named Databases Note Due to Pocket PC performance limitations notes database s cannot be moved to a different location Database Management 18 PhatNotes 5 User s Guide Pocket PC Features PhatNotes supports the following database management functionality Creating a new notes database To create a new notes database choose the Tools Database New menu item The new database will appear in the Database List View with a default name Type ina new name if desired sE PhatNotes T wey dE ok Create Database Database name Po E y
13. not text that is inside longer words 3 Inthe Replace with box type the characters or word you want to replace the found text with or leave it blank to delete found characters or words 4 Click Find Next 5 When the specific text you re searching for is found it will be selected 6 Click Replace to replace the text found click Find Next to find the next occurrence of this text or click Replace All to replace all occurrences of this text otherwise click Cancel to close the dialog box Importing and exporting text files The import and export functions can be used to transfer a note s text between PhatNotes and other applications You can import and export files in Plain Text Unicode Text and Rich Text formats To import a text file into the note box 1 Click on the arrow below the Save button in the Note Toolbar group and select Import The Standard Open dialog box will appear 2 Select the desired file name in the browse window 3 Click Open All text in the note field will be replaced with the imported a text PhatNotes cannot import files larger than 32K To export the note as a text file 1 Click on the arrow below the Save button in the Note toolbar group and select Export The Standard Save As dialog box will appear 2 Enter the desired file name into the name box 3 Select the file category for the file you are saving 4 Click Save Protecting Notes with a Password 137 PhatNotes 5 User s Guide
14. or PIiOrity cceeeeeeeeeeeeeeeeeeeeees 130 TO Mer MOLCS DY Category ens cate cetaeaenatiedinacn E 131 FnaNng A ODECIIC IN OIC ossosa n oa a iueiai e i eer ieee 131 To find a note that contains a specific text in the current database ccssceseeeeeeeeees 131 To find all notes which contain a specific text in all databases ccccseecseeeeeeeeeeeeeeees 132 TOUSE ay QUICK SCaICM eiee ete care ete aiceet se te cece cae enc amice tied tel ecatete ds cece cet cate tecacata 133 ONGANIZING INQIES AEE E E E E E A A NE niaesia teense 133 NOt FroperleS sirosti eea e eraai ninaa enan ee ainei ae E Da EEE Ea 134 WORKING WITH THE NOTE EDITOR 0 0cc0sccessccecseeccecscessesseceeecoessoussseccesecarseaesesseeenes 134 PINGING ANOTCDIACING TOX ris iE EEEE DEEE rE EEEE E EAE okedoimdaneh asd oink impedes 136 Importing and exporting text FCS se eaa aE ELEAL AELE DEEE EEEE E iaiia 137 To import a text file into the note DOX cececeeccsececeeeeceeeeeeeeeeeseeeesseeseeeesseeetseeneeeseeeenes 137 To export the note as a text file oo ccc ceececseeceeeceeeeeeeceesecseeseeeesseeseaeeseeeseueenseeseeeenes 137 Protecting Notes WIN a FasSsSWwold eneee e a a 137 To protect notes with a PAaSSW Ol Cemescotscsisesese sysaseavassecaeesteaseeassneniequanentermaeerenetenee uieient 138 Tosnange A Password o ren eaa eene eaaa e oraa eaaa aeea e eea Eaa 138 To remove the pass Word ernt nae r i e e a aa a a ea hoes ahs Cats 138 Sending
15. s Guide pattern pattern oattern pattern x y xyz xyz a z a z b B Cx d Appendices When this character immediately follows any of the other quantifiers n n n m the matching pattern is non greedy A non greedy pattern matches as little of the searched string as possible whereas the default greedy pattern matches as much of the searched string as possible For example in the string oooo o matches a single o while o matches all o s Matches any single character except n To match any character including the n use a pattern such as s S A sub expression that matches pattern and captures the match The captured match can be retrieved from the resulting Matches collection using the 0 9 properties To match parentheses characters use or A sub expression that matches pattern but does not capture the match that is it isa non capturing match that is not stored for possible later use This is useful for combining parts of a pattern with the or character For example industr y ies is amore economical expression than industry industries A sub expression that performs a positive lookahead search which matches the string at any point where a string matching pattern begins This is a non capturing match that is the match is not captured for possible later use For example Windows 95 98
16. s Guide Desktop PC Features 1 From the Wizard choose either the Export from Tab Separated Values File TXT or Export to Comma Separated Values File CSV format and click Next Export To File Enter the export fle name E Save as UNICODE Cr Export To File dialog box 2 The Export to File dialog box will appear Type or select the desired file name You can also save as Unicode text Click Next Export To File Esport options Export field name s as first record Export selected notes only Esport protected notes Gra Ge Gate Export To File dialog box 3 Check the Export field name s as first record box to put the field names in the first record If left unchecked the field names are not exported to the file 166 PhatNotes 5 User s Guide Desktop PC Features 4 Check the Export selected notes only box to export selected notes only If left unchecked ALL the notes in the selected database are exported 5 Check the Export protected notes box to export protected notes If left unchecked and you attempt to export a protected note a blank notes file will be created If checked and you attempt to export a protected note PhatNotes will ask you for the password 6 After making all you choices click Finish To export notes into Microsoft Outlook 1 From the Wizard choose Export to Microsoft Outlook and click Next Export To Outlook Ell Personal Folders fo Note
17. 102 To insert contact information into a note cccceecceeeeeeeeeeeceeeeeeeeeseeeseeeeseeeseeeeseeesaeeeses 102 Using the Context ANAlyZOr ccccccccccccccsececsucesseessucesseeessusessusessusessusessusessnsessusesaes 103 PONG ss axussa spies ce ideas sa jnde fel a a a a cece ee 104 LAEE A A E EPERE ATETEA TE ASST A A AE TE eas tence eet eect ce ete 105 E er E e E oat ann eh tak reek eee oe eee eee ene ee 106 CUS OM lates acted geass sen a Slag cer Se ce a Ne ag ie ae ck ce a 106 PHATNOTES OF I TING Ocoee a a eae Sue a a a 108 TO chahge Me derault ON esre E E cen aeainies 109 Toeditvisible COMMS nrerin a a a E SEN 110 To select Note Attachment Options ccccccseccseccseeeseecseceneceeeceeesaeeseesseesaeeeneeenesentees 111 DESKTOP POG FEATURE Sosis a nde ddd dated latch hel heeled Sede tated 114 PHATINOTES MAN SORE EN ionian aa E AT TET A ES 114 PIANOS S TOODA sexertncecneecacncatncadacedadadatadedclersdtedd tack ined decd ESAE TE E E AE 115 SHORTCUT IBDA R yeni EEEE EEEE a a 115 APOIO xiute cc tnen teen tacntansencecncaceaetetacsueasendvaddvad dade tedsadeeiadedadecateasseneiaaghaeaiane 115 P lle IN OCS ae extvtucececncncncncacasasaca ance sue cud nET A EERE EEEE anc iaeauaietaiate 115 Pending FICITIIIG CFS aser a aliatanasdiesaabanausncuss sided aed eet nie siadatenen sks 116 FAV OF NCS E AA AA nad EA EAE A 116 SOI CUIS a a a a a a a E aa ida iaa 117 WORKING WITH NOTES DATABASES c0ccceccseeceeeceeeneeeeeeceeeneeeeeeeeeeae
18. All menu item To return to the regular notes view choose the Organize Default View menu item While notes are organized by one of the categories listed above you can still sort notes by any field and apply text date color and or priority filters Note Properties You can also change the properties of the selected notes Select a note then go to the Edit menu and click on Properties Note Properties Categon Document Date rater Priority Mormal Color C Blue Note Properties dialog Select the category to change from the Category drop down menu Then select the properties you want to change which includes the authoring date priority color password and reminder time If multiple notes are selected the Reminder button will not appear in this dialog box because it is not possible to assign the same reminder to multiple notes If a single protected note is selected the Protect button is disabled To change the password or unprotected the note you must open the note in the note editor first If multiple notes are selected the password will be changed set to the unprotected notes password for notes that are already protected will not be changed This has been done for the security reasons Working with the Note Editor 134 PhatNotes 5 User s Guide Desktop PC Features The note editor is used to create a new note or edit an existing note To create a new note simply click the New Note button E in th
19. Animate menu when expanding box if you want to animate menus as determined by the Menu animations settings as they expand This feature is active only when the Always show full menus box is unchecked If Highlight rarely used menu items is checked items hardly ever used will have a different color either on the left side of the menu item or the entire menu item itself depending on the theme selected Display menus with shadows gives each menu list a 3D look Clicking the Reset menu and toolbar usage data button will delete the record of the menu commands used and restore the set of initially visible commands that will appear in the menus and toolbars 183 PhatNotes 5 User s Guide Desktop PC Features In the Other pane you can select the size of the icons in the toolbars and menus plus decide if you want screen tips to appear in the toolbars and menus If you select to Show screen tips on toolbars you have the option to also Show shortcut keys in screen tips The Menu animations drop down menu gives you nine different animation options for the menus You can also have them randomly animate through all the options or have no animations Microsoft IntelliMouse and Keyboard Pro Support PhatNotes provides support for some special features of the Microsoft IntelliMouse Internet Keyboard Internet Keyboard Pro and Natural Keyboard Pro Microsoft IntelliMouse 1 2 Use the Scrolling Wheel to scroll the notes list and tex
20. E E c twain cee ea caa tecats 94 To unprotect the protected note cccccccscccsecececececenseeceecenseeeeeeeseeeeneueeeueeseeeseusenseeseass 94 Sending email and SMS from PhatNote ccccsccccsecccseeccseeccseeessuseseeessnsessusessnsesaes 95 Inserting Current Date and TIME ariede a e are Da 96 Checking Spelling aicn ee ee a ee ee ee ee ee ee eee 96 IFISCHUING ay VOICE INOLG ait sii sist eke ntiaeeh tack iactdasaiana dance roe bodghadabosebedobedeperebanotadoumecunnaites 96 To create and insert an audio file to a NOTE eee eeeccceeeeeeceece eee eeeeeeeneeeseeeesaeeeaneeesneeaaes 97 INSErtING a File ATTACNINGNL ccccccccncccceccceeneecceeccuesuncucseeccuesausnsecsuessusnenesuesausseness 97 TO MASERU a WANK TOs IG cseses frewete sree ectie teeta c nether ste sece edad eshte area ae asst EEEE 97 LINKING O OME NOTES oies ekeni ii eneu ieee EEEO AAA 98 To insert a lnk tO another Nole erah erete are rE Tk as Eaa raS E Era 98 inserning QIACININOGSD sireni a EEEE E EEEE EREEREER 98 Tonsen amp remihNdel ronin R A A A ORS 98 Creating a New Appointment and TaSK cccccccccsesecsesecseeecseesseeessesessesessesessesesseeess 99 lorea anew apponere a e E a N 99 Tocreate d new task siie ciri niatna onae iei ne a eaaa prianie Anine Enaid Nein 100 Viewing and Editing All Inserted ODjOCHS 1ccccccccseecceeccseeecseesseesseesseeesseessnees 101 Insert Contact information Windows Mobile 5 0 only cccccccceseeessneeeeeneeeseneneees
21. EEE EE AE AA A A EAE AA E A EAE A AAEE EER 157 ATTACHMENTS AND NOTES LINKING 0ccceccseeceeeceeeeeeeeeeeeeeneeeeeeeeeeeeeseeeneesaeeseeeneeeaeenes 158 MSE ANACHINICINS Asset ereire ern hre snes En aE Mma Maatientieutaens es 158 LINKO TOOME NOES aise cu ie e nls ws nantes nsf EEEN EE EEA A E eae A ER ES 160 IMPORTING AND EXPORTING NOTES cccecccecceeececcceeseeeceecceccessaneseeecusseneseeeceeseeesass 161 To import notes from a file using TXT ANd CSV formats ccccccceeccesecneeeseeceneeens 161 To map ielo tere gener eee eer Sern a e mc ere a name tine rma cr Tt ne Nenrnr ar ter 163 To import notes from a Microsoft Outlook file 2 cccecccsecccseeecseeeceneeseesesseeeaeeseaeeees 164 To export notes into a file using TXT And CSV formats ccccscccseeccesecseesseeseneeees 165 To export notes into Microsoft Outlook ccccccecccseeecsneecseessueesseeseseessseessseessaeeees 167 TO CXOM Po eS TOT TAM I eics Gasca a E 168 PHATINOTES REMINDER UTILITY sxs i tlS lista arnasaren naan saad shes kiana a a a 171 Reminder OU ONS a a AER 171 Once areminder OCCUIS eee a EET EOE 172 PHATNOTES SETTING Ses htc cit ela er aa a tian ieaaegece 172 GONCTAl ODUOINS a pac soadebed soadabadseacsbacboedsoacebetnecdeedaoes 173 PhatNotes 5 User s Guide N W Not SOTINOS isin tade sadadadadnce aie gnel aun Getto toes Me ossdees OE EA AAAA 174 View GS 10 8 cee eee eae ne ee ERE ne ETE epee Pee eT eee eRe ny ET En 175 OE IN ONC S tree
22. Left Indentation Right Indentation Mone a kd First line EA Cancel Paragraph dialog box 3 Enter the alignment option you want from the drop down menu 4 Select the desired paragraph list format from the List menu 5 Change the line and paragraph spacing from the drop down menu requires Windows Mobile 5 or later 6 You can add left right and first line indents to each paragraph by tapping on the arrows to the right of each value Only the selected paragraphs or the paragraph containing the cursor will be affected 7 Tap OK You can define paragraph formatting for a new document by changing the format options before you begin to type You can also change the alignment and bullet options by using the Format Toolbar 49 PhatNotes 5 User s Guide Pocket PC Features yh ASSIS amp Format Toolbar Importing and Exporting Notes PhatNotes allows importing and exporting the entire notes database or selected notes from the notes list as a text file Tab Separated Values TSV and Comma Separated Values CSV formats are currently supported Using the Export and Import menu commands from the Main Menu it is possible to transfer data between PhatNotes and other applications To import notes from a file 1 Choose Import from the Tools menu The Import From File dialog box will appear 3E PhatNotes aO T We ok Import From File a Select file type Fra ancel m Import dialog box
23. NT 2000 matches Windows in Windows 2000 but not Windows in Windows 3 1 Lookaheads do not consume characters that is after a match occurs the search for the next match begins immediately following the last match not after the characters that comprised the lookahead A sub expression that performs a negative lookahead search which matches the search string at any point where a string not matching pattern begins This is a non Capturing match that is the match is not captured for possible later use For example Windows 95 98 NT 2000 matches Windows in Windows 3 1 but does not match Windows in Windows 2000 Lookaheads do not consume characters that Is after a match occurs the search for the next match begins immediately following the last match not after the characters that comprised the lookahead Matches either x or y For example z food matches z or food z f ood matches Z00d or food A character set Matches any one of the enclosed characters For example abc matches the a in plain A negative character set Matches any character not enclosed For example abc matches the p in plain A range of characters Matches any character in the specified range For example Ta Z matches any lowercase alphabetic character in the range a through 2 A negative range characters Matches any character not in the specified range For example a z matches any chara
24. Se w Press Done To create a new task 100 PhatNotes 5 User s Guide Smartphone Features 1 Choose the Menu Insert Task command The New Task dialog box will appear New Task Subject New features in PhatNotes 5 0 Priority Normal Start date 10 Aug 07 Due date 10 Aug 07 Reminder 10 Aug 07 Private O New Task dialog box 2 By default the note s subject will be copied to the subject field of the new task the note s category to category field and the note s body to the note field 3 You can specify optional parameters such as Start Date Due Date and Reminder 4 If you want to mark the new task as private check the Private box 5 Press Done Viewing and Editing All Inserted Objects After you create links to one or more notes attach one or more files and or create voice notes you can use the Menu Attachments command to see the list of the linked notes and file attachments 101 PhatNotes 5 User s Guide Smartphone Features PhatNotes Important information for existinc VoiceNote_Aug10 17 05 21 wav Jpg Open m Menu Attachments window 1 Press Open to open the selected linked note attached file or play the voice note If the note is password protected you will be prompted to enter the password first 2 Select the Menu Delete command to delete the selected link file attachment or voice note 3 Select the Menu Remove command to rename the selection link file or voice note
25. Section for more information 59 PhatNotes 5 User s Guide Pocket PC Features Setting Reminders PhatNotes AD er 7 ve ok Default reminder time ott in tC Motify at gt Motes List Reminder Options dialog box Reminder property sheet 1 To specify a default reminder time switch to the Reminder property sheet 2 To set the default time offset for the reminder select Notify in and choose a time offset from the drop down menu 3 To set the default reminder time of the day select Notify at and enter the time either by typing the values or using the up and down arrows This time can be changed later when inserting a Reminder See the Inserting Reminders section above for more information Attachments Options 1 To set modify the default settings of your attachments and voice notes switch to the Attachments property sheet 60 PhatNotes 5 User s Guide Pocket PC Features ra PhatNotes iO ee T m ok Default attachments Folder My Documents Esl File prefix For voice note File name Default voice notes Folder ly Documents es Record immediately New Mote Attachments Options dialog box Voice Notes property sheet 2 Default attachments folder Allows you to choose the folder where all attachments will be located Click on the Browse button to select the default folder and location 3 File prefix for voice note file name Allows you to choose the prefix for all wav audio
26. TOC Simple Table Template with image Description Phathotes HTML Template with table of contents nn in _4 Export To HTML dialog box 2 Select an HTML template Templates are HTML files that use some PhatNotes specific tags to specify how the Wizard should format the notes data Some tags are used as placeholders for the exported notes properties other tags create the navigation links and control how the Wizard generates and references Table of Contents files The detailed description of the template tags in Appendix 4 Click on Preview to see how the template looks in a web browser After a template is selected click on Next Browse HTML page properties Use time stamp to generate file names _ Overvrite existing files HTML file prefix note HTML file extension html Export To HTML dialog box 169 PhatNotes 5 User s Guide Desktop PC Features Specify the destination directory where the generated HTML files will be stored and configure the rules to make files names The following options are available Use time stamp to generate file names if this option is selected the Wizard is using the current date and time to generate the unique file names The file names will have the following format prefix ddmmyy_hhmmss_ Page n extension where prefix is the text in the HTML file prefix box and extension is either htm or html d
27. URL move the cursor over the URL The entire URL will be highlighted and the Menu command right button changes to Open URL Choose the Open URL command to go to the web site PhatNotes r installi atNotes Thank you for installing PhatNotes PhatWare Corp l Products Buy Download PhatWare Corporation Latest News CalliGrapher 8 1 released February 1 2006 PhatPad 3 0 released January 10 2006 Favorites Open URL menu Opened web site URL pattern syntax A word that starts with any of the character sequences in the prefix list above is treated as an URL For example standard URL prefixes are http ftp www etc The remaining characters of the word are ignored by the text analyzer PhatNotes uses the standard Windows 105 PhatNotes 5 User s Guide Smartphone Features Shell Execute command to open URLs This also allows you to open any file on your system using the file prefix Email Context Analyzer Enable email recognition Cancel Context Analyzer Email settings Enable email address recognition by tapping in the checkbox Typical email address that contain the character and end in com will be recognized Open a PhatNote with the desired Email address Move the cursor over the Email address The entire address will be highlighted and the Menu command right button changes to Send Email Choose the Send Email command and select the type of e mail you want to send This dial
28. You also can type in the replacement if no appropriate suggestions are found Tap Ignore or Ignore All to ignore the possible error 4 Tap Add to Dictionary to add a new word to the user defined dictionary You can change the spell checker options including the active language using the Spelling menu command in the Options dialog box see the PhatNotes Settings section below Inserting a Voice Note 96 PhatNotes 5 User s Guide Smartphone Features To create and insert an audio file to a note 1 Open the note you want to create an audio file link for 2 Choose the Menu Insert Voice command The recording dialog will appear You can now speak into the phone s mike The dialog will count the number of seconds you are recording Note If the Record immediately box is unchecked in the Options dialog box a prompt will appear before recording begins 3 To stop recording press Stop VoiceNote Augi0 17 0571 Recording voice note window Inserting a File attachment To insert a link to a file 1 Open the note you want to attach a file to 2 Choose the Menu Insert File command The Attach File dialog box will appear 3 Select the file you want the note to link to Use the Menu command to move up one folder or to filter by file type 4 The file now will be attached to the note To open the file see the Viewing and Editing All Inserted Objects section below 97 PhatNotes 5 User s Guide Smartphone Features
29. attached file from the Note itself either click on the arrow below the Attach Files icon and select Detach File or right click on any of the attached file icons and select Detach Files Detach File File Name Directory AE FrequencyS pectrumO fA C Users test Documents 2 NewtonCotesQuadrature CiU sertes Documents phatnotes nbk L Users test D ocuments Delete file Note file will be permanently removed Close Detach File Window 11 Click on the file you want to detach You can also permanently delete the selected files Linking to other notes To insert a link to another note 1 Highlight a note from the note list or open the note 2 Click on the Create Link icon a in the preview pane on the Main Screen or on the Note Editor toolbar click on the Link Note button in the Insert toolbar group 3 The Link Notes window appears From the Notes List select the note you want the note to link to You are also able to link multiple notes at once using the Ctrl or Shift key while selecting Click on the Link button in the Link Notes window Link Notes To link notes select one or more desired notes from the list and click the Link Notes button Link Notes Window 4 Inthe Note Editor Screen the linked notes will appear in the Attachments and Links pane To go to the linked note from the Note Preview pane click on the arrow next to the Create Link icon The list of linked files will appear 6 Click on t
30. double click on the desired note in this list or click on Go to Note If the selected note is in another database PhatNotes will open the required database Found Records Text PhatNotes has been found in 24 notes Database Name Subject Category bs PhatNotes New features in PhatNotes 5 0 Document rete PhatNotes PhatNotes 5 0 Release Notes Document PhatNotes PhatNotes 5 0 Release Notes document TE FPhatNotes New features in PhatNotes Document Business Not PhatNotes 5 0 License Agreement Document Business Not PhatNotes 5 0 Release Notes Document Old Notes D PhatNotes 5 0 License Agreement Documert D g Old Notes FhatNotes 5 0 Release Notes Document Search Again Edit Note Found Records dialog box 132 PhatNotes 5 User s Guide To use a Quick Search Desktop PC Features 1 You can also use the Quick Find feature by entering the specific characters or word you wish to find in the Quick Find box in the toolbar Io OB then clicking the Find Next button PhatNotes will search for notes that contain the specified characters or words starting from the selected note If the characters or words are found that note or notes will be highlighted To find the next note click the Find button again If PhatNotes is unable to find a note a warning message will be displayed Organizing Notes PhatNotes allows a user to organize notes by the following categories Creatio
31. email Messages from PhatNotes 1ccccsccccseeccseeecnseseeesseessueeeseessaeeess 138 Inserting Current Date and TIM cccccccccseccceeccseeccsuceesueceaeessusessueesseeesseesseesanees 145 Inserting FROIMINCLSS 2 cccccccccccccecccccsueccucneeccusceeccusnsueseessusnsueseesausnsnesuessussensenesass 145 COME ANANZI ssai a EEEE EA T A EEE 146 Spell Checker mena E sinana 150 TOCNECK SHEIN oie as ncadag shacas sais ne cuecne pode caies Ae vhain Sain Gai 150 To change spell checker options eaiztsa2tetecs tocscetens teas esetanistecsdnsace saneaeteas can Giantatesideaeceg tee 151 Language Options oset ean Ss Mahesh aicssandecanaeeaciea hase tinheshsacqctaaccssentSeacscaadedontarteiageses 152 CII ODIO S i ses ane as a ete a ee a eas 152 PORMAUING TOM wsevostsccesauassusdtn twats sa ua Sean detece oir aroe oiread ore aeieea oar E A 153 To change a font type style OF size ce eccceeccececeeeeceeeseeeeeseeseeeeneeseeeenseeetaeeneeeseeeenes 153 Kem oldantcl omollgcleleclolgieeemeneeer rere terre Tree O tee errr crear 154 To set or remove tab stops IN Paragrapns ccccceceeeeeceeee ee ceeeeeeeeeeeeeeeseeeseeeseeeaeeeeeees 155 WING Ow MQM AO CM s aessa eeen Yoush anh sacha EEE Te Raa R A E raudbodtardnancdaeboneaaebants 155 PRINTING oree Ee T a E CON hn ac bunabunemaenaunanunmnonse 156 From Me Main WING OW s sisisesissvenri teni eniten EEEE Eeee ean ea aA Taa Anea ana Eae eea anaE KAREE 156 FOME NOE EONO aesthetic hack gis aise EE
32. escape For example n matches the character n n matches a new line character The sequence matches and matches Matches the position at the beginning of the input string In the body field also matches the position following n or r Matches the position at the end of the input string In the body field also matches the position preceding n or r Matches the preceding character or sub expression zero or more times For example zo matches z and zoo is equivalent to 0 Matches the preceding character or sub expression one or more times For example Z0 matches zo and zoo but not z is equivalent to 1 Matches the preceding character or sub expression zero or one time For example do es matches the do in do or does is equivalent to 0 1 n iS a nonnegative integer Matches exactly n times For example o 2 does not match the o in Bob but matches the two o s in food n iS a nonnegative integer Matches at least n times For example o 2 does not match the o in Bob and matches all the o s in foooood o 1 is equivalent to ot 0 0 is equivalent to o M and n are nonnegative integers where n lt m Matches at least n and at most m times For example o 1 3 matches the first three o s in fooooood o 0 1 Is equivalent to o Note that you cannot put a space between the comma and the numbers 192 PhatNotes 5 User
33. has the following format lt hpc_prevpage gt text lt hpc_prevpage gt For example lt hpc_prevpage gt Previous note lt hpc_prevpage gt lt hpc tocref gt Inserts a reference to the Table of Contents file You need to use this tag in conjunction with the HPC TOC meta tag The tag has the following format lt hpc_tocref gt text lt hpc_tocref gt For example lt hpc_tocref gt Contents lt hpc_tocref gt 197
34. icons option in the View notes as group to set your preferable notes view Note In all views except Detailed list only the created date and note color will appear 58 PhatNotes 5 User s Guide Pocket PC Features New Note Settings Main Screen PhatNotes iO er 7 a ok When creating 4 new note use Use Filter color Category No Category gt Use Filter category Use filter priority Motes List Mew Mote Options dialog box New Note property sheet 1 To change the default values for a new note switch to the New Note property sheet 2 Select the default note s color from the Color drop down menu Check the Use Filter Color box to use the current filter color instead This option will work only if the color filter is used at the time a new note is created See the Sorting and Filtering Notes Section for more information 3 Select the default note s category from the Category drop down menu Check the Use Filter Category box to use the current filter category instead This option will work only if the category filter is used at the time a new note is created See the Sorting and Filtering Notes Section for more information 4 Select the default note s priority from the Priority drop down menu Check the Use Filter Priority box to use the current filter s priority instead This option will work only if the priority filter is used at the time a new note is created See the Sorting and Filtering Notes
35. linked note by tapping on the Attachments or Linked Notes menu item then tap on the attachment or linked note to open 71 PhatNotes 5 User s Guide Pocket PC Features E Start aoe Y AE 3 48 Wednesday August 7 z007 Searching 3 OF 3 recently modified notes amp Important information for ex E Phathotes 5 0 Release Notes F hje faat wnr ie Dhathigtes pen Mo unr dien Create Copy Mo u pc Ren ame Delete Eua Attachments Eig Linked Notes Oa Ed Notification Pr ontacts Today Screen popup menu o To rename a note tap on the Rename menu item The note title will change to an editable window where you can directly type in the new name Start Ogee T We 3 48 Wednesday August 7 z007 Searching DFF 3 recently modified notes E ew features in PhatWotes Mo tasks 123 1 2 3 4 5 6 7 8 9 0 Tabia wiel ritiyjulijolpi eid cAPjajsja flajh ijkjiji sShift z x c v bjnjim EAE Notification Contacts Renaming a note in the Today Screen popup menu Note that this feature is not turned on by default so you need to turn it on first To do so tap on the Tools menu and select Options see the View Options Section above Now check the Today screen add on from the General tab You can change Today screen options by the following steps 1 Tap onthe Start button and select Settings 72 PhatNotes 5 User s Guide Pocket PC Features 2 From the Personal tab ta
36. on the Smartphone select the Menu Databases command to switch to the Database View mode shown below The databases could be organized in groups and presented in the tree style view The database hierarchy is synchronized with the desktop PC and has the same structure 76 PhatNotes 5 User s Guide Smartphone Features PhatNotes i All Databases LI Business Apple Notes 3H support 3 data F memo Done Menu PhatNotes databases tree view screen PhatNotes supports the following database management functionality Creating a new notes database To create a new notes database choose the Menu New Database command The new database MyNotes1 will be added to the database list If a group or a database inside a group is selected the new database will be added as a child of the selected group PhatNotes El NOTES F Home Inbox 3H Meeting Notes 34 new J business Adding new notes database If you would like to add a new database group select the Menu New Group command The new group My Group 1 will be added to the database list If a group or a database inside a group is selected the new group will be added as a subgroup of the selected group The new group name automatically appears in the edit window so you can change it in place before adding the new group 77 PhatNotes 5 User s Guide Smartphone Features PhatNotes 3 memo El NOTES 3 Home 3 Inbox 3H Meeting Notes FH new Erer cou
37. or word Tap Select All to select all notes that contain this text PhatNotes will search for the note that contains the specified characters or words starting from the selected note If a note is found it will be selected To find the next note choose the Edit Find Next menu item or press Ctrl J keys If PhatNotes is unable to find a note a warning message will be displayed To find all notes which contain a specific text in all databases i SL pr y e Choose the Find item in the Edit menu or press Ctrl F keys The Find Note dialog box will appear Enter the specific characters or word you wish to find in the Find What box Choose the field in which you want to find these characters or words in the In Field list Choose lt All Fields gt to search in all database fields excluding password creation and modification dates Check the Search All Databases box For a case sensitive search check the Match Case box Tap Find The Search Results dialog box will appear with a list of all found notes 21 PhatNotes 5 User s Guide Pocket PC Features 8 To goto the specific note double tap the desired note in this list If the selected note is in another database the PhatNotes will open the required database rS PhatNotes AD ee T a ok Search Results Text phat was Found in the Following recordis Database Name Subject memo protected nate SA memo also includes hpe spe Home bug in phatnotes
38. recognized as an email address Email address must contain only one character and one or more dot characters but cannot start or end with these characters It cannot contain any of the following characters Yo lt gt ARE Ja 2 1 Context Analyzer dialog box Send Email Pane e Enable email address recognition by clicking in the checkbox e Typical email address that contain the character and end in com will be recognized e Click on the Email settings button to run the e mail wizard See the Sending email Messages from PhatNotes section above e When done click Next to go to the Custom recognition step 149 PhatNotes 5 User s Guide Desktop PC Features Enable custom context analyzer Text pattem Customizing Text Analyzer You can customize PhatNotes text analyzer by adding regular expression patterns If you click on a word that matches one of the specified regular expression patterns the corresponding command will be executed Pattern ice ctandara ramlar eynreccinn cunmtay coen Damlar oi Backs Next gt gt Ganee Context Analyzer dialog box Custom pane You can also customize the PhatNotes context analyzer by adding regular expression patterns If you click on a word that matches one of the specified regular expression patterns the corresponding command will be executed Enable text pattern recognition by clicking on the checkbox Enter a standard regular expression synta
39. search in all database fields excluding password creation and modification dates For a case sensitive search uncheck the Ignore Case box If you want to use the regular expression search check the Regular Expression box For more information about the syntax of regular expressions please see Appendix 4 Syntax of regular expressions Click Find to find the characters or word Click Select All to select all notes that contain this text PhatNotes will search for notes that contain the specified characters or words starting from the selected note If the characters or words are found that note or notes will be highlighted To find the next note click the Find button again If PhatNotes is unable to find a note a warning message will be displayed To find all notes which contain a specific text in all databases 1 2 oF ee Pe oS Choose the Find item in the Edit menu The Find Note dialog box will appear Enter the specific characters or word you wish to find in the Find What box Choose the field in which you want to find these characters or words in the In Field list Choose lt All Fields gt to search in all database fields excluding password creation and modification dates Check the Search In all databases box For a case sensitive search check the Ignore Case box Click Find to find the characters or word The Found Records dialog box will appear with a list of all found notes To go to the specific note
40. select Remove J PhatNotes PhatNotes O e File Edit View Insert Sort Organize Tools Help OBS Fl oe Se Oo m oe boo base Navigator Subject a Created Modified Category EENE FE Microsoft Access i Welcome to PhatNotes 5 9 2007 2 8 20 2007 Note ff Microsoft Excel E Created on 6 10 2007 2 Items iv Microsoft Outlook p 2 PhatNotes 5 0 License Agreement 6 10 2007 8 20 2007 Document ae Microsoft PowerPoint i ket PhatNotes 5 0 Release Notes 6 10 2007 8 20 2007 Document afiw Microsoft Word E Created on 6 13 2007 2 Items Elia PhatWare g New features in PhatNotes 5 0 6 13 2007 8 20 2007 Document ail Important information for existing users p 6 13 2007 8 20 2007 Document e PhatWare Created on 6 21 2007 1 Item il PhatNotes Beta FAQ Note View Add New Group Add Mew Shostoul Created 5 9 2007 2 58 17 PM Reminder Reminder is not assigned Modified 8 20 2007 1 48 41 PM Priority Normal Welcome to PhatNotes PhatNotes is an award winning notes organizer for Microsoft Windows based Smartphones Pocket PCs Desktop PCs PhatNotes allows users to create notes and organize them by type C Pending Reminders subject creation and modification date PhatNotes provides powerful text search document security and email capabilities Interface to the Contacts Database enables quick access to I S2 Favorites email addresses and contact information fa o C
41. send note s as attachment Attach notes as Plain text TST 0 Rich text ATF Rich text setting will have no effect if a note stored as a plain text Import email addresses from file Go Soe Ga Elni Email wizard dialog box 140 PhatNotes 5 User s Guide Desktop PC Features If you choose not to import an email address click Finish If you choose to import an email address click Next to choose the file name Email Wizard Import Email Addresses ou can import email addresses from the Comma Separated Values CSV or Tab Separated Values TT file File name Browse Select the field to import as Full Marne Name Select the field to import as Email Address PhatN otes will validate the email addresses in this field and import only records that contain alid email addresses such as somebodyfphatware com Email wizard dialog box After completing the Email Wizard the Send Mail dialog will appear see the next two figures below 141 PhatNotes 5 User s Guide Desktop PC Features send Mail SMTP Infotap hat ware cam Le Bcc Subject FPhatotes 5 0 License Agreement This i a legal agreement Agreement between you Recipient the end user and Fhatw are Corporation Phatw are By installing copying or otherwise using the Product as defined below pou agree to be bound by the termes of this Agreement Ik pou do not agree to the terms o
42. sort order will 82 PhatNotes 5 User s Guide Smartphone Features automatically be saved when you quit PhatNotes When you start the program again it will use the saved sort and filter options Sort notes Subject Sort order Ascending Sort dialog box To filter notes by the date range specific text color or priority 1 To filter notes by creation modification or authoring date select the Menu Filter By Dates command The Date Filter dialog box will appear Date Filter Use date filter Custom Date Created Custom Dates From Cancel Date Filter dialog box 2 To apply the date filter check the Use date filter box 3 Select the desired date range from the list You can also enter custom dates To edit the custom dates range select Custom Dates in the list and enter the starting and ending dates in the From and To boxes The dates must be entered in the mm dd yy or mm dd yyyy if the regional settings are set to a 4 digit year format or click on the drop down arrow and use the calendar to edit the date range The starting date must be less or equal to the ending date 4 To filter notes by text select the Menu Filter By Text command The Text Filter dialog box will appear Check the Use Text Filter box to enable the text filter 83 PhatNotes 5 User s Guide Smartphone Features Filter Use text filter Search in text field Category Categories Document Search for text Ooo
43. specific text in the current database 1 Inthe notes list View mode select the Menu Find command The Find dialog box will appear Find what L Match case Cancel Find Note dialog box 2 Enter the specific characters or word you wish to find in the Find what box 3 For a case sensitive search check the Match case box 4 Press Done to start searching for a note with the requested characters or word 85 PhatNotes 5 User s Guide Smartphone Features PhatNotes will search for the note that contains the specified characters or words starting from the selected note If a note is found it will be selected The menu will change to Fine Next left button and Cancel right button Press Find Next to search for the next note that contains specified characters or words If no more notes are found or the Cancel button is pressed the main menu will be restored If PhatNotes is unable to find a note an error message will be displayed Organizing Notes PhatNotes allows a user to organize notes by the following categories Creation date Modification date Category Color Priority To organize notes by the creation modification dates category or color 1 Choose the Menu Organize command The Organize dialog box will appear 2 3 Organize Organize notes By Modification Date Organize dialog box Select the field from the Organize notes list Press Done 86 PhatNotes 5 User s Guide Smartphone Fea
44. the Notes Editor window it now remembers the last Date Time format selected from the menu Added paragraph and line spacing settings to the Paragraph dialog box WM5 or later Added The Set Paragraph numbering dialog box WM5 or later Four new paragraph formatting buttons have been added to the Note Editor toolbars Numbering Line spacing decrease indent increase indent and Set Paragraph Numbering WM5 or later Export import notes as UNICODE text or CSV Allows renaming linked notes and attachments PhatNotes 5 User s Guide General Features o Changed behavior of 5 way navigator in the main window up down keys allow you to scroll the database list notes list or preview depending on the focus left right keys allow to move to the current input focus System Requirements Microsoft Windows Mobile powered Pocket PC optional e Microsoft Windows Mobile based Pocket PC or Pocket PC Phone Edition e Microsoft Windows Mobile 2003 2003SE 5 0 6 0 or 6 1 e Approximately 1 4MB of free storage space for full installation PhatNotes application can be installed on the flash memory card however notes databases must remain in the main memory e Additional storage space is required for notes database depending on the size and quantity of notes entered into notes databases We recommend you to have at least 100K of free storage Space for notes Microsoft Windows Mobile powered Smartphone optional e Microsoft Windows Mobile ba
45. toolbar group Finding and replacing text With the note editor you can search for specific text To find specific characters or words 1 Click the Find button from the Find toolbar group The Find dialog box will appear Note The Find toolbar group is hidden by default To show it click on the Show Hide button in the View Toolbar Group and select Find Toolbar Group Find what PhatNotes Match whole word onb Match case Find dialog box In the Find What box type the characters or words you want to find Check the Match Case box for a case sensitive search Check the Match whole word only box to find only whole words and not text that is inside longer words Click Find Next Once you enter text to find in the Find dialog you can close it and use the Find Next and Find Previous amp buttons in the Find toolbar group to find other occurrences of the text To replace specific characters or words with other characters or words 1 Click the Replace button from the Find toolbar group The Replace dialog box will appear 136 PhatNotes 5 User s Guide Desktop PC Features Find what HPC Notes Replace with PhatNotes Replace All cancel _ Match whole word only Match case Replace dialog box 2 Inthe Find What box type the characters or words you want to find Check the Match Case box for a case sensitive search Check the Match whole word only box to find only whole words and
46. you want to open 43 PhatNotes 5 User s Guide Pocket PC Features 7 Alternately if View Attachments amp Links is enabled in the Note Editor tap on the file name in the Attachments and Links list Fa PhatNotes Category Subject New features in Phathotes 5 New Features in version 5 Windows Yista support Windows Mobile 6 0 support New database manager now supports multiple groups folders drag and drop tovt analusar allevic dialinn z Phathotes 5 0 License Agreement _ Phathotes 5 0 Release Notes Attachments we PhatwWare Coro 1 doc and Links list Fx YoiceNote Aug22 1i5 33 31 wav Attachments and Links list Linking to other notes To insert a link to another note 1 Open the note you want to create a link for 2 Choose the Link item from the Insert menu A dialog box with the list of notes will appear sE PhatNotes an ra T Created on 6 10 07 5 Items Important information for exi B New features in PhatMotes 5 0 5 Phathotes 5 0 License Agree Ie FhatNotes 5 0 Release Notes PhatNotes 5 0 Release Notes Created on 6 21 07 1 Item L test Created on 5 9 07 1 Item Welcome to Phathotes Create Link Link Note dialog box 44 PhatNotes 5 User s Guide Pocket PC Features 3 Tap onthe note or notes you want the note to link to Click on the Link Selected Notes icon lt i or select Create Link from the Link menu 5 To return to the note without
47. 007 6 21 2007 Document Note list ms Business Notes T test 6 21 2007 T 21 2007 E mail message view 2 an 3 Old Notes Database rete PhatNWotes 5 0 Release Notes 6 10 2007 Pfetsfe007 Document B PhatNotes E PhatNotes 5 0 License Agreement 6 10 2007 6 23 2007 Document g Important information for existing users please re 6 13 2007 6 13 2007 Document Note View ea Note preview header Add New Group Add Mew Database Created 6 13 2007 3 14 49 PM Reminder Reminder is not assigned Modified 6 21 2007 7 06 16 PM Priority Normal New Features in version 5 Note Windows Vista support preview New databasej manager now supports multiple groups folders drag and Y Pending Reminders drop analyzer allows dialing phone numbers opening URLs and sending emails by clicking on a word that represents either a phone number a URL or an email address New 256 bit strong encryption algorithm n New synchronization module supports Windows Vista and ActiveSync 4 5 _ J oe oe E m om For Help press Fl ieee Main Screen 114 PhatNotes 5 User s Guide Desktop PC Features PhatNotes toolbars PhatNotes toolbars provide quick mouse access to many tools used in PhatNotes To customize the contents of the toolbars hide or display toolbars or create new toolbars see the Customizing the Toolbar section below The main toolbar and note editor toolbar2 are shown below S
48. 14 49 PM Authored 13 Jun 07 3 14 49 PM Reminder lt Undefined gt Category Document Priority Normal alue Words 332 Characters 1750 With spaces 2076 Done Note Detail dialog box After creating the first note it will appear in the note list To edit the note select the desired note and press OK button on your Smartphone To delete a note from the database select the desired note and choose the Menu Notes Delete command PhatNotes will ask you to confirm the deletion Please note that this operation cannot be undone PhatNotes has a very important feature which protects your notes from unauthorized access When you protect a note with a password PhatNotes will encrypt the note body using the password you ve entered as an encryption key The password itself will also be encrypted All protected notes are encrypted therefore if you lose your device it is quite unlikely that anybody will be able to read your encrypted notes Sorting and Filtering Notes PhatNotes allows you to sort notes by creation and modification date category and subject in ascending or descending order You can also change sort order and field using the Sort and Options Columns see the PhatNotes Settings section below dialog boxes To sort data by any of these fields select the Menu Tools Sort command In the Sort dialog box select the field from the Sort Notes list and choose the sort order then press Done The current sort field and
49. 3 Fomine Pocke PO is 2 ieee a eee eet etl a e et eek et ele ol al ot 13 Fome Sita ONOMe sick shes h ett aceite te ae oe oe ce ane eecceen a teeeees 13 Pron the Desktop PO ourn e aai aiia ecauisasadeds ae Sacedagias Sea Aa DEAE A Ra 14 SYNCRRONIZING NOTE S agree slot nain raaa iae Aaa 14 Acuvesyne PRALINOTOS ENUY ariede ieaie ol ae A ed babe A A 14 Synchronizing PhatNotes attachments Pocket PC cccccseccseeccneccteceseesseesseessees 16 Deleting renaming notes CALADASE 1ccccccccseccseecsuecceeecseesauecsuecsuessuessuseseesseesanes 16 Resolving Synchronization Conflicts cccccccccseeccecccsesecsusesseessecsseeesseeesseessaesssaeeees 17 POCKET ARC FEATURE S ainni nis ee a hhh tia th th deed adaaaiee 18 USING THE COMMAND BAR cramar a a aaa 18 WORKING WITH NOTES DATABASES aac tue he sete eat crcttcasriallisdiabadatuedatadatoaabacasanueenees 18 Database MAnaQeMe nh 1ccsccccscccseeccecccseessuecsuscauessusssesensuessuessuesausesseetsusssussauesanss 18 Transferring notes between two Pocket PCS cccccccccseccsseeceseeeceeeseseeseseessesessnsesaes 20 To transfer notes via infrared POFt cccccccceececseeececenseeceecenseeeeeeesseeenseeeneeeneeeseeenseeseass 20 Backing Up and Restoring the Notes DatabaSe ccccccccseccseeceeceeeseecsesseseessaeenes 21 To backup one or more notes databases cccccceececeeeeseeeeeeeeeeeeeeeeeeeeeseeeeseeeseneeaeeesaaes 21 To restore one or more databases from the backup
50. AKIN 10 OUNGF OLS naseer EARRAS 44 Creating and inserting a VOICE NOLC 1 cccseccsseccnnseseeeecseeessueesseecssusessusessesessesessesens 45 INTEGRATION WITHA PAD wssnstanecantadeasnnd sea hesemnoahenttaaite sc cavenvesianetnsecusncacetucnsuretetasica 46 TO FECOONIZE ANANK NOG eneses a 46 LINKS AND ATTACHMENTS POPUP MENU ccesccsecceeececseeeceeececceccesseeeseeeceeseneseeeceeses 47 FORMATTING T Tracts deere eeepc ice deg enema nemnenueequac cue avecunnuienaamaetaan ima teaets 48 CHANGING OMS rise aera a 48 Farmand a PWIND ore ais iasnsaa enue 49 IMPORTING AND EXPORTING NOTES nannannensensnnnnnnnrrrnnnnnrnsrrrrrrrrrrrnnrnnnrrerennrnnenrrrrnnrnnnni 50 To import notes from a FHC eeccccccccseccceensecsecccuensueneuccueceecsussauesessausneuesessausseusseneaes 50 To export notes into a text fil 000n0a0aannannannnnnannnnnnnnnnnnnnnnrnnnnnnnrnnrnnrnrnnrnnrnrrnennne 52 PRATNOTES SETTINGS Srn ea A eee aaeeeee ae eee ce ue 53 General Options MAIN SCICN cccccccccceeeccneecseessueesseeesseeessueessueessesessesessesenseeees 53 View Options MAIN Ser n cccccccsecccsececsececsusesssessueesseeessueesseeesseessseeessessssesesseeees 55 CUSTOMIZING the TOOTS serirosteistoriseisnnininnnaenntei abate aden ddamndonatecadmomdenadoaninededatmaseed 56 Choosing Columns to Display Main Screen cccccccsseecenseeeneeseeeseeessenensenenaenens 57 Notes List Main SCheen oe eree aa cee tee Ena R L AAA 58 New Note Settings M
51. Attach File My Documents My Pictures ar a jpg lef Pond jpg l Utah png 2f Waterfall Jpg i Air L Open Menu Attach File dialog box Linking to Other Notes To Insert a link to another note 1 Open the note you want to create a link for 2 Inthe note editor window choose the Menu Insert Link command A dialog box with the list of notes will appear Subject Modified on 23 Jun 07 Items El Modified on 13 Jun 07 1 Item El Modified on 08 Aug 07 2 Items New features in PhatNotes 5 0 bi New v features i in PhatNotes 5 0 eat Link Note window 3 Select the note or notes you want the note to link to 4 Press Link 5 To open the linked note from your current note see the Viewing and Editing All Inserted Objects section below Inserting a Reminder To insert a reminder 98 PhatNotes 5 User s Guide Smartphone Features 1 Choose the Menu Insert Reminder command from the note editor menu or the Menu Notes Reminder command from the main menu The Reminder dialog box will appear Reminder Create reminder 5 37 23 PM 5 New features in PhatNotes 5 0 Cancel Create Reminder dialog box 2 Enter the desired date and time into the On and At fields The default reminder time and date can be changed using the Options dialog box See the PhatNotes Settings section for more information 3 Enter reminder text into the provided field The note s s
52. Click the button or the Filter item from the Tools menu The Filter dialog box will appear Text filter Use text filter Search for the text Mote In field Category cm i F Ignore case Regular expression Date filter Use date filter Custom dates From 8 19 1997 E Io 89 2007 E Color filter V Use color filter Color 0 Yellow Priority filter Pricrity MHormal hai tence Filter dialog box 2 Enter desired text into the Search for the Text box Select the field from the In Field list in which you wish to search for text 4 For the case sensitive filter uncheck the Ignore Case box 130 PhatNotes 5 User s Guide Desktop PC Features 5 If you want to use the regular expression search when filtering notes check the Regular Expression box For more information about the syntax of regular expressions please see Appendix 4 Syntax of regular expressions 6 To apply the date filter check the Use Date Filter box 7 Select the desired date range in the Dates list You can also enter custom dates To edit the custom dates range select Custom Date in the Dates list and enter the starting and ending dates in the From and To boxes The dates must be entered in the mm dd yy or mm dd yyyy if the regional settings are set to a 4 digit year format or click on the drop down arrow and use the calendar to edit the date range The starting date must be less or equal to the ending date S
53. Desktop PC Features With PhatNotes you can protect notes from unwanted access with a password The protected note s are encrypted using the password as an encryption key 265 bit strong encryption algorithm is used The password itself is encrypted as well To protect notes with a password 1 Click the Protect Note button in the Note toolbar group The New Password dialog box will appear 2 Enter the desired password into the New Password box 3 Enter the same password into the Confirm Password box for confirmation 4 Click OK A protected note icon will appear in the note s status bar A note that contains a password will be marked with a key icon in the Main Screen Once you save the note then reopen it from the Main Window you will be asked for your password To change a password 1 Open the note with your password 2 Click the Protect Note button in the Note toolbar group or click on the note icon in the status bar to unprotect the note then click on Protect Note again The New Password dialog box will appear 3 Enter a new password into the New Password box 4 Enter the same password into the Confirm Password box for confirmation 5 Click OK To remove the password 1 Open the note with your password 2 Click the Protect Note button in the Note toolbar group or click on the note icon in the status bar to unprotect the note Remember your password If you forget the password you won t be able to read the
54. Document Dae 8 25 7007 Time 11 25 18 AM Subject New features in PhatNotes 5 0 Color C Green Priority Normal New Features in version 5 Windows Vista support Mobile 6 0 support New database manager now supports multiple groups folders drag and drop analyzer allows dialing phone numbers opening URLs and sending emails by clicking on a word that represents either a phone number a URL or an email address Full Unicode support New 256 bit strong encryption algorithm New synchronization module supports Windows Vista and ActiveSync 4 5 J j Trinrearnad monar mtarfaen e e Be Be PhatNotes 5 0 PhatNotes 5 0 FrequencyS NewtonCot phatnotes nbk License Agr Release Notes For Help press Fl Attached files 6 To open an attached file from the Note Preview pane click on the arrow next to the Attach Files icon The list of linked files will appear 7 Click on the file you want to open The file will open in its associated application 8 To open an attached file from the Note itself simply click on the attached file icon Note If the Attachments and Links pane is not visible select it by clicking on the Show Hide button in the View toolbar group 9 To detach an attached file from the Note Preview pane click on the arrow next to the Attach Files icon and select Detach The list of linked files will appear in the Detach File window 159 PhatNotes 5 User s Guide Desktop PC Features 10 To detach an
55. G YOUR OWN HTML TEMPLATES 0cccceeeececeeeceeeeececececececeaeataes 195 WICTATAGS EEEO EE EEEE AE EEEE didi pinidndi wbernnectoncdrnidncnspecdsieitedasiaierdidansa des 195 PAR GING Cea sharin Sac E E tienda desea ie desis E A EE E E EE tie ed 195 Fal Sr SGU OMO Mi pxotenn areca antcuatecntacucet iene eamearaenentdeneratnciaceh sans tenmeacineent dontecatecdmannien erate 195 al cet Oral aerate eine a Re ph ee eR ae RY Be ne eo OO eee aoe eee eee eee 196 PaUNOTES NU DEN A a ESEA east TIRAS Soe a oat Roe ei Tae a E at Rael 196 NOO VQ OS innate cance stead test E dice ac og pre EEEE EERE 196 E e Sh a EE es esos oe E E tes E anes hase E E E EE E E E S 196 SUDE e prea a a a a a aaa a a 196 ANC ONY ae eie e a a a aa E tienen eeteaeeadeam 196 COORD e AAAA E E A EE A T E TEA EEA EEE E E E 196 LONON D ana e a a ea a ea Set Bale tol E EEE a 196 PLO LEENE D E A E E E E E a E E E E E A E E E E Ine 197 FAEN E e DS E EEEE EEA EEE EERE TEE EET 197 ELOS E Ne AE T E EE 197 ICL DOC YO e e E a A EA aaa ein 197 INAVIQQUON F AOS sexesesentuss saes rearea te eUu tudea eeu eae ae ee e rie e E AAE 197 SNDE MED AGED rs A a O 197 lt Ne PREV AGC P rrna enea A ances eatecmt aesketencew teen 197 MG OCI CN 35 585 2zht nena esate meacetshacsaniatscnsndsnecsnagt E E sttevecaaees Anema 197 PhatNotes 5 User s Guide General Features General Features Overview PhatNotes is a powerful notes organizer for Microsoft Windows based Pocket PC Microsoft Win
56. Guide Smartphone Features Note Properties Category Document Color Pink Priority Normal Authoring Date 13 Jun 07 Notes Properties dialog box e Select the category to change from the Category list e Then select the properties you want to change which includes the category color priority and authoring date from the corresponding lists e Press Menu if you want to protect the note or set a reminder To protect a note see the Protecting Notes with a Password section below To set a reminder see the Inserting Reminder section below NOTE If two or more notes are selected the Reminder menu will be disabled because it is not possible to assign the same reminder to multiple notes NOTE If a protected note is selected the Protect menu is disabled To change the password or unprotect the note you must open the note in the note editor first If multiple notes are selected the password will be changed set to the unprotected notes only password for notes that are already protected will not be changed This has been done for the security reasons You can also view detailed information about the note including the statistic information without opening a note To view this information select the desired note then choose the Menu Notes Note Detail command from the main menu 8l PhatNotes 5 User s Guide Smartphone Features Note Detail Created 13 Jun 07 3 14 49 PM Modified 13 Jun 07 3
57. If you want to change the format of date time when the toolbar button is used use the corresponding menu command Inserting Reminders To insert a user reminder 1 Choose the Reminder item from the Insert menu The Create Reminder dialog box will appear gt PhatNotes iO er T a ok Create Reminder On 8 10 07 at 103 55PmM tS Reminder text optional New Features in Phathotes 5 0 Fa Cancel Create Reminder dialog box 2 Enter the desired date and time into the On and At fields The default reminder time can be changed using the Options dialog box See the Setting Reminders Section below for more information 3 Enter optional reminder text into the Text field The note s subject initially appears in this field automatically 4 Tap OK A note that contains a reminder will be marked with a bell icon in the Main Screen until the notification goes off To remove the reminder choose the Reminder item from the Insert menu and tap the Remove button in the Remove Reminder dialog box Note Only one reminder can be associated per note Inserting Contact Information To insert contact information into a note s body 1 Choose the Contact item from the Insert Menu The Select a Contact dialog box will appear unless your contacts database is empty 37 PhatNotes 5 User s Guide Pocket PC Features me PhatNotes Select a Contact Enter a name ab cde fgh ik Imm opal rst Juv xyz 2 Harm
58. Keys Menus command depending on the user s preference see figures 60 and 61 73 PhatNotes 5 User s Guide ra PhatNotes moge T gif x asubject o IH Created on 6 10 07 5 Items Important information for exi BB New features in Phathotes 5 0 PhatNotes 5 0 Li PhatNotes 5 0 Statistics Reload Font Classic Menus w Toolbar PhatNotes soft keys menus Contact Picker Pocket PC Features PhatNotes a0 r T ME X l All Databases book HPE Notes i memo Al New Group H Organize Notes Filter A Statistics a pea Reload Font pport 0 Database Selector Category Filter p a ee Soft Key Menus I perean enfant lt a gt PhatNotes classic menus PhatNotes uses the standard Contact Picker window to select the contact information when inserting the contact information into the note s body the Insert Contact menu command or when selecting email addresses in the Send Mail dialog box gt PhatNotes moq e T We X ab cde fah ijk Imn opa rst Juww xyz Carlin Scott Chan Simon Chen Clark Corey Marion Corey Marion Craw Ellen Cruse Billi Curtis Jeff Contact Picker dialog box a Churgin Audrey Clarke Shane Corder Rodney H 14 PhatNotes 5 User s Guide Pocket PC Features Picture Selector When running on Windows Mobile 5 0 or later devices PhatNotes has the new Insert Picture menu command It is
59. O Ignore case Om ee Cancel Text Filter dialog box 5 Enter desired text into the Search for Text box 6 Select the field from the Search in text field list in which you wish to search for text 7 If you select the Category filed select the desired category from the Categories list instead of entering text into the Search for text field 8 For the case sensitive filter uncheck the Ignore Case box 9 To filter notes by color select the Menu Filter By Color command The Color Filter dialog box will appear Check the Use Color Filter box to enable the color filter Color Filter Use color filter Colors Yellow Cancel Color Filter dialog box 10 Choose the desired color from the Colors list 11 To filter notes by priority select the Menu Filter By Priority command The Priority Filter dialog box will appear Check the Use priority filter box to enable the priority filter 84 PhatNotes 5 User s Guide Smartphone Features Priority Filter Use priority filter Priority High 4 gt Done Cancel Priority Filter dialog box 12 Choose the desired priority low normal or high from the Priority list 13 Press Done The filter settings will be saved when you exit PhatNotes and will be used again when you run the program Finding a Specific Note You can search for a note that contains the specific characters or words in the notes database using the Menu Find command To find a note that contains a
60. PhatNotes Version 5 4 User s Guide Copyright 1997 2009 PhatWare Corp All Rights Reserved PhatNotes 5 User s Guide Copyright 1997 2009 PhatWare Corporation All rights Reserved PhatWare Corp 530 Showers Drive Suite 7 333 Mountain View CA 94040 1457 USA Telephone 650 559 5600 Web www phatware com Support support 2 phatware com Sales Sales phatware com PhatNotes PhatPad PhatSpell and PhatWare are either a registered trademark or a trademark of PhatWare Corp Microsoft and Windows are registered trademarks of Microsoft Corporation Other brands and their products are trademarks of their respective holders and should be noted as such All other product and company names herein may be trademarks or registered trademarks of their respective owners and should be noted as such The PhatNotes 5 User s Guide is copyrighted and all rights are reserved Information in this document iS Subject to change without notice and does not represent a commitment on the part of PhatWare Corporation The software described in this document is furnished under a license agreement The document cannot in whole or in a part be copied photocopied reproduced translated or reduced to any electronic medium or machine readable form without prior consent in writing from PhatWare Corporation PHATWARE CORPORATION MAKES TO WARRANTIES EITHER EXPRESS OR LIMITED REGARDING THE DESCRIBED COMPUTER SOFTWARE PACKAGE I
61. PhatNotes 5 User s Guide Smartphone Features 4 Note Detail Category Document Add Category Subject New features in PhatNotes 5 0 Color Pink Priority Normal Authoring date 14 May 0 Done Cancel Note detail dialog box Select the note s category from the Category field If you want to create a new category select the Add Category button and press OK In the Add Category dialog box enter a new Category into the New category name field and press Done Add Category New category name po Cancel Add Category dialog box Enter the optional note s subject into the Subject field 88 PhatNotes 5 User s Guide Smartphone Features oF Select the desired Color and Priority 6 Modify the Authoring date as needed 7 Press Done Editing Text To cut copy or paste selected text or to select all text choose the Menu Edit In addition to the Select All command PhatNotes now includes the selection mode that allows selecting a portion of the text Position the cursor at the beginning of the text block that you want to select then choose the Menu Edit Select Mode command While in the selection mode use the up down right left buttons of the 5 way Smartphone navigator buttons to select the desired text then press any other key to exit the selection mode When any text is selected the Cut and Copy commands become available Formatting Text PhatNotes allows a user to apply Font and Par
62. SS essa PhatNotes has many features but it is very easy to use To create a new note press New and start typing You will learn how to use the rs program as you use it but it will be also helpful to read FhatWotes Users Guide i For Help press Fl 6 Notes meree Shortcuts shortcut bar Working with Notes Databases PhatNotes supports multiple databases When you run PhatNotes for the first time it will create a default database file called PhatNotes wnt The program keeps all note databases in this file By default it is located in the Documents folder Database Management PhatNotes supports the following database management functionality Creating a new notes database 118 PhatNotes 5 User s Guide Desktop PC Features To create a new notes database either choose File Database Create menu item or click on the Add New Database hyperlink in the Shortcut Bar The Create Database dialog box will appear Enter the desired database name and click OK If a database with the same name already exists you will be asked to choose another name If you want to create a new group click on the Add New Group hyperlink in the Shortcut Bar A group folder will appear in the All Database pane The default name is editable If you want to assign a database to a group simply drag the database over the group folder Note ActiveSync cannot synchronize empty databases so when you create a new empty database on the des
63. Settings Section for more information NOTE The context analyzer configuration is stored in the phatnotes config xml file located in the My Documents folder on the mobile device The file format is similar to the phatnotes config xml file on the desktop but on the device it only contains the context analyzer configuration while on the desktop it also contains navigation pane configuration You can copy the phatnotes config xml from the desktop to the device if you want to share the same context analyzer settings It is also possible to copy the phatnotes config xml file from one mobile device to another It is not recommended to copy the phatnotes config xml file from the device to the desktop because other configuration parameters will revert to default values To backup text analyzer configuration simply make a copy of this file To configure the Context Analyzer select the Menu Options item from the main PhatNotes menu When the Options dialog box appears tap the Menu Context Analyzer item A submenu will appear with four options to configure each type of syntax 103 PhatNotes 5 User s Guide Smartphone Features Options E m Till General Options Sa a aa Hide defaultd 71SM Lit Font a 3 Email Show gridling 4 custom M Show colors in note Enable context anal ret himents 5 Spelling ae ae 6 Cancel Insert date time format Options dialog Phone Enable phone number recognition by clicking in the check
64. TS MERCHANTABILITY OR ITS FITNESS FOR ANY PARTICULAR PURPOSE THE EXCLUSION OF IMPLIED WARRANTIES IS NOT PERMITTED BY SOME STATES THE ABOVE EXCLUSION MAY NOT APPLY TO YOU THIS WARRANTY PROVIDES YOU WITH SPECIFIC LEGAL RIGHTS THERE MAY BE OTHER RIGHTS THAT YOU MAY HAVE WHICH VARY FROM STATE TO STATE PhatNotes 5 User s Guide Table Of Contents GENERAL IF EAI ixi EErEE E EEE EEEE EENE TSAR 8 OVER VE Winna a a a a ian sl ead onaatoa Rae 8 NEW Fealures IT VETSION ninii e a EE EA 8 PI CSHLOD SPOCINCG cori EEEE E ses 8 Smanpnone SDCCIIG rren sods tele iabetatetemacesatoas eeu rieneeelieliics 9 POCKET PC SOC CHIC EEEE E A shop aernosnnsicapi E E EEO NN 9 SYSTEM REQUIREMENTS raaraa E EEOAE ONES 10 Microsoft Windows Mobile powered Pocket PC optional 1cccscccseeceeenssecseesaees 10 Microsoft Windows Mobile powered Smartphone OPtiOnal ccccccseecseeccssesseesaees 10 BDE O al O eee rare ere eee tee EE Re ETE eee Me eR eee eer ee 10 INSTALLATION sch xteacersien cast etc sci xeat seat steals cveadaeakanaarentanadnecianainenccnadmansnAcemonenceckseesceanuecnenes 11 Stalnog FPAAUNOLES visaxisisiaiscsansanvantssencbanssrnsunesnssuasperisosiseyssaanssniaiassinesiaesiasanabe uae 11 RREGIStCrinG PNAN O OS ronnan a a aA R aa AAAA aaa AA En FES 12 Ejolsigete lige PHALUNOICS E E E E 13 Installing PhatNotes on Multiple Mobile Device 1cccccccseecseecseeccueeceesseessnesaeesaues 13 PIC IOVINO F DANO O aese o E E cana aula unwedeneee 1
65. View menu The Font dialog box will appear 63 PhatNotes 5 User s Guide Pocket PC Features gt PhatNotes AD ee T a ok Face Size Color Thoma Rd CR Sample Sabhezy y Italic _ Underline _ Strikethrough Fr Cancel Font dialog box Select the font face you like from the Face list Select the font size you like from the Size list Choose the desired color from the Color drop down color palette a oS Choose the font style by checking Bold Italic and or Underline boxes 6 Tap OK Every time you change a font face size or style in the Font dialog box the font in the Sample pane will be automatically updated This makes it easier to choose the desired font All settings including column width font name and size etc will be saved when you quit PhatNotes and will be used when you run the program again Note You cannot choose a default color the dropdown menu shown above is grayed out To change the color in a document see the Changing Fonts section above PhatNotes Command line Parameters PhatNotes supports two command line parameters phatnotes exe database name or phatnotes exe new Where database name is the name of the database you want to open when the program starts If the database name is not specified PhatNotes opens the last used database The database name should not be mixed with any other options and must not include quotes even if it contains spac
66. Z Cancel Create Database dialog box Opening an existing notes database To open an existing database choose the Tools Database Open menu item The Open Database dialog box will appear Select the desired database in the Available Databases list and tap OK aner Y 42 ok PhatNotes Open Database Database HPT Notes Home HF Motes rudasta mudasta Cancel Open Database dialog box Deleting a notes database Important If the mobile device is connected to the desktop PC you must disconnect it before deleting the database To delete a notes database first open the database to 19 PhatNotes 5 User s Guide Pocket PC Features delete and choose the Tools Database Delete menu item PhatNotes will ask you to confirm this operation We recommend that you make a complete backup of your Pocket PC before deleting a database because this operation cannot be undone Please note that the active database cannot be deleted To delete the active database you should open another database using the Tools Database Open command first Renaming a notes database Important If the mobile device is connected to the desktop PC you must disconnect it before renaming the database To rename a notes database tap on the database name in the Database List View pane and type the new name for the database During the next synchronization session ActiveSync will attempt to rename the corresponding database on the desktop PC However if th
67. agraph formatting to the note s body Note Font and paragraph formatting is supported on Windows Mobile 5 0 or later If you are using PhatNotes with Windows Mobile 2003 these options are unavailable and you can skip this section Changing font settings Font name Segoe Condensed Font size 10 Bold _ Italic Underline L Strikethrough Font dialog box To change a font type size or style 1 ee SS Select the text whose format you want to change Choose the Menu Edit Font menu item The Font dialog box will appear Select the desired font from the Font name list Select the desired font size from the Font size list Choose the font style by checking the Bold Italic Underline and or Strikethrough boxes 89 PhatNotes 5 User s Guide Smartphone Features 6 To change the font color press the Font Color menu The Font Color dialog box will appear Use the up down left right buttons to select the desired color then press Done Font Color Cancel Font Color dialog box 7 Press Done You can specify the font for new text by changing the font settings before you begin to type You can change the font for an entire document by clicking the Edit menu and then clicking Select All before changing the formatting 90 PhatNotes 5 User s Guide Smartphone Features Changing paragraph settings Alignment Center List None Paragraph spacing None Line Spacing 1 default Left In
68. ain Screen ccccccsccccseeccneecssecenseecsseecseesssessusesssesssesasesans 59 Sen A OMINO E o aE aa E EEA A cece mnenaeice 60 Atacn mens OPUNE perei ianea iE Liani E E A E E 60 Note Editor Options Main MONu 1cccccccccseeccseecseeecseesnseesseessusesssessusessusesansesans 61 General Options Note EGHON a a a sik aa eka 2a dh hic donc dda a AAAA 62 changing M Neral TOM arrei tnei aa TEEL a iA AE EAA 63 PHATNOTES COMMAND LINE PARAMETERS 2 cccscccececeeecaeeccececececeecceseeseeseneseeseeeenes 64 SPELLIGHECKER INTL ERPACE ncsecte niece ee eee ele ee ak 65 Check SIO CNA O a a eei science et oat aad A Ae A A ORNE 65 Spellchecker ODLONS resasiiniin iieis DEEE 66 Generali ScuinGS serea n era E EE eR EE E E oeneneeL 67 SPINI SEUNS eose a ee ne ene een ee eer eRe cer eer eee a reer aera 70 TODAY SCREEN OPTION sirere e aaa a E 71 PHATNOTES SUPPORT FOR WINDOWS MOBILE 5 0 6 0 cccccsseceeeseeeeeeeeeeeueeeeeneeeaeenes 73 MOUS ascetic oe tachaca lace be Secedeaams oad eat dene instore dean tuaudawe ds cane reel seek me ete 73 OMAGH E E PRAA EET E NENE ENE ENAT 74 EESHA 1E EAA E E EENE ENEE N EAAS 75 SMART PRONE FEATURE S ritmais tiniani mia minia a RAA E ianiai ini ieaS 76 WORKING WITH NOTES DATABASE Sarrerei rE E Gall atte bstinitste 76 Database MAnaQGe Me nh 1 ccccccseccseccceeccseesauecauscauessuscaeensuessusssusssueensusssusssuesauesanss 76 Transferring notes between two Smartphones 1ccccseccsseeeeneeeceeeeaeesna
69. ain Screen E PhatNotes mo Y 4 ok Showshide columns in the notes list view Hidden Visible Options dialog box Columns property sheet 1 To choose which columns to display in the notes list and in what order switch to the Columns property sheet 2 To add a column to the view list select the desired column from the Hidden list and press the Add button 3 To remove a column from the view list select the desired column in the Visible list and press the Remove button 4 To change the column order select the column in the Visible list and press Move Up or Move Down button 57 PhatNotes 5 User s Guide Pocket PC Features Notes List Main Screen sE PhatNotes AD ee 7 E ok Ascending C Descending View notes as cy Detailed list a Large icons a List a Small icons Options dialog box Notes List property sheet 1 To change the columns sort order switch to the Notes List property sheet The Notes List property sheet can be also used to sort by hidden columns 2 To sort notes by a specific field select the desired field name from the drop down menu To sort notes in ascending order select the Ascending option 4 To sort notes in descending order select the Descending option Note You can also sort by clicking on the desired column s header in the list view See the Sorting and Filtering Notes section above for more information 5 Choose Detailed list default List Large icons or Small
70. allation Removing PhatNotes From the Pocket PC 1 Disconnect the Pocket PC from the Desktop PC if connected 2 Choose the Settings Remove Programs item from the Start menu to run Control Panel 3 When the Remove Programs Properties dialog box appears locate the PhatWare PhatNotes entry in the list box and tap on it to select 4 Tap the Remove button to remove the PhatNotes application from your Pocket PC Note Setup will prompt you if you want to delete the PhatNotes database from the Pocket PC If you want to keep the database tap NO From the Smartphone 1 Disconnect the Smartphone from the Desktop PC if connected Choose the Home Programs to view the Programs menu Browse to Settings Browse to Remove Programs Sr pee ae ON When the Remove Programs window appears locate the PhatWare PhatNotes entry in the select list box 6 Select the Menu Remove command to remove the PhatNotes application from your Smartphone 13 PhatNotes 5 User s Guide General Features Note Setup will prompt you if you want to delete the PhatNotes database from the Smartphone If you want to keep the database choose NO From the Desktop PC 1 Choose Settings Control Panel menu item from the Start menu to run Control Panel 2 Double click on Add Remove program icon 3 Inthe Add Remove Program Properties dialog box select PhatNotes entry in the Programs list box and press Add Remove button 4 Follow the on screen ins
71. amnile if wes add file f to the Context Analyzer dialog box Open URL pane e Enable URL recognition by clicking in the checkbox e Typical URL syntaxes are provided e Add your own syntaxes by typing them in the URL Prefix List box and clicking on the Add button e Delete any of the syntaxes by selecting them and clicking on the Delete button e When done click Next to go to the phone number recognition step 147 PhatNotes 5 User s Guide Desktop PC Features Context Analyzer Settings Enable phone number recognition Phone number pattern syntax When creating phone number patterns you can use one or more of the follow ing characters X any number 0 9 A any character A 2 optional separator can be omitted a can he mcerd ac a nart of a nhnone niimbher 4 Back Next gt gt Context Analyzer dialog box Dial Phone pane e Enable phone number recognition by clicking in the checkbox e Typical phone number syntaxes are provided e Add your own syntaxes by typing them in the Phone Number Pattern List box and clicking on the Add button e Delete any of the syntaxes by selecting them and clicking on the Delete button e When done click Next to go to the Email recognition step 148 PhatNotes 5 User s Guide Desktop PC Features Email address syntax A word that looks like infog phatware com is
72. ange the order use the Move up and Move down buttons Note You can also sort by clicking on the desired column s header in the list view See the Sorting and Filtering Notes section above for more information 176 PhatNotes 5 User s Guide Desktop PC Features Application Options i W Lock record while editing recommended Show waming f the password is not secure recommended E Do not show splash screen E Allow multiple PhatNotes instances Show PhatNotes icon in system tray bar E Show the Create new PhatNotes document icon V Hide PhatNotes taskbar button when minimized E Hide Note Editor taskbar button when minimized a Options dialog box Application property sheet Use this page to configure Autobackup settings 1 Check the Lock record while editing box to lock the note in the database while open in the Note Editor so another application cannot modify the note Check the Show warning if the password is not secure box if you want to be notified if the chosen password is not secure enough The password should be at least 6 characters long and contain a mix of upper and lower case letters and at least one number Check the Do not show splash screen box if you do not want to see the PhatNotes splash screen each time you start the application Check the Allow multiple PhatNotes instances box if you want to open multiple instances of the PhatNotes app
73. ase Backup menu item The Backup dialog will appear To backup all notes databases choose the Backup All Notes Databases option To backup the selected databases choose the Backup Selected Notes Databases option and then select one or more databases you wish to backup from the list Tap OK A Save As dialog will appear where you can save it with a new name folder database type and location You will see a progress dialog box while backup is in process To stop the backup process before it finished tap the Cancel button in the Progress dialog box 21 PhatNotes 5 User s Guide Pocket PC Features gt PhatNotes AD er T a ok C Backup all notes databases Backup selected notes databases Database Mame sie a book 1 72KB Home 2 KE E HFE Notes 431 24KE Eg Cancel Backup Databases dialog box To restore one or more databases from the backup file 1 Choose the Tools Database Restore menu item Browse for the backup file you want to restore databases from and select it If the selected file is a correct backup file Backup dialog box will appear To restore the selected databases choose the Restore Selected Notes Databases option Tap OK You will see the progress dialog box while restore is in process To stop the restore process before it is finished tap the Cancel button in the progress dialog box 2 3 4 To restore all databases choose the Restore All Notes Databases option 5 6 7 Database Edi
74. ase not found Create a backup copy of the PhatNotes database Recommended Compression dialog box Note All PhatNotes must be closed prior to compressing the database Database Editing Commands To create a new note either select the New Note item from the Edit menu or use the Ctrl N keyboard shortcut or click on the New Note icon Se in the main toolbar This will display the Note Editor dialog box Each note can be provided with category subject color and priority Choose the predefined category from the list or enter a new category in the Category field enter the subject into the Subject field and then enter the note text itself Use the TAB key or Shift TAB to jump between fields Once you ve finished editing the note click on the Save button in the Note Group See the Working with the Notes Editor section for more information about editing notes After creating the first note you can see it appear in the note list in the Main Screen To edit the note double click on the note entry in the list or select the desired note in the list using the up or down arrow keys and press Enter You may want to create a similar note with some minor modifications It is easy to do with PhatNotes Select the note you want to create a copy of and choose the Edit Create Copy menu item It will create a copy of the selected note with the current creation and modification dates It is also possible to transfer the note to other applicatio
75. atically dial a phone number go to a web site or send an e mail to the address stored in a note s body 5 Check the Prompt before dial box to see the confirmation dialog box before dialing the phone number when the context analyzer is used This option is not available if context analyzer is disabled 6 You can also specify the default date and time format category color and priority that will be used when a new note is created e Select the default note s category from the Category drop down menu If you want to add a new category use the Add Category button Check the Use filter category box to use the current filter category instead This option will work only if the category filter is used at the time a new note Is created See the Sorting and Filtering Notes section above for more information e Select the default note s color from the Color drop down menu Check the Use filter color box to use the current filter color instead This option will work only if the color filter is used at the time a new note Is created See the Sorting and Filtering Notes section above for more information e Select the default note s priority from the Priority drop down menu Check the Use filter priority box to use the current filter s priority instead This option will work only if the priority filter is used at the time a new note is created See the Sorting and Filtering Notes section above for more information To change
76. ation On the Pocket PC When you run PhatNotes on the Pocket PC for the first time the Register dialog box will appear Enter the provided registration code into the provided space and tap Register Now If you downloaded the PhatNotes trial version and don t have a registration code leave this field blank and tap Register Later On the Smartphone When you run PhatNotes on the Smartphone for the first time the Register dialog box will appear Enter the provided registration code into the provided space and tap Register Now If you downloaded the PhatNotes trial version and don t have a registration code leave this field blank and tap Register Later On the Desktop PC Use the Help Register PhatNotes command to register the software Register PhatNotes ax Registration Information To register PhatWotes please enter the registration code and click OF IF you don t hawe a registration code press How To Register button for up to date information on how bo register User Name lt name gt Company Marne lt company gt Registration Code OO ED O PRAS O ARAA PTRS How To Register Cancel Registration dialog box You can also find out how to obtain the PhatNotes registration code by visiting our web site at www phatware com You also can click on the How to Register button which will display this information in your default Internet Browser 12 PhatNotes 5 User s Guide General Features Upgrading Pha
77. atures General Options 10 Ki Options General New Note View Columns Sort Notes Application Automatic E4 List options Hide default categories Single click to open note Show date and time Show colors in notes list Enable tooltips in the list view V Enable drag and drop Delete options Formatting Move to deleted tems folder Enable text formatting Allow to delete protected notes Store notes as plain text Options dialog box General property sheet Switch to the General property sheet Check the Hide default categories box to remove the default document categories in the note editor s drop down category list If default categories are hidden only categories that are used in the notes database will appear in the list Check the Show date and time box to show the time along with the date in the Created and Modified columns in the note list Check the Enable tooltips in the list view box if you want to show the details view cell data asa tooltip when the data does not fit the cell size Check the Single click to open note box if you want to open notes for viewing or editing with a single mouse click in the Main Screen Check the Show colors in notes list box to highlight each note item in the list using the note s color Check the Enable drag and drop box to enable Drag and Drop operations In the Delete options box select the deletion mode Move to deleted items folde
78. ax of regular expressions 42 PhatNotes 5 User s Guide Pocket PC Features Execute Command Fully qualified path to the program file you want to execute when clicking on a word that matches the pattern You can also use l to pass the selected word as the parameter Command Parameters Optional parameters can be omitted You can also use l to pass the selected word as the parameter Tap the Done menu to add the text pattern to the list of recognized text patterns Delete or edit a text pattern by selecting it and clicking on the Menu menu Examples Enter pattern exe which matches any word that ends with exe Enter 1 as the command string and add this pattern to the list Now if you click on the word pword exe Mobile Word will start Attachments and Notes Linking PhatNotes allows a user to attach a shortcut to any file and to other notes Inserting attachments To insert a link to a file 1 Open the note you want to attach a file to 2 Choose the File item from the Insert menu The Attach File dialog box will appear SE PhatNotes a0 er Y Wi ok Folder Lupa Siete rata T H John Smith Ph D doc H Cool my snooze snooze doc WE PhatWare Corp doc Attach File dialog box 3 Tap onthe file you want the note to link to and tap OK 4 Inthe Note Preview pane of the Main Screen a file link icon 0 will appear Tap on the file link icon The list of linked files will appear 6 Tap onthe file
79. box Select the action Choose from the following options dial with prompt dial without prompt send SMS or prompt If the prompt option is chosen PhatNotes will ask if you want to dial the number or to send SMS to the selected number Please note that if your mobile device does not support SMS last 2 options are unavailable You can add a new phone number template or delete or modify an existing template by choosing an appropriate item from the Menu menu The dialing window appears as the number is dialed PhatNotes Thank you for installing PhatNotes PhatWare Corporation Dial 650 559 5600 Dial phone number menu Confirming phone number optional Phone number pattern syntax When creating phone number patterns you can use one or more of the following characters X any number 0 9 A any character A Z optional separator can be omitted can be used aS a part of a phone number 104 PhatNotes 5 User s Guide Smartphone Features Examples Pattern XXX XXXX matches phone numbers like 555 1212 Pattern X XXX AAAAAAA matches phone numbers like 1 800 FLOWERS pattern XXX matches phone numbers like 911 Internet Context Analyzer E Enable URL recognition URL prefix list Context Analyzer Internet settings Enable URL recognition by tapping in the checkbox You can add a new URL prefix or delete or modify an existing URL prefix by choosing an appropriate item from the Menu menu To open a
80. can show both toolbars at the same time cycle between both toolbars by using the Format Bar button or exclusively show either toolbar 3 Check the Enable context analyzer box to be able to use the context analyzer functions See the Context Analyzer Section for more information 4 Copy note s subject check this box if you want PhatNotes to automatically copy the note s subject or the currently selected text in the note s body to the subject field of a new Appointment or Task This field is limited to 4K characters 5 Copy note s category check this box if you want PhatNotes to automatically copy the note s category to the category field of a new Appointment or Task 6 Copy note s body check this box if you want PhatNotes to automatically copy the note s body to the note field of anew Appointment or Task The note text is limited to 6K characters 7 Include originator information check this box if you want PhatNotes to add basic information about the note such as program name database name category subject and creation date to the note field of a new Appointment or Task See the Creating a New Appointment and Task section above for instructions how to create a new appointment or task Changing the Default Font You can choose a default font to display entries in the list view and in the body text of new notes In the note editor 1 To change the default font from the Main Screen choose the Font item from the
81. cket PC Features Category Subject New features in Phathotes 5 ew Features in version 5 Windows Mobile 6 0 support New database manager now supports multiple groups folders drag and drop Context analyzer allows dialing phone numbers opening URLs and sending Hi O16 Oe a H Auala aB Windows Yista support Note editor dialog box When creating a new note enter the note s category or select category from the list into the Category field enter note s subject into the Subject field and enter text into the note Body field The category and subject fields are optional however you must enter the text into the body or subject field otherwise a new note cannot be created If you are not using subject and category fields you can hide these fields using the View Subject amp Category command or tap the Show Subject amp Category button This will increase the size of the note field so you can see more text on the screen To show the subject and category fields use the same command again The note editor provides standard editor functionality such as Delete Cut Copy and Paste text These commands are applied to the note field only e To cut text so you can move it to another location select the text then on the Edit menu click Cut or tap the Cut Button in the toolbar if selected from the toolbar editor e TO copy text so you can paste a copy in another location select the text then on the E
82. cter not in the range a through z Matches a word boundary that is the position between a word and a space For example er b matches the er in never but not the er in verb Matches a non word boundary er B matches the er in verb but not the er in never Matches the control character indicated by x For example cM matches a Control M or carriage return character The value of x must be in the range of A Z or a z If not c is assumed to be a literal c character Matches a digit character Equivalent to 0 9 193 PhatNotes 5 User s Guide Appendices D f n r s S t v w W xn num n nm nml un Matches a non digit character Equivalent to 0 9 Matches a form feed character Equivalent to xOc and cL Matches a new line character Equivalent to x0a and cJ Matches a carriage return character Equivalent to x0d and cM Matches any white space character including space tab form feed and so on Equivalent to f n r t v Matches any non white space character Equivalent to f n r t v Matches a tab character Equivalent to x09 and cl Matches a vertical tab character Equivalent to x0b and cK Matches any word character including underscore Equivalent to A Za z0 9 Matches any non word character Equivalent to A Za z0 9 Matches n where n is a hexadecimal escape value Hexadecimal escape values must be e
83. ction in the Pocket PC user manual To send SMS 1 Choose the Send SMS item from the Note menu The Send SMS dialog will appear 2 Enter the desired phone number into the Phone box To choose a phone number from the Contacts database tap the lt gt button supported on Windows Mobile 5 or later 3 Enter the desired SMS text below up to 160 characters If the text was selected in the note it will be copied to the message body if no text was selected the first 160 characters of the current note are copied 4 Tap Send Inserting Current Date and Time To insert the current date and time into the body text choose the Date amp Time item from the Insert menu From here you can choose from the following formats Format Option Results Example Short Date amp Time 8 56 PM 5 2 06 Long Date amp Time 8 56 PM Tuesday May 02 2003 Short Date Only 5 2 03 Long Date Only Tuesday May 02 2003 Time Only AM PM 8 56 PM Time Only 24h 20 56 NOTE Your results may vary slightly from the above examples depending on your regional settings To change the date and time format use the Regional Settings Properties dialog box in the Pocket PC Control Panel The current date and time will be inserted at the current cursor location 36 PhatNotes 5 User s Guide Pocket PC Features If you use the Insert Date Time button in the toolbar the date and time will be inserted in the format that was last used from the menu
84. current cursor location Links and Attachments Popup Menu To open delete and attach more files and notes rest the stylus inside the Attachments and Links list pane The Links and Attachment popup menu will appear PhatNotes aoe Y q ok New Features in version 5 Windows Yista support Windws Mobile 6 0 support New database manager now supports multiple grops folders drag and drop text analyzer allows dialing Link Notes Attach Files Delete All Links Delete All Files Links and Attachment popup menu 1 To open a selected file or note tap on the Open menu item 47 PhatNotes 5 User s Guide Pocket PC Features oo M as p To rename the selected file or note tap on the Rename menu item then edit the file or note name in place To delete a selected file or note tap on the Delete menu item To attach another file tap on the Attach File menu item To link to another note tap on the Link Note menu item To delete all links to this note tap on the Delete All Links menu item This will not delete the linked notes just the link itself To delete all files attached to this note tap on the Delete All Files menu item This will include any attached ink files You will be given an option to delete both the link and the actual selected files or just delete the link itself Formatting Text PhatNotes allows a user to apply Font and Paragraph formatting to the note s body You must have text formatting e
85. database groupings attachments if activated see Appendix 5 for limitations and the actions to take when notes are deleted You can also choose which databases to synchronize with the Pocket PC Smartphone To do so click the Databases button The Synchronize Notes Databases dialog box will appear To disable synchronization of one or 15 PhatNotes 5 User s Guide General Features more databases uncheck the corresponding check box For changes to take effect reconnect your Pocket PC Smartphone Synchronize Notes Databases select Notes Databases to Synchronize book Cancel Business Notes ActiveSync PhatNotes Synchronize Notes Databases dialog box Synchronizing PhatNotes attachments Pocket PC PhatNotes attachments synchronization is disabled by default because of some ActiveSync WMDC limitations see readme file Please read the following instructions carefully before enabling the attachments synchronization 1 Make sure that the files synchronization is enabled in ActiveSync WMDC If not you must enable the files synchronization first To do so click the Options button in the ActiveSync window or the Change content sync settings item in the Mobile Device Settings group in the WMDC window check the box in front of the Files information type and then click OK It is necessary to enable files synchronization because PhatNotes sync provider does not synchronize attached files themselves It only synchr
86. dentation Right Indentation Q First line Indentation Q Paragraph dialog box To format a paragraph Click anywhere in the paragraph you want to format Choose the Menu Edit Paragraph menu item The Paragraph dialog box will appear Enter the alignment option you want from the Alignment menu To bullet a paragraph choose the type of bullet from the List menu Change the paragraph and line spacing from their respective menus Yee eS SS You can add left right and first line indents to each paragraph by entering each value Only the selected paragraphs or the paragraph containing the cursor will be affected 7 Tap Done You can define paragraph formatting for a new document by changing the format options before you begin to type Finding and replacing text 91 PhatNotes 5 User s Guide Smartphone Features With the note editor you can search for specific text To find specific characters or words 1 Choose the Menu Search Find command The Find dialog box will appear Find what L Match case Cancel Find Text dialog box 2 Inthe Find what box type the characters or words you want to find Check the Match case box for a case sensitive search 3 Press Done 4 Ifthe specified characters or words are found the note editor menu will change to Find Next left button and Cancel right button PhatNotes i winning Pocket PC Magazine Best Application 2001 2002 2003 2004 2005 and 2006 Awar
87. dit menu click Copy or tap the Copy Button in the toolbar if selected from the toolbar editor e To paste text you have cut or copied place the Insertion point where you want to paste the text then on the Edit menu click Paste or tap the Paste Button in the toolbar if selected from the toolbar editor e To change a note color select the desired color from the Edit Color menu The color of the note s icon will be changed accordingly e To change a note priority select the desired priority from the Edit Priority menu A priority can be low normal or high You can also undo the last editing operation by choosing the Undo item from the Edit menu or by tapping on the Undo button in the toolbar if selected from the toolbar editor Finding and replacing text With the note editor you can search for specific text To find specific characters or words 30 PhatNotes 5 User s Guide Pocket PC Features 1 Tap the Find Button in the toolbar or choose the Edit Search Find menu The Find Text dialog box will appear se PhatNotes AD ee T a ok Find Text Find what _ match case Fr Cancel Find Text dialog box 2 Inthe Find What box type the characters or words you want to find Check the Match Case box for a case sensitive search 3 Tap OK 4 Ifthe Find Next button Is selected from the toolbar editor tap it to find the next instance of the characters or words To replace specific characters or words
88. dows Mobile based Smartphone and Desktop PC You can create notes providing them with category subject creation and modification date which helps to find required information quickly and easily With PhatNotes you can search for specific text in a specific field and sort notes by category date or subject You can protect notes from unauthorized access with a password and send e mail messages directly from the Note Editor Interface to the Contacts Database enables you to pick an e mail address instead of typing it in PhatNotes uses a compressed database saving limited storage space The intuitive easy user interface lets you start using the program within minutes PhatNotes allows synchronizing multiple notes databases between the desktop PC and mobile device The new version offers many new advanced features including rich text editing and formatting file attachments hyperlinks between notes multiple notes database support with tree like views hierarchical notes organizer integration with PhatPad customizable views user reminders voice note attachments and more PhatNotes includes a setup program that runs on your desktop computer and makes installation of the program very easy New Features in version 5 Windows Vista support 6 Windows Mobile 6 0 amp 6 1 support o New synchronization module supports Windows Vista and ActiveSync 4 5 New database manager now supports multiple groups folders drag and drop Context a
89. ds Fox pop Application of the Year 7000 CELair Pocket Perfection Award notes organizer for Microsoft Windows powered Pocket Portable and Desktop PCs and Smartphones gira Find Next Cancel Found text 5 To search for the next occurrence of the specified characters or words press Find Next 6 To Cancel search mode and switch back to the default menu press Cancel To replace specific characters or words with other characters or words 1 Choose the Menu Search Replace command The Replace dialog box will appear 92 PhatNotes 5 User s Guide Smartphone Features Replace x Find what cool Replace with Match case DO Cancel Replace dialog box In the Find what box type the characters or words you want to find Check the Match case box for a case sensitive search In the Replace with box type the characters or word you want to replace the found text with or leave it blank to delete found characters or words Press Done If the specified characters or words are found the note editor menu will change to Replace left button and Menu right button The replace menu contains Find Next Replace All and Cancel commands Press Replace to replace the text found select Menu Find Next command to find the next occurrence of this text select Menu Replace All to replace all occurrences of this text otherwise select Menu Cancel to quit replace mode Protecting Notes with a Password With PhatNotes
90. dy assigned to your selected command it will appear in the Current keys window A description of the command will appear in the Description window To assign a shortcut key click inside the Press new shortcut key window then use your keyboard to assign the new shortcut You can use Alt Ctrl Shift or any of the function keys to assign a shortcut If your selected shortcut is already being used by another command it will appear in the Shortcut currently used by window Click the Assign button to assign your new shortcut key Options The Options tab allows you to change how the toolbars and menus appear Customize Personalized Menus and Toolbars E Always show full menus V Show full menus after short delay W Animate menu when expanding W Display menus with shadows M Highlight rarely used menu items Reset menu and toolbar usage data Other E Large icons in toolbars E Large icons in menus W Show screen tips on toolbars W Show screen tips on menus E Show shortcut keys in screen tips Menu animations Fade Customize dialog box Options property sheet Unchecking the Always show full menus box will only show the most recently used menu items To see the entire menu click on the arrow at the bottom of the menu list Show full menus after short delay will expand the entire menu list automatically This feature is active only when the Always show full menus box is unchecked Check the
91. e characters in the name For example to open a database called PhatNotes enter the following 64 PhatNotes 5 User s Guide Pocket PC Features command phatnotes exe PhatNotes new can be used to launch or activate PhatNotes and create a new empty note at the same time The note editor will appear automatically after the program is launched or activated Note Programming user defined hotkeys could be different on your mobile device Please read the User s Guide that comes with your Pocket PC for information about how to program hotkeys Note Some Pocket PCs don t support command line parameters when programming quick launch keys In this case you can create a shortcut with command line parameter s and call it instead Spell Checker Interface PhatNotes includes the full version of the PhatSpell for Pocket PC with English dictionary During installation however PhatSpell is not installed on your mobile device To install PhatSpell on your Pocket PC 1 Connect your mobile device to the desktop PC 2 Start PhatNotes application on the desktop PC 3 Select the Tools Install PhatNotes on Device menu item The Install Mobile Software dialog box will appear 4 Inthe Install Mobile Software dialog box select the PhatSpell for Windows Mobile Professional Icon and click Install 5 Follow the installation instructions to complete the installation To reduce the application size the PhatSpell version shipped with PhatNotes
92. e main toolbar or click New Note from the Edit menu To edit an existing note double click on the desired note in the note list or select the desired note and press Enter The note editor screen will be displayed Ei New features in PhatNotes 5 0 View Insert Font F Paragraph Category Document Time 11 25 40 PM Subject New features in PhatNotes 5 0 Prionty Normal New Features in version 5 Windows Vista support Mobile 6 0 support New database manager now supports multiple groups folders drag and drop analyzer allows dialing phone numbers opening URLs and sending emails by clicking on a word that represents either a phone number a URL or an email address Full Unicode support New 256 bit strong encryption algorithm New synchronization module supports Windows Vista and ActiveSync 4 5 Improved user interface New MSI based installer Desktop specific Seven UI themes New desktop database engine Note editor screen When creating a new note enter the note s category or select category from the list into the Category field enter note s subject into the Subject field and enter text into the Note Body field You must enter text into the note body or the subject fields otherwise a new note cannot be created If the subject field is empty the first line of text up to 128 characters will be automatically copied into the subject field when a new note is created If the note field is
93. e renamed database is in use it will fail to rename the database and an empty database with the old name will remain on the desktop PC after synchronization You can delete the old database manually Emptying a notes database To empty the active notes database choose Tools Database Empty menu item PhatNotes will ask you to confirm this operation This operation is equal to deleting all notes from the Notes database The Empty Database operation cannot be undone therefore we recommend making a complete backup of the Pocket PC before proceeding Copying notes between databases To copy one or more selected notes to another database choose the Edit Copy To menu item The Copy Notes to Database dialog box will appear If you want to move the selected notes instead of copying check the Move Notes box If you want to copy or move all notes from the current database to another one check the All Notes box Select the desired database from the To list and tap OK i PhatNotes AD ee ag rE ok Copy Notes to Database a From database Phathotes Move notes All notes Copy Notes to Database dialog box Transferring notes between two Pocket PCs You can transfer one or more selected notes between two Pocket PCs via infrared port Note To transfer notes between two Pocket PCs via infrared port both devices must be running the Same version of PhatNotes Check the version number in the About dialog box on both devices before transferri
94. eck the Use Priority Filter box 12 Choose the desired priority low normal or high from the Priority drop down menu 13 Tap OK The filter settings will be saved when you exit PhatNotes and will be used again when you run the program Finding a Specific Note You can find a note that contains the specific characters or words in the notes database using the Find command To find a note that contains a specific text in the current database 1 Choose the Find item in the Edit menu tap on the Find button T Or press the Ctrl F keys The Find Note dialog box will appear 26 PhatNotes 5 User s Guide Pocket PC Features 6 7 PhatNotes mo A T E ok Find Note Find what Phat In Field lt All Fields Match case Search all databases Use regular expression Selecta Find cancel Find Note dialog box Enter the specific characters or word you wish to find in the Find What box Choose the field in which you want to find these characters or words in the In Field list Choose lt All Fields gt to search in all database fields excluding password creation and modification dates For a case sensitive search check the Match Case box If you want to use the regular expression search check the Use Regular Expression box For more information about the syntax of regular expressions please see Appendix 3 Syntax of regular expressions Tap Find to find a note with the requested characters
95. ed group from the list then choose the Menu Delete command PhatNotes will ask you to confirm this operation We recommend that you make a complete backup of your Smartphone before you delete a database because this operation cannot be undone 78 PhatNotes 5 User s Guide Smartphone Features Emptying a notes database To empty the active notes database choose the Menu Empty menu item PhatNotes will ask you to confirm this operation This operation is equal to deleting all notes from the selected database The Empty Database operation cannot be undone therefore we recommend making a complete backup of the Smartphone before proceeding Copying moving notes between databases To copy one or more notes to a different database select the database you want to copy notes from and press Done to switch to the notes list view Select the Menu Notes Copy command The Copy Notes dialog box will appear From the To Database list select the database you want to copy notes to If you want to move the selected notes instead of copying check the Move Notes box If you want to copy or move all notes from the current database to another one check the All Notes box Press Done Copy Notes Copy notes from database Home To Database PhatNotes L Copy all notes L Move notes a Done a Copy Notes to Database dialog box Transferring notes between two Smartphones You can transfer one or more selected notes between two Smartphones or bet
96. ee Smartphone if installed See SEVICE are Nor Removing PhatNotes section installed on the Pocket PC Connect Pocket PC Smartphone to Smartphone the desktop PC 190 PhatNotes 5 User s Guide Problem appears 191 4 Appendices Solution Install the Pocket PC Smartphone portions on PhatNotes by executing the installation batch file from Start gt Programs gt PhatNotes Tools gt nstall PhatNotes on Pocket PC Smartphone Reconnect Pocket PC Smartphone for changes to take effect PhatNotes 5 User s Guide Appendices Appendix 3 Syntax of regular expressions This appendix describes the regular expression syntax used PhatNotes A regular expression is a pattern of text that consists of ordinary characters for example letters a through z and special characters known as meta characters The pattern describes one or more strings to match when searching text Here are some examples of regular expressions Expression Matches s Match a blank line d 2 d 5 Validate an ID number consisting of 2 digits a hyphen and an additional 5 digits lt s S s gt 2 gt s S lt s 1 s gt Match an HTML tag The following table contains the complete list of meta characters and their behavior in the context of regular expressions Character in in n m Description Marks the next character as a special character a literal a back reference or an octal
97. ee Appendix 5 PhatNotes Y2K Information for more information 8 To apply the color filter check the Use Color Filter box 9 Choose the desired color from the Colors drop down menu 10 To apply the priority filter check the Use Priority Filter box 11 Choose the desired priority low normal or high from the Priority drop down menu 12 Click OK To filter notes by category 1 Click on the arrow to the right of the Filter button or select the Filter item from the Tools menu and click on the right arrow 2 Select the one of the categories shown The filter settings will be saved when you exit PhatNotes and will be used again when you run the program Finding a Specific Note You can find a note that contains the specific characters or words in the notes database using the Find command To find a note that contains a specific text in the current database 1 Choose the Find item in the Edit menu or click on the Find Note button T The Find Note dialog box will appear Find Note Find what PhatNotes Lookin lt All Fields gt Select All Ignore case Close Regular expression Search in all databases Direction Find Note dialog box 131 PhatNotes 5 User s Guide Desktop PC Features 6 7 Enter the specific characters or word you wish to find in the Find What box Choose the field in which you want to find these characters or words in the Look In list Choose lt All Fields gt to
98. ee the Working With the Note Editor Section below Copy Properties Note Shortcut Quick Text i an Preview Bar Find box Analyze a TF AE Se oe I 8 E ee ae Aare OIB rRe 2O 2008 Vas ba Redo 2 S amp Find Next EO P Save Protect Send Show Statistics Check Find Prev Next Link Attach Date amp Reminder Print Note Mail M j Clear j SelectAll Hide Spelling Find Prev Note Note Note Files Time Note iew Spelling Find Navigate Insert i gt T Verdana I SE fu 20 we 8 i U abe Afa JES Ram Show Statistics New Close Close Cascade Prev Next a Hide Window All Window Window Font E Paragraph View Window Note Editor toolbar groups Note All but the View toolbar group can be shown or hidden as needed To show or hide a toolbar group click on the Show Hide button in the View Toolbar Group and select or deselect the desired toolbar group Shortcut Bar The shortcut bar contains several different windows All Databases Deleted Notes Pending Reminders Favorites and Shortcuts The shortcut bar can be toggled on and off by either choosing the View Shortcut Bar menu item or clicking on the Toggle Shortcut Bar button g All Databases Contains all the current PhatNote databases You can add and delete databases and database groups You can also move notes to different databases by dragging and dropping See the Working with Notes Databases sectio
99. eeeeanensenenaes 79 To transfer notes via infrared POFt ccccccccsececsecececenseeceecenseeeeeeeteeeeeseeeseeeneeesseeenseeseaes 79 Backing Up and Restoring the Notes DatabaSe ccccccccseccseeceeseeeseecsessusseesanenes 80 Notes Editing Commands seciesceeccewncntiaosgedasaaseadaevasesssebshasoseeele song ease oe as 80 INOIGS F VODCTIICS a a TEERAA 80 SOMing and Filtering Noteer a a EAER 82 PhatNotes 5 User s Guide To filter notes by the date range specific text Color or PIiOrity cceccceeeeeeeeeeeeeeeeeeees 83 PINGING A SOCCIIC NO essan ages eae aaaiedasae ee 85 To find a note that contains a specific text in the Current database cccceecseeeeeeeeeees 85 IMAI RASI i EE essa este ltt tae AEE E mod apse aes eacas sie eerie 86 WORKING WITH THE NOTE EDITOR airis rieien er erra a a 87 EUT TON e E E tec tt a ere aae a AE 89 FORAN T ONT e E E T A A 89 Changing TOME Settings siirre e ath ht a a a Oh a ol aa aoe 89 Ghanging paragraph Settings sssr nia Ae and aGn eee E ake 91 FINOING ANG TCDIACING LOM roerne E ERE sspoiiauuneisel aden ites E 91 To replace specific characters or words with other characters Or WOIS s0ccseeeeeees 92 Protecting Notes With a PASSWOIQ 1 1cccsccseecseccnecnuessuececsuesuessuessueseessuensnesensanenes 93 To protect note with a PASSWOMGL i iccccscdccncsacsceniasdebedaas cdactena idscidnedacedansdveawanssudeedasbadsana axe 93 TO CHAOS d Dass Word eeri ete eal
100. elect when to run the Notifications Utility Advanced Reminder Options Run Phathotes reminder 0 When Windows boots Always Onl while Phathotes is running O Manually Advanced Reminder Options dialog box See the New Notes Settings section below for setting default options 171 PhatNotes 5 User s Guide Desktop PC Features Once a reminder occurs Once a reminder goes off for any note that contains a reminder the PhatNotes Reminder dialog will appear unless the Interrupt me with a message box in the Reminder Options dialog box is not checked If specified the Reminder icon will flash in the Windows taskbar and alarm will sound F PhatNotes 5 PhatNotes Reminder PhatNotes 5 0 License Agreement Snooze 5 min 2 PhatNotes Reminder popup message window 1 Click the Snooze button to display the reminder again to the amount of time you select in the drop down window has passed 2 Click the View Note button to close the dialog box and go to the note that Is assigned to this reminder PhatNotes Settings You can customize the PhatNotes view and the default settings by changing various parameters in the Options dialog box To display the Options dialog box choose Tools Options command in the main menu or click on the Options button Ej The Options dialog box contains six property sheets General New Note View Columns Sort Notes Autobackup and Outlook Logon 172 PhatNotes 5 User s Guide Desktop PC Fe
101. empty the entire subject will be copied into the note field when a new note is created The note editor provides standard editor functionality such as Delete Cut Copy and Paste text It also supports drag and drop and basic text formatting features These commands are applied to the note field only e To cut text so you can move it to another location select the text then click the Cut button on the Edit toolbar group e TO copy text so you can paste a copy in another location select the text then click the Copy button on the Edit toolbar group You can copy selected text by holding down the Ctrl key before dragging and dropping e TO paste text you have cut or copied place the Insertion point where you want to paste the text then click the Paste button on the Edit toolbar group or click on the arrow below the 135 PhatNotes 5 User s Guide Desktop PC Features Paste button which opens a menu to paste the clipboard contents or paste in RTF or unformatted formats e To enter a TAB character press the TAB key e To change a note color select the desired color from the Color drop down menu The color of the note s icon in the Note List on the Main Window will be changed accordingly e To change a note priority select the desired priority from the Priority drop down menu next to the Color box A priority can be low normal or high e You can also undo the last editing operation by choosing the Undo button from the Edit
102. enabled the Backup reminder message will not appear regardless of this option 4 Click Next Backup Notes Wizard Step 2 4 Comment FhatNotes backup created on Monday August 20 2007 Protect backup with password Enter password ALLIE I Confirm password esese Backup Notes Wizard Step 2 dialog box 122 PhatNotes 5 User s Guide Desktop PC Features 5 Step 2 of the Wizard allows you to enter the comment for your notes backup You can also specify a password if you want your backup file to be password protected 6 Click Next Backup Notes Wizard Step 3 4 Ma Backup notes databases A All notes databases Select notes databases Business Notes Old Notes Database FhatN otes Backup Notes Wizard Step 3 dialog box 7 In Step 3 of the Wizard to backup all notes databases choose the All Notes Databases option To backup the selected databases choose the Select Notes Databases option and then select one or more databases you wish to backup from the list 8 Click Next Backup Notes Wizard Step 4 4 Backup is complete click Finish to exit Backup Wizard Backup Notes Wizard Step 4 dialog box 123 PhatNotes 5 User s Guide Desktop PC Features 9 In Step 4 of the Wizard you will see a progress dialog box while backup is in process To stop the backup process before it finished click the Cancel button in the Progress dialog box 10 Click Finish To restore one or more databa
103. epending on the selection in the HTML file extension drop down list If this option is not selected the format will be prefix Page n extension Overwrite existing files this option is available only if the time stamp is not used to generate the names If this option is selected the page numbers always start with 1 and any existing files with the matching names will be overwritten If this option is not selected the Wizard checks the existing files and uses the first available number for the first page it generates Write xxx notes per page this field specifies the number of notes each HTML file should have By default this field shows the number of notes specified in the selected template see the description of the PhatNotes Number tag in Appendix 4 or if this tag is not present the number used during the last session 4 Click Next Export To HTML Export Options Export selected notes only Export protected notes Export To HTML dialog box 5 The Export Options group of check boxes that appear on the next page of the wizard allow the control of the following parameters Export selected notes only if checked the Wizard exports only the selected notes otherwise all the notes from the current database are exported Export protected notes if checked the Wizard exports the protected notes otherwise the protected notes are ignored When exporting a protected note a dialog box appears prompting the user to e
104. ers box to ignore Roman number such as ii Iv xii IV XIV etc Check the Ignore words with numbers box to ignore words that contain numbers during a spelling check Check the Ignore Internet and file addresses box to automatically ignore Internet addresses file names and electronic mail addresses during a spelling check For example check this box to ignore http www phatware com during a spelling check Check Always Check Entire Document to spell check the entire document regardless if a word or group of words is highlighted If unchecked only the highlighted items will be spell checked To change the location of the main and user dictionaries for the selected language choose the More Configure Language command then edit the names for the main and user dictionaries PhatSpell English Main dictionary Program Files PhatNotes English phd User dictionary Program Files PhatNotes English udr PhatSpell dictionaries dialog box To modify the user dictionary choose the More Edit Dictionary command The list of user defined words will appear To add a new word use the Menu Add Word command To delete a word from the user dictionary select the desired word then choose the Menu Delete Word command 112 PhatNotes 5 User s Guide Smartphone Features When finished press Done to return to the Options Dialog box 113 PhatNotes 5 User s Guide Desktop PC Features Desktop PC Features PhatNotes Main Screen
105. es powerful text search document security and email capabilities Interface to the Contacts Database enables quick access to email addresses and contact information PhatNotes has many features but it is very easy to use To create a new note press New and start typing You will learn how to use the program as you use it but it will be also helpful to read FhatNWotes Liser s Guide 133 PhatNotes 5 User s Guide Desktop PC Features The Notes list view will change so notes will be grouped by the creation date You can expand collapse each group by clicking on the button or by double clicking on the group header or by pressing Enter key when the desired group title is selected Each group title displays the category name and amount of notes in the group Notes list view has a similar look when organized by modification date category or color To organize notes by the modification date choose the Organize By Modification Date menu item To organize notes by the authorization date choose the Organize By Authorization Date menu item To organize notes by the category choose the Organize By Category menu item To organize notes by the color choose the Organize By Color menu item To organize notes by the priority choose the Organize By Priority menu item To collapse all the notes groups choose the Organize Collapse All menu item To expand all the notes groups choose the Organize Expand
106. eseeeneeseeeseeeneeeeeenes 118 Database Manag MeM secc a E A RaRa 118 Creating a new notes database ccccccsecccceseeeceeeeceeeceeeeeceueeessueessueeessueesseeeeseueessaes 118 Opening an existing notes databaSe cccceccccseeceeeeeeceeeeeseeeeceeeeeseeeeeeeeeeseeeeeeeeeseneess 119 pel ting a MOLES database insite saints E A A E 120 Renaming a notes database cccccsececseeceeeeeseeeeeeeseeeeeseeeeeeeseeeseeeeeseeeeaeeseaseneeeseesenes 120 EMPDUVING AMOS databases eii R eenenanaaaaans 120 Deleting duplicate NOIES 47 22 ccrcrtcacteas teitcaieocseceuageriondanetatensteatatacetetocsaterecnssieastens oaideaagh 121 PhatNotes 5 User s Guide Copying notes between databases ccccccceeecceeeeeceeeeeeeeceueeesueesaueeesseeeeseeeesueetaaees 121 Backing Up and Restoring the Notes DatabaSe cccscccsecseecseecnesseesaeeseeseneeaess 121 To backup one or more notes databases cccccceeccceeeceeeeeeeeeeeeseeeceeeeseeeaeeeseeeeeeeeses 121 To restore one or more databases from the backup file cccceceeeceeeeeeeeeeeeeseeeeeeeees 124 TO COMPFESS Ne databaSe sir a NAE EE NEEN 126 Database EGiinG Commands neresi eE E E 127 To protect and encrypt a NOG cavicicscscstecs iedeuatesauneeescsteacesss Ruste oceasd eausdnae ia taadseaseuizcuanien 128 VIEW SlAHSHES IDIOM ANON ss setae 129 Soning and FiIllCHiNnG NOLES aserne a a a a a dss 130 To filter notes by the date range specific text Color
107. et Display PhatSpell dialog box Show Check word window General Spelling PhatSpell Options dialog box General tab General Settings 1 Select the desired language from the drop down menu 2 If needed tap Configure to bring up the Language Configuration dialog Te PhatNotes AD ee T mil ok Language Configuration Language English Main dictionary Frogram Files Accessories English phd Ea User dictionary Program Files accessories Englis Edit Language Configuration dialog box e You can modify the location of the main English and User dictionaries by editing the file names in the Main and User boxes To browse the location of another 67 PhatNotes 5 User s Guide Pocket PC Features dictionary click on the button next to the appropriate dictionary Tap OK when done e Tap onthe Edit button to add or delete words from your user dictionary Tap OK when done se PhatNotes moge T GE ok User Dictionary Editor Cancel Language Configuration dialog box 3 Check the Start PhatSpell after soft reset box to automatically start PhatSpell each time you restart the device 4 Check the Display PhatSpell dialog box if you want to display the PhatSpell window when you tap on the spell checker icon Otherwise PhatSpell will immediately spell check the active document using the currently selected dictionary 5 Check the Show Check Word window box to have the Check Word window appea
108. f the PhatNotes vol file This file is located in the same folder where the PhatNotes application is installed phatnotes exe file Before making a copy of this file you must exit the PhatNotes application on the Smartphone and disconnect the device from the desktop PC before making a copy of this file otherwise database integrity cannot be guaranteed On Smartphone 2002 the default installation folder is IPSM Application Data PhatNotes On Smartphone 2003 or later the default folder is Store Program Files PhatNotes the actual folder name may be different depending on the Smartphone model To restore notes from the backup file 1 Exit PhatNotes and disconnect Smartphone from the desktop PC 2 Replace the PhatNotes vol file located in the same folder as the PhatNotes application Notes Editing Commands To create a new note switch to the notes list view and press New This will display the notes editor Each note can be provided with category subject color priority and authoring time see the Working with the Note Editor section below To choose which fields you want to appear in the notes list use the Menu Columns command in the Options dialog box see the PhatNotes Settings section below To select all notes in the list use the Menu Notes Select All command Notes Properties You can also change the properties of the selected note s To do so use the Menu Notes Properties command 80 PhatNotes 5 User s
109. f this Agreement do not install copy or use the Product PHATWARE BETA LICENSE AGREEMENT for a Pre Release Copy of Attachments Importance Normal Close SMTP Send Mail dialog box Note The attachment window will be grayed out if this option was not selected 142 PhatNotes 5 User s Guide Desktop PC Features New features in PhatNotes 5 0 Message Plain T AA Options Spelling Start i Inking Clipboard Basic Text Include Proofing Ink Options Format Text This message has not been sent To info phatware com Subject New features in PhatNotes 5 0 New Features in version S Windows Vista support Mobile 6 8 support New database manager now supports multiple groups folders drag and drop analyzer allows dialing phone numbers opening URLS and sending emails by clicking on a word that represents either a phone number a URL or an email address Outlook Send Mail dialog box You can send more than one note at a time as multiple attachments from the Main Screen To do so highlight the notes you want to send and then choose the File Send Mail menu item 143 PhatNotes 5 User s Guide Desktop PC Features send Mail SMTP salestaphatware cor Le Bcc Subject Mew features in Phat otes 5 0 Hi Please see the attachment Thanks Attachments C Users hest4opData Local Temp shote tt SMTP Send Mail digi be box with a 1 E
110. fil ccc cceccceeeeeeeeeceeeeeeeeeeeeeeeeeaees 22 Database Editing Commands ccsccccseccssesccsusecsueecssessueessuessauessaeessseessaesessesenseeees 22 To protect and encrypt NOES ea E AE A ESG 23 Soning and FilleninG NOTES cvccos es caer ence ncunerevarscenenanne a ii ie ie i Tii 23 To filter notes by the date range specific text Color or PIiOrity cceccceeeeeeeeeeeeeeeeeeees 24 FINOING 2 Speciile Nota siriane saetne Veate saeco a a EE 26 To find a note that contains a specific text in the current database ccceecseeeeeeeeeees 26 To find all notes which contain a specific text in all databases cccccceeeeeeeeeeeeeeeeeeees 27 118 2191741010 ARS i E PE ee eee N TN 28 NOLO T TODOIOS eeen n T ts vet EE EEE E AA A AA REREN 29 WORKING WITH THE NOTE EDITOR i2 2 2c2 eee ee Be es 29 FUETOUING XII WO DIACHIIO TOX scissile estou ts e s saat ape ascertain E tan 30 To replace specific characters or words with other characters Or WOIS cssccseeeeeees 31 Importing and exporting text files cee ccecccecccneccseecseecceeecseecauecsuessuessuessueeseesseesanes 33 To import a text file into the note DOX cccceeceseeeeeceeceeeeeeeseeeeeeesseeeeseeseeeeseeseeeenseesaaes 33 To export the note as a text file eset css itick de case eacaa Sinton deceantyrebs sacesaacanecctosuascsaaGouedeanceasd 33 Protecting Notes With a PASSWOIQ 1 c1ccccccseccseeneecsesccusseucceesesccussausneses
111. files created The filename suffix will be the current date and time 4 Default voice notes folder Allows you to choose the folder where all voice notes audio files will be located Click on the Browse button to select the default folder and location 5 Record immediately Check this box to automatically start recording as soon as you tap on the Voice item from the Insert menu Uncheck this box if you want to start recording by tapping the record button Note Editor Options Main Menu 1 To set modify the default settings of text formatting and for new tasks or appointments switch to the Note Editor property sheet 61 PhatNotes 5 User s Guide Pocket PC Features sE PhatNotes ADO ee 7 a ok Text formatting Enable text Formatting New task appointment Copy mate s subject Copy note s category Copy note s body Include originator information Reminder 4tkachments Mote Editor Options dialog box Note Editor property sheet 2 Check the Enable text formatting box to be able to create formatted notes See the Formatting Text Section for more information If this option is checked all notes are stored in the database in RTF format 3 If the Enable text formatting box is not checked you can check the Store notes as plain text box In this case any formatted notes RTF will be converted to plain text 4 Copy note s subject check this box if you want PhatNotes to automatically copy the note s subject o
112. ggestion list if you selected the Show Check Word window option in the Options dialog see the Language Options section below Note If you get a message stating that the selected dictionary cannot be opened use the spell checker options dialog box to point to the location of the dictionary see below To change spell checker options 1 Click on the Check Spelling arrow then click on the Spelling Options menu The Spelling Options dialog box will appear 151 PhatNotes 5 User s Guide Desktop PC Features spelling Options Language Default Language English US E Show Check Word window Spell Checker Options dialog box Language sheet Language Options 1 From the Language tab select the language 2 Click the Configure button to modify the location of the main English and User dictionaries by editing the file names in the Main dictionary and User dictionary boxes To browse the location of another dictionary click on the E button next to the appropriate dictionary 3 Click the Edit button to add unique words to your user dictionary 4 Check the Show Check Word window to show a dialog box of suggested words instead of a pop up menu spelling Options While checking a document Ignore words In UPPERCASE E Ignore Roman numbers IV xi etc Ignore words with numbers Ignore Internet and file addresses If any textis selected Always check entire document Spell Checker Options dialog box Spel
113. hatNotes allows you to sort notes by creation and modification date category and subject in ascending or descending order You can also change sort order and field using the Options dialog box see the Choosing Columns to Display Section below To sort data by any of these fields simply click on the field header in the note list An arrow will also appear in the header of the selected sort field The arrow will point up if the sort is ascending and point down if the sort is descending To change a sort order you can tap on the current sort header The current sort field and sort order will automatically be saved when you quit PhatNotes When you start the program again it will use the Same sort and filter options To filter notes by the date range specific text color or priority i 1 Choose the Filter item from the View menu or tap on the Filter button F The Filter dialog box will appear i Created a Modified a Authored From 9 10 01 al Custom Dates To jio Fa Filter dialog box Date Filter tab view 2 To apply the date filter switch to the Date property sheet and check the Use Date Filter box 3 Select the desired date range in the Dates list You can also enter custom dates To edit the custom dates range select Custom Date in the Dates list and enter the starting and ending dates in the From and To boxes The dates must be entered in the mm dd yy or mm dd yyyy if the regional settings are set to a 4 digit yea
114. he Edit Paste menu item The note text will appear in the Pocket Word editor To delete one or more unwanted notes from the database select the note s you wish to delete and choose the Edit Delete menu item PhatNotes will ask you to confirm the deletion This operation cannot be undone PhatNotes has a very important feature which protects your notes from unauthorized access When you protect a note with a password PhatNotes will encrypt the note body using the password you ve entered as an encryption key The password itself will also be encrypted All protected notes are encrypted therefore if you lose your device it is quite unlikely that anybody will be able to read your encrypted notes To protect and encrypt notes 1 Select one or more notes from the Main Screen and tap on the Protect Button oo The Protect Note dialog box will appear sE PhatNotes mo T ok Protect Note FERE Confirm password 4 LE Cancel Protect Note dialog box 2 Enter the desired password into the New Password and in the Confirm Password fields Tap OK 4 Inthe Main Screen the note will now appear with a key icon Note You can also protect a note once opening it See the Protecting Notes with a Password section below Note Remember your password If you forget the password you won t be able to read the password protected note s again Sorting and Filtering Notes 23 PhatNotes 5 User s Guide Pocket PC Features P
115. he note you want to preview If you want to open the note click on Edit A hierarchical list of linked notes will appear in the Links window 7 To open an attached note from the Note itself simply click on the attached note Icon 160 PhatNotes 5 User s Guide Desktop PC Features 10 Note If the Attachments and Links pane is not visible select it by clicking on the Show Hide button in the View toolbar group To Edit a linked note click on the arrow next below the Create Link icon in the note and select Edit Links or select Links gt Edit from the Insert menu from the Main window From this window you can e Select a linked note and view all its links using the View Links button if this window was open from the Main Screen e View the selected note in the Note Preview pane using the View Note button if this window was open from the Main Screen e Create another link using the Create Link button e Open the selected note in the Note Editor window using the Edit Note button e Detach the selected link using the Delete Link button Alternately you can link additional notes or edit linked notes by right clicking on a linked note in the Attachments and Links pane of the Note Editor window Importing and Exporting Notes PhatNotes allows importing and exporting the entire notes database or selected notes from the notes list as a text file Tab Separated Values TXT and Comma Separated Values CSV formats are currently su
116. ies listed above you can still sort notes by any field and apply text date color and or priority filters Note Properties You can also change the properties of the selected note Go to the Edit menu and tap on Properties sE PhatNotes a0 r T ME ok Note Properties Category Document Authoring 61007 Color Green Priority Normal HELE Cancel Note Properties dialog box e Select the category to change from the Category drop down menu e Then select the properties you want to change which includes the authoring date color priority reminder time and password e If multiple notes are selected the Reminder button will not appear in this dialog box because it is not possible to assign the same reminder to multiple notes e If asingle protected note is selected the Protect button is disabled To change the password or unprotect the note you must open the note in the note editor first If multiple notes are selected the password will be changed set to the unprotected notes password for notes that are already protected will not be changed Thisis done for the security reasons Working with the Note Editor The note editor is used to create a new note or edit an existing note To create a new note tap on New To edit an existing note double tap on the desired note in the note list or select the desired note and press Enter The note editor dialog box will be displayed 29 PhatNotes 5 User s Guide Po
117. il addresses stored in the contacts database While the To edit box is active press the Action Return key to access email addresses stored in your Contacts database The Choose a Contact dialog box will appear Select the desired contact name from the list and press Done to insert the email address Select the service you wish to use to send the mail message from the Mail service list If a note has one or more file attachments you can also add attachments to your email by checking the Include attachments box Press Send Email Depending on your email client settings the email message will be either sent immediately or placed in the Outbox of the selected mail service In the later case the message will be sent the next time you connect to the mail server or synchronize with the desktop PC For more information about mail services see the Staying in touch with Inbox section in the Smartphone user manual To send SMS 1 Choose the Menu Note Send SMS command The Send SMS dialog will appear 2 Enter the desired phone number into the Phone box To choose a phone number from the Contacts database press the Action button on the smartphone supported on Windows Mobile 5 or later 95 PhatNotes 5 User s Guide Smartphone Features 3 Enter the desired SMS text below up to 160 characters If the text was selected in the note it will be copied to the message body if no text was selected first 160 characters of the current
118. ile Exports the current note as a text file current note as a text file Ctrl U Formats the selection with the continuous underline toggle Ctrl Z Edit Undo Undoes the last editing action Ctrl X Edit Cut Cuts Cuts selected text to the clipboard text to the Cuts selected text to the clipboard Se Edit Next Note Displays the next note Arrow ie Edit Previous Note Displays the previous note pre View Statistics Shows statistics about the note statistics about the note File Close Closes the note without saving the note without Closes the note without saving Saves modifications and closes note 189 PhatNotes 5 User s Guide Appendices Appendix 2 Synchronization Troubleshooting Guide Problem Cause Solution Combine Discard Pocket PC Smartphone is After installing PhatNotes you must required on the connected to the Desktop connect for the first time using either desktop computer PC using Internet the USB or Infrared port ActiveSync will message appears on connection which prevents display the Combine Discard dialog box the Pocket PC Combine Discard dialog box Click the Combine or Discard button and Smartphone after to appear on the Desktop synchronize all data Then you can switch installing PhatNotes PC back to use the Internet connection After deleting a ActiveSync failed to delete Make sure that the old database is not in notes database an the old database during use then delete it manually
119. ill be able to delete rename a notes database on the desktop PC During the next synchronization session ActiveSync will attempt to delete rename the corresponding database from on the mobile device However if the deleted renamed database is in use on the device ActiveSync WMDC will fail to delete the old database automatically leaving an empty database 16 PhatNotes 5 User s Guide General Features on your device If this situation occurs you need to delete the old database manually For more information about multiple notes databases see the Working with Databases section of this manual When using Windows XP 2003 Server with ActiveSync PhatNotes will prompt to automatically shutdown restart ActiveSync if the device is connected and synchronization is active However it is not possible to programmatically restart WMDC in Windows Vista and you have to disconnect the device manually Resolving Synchronization Conflicts Synchronization conflicts occur when a previously synchronized note has been modified on both the desktop PC and the Pocket PC Smartphone You can resolve conflicts by indicating whether you want to retain the data from the desktop PC or the Pocket PC Smartphone To specify conflict resolution rules switch to Rules property sheet of the ActiveSync Options dialog box These rules apply to all the synchronization services including notes synchronization Note To avoid duplicate items during synchron
120. includes only the English spell checker dictionary Additional dictionaries for other supported languages Danish Dutch French German Italian Norwegian Portuguese Spanish and Swedish can be downloaded from the PhatWare web site at http www phatware com install phatspell Checking spelling 1 Choose the Check Spelling item from the Note Editor Edit menu If no spelling errors are found The spell check is complete message will be displayed When spell checker finds a possible error the Check Word menu will appear 65 PhatNotes 5 User s Guide Pocket PC Features PhatNotes a0 4 T E ok New Features in version 5 Windows Yista support MENA Mobile 6 0 support Windws Windows Winds Windus Ignore Ignore All Add to Dictionary Check Word menu 2 Select the correct word from the suggestion list if any You also can type in the replacement if nO appropriate suggestions are found 3 Tap Ignore or Ignore All to ignore the possible error 4 Tap Add to Dictionary to add a new word to the user defined dictionary Spell checker options Choose the Spelling Options item from the Note Editor Edit menu The PhatSpell Options dialog box will appear The PhatSpell Options dialog box contains two property sheets General and Spelling 66 PhatNotes 5 User s Guide Pocket PC Features y j PhatNotes PhatSpell Options Default Language English TE Eonfioue Start PhatSpell after soft res
121. ional lt subject gt tag lt category gt Inserts the note category Can be followed by the optional lt category gt tag lt color gt Inserts the note color as text Can be followed by the optional lt color gt tag lt priority gt Inserts the note priority Low High Normal Can be followed by the optional lt priority gt tag 196 PhatNotes 5 User s Guide Appendices lt created gt Inserts the note creation date and time Can be followed by the optional lt created gt tag lt modified gt Inserts the note modification date and time Can be followed by the optional lt modified gt tag lt authored gt Inserts the note authoring date and time Can be followed by the optional lt authored gt tag lt notebody gt Inserts the note text Can be followed by the optional lt notebody gt tag Navigation Tags Navigation tags are used for cross references between the generated HTML pages Navigation tags can appear either before the lt hpcnote gt tag or after the lt hpcnote gt tag lt hpc nextpage gt Inserts a reference to the next HTML file that is generated during the same export operation The tag has the following format lt hpc_nextpage gt text lt hpc_nextpage gt For example lt hpc_nextpage gt Next note lt hpc_nextpage gt lt hpc prevpage gt Inserts a reference to the previous HTML file that is generated during the same export operation The tag
122. ions dialog box To select Note Attachment options From the Options dialog box select the Menu Attachments command The Attachments dialog box will appear 1 2 3 4 7 To change the default folder for all attachments enter the path Enter the desired prefix for all voice notes To change the default folder for all voice notes enter the path Check the Record immediately box to start recording as soon as you select the Menu Insert Voice command Otherwise you will be prompted to start recording manually Press Done to return to the Options dialog box Attachments Default attachments folder File prefix for voice note VoiceNote_ Default voice notes folder Default voice notes folder My Documents Record immediately Attachments dialog box Press Done to save all new options or press Cancel to discard the changes and close the Options dialog box To change the spell checker options choose the Menu Spelling command The PhatSpell Options dialog box will appear 111 PhatNotes 5 User s Guide Smartphone Features 10 11 12 PhatSpell Options Current Language English Ignore words in UPPERCASE _ Ignore Roman numbers IV xi Ignore words with numbers Ignore Internet addresses Always check entire document E eee More PhatSpell Options dialog box Check the Ignore words In UPPERCASE box to ignore words in uppercase during a spelling check Check the Ignore Roman numb
123. is an example of a typical HTML export template file lt html gt lt head gt meta tags specifying template name description table of contents and recommended number of notes per page for this template lt head gt heading section standard HTML formatted data that will precede the exported notes data This section can optionally include the navigation tags lt hpc_nextpage gt lt hpc_prevpage gt and lt hpc_tocref gt lt hnpcnote gt standard HTML formatted data with inserted notes properties tags this section will be repeated for each of the exported notes lt hpcnote gt footer section standard HTML formatted data that will appear once at the end of each of the generated files This section can optionally include the navigation tags lt hpc_nextpage gt lt hpc_prevpage gt and lt hpc_tocref gt lt html gt To add a new template to PhatNotes simply copy the new HTML template including any images and additional files the template can contain multiple HTML files into the lt PhatNotes gt Templates folder on your desktop PC where PhatNotes gt is the folder in which PhatNotes winnotes exe is installed The next section contains the detailed information about PhatNotes HTML Template Tags Meta tags PhatNotes meta tags are used to specify the template name and description that appear in the wizard when selecting a template When the wizard enumerates the existing templates it ignores the HTML file
124. is checked the PhatNotes main window will be hidden when the application is minimized and the PhatNotes button will not be displayed in the Windows taskbar The application is activated when a user clicks on the PhatNotes icon in the tray bar 8 If the Hide Note Editor taskbar button when minimized box is checked then a Note Editor window will be hidden when minimized and its button will not appear in the Windows taskbar The PhatNotes icon popup menu contains items for each open Note even if the editor window is hidden Select the appropriate menu item to access the desired note 178 PhatNotes 5 User s Guide Desktop PC Features Automatic backup Options Automatic Backup Outlook Logon Remind me to make backups frequently Automatically backup all notes databases Every 1Hh time eat PhatNotes File prefix notesbackup_ Folder C Users test Documents F Overwrite previous autobackup file do not append time oL _____ Options dialog box Autobackup property sheet Use this page to configure Autobackup settings 1 Se es ee S If you do not want automatic backups but want to be reminded to backup your notes every 10 days check the Remind me to make backups frequently box The backup message will not appear if autobackup Is enabled To enable autobackup check the Automatically backup all notes databases box Select the frequency of the backups from the drop down menu Type the desired prefix for the au
125. ization do not restore data on both the desktop and the device at the same time If you need to restore your data from the backup you must restore data on either the desktop or the device and then use ActiveSync or WMDC to transfer data If you have the same data on the desktop and the device and an ActiveSync partnership is already created delete the ActiveSync partnership first then make sure to choose the Discard option when prompted for the sync action while creating a new partnership 17 PhatNotes 5 User s Guide Pocket PC Features Pocket PC Features The PhatNotes main screen is shown below It contains the command bar the note list view the status bar and note preview You can toggle the appearance of the database list and note preview using the Database List and Note Preview buttons You can change the location of all window panes and toggle the appearance of the database list note preview and status bar by selecting the Tools Options menu item and tapping on the View tab see the View Options Section below When running the application for the first time the note list view will be empty After you begin creating notes they will appear in the list view The list view header displays the field s names and also can be used to sort notes see the Sorting and Filtering Notes Section below or adjust the size of the columns To change the size of a column tap and drag the divider in the column heading PhatNotes a0 T
126. k OK A bell icon will appear in the note s status bar P A note that contains a reminder will be marked with a bell icon in the Main Screen until the reminder goes off Once it goes off the PhatNotes Reminder Dialog may appear see the Once Reminder Occurs section To remove the reminder click the Remove button in the Reminder dialog box Note Only one reminder can be associated per note Context Analyzer The Context Analyzer allows dialing phone numbers opening URLs sending emails and executing commands by clicking on a word that represents a phone number a URL an email address or a command To configure the Context Analyzer click on the Context Analyzer Settings button Ey from the Main Window or from the Note Editor Window The Context Analyzer Settings dialog will appear A full description is provided in the lower pane for each type of syntax 146 PhatNotes 5 User s Guide Desktop PC Features Context Analyzer Settings Delete URL pattern syntax A word that starts with any of the character sequences in the prefix list _ above is treated as URL For example standard URL prefixes are 1 http ftp www etc The remaining characters of the word are ignored by the text analyzer PhatNotes uses standard Windows Shell Execute command to open an URLs This also allows to open any file on wor cyvetem uama files f mrefiy For ev
127. ktop PC or a mobile device it will not synchronize until the new database contains at least one note Create Database All Databases a EL Databases Name School Info Business 4 Business Notes Create Database dialog box 3 memo b i Old Notes J old notes 3 Old Notes Database Add New Group Add New Database eT Deleted Notes v Pending Reminders Favorites Databases shortcut bar Opening an existing notes database To open an existing database choose File Database Open menu item The Open Database dialog box will appear Select the desired database in the Available notes Databases list and click Open You can rename only the database you have created You can also open a database by clicking on the desired database icon in the shortcut bar 119 PhatNotes 5 User s Guide Desktop PC Features Open Database Available notes databases book Business Notes Home memo old notes Old Notes Database Phat otes Rename Open Cancel Open Database dialog box Deleting a notes database To delete a notes database choose File Database Delete menu item The Delete Database dialog will appear Select the database you wish to delete and click Delete PhatNotes will ask you to confirm this operation Please note that the active database cannot be deleted To delete the active database you should open another database first Note You cannot delete a database on the desktop PC while the
128. lication on the desktop PC If this box is not checked you can only open a single instance of the application An attempt to start PhatNotes again will simply activate the already running application Check the Show PhatNotes icon in the system tray bar box if you want the PhatNotes icon to appear in the notification area of the Windows taskbar Clicking on this icon will provide quick access to the PhatNotes application Right click brings up a menu that allows you to activate the PhatNotes application create a new PhatNotes document toggle the New PhatNotes Document icon access Opened notes or exit PhatNotes The tray icon popup menu is shown on the picture below 177 PhatNotes 5 User s Guide Desktop PC Features Open PhatNotes Create New Note PhatNotes 5 0 License Agr PhatNotes 5 0 Release Notes Show New Note Icon Hide When Minimized Hide Note When Minimized Exit Phat otes Tray icon popup menu 6 Check the Show Create New PhatNotes Document icon box if you want the New PhatNotes Document icon to appear in the notification area of the Windows taskbar Clicking on this icon will open a new empty PhatNotes Editor window Right click brings up a menu that allows you to create a new document or hide this icon cE sE WL 4 26PM PhatNotes icons in the Windows taskbar From left to right New PhatNotes Document PhatNotes Alarms and PhatNotes tray icons 7 If the Hide PhatNotes taskbar button when minimized box
129. ling sheet Spelling Options 152 PhatNotes 5 User s Guide Desktop PC Features From the Spelling tab check the Ignore words in UPPERCASE box to ignore words in uppercase during a spelling check Check the Ignore roman numbers box to ignore Roman number such as ii iv xii IV XIV etc Check the Ignore words with number box to ignore words that contain numbers during a spelling check Check the Ignore Internet and file addresses box to automatically ignore Internet addresses file names and electronic mail addresses during a spelling check For example check this box to ignore internet and email addresses such as http www phatware com during a spelling check Check the Always check entire document box if you want to spell check the entire note regardless of where the spell check was started If unchecked and the cursor was not at the beginning of the note once the spellchecker reaches the end of the document a dialog will appear asking if you want to continue the spell check from the beginning of the document Click OK when finished editing the spell checker options Formatting Text To change a font type style or size 1 Select the text whose format you want to change From the Font toolbar group Z 3 4 5 6 ie Select the font you like from the Font list or enter the font name into the font box Select the font size you like from the Size list Choose the font style by clicking on the font style bu
130. linking tap on the Return to Note Editor button x I 6 Inthe Note Preview pane of the Main Screen a note link icon will appear Sih 7 Tap onthe note link icon The list of linked notes will appear 8 Tap onthe note you want to open 9 Alternately if View Attachments amp Links is enabled in the note editor tap on the note in the Attachments and Links list Creating and inserting a voice note To create and insert an audio file to a note 1 Open the note you want to create an audio file link for 2 Choose the Voice item from the Insert menu A voice recording toolbar will appear k PhatNotes a0 rag 7 rE This ts a legal agreement Agreement between you Recipient the end user and PhatWare Corporation PhatWare By installing copying or otherwise using the Product as defined below you WE Hello word This is adoc New features in PhatNotes 5 0 F Note_Jule9_174943 pmi Z testq jpg ij VoiceNote_Juleo 1 47 14 way Tomma Voice recording toolbar 3 When you are ready tap the record button then speak into the device s mike 4 When done tap the stop button 5 To review the voice note tap the play button _ 6 When satisfied with the recording tap the OK button The attached audio file will appear in the lower pane 7 To play the recording again tap the audio file A voice playback toolbar will appear 45 PhatNotes 5 User s Guide re PhatNotes a0 r T ok
131. located in the My Documents folder on the mobile device The file format is similar to the phatnotes config xml file on the desktop but on the device it only contains the context analyzer configuration while on the desktop it also contains navigation pane configuration You can copy the phatnotes config xml from the desktop to the device if you want to share the same context analyzer settings It is also possible to copy the phatnotes config xml file from one mobile device to another It is not recommended to copy the phatnotes config xml file from the device to the desktop because other configuration parameters will revert to default values To backup text analyzer configuration simply make a copy of this file To configure the Context Analyzer tap the View Context Analyzer menu item The Context Analyzer Settings dialog will appear with four tabs to configure each type of syntax Phone H PhatNotes Pa f af ok Context Analyzer ay Enable phone number recognition Action Dial prompt Phone number templates erties eee a Grrr Aa aa a P A A a ra A A aa a A Oh Oh A Pa a ee eee ea ae a Pa Bee ar eel ee Phe heh Eh Oh Ohh Pee Pe ath 1 ace Phone Context Analyzer Phone Sheet Enable phone number recognition by clicking in the checkbox 39 PhatNotes 5 User s Guide Pocket PC Features Select the action Choose from the following options dial with prompt dial without prompt send SMS or prompt If the prompt o
132. lt color for a new note from the New Note Color drop down menu Choose the date format you want from the Date Format drop down menu Check Skip First Header Record to skip the very first record in the imported file This record usually contains field names Tap OK When checking for duplicate items PhatNotes uses the Note Body field only 51 PhatNotes 5 User s Guide Pocket PC Features e PhatNotes Import options Allow duplicate items to be created a Replace duplicate items with imported C Do not import duplicate items Default color Date Format Skip First record Field names Cancel Import Options dialog box To export notes into a text file 1 Choose the Export item from the Tools menu The Export Notes dialog box will appear Export Field names as First record Export selected notes only Save as UNICODE Export Notes dialog box Select the desired file format in the Select File Type list box Check the Export field names as first record box to put the field names in the first record Check the Export Selected Notes Only box to export selected notes only Check the Save as UNICODE box to save the file in UNICODE format a oe 52 PhatNotes 5 User s Guide Pocket PC Features 6 Tap OK 7 Inthe Save As dialog box enter the desired file name into the Name box select the folder file type and location and tap OK Note Password protected notes will not be exported for
133. m the Insert toolbar group From here you can choose from six different formats for examples see the Inserting Current Date and Time item from the Pocket PC Features section above Whatever format is selected will be remembered until changed again Note Your results may vary slightly from the examples depending on your regional settings To change the date and time format use the Regional Settings Properties dialog box in the Windows Control Panel Inserting Reminders To Insert a user reminder 1 Click on the Reminder button from the Insert toolbar group The Reminder dialog box will appear Create reminder On 8 20 2007 de Ab 12 75 54 4M Cancel Message Remove Options PhatNotes 5 0 License Agreement Repeat Only Once Dont repeat again Reminder dialog box 2 Enter the desired date and time into On and At fields The default reminder time and date can be changed using the Options dialog box See the New Note Settings section below for more information Select when to repeat the reminder from the drop down menu 4 Enter reminder text into the Message field The note s subject appears in this field automatically 145 PhatNotes 5 User s Guide Desktop PC Features 5 Click the Options button to modify reminder options such as type of sound message and flashing icon and when to run the reminder utility See the PhatNotes Reminder Utility section below for more information 6 Clic
134. mobile device is connected and ActiveSync is running because all databases are locked by the synchronization service Before deleting a database you must disconnect your mobile device first When you synchronize next time ActiveSync will attempt to delete the database from the mobile device however if it is use ActiveSync will fail to delete it If this situation occurs you will need to delete the old database manually WARNING We recommend that you make a complete backup of your database before you delete it because this operation cannot be undone Renaming a notes database To rename a notes database open the database you want to rename and choose File Database Rename menu item The Rename Database dialog will appear Enter a new name for the selected database and click OK Alternatively click on the database name in the Shortcut Bar to make it editable and type the name Note You cannot rename a database on the desktop PC while the mobile device is connected and ActiveSync is running because all databases are locked by the synchronization service Before renaming a database you must disconnect your mobile device first When you synchronize next time ActiveSync will attempt to rename the database on the mobile device however if it is use an empty database with the old name will remain on your mobile device after the synchronization If this situation occurs you will need to delete the old database manually Emptying a notes database
135. more information Click on the Font button to set the default font for a new note 174 PhatNotes 5 User s Guide Desktop PC Features View Columns New Note Vie Automatic Backup Available columns View columns EG Subject Col Created FE Category Options dialog box View Columns property sheet 1 To choose which columns to display in the notes list and in what order switch to the View columns property sheet 2 To add a column to the view list select the desired column from the Available columns list and press the gt gt button 3 To remove a column from the view list select the desired column in the View columns list and press the lt lt button 4 To change the column order select the column in the View columns list and press the Move up or Move down button 175 PhatNotes 5 User s Guide Desktop PC Features Sort Notes Options Options dialog box Sort Notes property sheet 1 To change the columns sort order switch to the Sort notes property sheet The Sort notes property sheet can be also used to sort by hidden columns 2 To sort notes by a specific field select the desired column from the Available columns list and press the gt gt button 3 To remove a column from the Sort Order list select the desired column in the Sort order list and press the lt lt button 4 The order of columns in the Sort order list defines the order in which the columns are used for sorting To ch
136. ms in the notes database untouched This will not allow the import of the current note Note When checking for duplicate items PhatNotes uses the Note Body field only Select the Date format which will be used to decode the text date when importing data from the text file If the Autodetect option is selected default PhatNotes will try to decode the date by trying different date formats in the order they appear in this drop down menu Check Skip first header record to skip the very first record in the imported file This record usually contains field names 162 PhatNotes 5 User s Guide Desktop PC Features Import From File Duplicates gt Allow duplicate items to be created Replace duplicate items with imported Do not import duplicate items Date format Autodetect Import Options dialog box 4 Click Next The Automatic field mapping pane shows how each field in a file will be mapped to in PhatNotes Field Mapped To Created Created Modified Modified E Category Category ES Subject Subject Hote Body Hote Authored Authored Color Color Priority Priority Custom Mapping ec eco Import Filed Mapping dialog box Click on Custom mapping to change these mappings To map fields 163 PhatNotes 5 User s Guide Desktop PC Features 1 Click Clear map to clear the current map list 2 Click Default map to create a default map list if possible Or
137. n below Deleted Notes 115 PhatNotes 5 User s Guide Desktop PC Features If the Move to deleted items folder option is checked in the Options dialog notes that are deleted will be move to this window They will be placed in the same folder as they were in the All Databases window To permanently delete a single note select it from the Main Window then either choose the Edit Delete menu item or click on the Delete button To permanently delete all notes from the selected folder click on Empty Selected Folder To permanently delete all notes from all folders click on Empty All Folders In all cases a warning message will appear prior to deleting the note s To undelete a note select it and choose the Edit Undelete menu item It will be moved back to the Databases window under the same folder Pending Reminders This window will show all pending reminders you created for all your notes It will show the name of notes with reminders and the time remaining Double click on a note to open it Z Old Notes Datak ase PhatNotes File Edit View Insert Sort Organize Tools Help LES a Sliol R BE E r E JDE T 0SH Database Navigator Subject Creat a Modified Category Pending Reminders Modified on 8 20 2007 1 Item AY days left IS PhatNotes 5 0 Release Notes TATAD 8 20 2007 Document PhatNotes 5 0 License Agreement penatiee on 10 24 2007 3 Items 28 days left Important information for existin as
138. n the notes database will appear in the list 3 Check the Display date only box to show the date only no time in the Created and Modified columns in the note list 53 PhatNotes 5 User s Guide Pocket PC Features 4 Check the Auto show input panel to automatically show the input panel when the Note Editor window appears 5 Check Double tap to open notes if you want to double tap to open a note instead of a single tap 6 Check Left handed pop Up menus to allow the popup menus to appear on the right side of the stylus 7 Check Today screen add on to add PhatNotes to the Today screen See the Today screen option section below 54 PhatNotes 5 User s Guide View Options Main Screen sE PhatNotes Ger Y We ok Show database list Show note preview Zoom 100 Swap preview database list Expand lower pane 3 pane splitter Show status bar Show colors in notes list Show gridlines in notes list Pocket PC Features view Toolbar Columns Notes 4 eg Options dialog box View property sheet i 2 Switch to the View property sheet Check Show database list to show the Database directory in a separate pane on the left side of the Main Screen Check Show note preview to show the top portion of a selected note in the Main Screen You can also zoom the Note Preview from 25 to 300 Check Swap preview database list to show the preview pane if selected on the left side of the Mai
139. n Screen If Show database list is also selected both the Notes List and Database List panes will be on the right side of the Main Screen Check Expand lower pane to extend the lower pane across the entire bottom of the screen Check Show status bar to show the Status Bar at the bottom of the Main Screen number of notes in the Notes List Filter on or off and number of notes currently selected Check the Show colors in notes list if you want to highlight each note item in the list using the note s color Check Show gridlines in notes list to show lines that separate the notes and columns 55 PhatNotes 5 User s Guide Pocket PC Features Customizing the Toolbars sE PhatNotes ole rag T E F a 8 BY R Ee Buttons Copy Motes Ha a8 Sialolatatlal fel Be view Toolbar Columns Notes 4 gt Toolbar dialog box New Note property sheet 1 Switch to the Toolbar property sheet from the Main Screen or Toolbar1 or Toolbar2 from the Note Editor 2 The existing toolbar buttons are shown at the top of the window To see a brief description of a button s function tap on a button 3 To change an existing toolbar button drag the desired button from the Buttons list onto the Toolbar 4 To change the position of a toolbar button drag a button that is already present in the toolbar and drop it in the desired position 56 PhatNotes 5 User s Guide Pocket PC Features Choosing Columns to Display M
140. n date Modification date Authorization date Category Color Priority To organize notes by the creation date choose the Organize By Creation Date menu item I PhatNotes PhatNotes File Edit View All Databases El 7 Databases B Business Notes 3 Old Notes Database Insert Sort Organize tp EM EMA g amp z Tools Help Subject Created Modified Category Created on 5 9 2007 1 Item Welcome to PhatNotes Created on 6 10 2007 2 Items PhatNotes 5 0 License Agreement A2007 2 6 9 2007 1 6 10 2007 6 23 2007 Document rete PhatWotes 5 0 Release Notes Created on 6 13 2007 2 Items New features in PhatNotes 5 0 3 PhatNotes 6 10 2007 6 15 2007 6 13 2007 7 21 2007 6 21 2007 6 13 2007 Document Document Document Add New Group Add New Database gij Deleted Notes v Pending Reminders yy Favorites A Shortcuts For Help press Fl Organizes notes list Important information for existing users p Created on 6 21 2007 1 Item Note View Created 5 9 2007 2 58 17 PM Reminder Reminder is not assigned Modified 6 9 2007 11 56 50 AM Priority Welcome to PhatNotes Normal PhatNotes is an award winning notes organizer for Microsoft Windows based Smartphones Pocket PCs Desktop PCs PhatNotes allows users to create notes and organize them by type subject creation and modification date PhatNotes provid
141. nabled to use these features See the Note Editor Options Section below Changing Fonts To change a font type size or style 1 2 Select the text whose format you want to change Choose the Format item from the Edit menu then tap Font or click on the Format Selected Text button al on the Format Toolbar depending on the customization of your toolbars The Font dialog box will appear a i el gt PhatNotes AD er T a ok Face Size Color Thoma Rd CR Sample Sabhez yy Italic _ Underline _ Strikethrough Eg Cancel Paragraph dialog box Select the font you like from the Face list Select the font size you like from the Size list 48 PhatNotes 5 User s Guide Pocket PC Features 5 Choose the desired color from the Color drop down color palette 6 Choose the font style by checking the Bold Italic Underline and or Strikethrough boxes 7 Tap OK You can specify the font for new text by changing the font settings before you begin to type You can change the font for an entire document by clicking the Edit menu and then clicking Select All before changing the formatting Formatting a Paragraph To format a paragraph 1 Click anywhere in the paragraph you want to format 2 Choose the Format item from the Edit menu then tap Paragraph The Paragraph dialog box will appear 7 PhatNotes Paragraph Alignment List Mone Line Spacing 1 default i Paragraph Spacing
142. nalyzer allows dialing phone numbers opening URLs and sending emails by clicking on a word that represents a phone number a URL or an email address Full Unicode support o New 256 bit strong encryption algorithm Improved user interface New MSl based installer Desktop specific Ten Ul themes New database engine New text formatting features o New Ul for PhatNotes Alarms desktop utility o Programmable magic button o New multilingual spell checker can share dictionaries between desktop Smartphone and Pocket PC New Favorites window allows quick access to favorite notes New Shortcut window allows to launch favorite application and open URLs Files directly from PhatNotes New Alarms window allows quick access to pending reminders PhatNotes 5 User s Guide General Features The Found Records dialog box is now modeless which means that you can open multiple notes without performing the search again The key icon has been added to the Note Editor s status bar It appears only if the current note is protected Clicking on this icon unprotects the note The bell icon has been added to the Notes Editor s status bar It appears only if a reminder is assigned to the current note Clicking on this icon allows editing reminder settings Improved functionality of the Insert Date Time button in the Notes Editor window It now remembers the last Date Time format selected from the menu Allows to expo
143. nd SMS from PhatNotes The notes editor allows you to send email and SMS directly from PhatNotes You can email a single note from the Note Editor You also can send up to 64 notes as attachments In a single email using the Tools Send Mail command from the main menu or Note Send Mail from the edit menu You can also send SMS directly from the note editor by using the Note Send SMS command To send the note as an email message 1 Choose the Send Mail item from the Tools or Note menu The Send Email dialog will appear 34 PhatNotes 5 User s Guide Pocket PC Features rS PhatNotes aO T f ok Send Email Send note as attachment Mail service ActiveSync ee a A Cancel Send Email dialog box 2 If sending a single note you can choose to email this note as an attachment by checking the Send Note s as Attachment box If multiple notes are selected from the Main Menu this box will be unavailable and will be automatically sent as an attachment You can also choose to include any files that are attached to a note as part of the email However you cannot send notes as an attachment and include attached files with the email at the same time 3 Enter the desired email address into the To box PhatNotes provides a quick access to email addresses stored in the contacts database Tap the E button to view the list of names and email addresses stored in the contacts database The Select a Contact dialog box will appear
144. ng To transfer notes via infrared port 20 PhatNotes 5 User s Guide Pocket PC Features On the host device device that will be sending data select one or more notes you wish to transfer Note To select more than one note on a Pocket PC select a note then click on the CONTROL or SHIFT key on the keyboard then select the next note Choose the Tools Send via IR menu item The IR Transfer dialog will appear and device will wait for a client device to be In infrared port range On the client device device that will be receiving data choose the Tools Receive via IR menu item The IR Transfer dialog box will appear and device will wait for a host device to be in infrared port range Line up infrared ports of client and host Pocket PCs As soon as both devices see each other connection will be established and transfer will begin To terminate transfer before completion tap the Cancel button on the host or client device Upon successful completion of the transfer a notification message will appear on both devices If there was an error an error message will appear Note Make sure that the infrared ports are always lined up during transfer Backing Up and Restoring the Notes Database With PhatNotes you can backup one or more notes databases into a file which you can store on the flash memory card or copy to your desktop PC To backup one or more notes databases 1 2 3 4 Choose the Tools Datab
145. ng and exporting text files The import and export functions can be used to transfer a note s text between PhatNotes and other applications You can import export files in Plain Text Rich Text and Pocket Word formats To import a text file into the note box 1 Choose Import item from the Note menu The standard Open dialog box will appear 2 Tap onthe desired file name in the browse window WARNING All previously entered text in the selected note will be replaced by the imported file s text To export the note as a text file 1 Choose Export item from the Note menu The Save As dialog box will appear 2 Enter the desired file name into the name box 3 Select the folder type and location in which to save the exported note 4 Tap OK Protecting Notes with a Password With PhatNotes you can protect notes from unwanted access with a password The protected note s are encrypted using the password as a protection key The password itself is encrypted as well To protect note with a password 1 Choose the Note Protect menu item The Protect Note dialog box will appear 2 Enter the desired password into the New Password box 3 Enter the same password into the Confirm Password box for confirmation 4 Tap OK To remove password protection e Tap the Note Unprotect menu item To change a password e First remove password protection then enter another password as above Note For backward compatibility PhatNotes 5 supports bo
146. nge the defaults use the Task Appointment property sheet of the Options dialog box see the Note Editor Options section below To delete a task choose the Insert Task menu item then tap on the Tools Delete Task menu item View Options From the View menu you can jump to the previous or next note show and edit the authoring date read statistics about the note change the zoom view or hide the Subject and Category header view or hide the links and change the Toolbar buttons via the Options dialog 38 PhatNotes 5 User s Guide Pocket PC Features Deleting notes From the currently opened note you can delete it by choosing Delete from the Note menu You can also delete notes from the Main Screen by choosing Delete from the Edit menu In both cases you will receive a Warning message before the note Is permanently deleted Context Analyzer The Context Analyzer allows dialing phone numbers opening URLs and sending emails by clicking ona word that represents a phone number a URL or an email address You can also use the Context Analyzer button in the toolbar to open the URL dial a phone number or send an email when a cursor Is moved over a recognized word To be able to use the context analyzer functions check the Enable context analyzer box in the General Options dialog See the General Options Note Editor Section for more information NOTE The context analyzer configuration is stored in the phatnotes config xml file
147. note and click on the Protect Note button from the Note Group The New Password dialog box will appear New Password Old password Mew password Confirm password New Password dialog box 2 Enter the desired password into the New Password and in the Confirm Password fields 3 Click OK Note Remember your password If you forget the password you won t be able to read the password protected note s again When you try to open a protected note the Enter Password dialog box will appear 128 PhatNotes 5 User s Guide Desktop PC Features Enter Password Password Remember password for this session Cancel Enter Password dialog box 1 Enter the desired password in the Password edit box 2 If you want to work with multiple notes protected with the same password check the Remember password for this session box If the password is correct it will be remembered by PhatNotes until you exit the application or the device goes to suspend mode While the password is remembered you can also export search and email notes that match the same password 3 Click OK Note If the entered password is incorrect an error message will appear and the remember password option will be ignored View Statistics Information With PhatNotes you can view statistics information about the specific note such as creation modification reminder date and time number of words and characters etc To view the sta
148. note are copied 4 Press Send SMS Please note that there is no confirmation if the SMS has successfully reached the recipient Inserting Current Date and Time To insert the current date and time into the body text choose the Menu Insert Date command The current date and time will be inserted at the current cursor location Date and time is formatted using regional settings To change the date and time locale settings use the Regional Settings command from the Smartphone Settings menu You can also choose the date and format by changing the Insert Date Time format setting in the Options dialog box Checking spelling To reduce the application size PhatNotes includes only the English spell checker dictionary Additional dictionaries for other supported languages Danish Dutch French German Italian Norwegian Portuguese Spanish and Swedish can be downloaded from PhatWare web site at http www phatware com install phatspellsp 1 Choose the Check Spelling item from the Note Editor Edit menu If no spelling errors are found The spell check is complete message will be displayed When spell checker finds a possible error the Check Word menu will appear PhatNotes EaR D en fe Contas ca he Contacts 2 between ccess to email 3 bet wen ormation The ew a ng rich text 5 Ignore All le 6 Add to Dictionary Haa notes 7 Cancel Menu Word suggestions 2 Select the correct word from the suggestion list if any
149. ns such as Microsoft Word To do so open the note you want to copy to another application and click the Select All button in the Edit Group then click the Copy button Run Word or another application and choose the Edit Paste menu item The note text will appear in the Word editor You can use the Edit Paste Special command to choose whether to paste with the formatting intact RTF or as plain text 127 PhatNotes 5 User s Guide Desktop PC Features Paste Special Available Clipboard formats Formatted Text ATF Unformatted Text Paste Special dialog box You can also use drag and drop to transfer and copy notes using the Ctrl key between PhatNotes and other applications To delete one or more unwanted notes from the database select the note s you wish to delete and choose the Edit Delete menu item If you checked the Permanently Delete Notes box in the Options dialog box PhatNotes will ask you to confirm the deletion This operation cannot be undone If you did not check the Permanently Delete Notes box the note will be moved to the Deleted Notes section of the Shortcut Bar PhatNotes has a very important feature which protects your notes from unauthorized access When you protect a note with a password PhatNotes will encrypt the note body with a 256 bit encryption algorithm by using the password you ve entered as an encryption key The password itself will also be encrypted To protect and encrypt a note 1 Open a
150. nter a password for the note 6 Click Finish 170 PhatNotes 5 User s Guide Desktop PC Features PhatNotes Reminder Utility PhatNotes Reminder Utility is a program which handles user reminders This program must be running to process user reminder You can choose to run this program when Windows boots only while PhatNotes is running or start it manually Depending of the options when reminder goes off the PhatNotes Reminder dialog box can be displayed a sound can be played a bell icon in the tray bar can be animated and PhatNotes can be launched Reminder Options You can set and change the reminder options two ways 1 While in the Note Editor click the Reminder button in the Insert toolbar group The Reminder dialog box will appear see Inserting Reminders above Click on the Options button The Reminder Options dialog appears or 1 Ifthe Notes Reminder bell icon is visible from the tray on the Windows Taskbar double click on it to bring up the Reminder Options dialog Reminder Options Sound Alarmn1 V Repeat Advanced Interrupt me with message EEE Fl Flash icon in the taskbar Automatically launch Phat ates V Postpone reminder if computer is suspended PhatNotes Reminder Options dialog box 2 The options you select will determine how you will be notified once a reminder goes off for any note that contains a notification 3 Click on the Advanced button to s
151. nter the desired email address into the To box PhatNotes provides a quick access to email addresses stored in the contacts database Click the E or e button to view the list of names and email addresses stored in the contacts database The Email Addresses dialog box will appear Email Addresses Email addresses Email Qddress Mame Li support 2 phatware com Phatyare Support _4 sales phatware com Fhatw are 5 ales infotphatware com Phaty are Information Automatically add new email addresses to the list Choose Address dialog box 2 Select the desired email address from the list and click OK The email address will appear in the To box 3 If you want to CC and BCC the same message enter email addresses into CC and BCC boxes 144 PhatNotes 5 User s Guide Desktop PC Features 4 Click Send Note The Rich Text option will have no effect if notes are stored in the database as plain text See PhatNotes Settings section for more information The email message will be sent immediately Note If your e mail support is currently disabled and you want to send an e mail message you could also go directly to the File Send Mail command in the Main Menu which will bring up the E mail wizard Once you options are chosen the Send Mail dialog will appear Inserting Current Date and Time To insert the current date and time into the body text at the current cursor position click on the Date amp Time button fro
152. number 6 Click on the Line Spacing button to change the line and paragraph spacing 7 Click on one of the alignment buttons to select the paragraph justification 8 Click OK You can define paragraph formatting for a new document by changing the format options before you begin to type Note You can also click on the arrow at the bottom of the Paragraph toolbar group to open the Paragraph dialog From here you can select most of the options discussed above 154 PhatNotes 5 User s Guide Desktop PC Features Paragraph Alignment Indentation style Lett ve Nolte Right C Bulleted First line Normal Paragraph dialog box To set or remove tab stops in paragraphs 1 Select the paragraphs in which you want to set tab stops Tab stop position 6 43 Lancel Ceara Tabs dialog box 3 To set atab stop type the measurement in inches for a new tab stop in the Tab Stop Position window and then click Set 4 To delete a tab stop click it in the list and then click Clear 5 To delete all tab stops in the selected paragraph click Clear All 6 Click OK Window Manager The Window toolbar group allows quick switching between multiple Note Editor windows and arranging them as overlapping titles The Window toolbar group contains the following buttons Open Opens a new Note Editor window Close Closes the current Note Editor window If the note was modified you will be prompted to save o
153. og box may not appear if you have only one email provider available on your phone Choose the Select command The selected e mail opens with the Email address in the To field Messaging 1 G Text Multimedia Send Email menu Messaging Selection window Custom 106 PhatNotes 5 User s Guide Smartphone Features You can also customize the PhatNotes context analyzer by adding regular expression patterns If you tap on a word that matches one of the specified regular expression patterns the corresponding command will be executed Context Analyzer Enable custom analyzer Custom patterns Context Analyzer Custom settings Enable text pattern recognition by tapping in the checkbox To add a new custom template tap the Menu Edit command The Custom Template Dialog appears Custom Template Text pattern Execute command le exe Command parameters 1 Cancel Context Analyzer Custom Template Text Pattern Use standard regular expression syntax see Appendix 3 Syntax of regular expressions Execute Command Fully qualified path to the program file you want to execute when clicking on a word that matches the pattern You can also use to pass the selected word as the parameter Command Parameters Optional parameters can be omitted You can also use l to pass the selected word as the parameter Tap the Done menu to add the text pattern to the list of recognized text patterns Delete or edit a te
154. omize dialog box Toolbars property sheet Check the boxes for the toolbars you wish to appear NOTE You cannot delete the default toolbars shown You can add new toolbars by clicking on the Toolbars tab then clicking on the Create button You can hide any of your new toolbars by unchecking the box next to itsname If you modify the default standard toolbar or the menu you can select the toolbar or menu then press the Reset button to reset it to the original state If you create a new toolbar then select it the Reset button will change to the Delete button Commands You can add buttons from the Command tab by first selecting a category then dragging a button to any toolbar Clicking on a button will show its description in the Description pane 181 PhatNotes 5 User s Guide Desktop PC Features Customize To add a command to a toolbar select a category and drag the command out of this dialog box to a toolbar Commands Create Open Rename gl Delete Empty Customize dialog box Commands property sheet Keyboard The Keyboard tab allows you to assign or change shortcut keys to any of the commands listed Category Commands Assign Remove Customize dialog box Keyboard property sheet Click on a Category from the drop down menu then select the command you want to add or change with a new shortcut key 182 PhatNotes 5 User s Guide Desktop PC Features If a shortcut key is alrea
155. on the setup program will check for minimum requirements and installation will fail if your system does not meet the required software mentioned above Installing PhatNotes 1 ee ee w If you have a mobile device synchronize your mobile device with the desktop PC and make a full backup of your data Uninstall any previous version of PhatNotes from the mobile device and the desktop PC Connect your mobile device to the desktop PC Run PhatNotes installation file PhatNotesSetup exe Follow the on screen installation instructions to install PhatNotes on your desktop PC When the desktop portion of the installation is finished synchronize your mobile device with the desktop PC to install the device components and synchronize the notes database Note You must have administrator user rights to install PhatNotes on XP Vista 11 PhatNotes 5 User s Guide General Features The PhatNotes 5 desktop database is not compatible with PhatNotes 4 or earlier versions however the device database is compatible If you are upgrading from PhatNotes 4 or earlier keep the database on the device then when synchronizing data for the first time choose the Combine option to restore data from the mobile device to the desktop PC Alternatively you can restore data from the backup file Registering PhatNotes Note You must register on both desktop and device s independently Registration code is not transferred to the device during synchroniz
156. onizes references to files 2 Onthe device all PhatNotes attachments must be stored in the My Documents folder or its subfolders ActiveSync will synchronize only files located in this folder or its subfolders Do not attach files located outside the My Documents folder 3 On the desktop PC all PhatNotes attachments must be stored in the sync folder corresponding to the connected device You can view the full path to this folder in the ActiveSync File Synchronization Settings dialog box note that the dialog box does not allow changing this folder Because this folder is unique for each ActiveSync partnership it is possible to synchronize PhatNotes attachments with one mobile device only If you synchronize more than one mobile device with your desktop PC do not enable synchronization of PhatNotes attachments 4 Once all of the above requirements are met you can enable the attachments synchronization for PhatNotes To do so check the Synchronize attachments box in the PhatNotes Synchronization Settings dialog box Note that if you already had notes with attachments before you enabled the attachments synchronization you need to modify these notes to force the synchronization Deleting renaming notes database While the mobile device is connected and ActiveSync WMDC is running all notes databases on the desktop PC are locked Before deleting or renaming a notes database you must disconnect your mobile device if connected Then you w
157. orted notes the wizard uses the notes subject fields as links text The following format is used to generate the TOC file name prefix ddmmyy_hhmmss_ TOC extension the time stamp part is present only if the Use time stamp to generate file names option is selected The tag has the following format lt meta name HPC TOC content T OC file name gt For example lt meta name HPC TOC content toc htm gt PhatNotes Number This tag is optional and can be used to specify the recommended number of notes written to each of the generated HTML pages The Wizard uses this number as a default value and when required it can be manually changed in the Write XXX notes per page field The tag has the following format lt meta name PhatNotes Number content number of notes per page gt For example lt meta name PhatNotes Number content 5 gt Note Tags lt hpcnote gt This tag indicates the beginning of the section that will be repeated for each of the exported notes The tag is mandatory and can appear only once within one template The closing tag lt hpcnote gt has to be used to mark the end of this section Any of the tags that represent the notes fields i e subject category color priority created modified authored notebody can appear only between lt hpcnote gt and lt hpcnote gt tags otherwise they are ignored lt subject gt Inserts the note subject text Can be followed by the opt
158. p DUOOUOUIOOUO TOUDI TOOU DUTOIT IT TUL OLOOLU OUO ms I Notes Done Menu Adding new database group Opening a notes database To open an existing database choose the desired database from the databases list and press Done PhatNotes will switch back to the notes list view Renaming a notes database Important If the mobile device is connected to the desktop PC you must disconnect it before renaming the database To rename a notes database select the desired database choose the Menu Rename command then edit the database name in place PhatNotes All Databases iL Business 3H Apple Notes Business support Renaming notes database Enter the desired database name into the provided space then press Done During the next synchronization session ActiveSync will attempt to rename the corresponding database on the desktop PC However if the renamed database is in use it will fail to rename the database and an empty database with the old name will remain on the desktop PC after synchronization You can delete the old database manually Deleting a notes database To delete a notes database select the desired database from the list then choose the Menu Delete command PhatNotes will ask you to confirm this operation We recommend that you make a complete backup of your Smartphone before you delete a database because this operation cannot be undone Deleting a database group To delete a database group select the desir
159. p avorite Links l default bak mer default mecr 1 Default rdp Desktop Recent Places MIB pi Computer vanities Binal SS AA My Sharing Folders Music new script mer Recently Changed H NewtonCotesQuadrature source nb Searches EN PenCommander exe Public Phatnotes config xml _ phatnotes nbk Folders A PhatNotes wnt E i E b Options Create a reference to the original file s 6 Copy file s to PhatNotes attachments folder 6 Move file s to PhatNotes attachments folder File name FrequencySpectrumOfANoisySignal All Files Attach Files dialog box 158 PhatNotes 5 User s Guide Desktop PC Features 3 Select the file you want the note to link to You are also able to link multiple files at once using the Ctrl or Shift key while selecting 4 Select from one of the three options at the bottom of the screen e Create a refererence to the original file s creates a link to the files without moving or effecting the original files in any way e Copy or Move file s to PhatNotes attachments folder copies or moves the files to the My Documents PhatNotes Files folder 5 Inthe Note Editor Screen the attached files will appear in the Attachments and Links pane k Verdana 7 ia B i p abe fi a JA View Insert F Font yy Paragraph Category
160. p PC Features Page Setup Page Margins 0K Top Print Mow E ottom Cancel Left Right Print note header subject category date Print page number Microsoft XPS Document Writer Ready Microsoft XPS Document Writer AP SPort Onentation Portrait 0 Landscape Print Setup dialog box From the Note Editor 1 Click on the Print button from the Print toolbar group The Print Setup dialog box will appear 2 You can change the page and print setup by clicking on the arrow below the Print button Note The Print toolbar group is hidden by default To show it click on the Show Hide button in the View Toolbar Group and select Print Toolbar Group While printing the Abort Printing dialog box will be displayed If you want to cancel before printing is finished click Cancel or press the Escape key It could take a few seconds to abort printing 157 PhatNotes 5 User s Guide Desktop PC Features Note Password protected notes will not print from the main menu for security reasons To print password protected notes use the print command inside the note editor Attachments and Notes Linking PhatNotes allows a user to attach a shortcut to any file and to other notes Inserting attachments To attach a file to a note 1 Highlight a note from the note list or open the note 2 Click on the Attach Files icon in the preview pane on the Main Screen or on the Note Editor in the Insert toolbar grou
161. p the Today icon Tap the Items tab 4 Select PhatNotes and tap the Options button see figures 58 and 59 z Settings AD ee 7 a ok Settings AD ee 7 E ok Today PhatNotes Options Checked items appear on the Today screen Displays up to 20 most recently modified notes Date Specify today item height in number of notes ire that appear on the today screen ssc Move Down a Phatotes Messaging Automatically resize Tasks lv Calendar Always show caption Device Lock Owner Info Today timeout Today Settings Screen Today PhatNote Options Screen From the Options screen you can e Tap onthe up or down arrows to change the number of items that appear on the today screen from 2 to 20 e Check the Automatically resize checkbox to automatically resize the item if there are less items than specified e Check the Always show caption to show the line of text that says how many modified notes there are and to show the help button e Tap onthe Font button to change the font face style size and color on the today screen PhatNotes support for Windows Mobile 5 0 6 0 PhatNotes has been updated to support Windows Mobile 5 0 and 6 0 new features such as soft key menus contact picker and picture selector Menus For UI consistency PhatNotes supports new soft key style menus on Pocket PC 2005 devices However the application allows a user to change menu appearance by selecting the Menu View Classic Menus or the View Soft
162. password protected note s again Note For backward compatibility PhatNotes 5 supports both old and new encryption algorithms When you import notes from the previous version password protected notes will still be encrypted with the old algorithm To use the new 256 bit strong encryption you need to open an existing note remove the current password assign the new password it could be the same as the old one and save the note Sending email Messages from PhatNotes The notes editor allows you to send email messages directly from PhatNotes You can email a single note from the Note Editor You also can send unlimited notes as attachments in a single email using the File Send Mail command in the Main Menu First set up your e mail options by running the E Mail wizard using the main menu s Tools Email Options item 138 PhatNotes 5 User s Guide Desktop PC Features Email Wizard Choose Email Client To send notes via email choose which email client You warnt to USE TF vou have Microsoft Outlook or Exchange cent installed on thie computer choose Microsoft Outlook TF You have access to SMTP server choose Phat otes Chent vou must provide SMTP server information 6 Disable email Send email using Microsoft Outlook MAP C Send email using Fhat otes email chent SMTP C Import email addresses from file SMTP client 0 Export email addresses to file SMTP client Pee ahh Email wizard dialog box
163. peration Shortcut Item Performed Ctrl R Insert Reminder Displays the reminder dialog box Displays the reminder dialog box reminder dialog box AIt4R Fifer Reeve Receives one or more notes from Infrared port Sends one or more selected notes via Alt S File Send Infrared port View Arrange Notes Ctrl S by Subject Sorts notes by subject View Arrange Notes Ctrl T by Category Sorts notes by category Ctrl V Edit Paste Insets Insets the clipboard contents Insets the clipboard contents contents Removes the selected note and adds it to Ctrl x Edit Cut the clipboard Undoes the last action the last action C wets _ Shows statistics about the selected note statistics about the selected note Reloads the database and refreshes the Edit Edit Note Edits the selected note the selected note Edit Delete Note Deletes the selected note 187 PhatNotes 5 User s Guide Appendices Note Editor Hot Keys Keyboard Menu Operation Shortcut Item Performed pct Leftjustifiesthe selected paragraphis Left justifies the selected paragraph s justifies the selected paragraph s me i eem ee OOOO eee me O ee C Formats current or selected Alt P Format Paragraph paragraph s Ctrl P File Print Prints the current note Ctrl S File Save Saves the current note in the database 188 PhatNotes 5 User s Guide Appendices Keyboard Menu Operation Shortcut Item Performed Exports the current note as a text f
164. peso cee ccna cease cee See ere i acoso ato ania sonnei ene oes 176 FAD DICAUON caisscnsmssectmccausaaacese cose saaussebansublehosehnsnostboaebessiene A R 177 AUO ID ACK ace cia sae ahaa a a io oa ga ssa sanacosanasauneaan RA 179 DU OOK LOJON ae cea ase eae E EEE R 180 Adalional VIEW ODUOINS senn a 180 CUSTOMIZING A TOOIDAR a a EE 181 OO a n E a Ea ar a tenes E aa 181 AAEE e AE E AEA MA AE ANE AEN E ESEE ea hte i ied al 181 K OGIO en a a a aa hint Wich tete dete ntatecnieersatteaeias 182 ODUONS ae E ena Radeweadentaan sgaeesaceean eae 183 MICROSOFT INTELLIMOUSE AND KEYBOARD PRO SUPPORT cscececececeeeeececececeeeneeaeaes 184 IVHCTOSOL HATOIIIVIOUSC a ana binato He alot nelad r EEEN RERA 184 Microsoft Internet Natural Keyboard PIO 1cccscccseeccneecaeessneeseeeseesueesaeessuessnesens 184 PE NG il elke ntti nt ha sen sesamin it esti end adsense sadasasasasasypseineseosceanceanceacctanat 185 APPENDIX 1 KEYBOARD SHORTCUT S ciceven2ieuciertiecticsdierdiendhendieedbccecsseatasaaasaaasaaaseaenese 185 Main Window TIO KEY Sisccescacusateecercconcccedeancececensdedddecstedesedesecesesdacddadddedadseadeiedediadades 185 NOE TEGO FIO INGVS oea r e eese Le todas lesusueasiadesuiedesndudedadaduindododededidsdniedodvtaade 188 APPENDIX 2 SYNCHRONIZATION TROUBLESHOOTING GUIDE cscececeeeeeecececececeneeaenees 190 APPENDIX 3 SYNTAX OF REGULAR EXPRESSIONS cceccecececececeeeeeenececececeeeeaeaeaeneneneneees 192 APPENDIX 4 CREATIN
165. pported Using the File gt Import amp Export menu command wizard from the Main Menu it is possible to transfer data between PhatNotes and other applications To import notes from a file using TXT and CSV formats 1 From the Wizard choose either the Import from Tab Separated Values File TXT or Import from Comma Separated Values File CSV format and click Next Import and Export Wizard Select import or export filter Export to Tab Separated Values File TT Export to Comma Separated Values File L54 Export to Microsott Outlook Export to HTML File HTM Import from Tab Separated Yalues File THT Import from Comma Separated Values File CS Import from Microsoft Outlook Description Exports all or selected notes fram the current database Into a TAB separated test TT file Import and Export Wizard dialog box 161 PhatNotes 5 User s Guide Desktop PC Features 2 The Import From File dialog box will appear Type or select the desired file name and click Next Import From File Enter the import fle name C Users tests Documents test caw Import From File dialog box 3 Inthe next window you can also change the following import options Select Allow duplicate items to be created box to create duplicate items even if a matching record already exists Select Replace duplicate items with imported box to replace duplicate items Select Do not import duplicate items box to leave the duplicate ite
166. ption is chosen PhatNotes will ask if you want to dial the number or to send SMS to the selected number Please note that if your mobile device does not support SMS the last 2 options are unavailable You can add a new phone number template or delete or modify an existing template by choosing an appropriate item from the Menu menu Phone number pattern syntax When creating phone number patterns you can use one or more of the following characters X any number 0 9 A any character A Z optional separator can be omitted can be used as a part of a phone number Examples Pattern XXX XXXX matches phone numbers like 555 1212 Pattern X XXX AAAAAAA matches phone numbers like 1 800 FLOWERS pattern XXX matches phone numbers like 911 Internet af PhatNotes Gar Y ax ok Context Analyzer 2 Enable URL recognition URL prefix list rajas Eta Menu Context Analyzer Internet Sheet Enable URL recognition by tapping in the checkbox Typical URL syntaxes are provided You can add a new URL prefix or delete or modify an existing URL prefix by choosing an appropriate item from the Menu menu URL pattern syntax A word that starts with any of the character sequences in the prefix list above is treated as an URL For example standard URL prefixes are http ftp www etc The remaining characters of the word are ignored by the text analyzer PhatNotes uses the standard Windows 40 PhatNotes 5 U
167. ptions dialog box You can access this dialog box by double clicking on the ActiveSync icon on your Taskbar tray and choosing the Tools Options menu item of the Microsoft ActiveSync window If you use Windows Vista you can access this dialog box by selecting the Change content sync settings item in the Mobile Device Settings group in the WMDC main window If you want to disable PhatNotes synchronization simply uncheck the box next to the PhatNotes entry To enable PhatNotes synchronization check this box again 14 PhatNotes 5 User s Guide General Features dy Files Syne Settings a i i Microsoft Office OneNote F Sync Settings kA PhatNotes Sync Settings a List of avalable synchronization services If you want to modify PhatNotes synchronization settings select the PhatNotes entry and click the Settings button in WMDC select the Sync Settings hyperlink that appears just below the PhatNotes item The PhatNotes Synchronization Options dialog box will appear fi z O _ PhatNotes Synchronization Options PhatNotes Synchronization This service synchronizes Phathotes databases between the mobile device and the desktop PL Synchronization options Synchronize database grouping Device overwrites Desktop _ Synchronize attachments C Permanately delete notes Move deleted notes to trash folder ActiveSync PhatNotes Synchronization Options dialog box Using this dialog box you can synchronize the
168. r format or click on the drop down arrow and use the calendar to edit the date range The starting date must be less or equal to the ending date 24 PhatNotes 5 User s Guide Pocket PC Features Ss a p M SS gt PhatNotes AD ee T a ok Text Filter Use text Filter Search For text Infield lt All Fields gt Ignore case Use regular expression Text Colori Priority Filter dialog box Text Filter tab view To apply the text filter switch to the Text property sheet and check the Use Text Filter box Enter desired text into the Search for the Text box Select the field from the In Field list in which you wish to search for text For the case sensitive filter uncheck the Ignore Case box If you want to use the regular expression search when filtering notes check the Use Regular Expression box For more information about the syntax of regular expressions please see Appendix 3 Syntax of regular expressions To apply the color filter switch to the Color Priority property sheet and check the Use Color Filter box 25 PhatNotes 5 User s Guide Pocket PC Features gt PhatNotes iO ee T a ok Color Priority Filter Use color Filter Colors Yello Use priority Filter Priority 7 Color Priority Filter dialog box Color Priority Filter tab view 10 Choose the desired color from the Colors drop down menu 11 To apply the priority filter switch to the Color Priority property sheet and ch
169. r if you want the deleted notes to be moved to the Deleted Notes Folder or Permanently delete notes option to delete notes permanently rather than moving them to the Deleted Notes Folder If the option is selected the Delete command cannot be undone Check the Allow to delete protected notes box to be able to delete protected notes even if you do not remember the password If this box is not checked you are prompted for a password when you attempt to delete a protected note Check the Enable text formatting box to be able to create formatted notes See the Formatting Text section above for more information If this option is checked all notes are stored in the database in RTF format If Enable text formatting box is not checked you can check the Store notes as plain text box In this case any formatted notes RTF will be converted to plain text 173 PhatNotes 5 User s Guide Desktop PC Features New Note Settings Options General New Note Reminder settings When creating a new note use Notify in Color C Yellow 30 Minutes Use filter color Category Letter Use filter category 1 13 03 PM Prionty a W Use filter priority 6 Notify at Reminder Options Options dialog box New Note property sheet Switch to the New Note property sheet Use the Reminder settings group to specify the default reminder time This time can be changed later when inserting a Reminder See the Inser
170. r ignore the changes 155 PhatNotes 5 User s Guide Desktop PC Features Close All Closes all currently opened Note Editor windows If one or more notes were modified you will be prompted to save or ignore the changes In any case any notes that were not modified will be closed Cascade Arranges the Note Editor windows as overlapped titles Previous Activates the previous Note Editor window If the window is minimized it will be restored to its original size Next Activates the next Note Editor window If the window is minimized it will be restored to its original size Note The Window toolbar group is hidden by default To show it click on the Show Hide button in the View Toolbar Group and select Window Toolbar Group Printing With PhatNotes you can print one or more selected notes from the note list in the Main Window or a single note from the note editor From the Main Window 1 Select one or more notes you wish to print if in the note list and choose the Print item from the File menu or click on the Print button The Print dialog box will appear Printer Name Fax 7 Properties status Ready Type Microsoft Shared Fax Driver Where SHRFAX oe Print to file Print range All Print dialog box 2 Select the printer settings as normal 3 You can change the page and print setup by choosing the Page Setup and Print Setup items from the File menu 156 PhatNotes 5 User s Guide Deskto
171. r instead of the Check Word popup menu 68 PhatNotes 5 User s Guide Pocket PC Features gt PhatNotes AD T GE ok database manager now supports multiple Folders drag and drop text analyzer Word not Found Replace Ed Check Word window e Select the correct word from the suggestion list if any You also can type in the replacement if no appropriate suggestions are found then tap the Replace icon a e f you want to replace the misspelled word throughout the entire document tap the Replace All icon ae e Tap Ignore or Ignore All to ignore the possible error Spelling Settings e Tap the Add to Dictionary icon to add the highlighted word to the dictionary e Tap the View Suggestions icon to see additional replacement word s if any e To cancel the spell checker tap 69 PhatNotes 5 User s Guide Pocket PC Features PhatNotes AD er 7 a ok PhatSpell Options Ti While checking a document Ignore Roman numbers Tv xi etc Ignore words with numbers Ignore Internet and file addresses IF any text is selected Always check entire document Spell Checker Options dialog box Spelling tab Spelling Settings 1 Check the Ignore words In UPPERCASE box to ignore words in uppercase during a spelling check Check the Ignore Roman numbers box to ignore Roman number such as ii Iv xii IV XIV etc Check the Ignore words with numbers box to ignore words that contain number
172. r more databases you wish to restore from the list 8 Click Next Restore Notes Wizard Step 4 4 Restore is complete click Finish to exit Restore Wizard When ActyveSyrc will stark nest time You will be prompted if you want to Combine or Replace PhatNotes documents on the mobile device Choose the REPLACE option to avoid duplicate items lt Back dt ee Close Restore Notes Wizard Step 4 dialog box 9 In Step 4 of the Wizard you will see a progress dialog box while restoring is in process To stop the restore process before it finished click the Cancel button in the Progress dialog box WARNING tis not recommended to cancel the restore procedure Doing so may damage the data that is being restored To compress the database Every time you modify or create a note new data is added to the PhatNotes database When you delete notes on the desktop the data is not removed from the database only a reference to this data is removed Therefore the PhatNotes database file can only grow in time To compress the PhatNotes database to remove unused data use the File Database Compress menu command You will be reminded that PhatNotes will close prior to compressing This will save some disk space as well as improve PhatNotes performance 126 PhatNotes 5 User s Guide Desktop PC Features A PhatNotes Database Utility Overall compression progress PhatWotes Datab
173. r the currently selected text in the note s body to the subject field of a new Appointment or Task This field is limited to 4K characters 5 Copy note s category check this box if you want PhatNotes to automatically copy the note s category to the category field of a new Appointment or Task 6 Copy note s body check this box if you want PhatNotes to automatically copy the note s body to the note field of anew Appointment or Task The note text is limited to 6K characters 7 Include originator information check this box if you want PhatNotes to add basic information about the note such as program name database name category subject and creation date to the note field of a new Appointment or Task See the Creating a New Appointment and Task section above for instructions how to create a new appointment or task General Options Note Editor 1 To set modify the settings for the Note Editor toolbars enable the context analyzer and set modify the default settings of new tasks or appointments switch to the Note Editor property sheet 62 PhatNotes 5 User s Guide Pocket PC Features PhatNotes AD ee T a ok Show Toolbars Enable context analyzer New task appointment Copy note s subject Copy note s category Copy note s body Include originator information General Toolbar 1 Toolbar Reminder 4 Options dialog box General property sheet 2 From the Show Toolbars drop down menu you
174. ronization Manager 6 1 for Windows Vista before installing PhatNotes www microsoft com windowsmobile devicecenter mspx You must uninstall any previous version of PhatNotes before installing a new version when upgrading It appears that Windows Mobile Device Center WMDC cannot be automatically stopped by Windows Vista program manager WMDC locks the PhatNotes database engine and if you do not uninstall the previous version of PhatNotes first the new files may not be properly installed on your PC causing unpredictable behavior You must do the following before installing the PhatNotes update on Windows Vista e Always make a backup copy of your data before reinstalling the software e Disconnect the mobile device from the desktop PC e Close WM Sync Manager window if open e Go to the Windows Control Panel Programs and Features window e Locate the PhatWare PhatNotes entry and double click on it e When prompted if you want to uninstall PhatNotes click yes e While PhatNotes is being removed from your PC it is also recommended that you uninstall PhatNotes from the device but keep your notes databases e Reboot the PC if prompted If you use Windows XP or Windows 2003 Server You must install XMLLite for Windows XP KB915865 first For more information read KB915865 and KB914783 Visit http support microsoft com kbid 915865 for more information Windows Vista users do not need to download this update Note During installati
175. rt import notes as UNICODE text or CSV Allows to email notes as UNICODE attachments Added the Sort Ascending and Sort Descending commands to the Organize menu New commands allow sorting note groups in ascending or descending order Added the Set Paragraph numbering dialog box The list columns automatically resize when you resize the application s main window Allows the renaming of linked notes and file attachments in the Note Editor dialog box Close Note command discards any changes made in the current note without prompt added in the note editor window Smartphone specific PhatSpell Multilingual spell checker US English dictionary is included dictionaries for other supported languages can be downloaded here http www phatware com install phatspellsp Support for rich text formatting WM5 or later Options dialog box allows selection of the Date Time format Added paragraph spacing setting to the Paragraph dialog box Added the Set Paragraph numbering dialog box WM5 or later Line Spacing and Set Paragraph Numbering options have been added to the Paragraph dialog WM5 or later Allows renaming linked notes and attachments Paste Special command added in the note editor window Pocket PC specific Added new buttons and 2nd toolbar for the Note Editor dialog Added new text formatting features WM5 or later Options dialog box is now accessible for Note Editor Improved functionality of the Insert Date Time button in
176. rtcuts The following table shows all keyboard shortcuts you can use while working with the PhatNotes main screen Main Window Hot Keys Keyboard Menu Operation Shortcut Item Performed Ctrl40 Tools Organize Notes Disable hierarchical notes organizer Disable default notes view Displays notes in the Notes List View Pane Alt 0 View Details showing details such as subject created and modified dates and category Tools Organize Notes Ctrl 1 By Creation Date Organizes notes by the Creation Date Displays notes in the Notes List View Pane Tools Organize Notes eee thas Ctrl42 By Modification Date Organizes notes by the Modification Date 185 PhatNotes 5 User s Guide Appendices Keyboard Menu Operation Shortcut Item Performed Ctrl C Edit Copy Copies the selected note to the clipboard Ctrl4Alt4c Tools Organize Notes Collapses all notes groups not available if Collapse All hierarchical notes organizer is disabled View Arrange Notes Ctrl D by creation date Sorts notes by creation date Ctrl4AIt4e Tools Organize Notes Expands all notes groups not available if Expand All hierarchical notes organizer is disabled Ctrl G Edit Create Copy Creates a copy of the selected note Desktop Edit Ctrl H Find Next Finds next note Copies or moves one or more selected Ctrl K File Database Copy Notes E OEE E E CAnGce Ctrl M Sorts notes by modification date 186 PhatNotes 5 User s Guide Appendices Keyboard Menu O
177. rting or exporting notes 3 Select the Always prompt for Outlook profile to logon option to be able to choose a logon profile every time when accessing Outlook personal folders You must have more than one Outlook logon profile 4 Select the Use the following Outlook profile to logon to choose a logon profile that will be used every time when you access Outlook personal folders If this option is selected you then choose a logon profile in the Profile name box to access Outlook personal folders You will need to enter the password for the selected logon profile if any Additional View Options e To view or hide the toolbar or status bar and or shortcut bar check the appropriate item from the View menu e To view or hide the shortcut bar check the appropriate item from the View menu or click the Toggle Shortcut Bar button 5 e To view or hide the note preview use the Note Preview item from the View menu or click the 4 Toggle Note Preview button Enabling the Note Preview shows the entire note in view only mode 180 PhatNotes 5 User s Guide Desktop PC Features All settings including column width font name and size etc will be saved when you quit PhatNotes and will be used when you run the program again Customizing the Toolbar When you click on the Customize item from the Tools Menu the Customize Dialog appears Toolbars Customize Toobar Toolbars Phat Notes Toolbar E Appearance Cust
178. s fl ASS Feeds l Sent Items O Hi Export To Outlook dialog box 2 Select the folder you want to export PhatNotes into Click Next 167 PhatNotes 5 User s Guide Desktop PC Features Export To Outlook Duplicates O Allow duplicate items to be created C Replace duplicate items with exported Do not export duplicate items Default Size and Position Left 100 width 250 Top 200 Height 250 Export selected notes only Export protected notes Export To Outlook dialog box as Select how you want to deal with duplicate items 4 Choose the size and position of the window Outlook will use to display your exported notes 5 Check the Export selected notes only box to export selected notes only If left unchecked ALL the notes in the selected database are exported 6 Check the Export protected notes box to export protected notes If left unchecked and you attempt to export a protected note a blank notes file will be created If checked and you attempt to export a protected note PhatNotes will ask you for the password 7 Click Finish The notes will now appear in Outlook To export notes to HTML The Import and Export Wizard allows exporting a Notes database into a set of HTML files 1 From the Wizard choose Export to HTML File and click Next 168 PhatNotes 5 User s Guide Desktop PC Features Raw PhatNotes HTML Template Template with links to Hest Previous Template with
179. s Ewald Hartvigsen Scott Haslam Briony Haynes Scott 82 Henderson Sam 8 Hendrickson Janet Hetzel Kurt Hewitt Jim Hong Mark i 8 Heintz Todd H Horner Jack Select Insert Contact dialog box 2 Select the desired from the Contacts list and tap Select 3 Tap OK when ready Contact information will be inserted at the current cursor location Creating a New Appointment and Task You can create a new appointment or task directly from the note editor To create a new appointment choose the Insert Appointment menu item then tap on the Edit menu item The standard Pocket Outlook s Appointment dialog box will appear By default the note s subject will be copied to the title field of the new appointment the note s category to category field and the note s body under the Note tab To change the defaults use the Task Appointment property sheet of the Options dialog box see the Note Editor Options Section below To delete an appointment choose the Insert Appointment menu item then tap on the Tools Delete Appointment menu item To create a new task choose the Insert Task menu item then tap on the Edit menu item The standard Pocket Outlook s Task dialog box will appear By default the note s subject will be copied to the title field of the new task the note s category to category field the note s priority to the priority field and the note s body under the Note tab To cha
180. s during a spelling check Check the Ignore Internet and file addresses box to automatically ignore Internet addresses file names and electronic mail addresses during a spelling check For example check this box to ignore http www phatware com during a spelling check Check Always Check Entire Document to spell check the entire document regardless if a word or group of words is highlighted If unchecked only the highlighted items will be spell checked Tap OK when finished editing the spell checker options 70 PhatNotes 5 User s Guide Today screen option Pocket PC Features The PhatNotes Today screen option adds the latest PhatNotes to the Today screen Wednesday August 7 2007 Searching 3 Ott 3 recently modified notes IB important information for e Start Gog T We 348 I Phathotes 5 0 Release Notes B New features in Phathotes No unread messages No tasks Mo upcoming appointments Device unlocked Tap here to set owner information En Notification Contacts Today Screen e The Today Screen shows up to 20 last modified notes e Tapping on the PhatNotes icon E creates a new note while tapping on the title text opens the specified PhatNotes file e If you tap and hold on a note a popup menu opens that allows you to rename delete or duplicate notes directly from the today screen o If there are attachments or linked notes to the selected note you can open an attachment or
181. s that do not have at least one of these two tags In addition to these tags two more tags can be used in order to specify the recommended number of notes on each page generated from the template and to define a template file for the table of contents HPC Name The tag specifies the name that appears in the list of templates in the Wizard If this tag is not present the Wizard shows the file name as a template name The tag has the following format lt meta name HPC Name content template name gt For example lt meta name HPC Name content Simple list template gt HPC Description The tag specifies the description that will appears in the Description box when the template is selected from the list If this tag is not present the Description box shows HTML template description is not available 195 PhatNotes 5 User s Guide Appendices The tag has the following format lt meta name HPC Description content template description gt For example lt meta name HPC Description content Simple list template gt HPC TOC This tag is optional and specifies the file that should be used as a template to generate the Table of Contents TOC page for the exported notes TOC template file is a normal HTML file with a lt hpc_toc gt tag inserted in the position where the list of links to the exported notes should appear Table of contents is saved as a separate file and contains a list of links to all of the exp
182. security reasons If this is attempted a warning message will be displayed PhatNotes Settings You can customize the PhatNotes view and the default settings by changing various parameters in the Options dialog boxes found both in the Main Screen and in the Note Editor The Options dialog box in the Main Screen contains the following property sheets General View Toolbar Columns Notes List New Note Reminder Attachments and Note Editor The Options dialog box in the Note Editor contains the following property sheets Its own unique General sheet two toolbar sheets Toolbarl1 and Toolbar 2 that work the same as the Main Screen Toolbar sheet and identical Reminder and Attachments sheets Changing values in either of these two Identical sheets will be mirrored in both Options dialog boxes To display the Options dialog box from the Main Screen choose the Tools Options command To display the Options dialog box from the Note Editor choose the View Options command General Options Main Screen ra PhatNotes AD er T a ok C Display date only hide time Auto show input panel Double tap to open notes Left handed pop up menus Today screen add on Options dialog box General property sheet 1 Switch to the General property sheet 2 Check the Disable default categories box to remove the default document types in the note editor s drop down category list If default types are hidden only categories that are used i
183. sed Smartphone e Microsoft Windows Mobile 2003 2003SE 5 0 6 0 or 6 1 e Approximately 700KB of free storage space for full installation The PhatNotes application can be installed on the flash memory card however notes databases must remain in the main memory e Additional storage space is required for notes database depending on the size and quantity of notes entered into notes databases We recommend you to have at least 100K of free storage space for notes Desktop PC e Personal Multimedia or portable computer with Pentium IV 500MHz or better processor e Microsoft Windows XP Windows 2003 2008 Server or Windows Vista e Microsoft ActiveSync 4 5 or later for Windows XP or WMDC 6 1 or later for Windows Vista e 40MB of free disk space for full installation an additional 30MB required for temporary files during installation e 256 MB of memory minimum e Super VGA 16 bit color or better video adapter e Microsoft Mouse or compatible pointing device e Microsoft Internet Explorer 6 0 or later 10 PhatNotes 5 User s Guide General Features Installation This section provides instructions on how to install register upgrade and uninstall PhatNotes on your system Please read these instructions carefully before installing PhatNotes Important Installation Information Please read this information carefully before installing PhatNotes 5 If you use Windows Vista 1 You must download and install Windows Mobile Synch
184. ser s Guide Pocket PC Features Shell Execute command to open URLs This also allows you to open any file on your system using the file prefix Email Context Analyzer Enable email address recognition Mew EA Menu Context Analyzer Email Sheet Enable email address recognition by tapping in the checkbox Typical email address that contain the character and end in com will be recognized Custom You can also customize the PhatNotes context analyzer by adding regular expression patterns If you tap on a word that matches one of the specified regular expression patterns the corresponding command will be executed 41 PhatNotes 5 User s Guide Pocket PC Features PhatNotes Y qx ok Context Analyzer a Enable custom context analyzer Custom pattern list Fd Mew Context Analyzer Custom Sheet Enable custom text pattern recognition by tapping in the checkbox Tap the New menu to begin entering the information The Custom Template Dialog appears PhatNotes Custom Template Text pattern Execute command le EXE Command parameters a m Cancel Custom Template Dialog Use this dialog box to customize PhatNotes text analyzer by adding regular expression patterns If you click on a word that matches one of the specified regular expression patterns the corresponding command will be executed Text Pattern Use standard regular expression syntax see Appendix 3 Synt
185. ses from the backup file 1 Choose the File Database Restore menu item 2 The Restore Notes Wizard dialog will appear Restore Notes Wizard Step 1 4 File name CAU serstest Documents phatnotes bk Browse Delete all current notes before restoring Restore Notes Wizard Step 1 dialog box 3 In Step 1 of the Wizard enter the file name you want to restore your notes database from or click on the Browse button to select a file You can also check the Delete all current notes before restoring checkbox if you want to delete all notes databases before restoring 4 Click Next 124 PhatNotes 5 User s Guide Desktop PC Features Restore Notes Wizard Step 2 4 Comment FhatN otes backup created on Monday August 20 Pee 2007 SF Restore Notes Wizard Step 2 dialog box 5 Step 2 of the Wizard allows you to view the comment from your notes backup You will need to specify your password if you previously backed up the file with a password 6 Click Next Restore Notes Wizard Step 3 4 Restore Notes Databases 0 All notes databases Select notes databases Business Nokes Old Notes Database FhatN otes Restore Notes Wizard Step 3 dialog box 125 PhatNotes 5 User s Guide Desktop PC Features 7 In Step 3 of the Wizard to restore all notes databases choose the All Notes Databases option To restore the selected databases choose the Select Notes Databases option and then select one o
186. similar to the Insert File menu command but displays the Picture Selector dialog box which allows you to preview an image before inserting it into the note or take a new picture with a built in camera if present re PhatNotes le Camera Picture Selector window used to insert a picture into a note 15 PhatNotes 5 User s Guide Smartphone Features Smartphone Features The PhatNotes main screen is shown below When running the application for the first time the note list view will be empty After you begin creating notes they will appear in the list view The list view header displays the field s names and also can be used to sort notes see the Sorting and filtering notes section below or adjust the size of the columns To change the size of a column tap and drag the divider in the column heading PhatNotes E TET information for existing user New features in PhatNotes 5 0 New features in PhatNotes 5 0 PhatNotes 5 0 License Agreement PhatNotes 5 0 Release Notes Lert PhatNotes 5 0 Release Notes PhatNotes main screen Working with Notes Databases PhatNotes supports multiple databases When you run PhatNotes for the first time it will create a default empty database called HPC Notes The program keeps all databases in the file named PhatNotes vol which is located in the same folder as the PhatNotes application PhatNotes exe file Database Management To view PhatNotes databases
187. t in the note editor and preview pane Use the Navigation Buttons not available on all IntelliMouse devices to navigate notes e If the PhatNotes main window Is active the Navigation Buttons will select the previous back button or the next forward button note in the notes list e If the Note Editor dialog is active the Navigation Buttons will act as View Previous Note back button and View Next Note forward button menu commands Microsoft Internet Natural Keyboard Pro PhatNotes supports the following Internet navigation buttons 1 Back button e If the PhatNotes main window is active this button selects the previous note in the notes list e If the Note Editor dialog is active it loads the previous note into the editor Forward button e If the PhatNotes main window is active this button selects the next note in the notes list e If the Note Editor dialog is active it loads the next note into the editor Stop button e lf the PhatNotes main window Is active this button closes this dialog box e If the Note Editor dialog is active it exits the program Refresh button e Refreshes the notes list in the PhatNotes main window Note This functionality requires that Microsoft Internet Keyboard and Microsoft IntelliMouse devices are properly installed and configured on your system It may not be available on all supported operating systems 184 PhatNotes 5 User s Guide Appendices Appendices Appendix 1 Keyboard Sho
188. tNotes 1 Disconnect the mobile device from the Desktop PC 2 Uninstall any previous version of PhatNotes from the Desktop PC and mobile device and see Removing PhatNotes section below for more information 3 Connect the mobile device to the Desktop PC use a guest account If you have deleted an old partnership 4 Run phatnotessetup exe installation program on the Desktop PC 5 Follow the on screen installation instructions to install PhatNotes The PhatNotes 5 desktop database is not compatible with PhatNotes 4 or earlier versions however the device database is compatible If you are upgrading from PhatNotes 4 or earlier keep the database on the device then when synchronizing data for the first time choose the Combine option to restore data from the mobile device to the desktop PC Alternatively you can restore data from the backup file Installing PhatNotes on Multiple Mobile Device You can install or reinstall PhatNotes on multiple Mobile Devices once it is installed on the Desktop PC without running setup program again To install the PhatNotes software on the mobile device connect your mobile device to the desktop PC start the PhatNotes application on your desktop PC then choose the Install PhatNotes on Device item from the Tools menu The Install Mobile Software dialog box will appear Select the software icon compatible with your mobile device and click Install Follow the on screen instructions to complete the inst
189. th old and new encryption algorithms When you import notes from the previous version password protected notes will still be encrypted with the old algorithm To use the new 256 bit strong encryption you need to open an existing note remove the current password assign the new password it could be the same as the old one and save the note Important Remember your password If you forget the password you won t be able to read the password protected note s again When you try to open a protected note the Password dialog box will appear 33 PhatNotes 5 User s Guide Pocket PC Features a De ne PhatNotes Ger T We ok Password SEGRE Remember password For this session fd Cancel Send Email dialog box 1 Enter the desired password in the Password edit box 2 If you want to work with multiple notes protected with the same password check the Remember password for this session box If the password is correct it will be remembered by PhatNotes until you exit the application or the device goes to suspend mode While the password is remembered you can also export search and email notes that match the same password 3 Tap OK Note Not all phone enabled Pocket PCs suspend the system but only turn off the screen in which case the password will be remembered until you exit PhatNotes Note If the entered password is incorrect an error message will appear and the remember password option will be ignored Sending email a
190. the default font From the Options dialog box select the Menu Default Font command The font dialog box will appear 109 PhatNotes 5 User s Guide Smartphone Features 4 Font Font name Segoe Condensed Font size 10 L Bold C Italic L Underline L Strikethrough Done Cancel Font dialog box Select the desired font from the Font name list Select the desired size from the Font size list If you want to apply any additional styles check Bold Italic Underline and or Strikethrough boxes as needed Press Done To edit visible columns From the Options dialog box select the Menu Columns command The Columns dialog box will appear 1 Columns Choase visible columns L Category Ll created L Modified C Authored Columns dialog box Check the boxes in front of the columns that you want to appear in the notes list to check the box select the desired column from the list and press OK By default only the Subject column is displayed in the notes list 110 PhatNotes 5 User s Guide Smartphone Features 4 To change the order of the columns use the Menu Move Up and Menu Move Down commands to move the currently selected column in the list up or down To change the width of the selected column select the Menu Column Width command The Column Width dialog box will appear Enter the desired value for the selected column width and press Done Press Done to return to the Opt
191. tin Document 3 New features in PhatNotes 5 0 1 21 20 10 24 2007 Document Note View Created 7 27 2007 12 07 07 AM Reminder Modified 8 20 2007 1 48 42 PM Priority PhatNotes 5 0 Release Notes Copyright 1997 2007 PhatWare Corp All rights reserved PhatNotes Professional Edition formerly know as HPC Notes Professional Edition is an award winning Pocket PC Magazine Best Application 2001 2002 2003 2004 2005 and 2006 Awards Foxpop Application of the Year 2000 CElar Pocket Perfection Award notes organizer for Microsoft i Windows powered Pocket Portable and Desktop PCs and Smartphones _ PhatNotes allows users to create notes and Bid clase them Lilt type subject pending Reminders shortcut bar Favorites This window will give you quick access to your favorite notes 116 PhatNotes 5 User s Guide Desktop PC Features To add a note to the Favorites window either select the note and click on Add New Favorite or drag the note from the Main window to the Favorites window You can create folders of favorite notes by clicking on Add New Group To open a note from the Favorites window click on the note or right click on the note and select Edit To remove a note from the Favorites window only right click on the note and select Remove To delete a note right click on the note and select Delete If the Move to deleted items folder option is checked in the Options dialog the note
192. ting Commands To create a new note tap on New This will display the notes editor Each note can be provided with category and subject To view these fields make sure the Subject amp Category item in the View menu is selected Choose the predefined category from the list or enter a new category in the Category field enter the subject into the Subject field and then enter the note text itself Use the TAB key or Shift TAB to jump between fields Once you ve finished editing the note tap OK See the Working with the Note Editor section below for more information about editing notes After creating the first note it will appear in the note list To edit the note tap or double tap depending on your Options settings on the note entry in the list or select the desired note in the list using the up or down arrow keys and press Enter To have a similar note with some minor modifications select the note you want to create a copy of and choose the Edit Create Copy menu item It will create a copy of the selected note with the current creation and modification dates You can also select all the notes in the Notes List by choosing the Edit Select All menu item 22 PhatNotes 5 User s Guide Pocket PC Features It is also possible to transfer the note to other applications such as Pocket Word To do so select the note you want to copy to another application and choose the Edit Copy menu item Run Pocket Word or another application and choose t
193. ting Reminders section above for more information To set the default time offset for the reminder select Notify in and choose a time offset from the drop down menu below To set the default reminder time of the day select Notify at and enter the time in the box below To change the reminder options click on the Reminder options button See the PhatNotes Reminder Utility section above for more information Use the When creating a new note use group to specify the default color category and priority that will be used when a new note Is created Select the default note s color from the Color drop down menu Check the Use filter color box to use the current filter color instead This option will work only if the color filter is used at the time a new note Is created See the Sorting and Filtering Notes section above for more information Select the default note s category from the Category drop down menu Check the Use filter category box to use the current filter category instead This option will work only if the category filter is used at the time a new note is created See the Sorting and Filtering Notes section abovefor more information Select the default note s priority from the Priority drop down menu Check the Use filter priority box to use the current filter s priority instead This option will work only if the priority filter is used at the time a new note Is created See the Sorting and Filtering Notes section above for
194. tistics information from the Main Screen select a note then choose the View Statistics menu item From the Note Editor window click on the Statistics button in the View Group Statistics Creation date 6 13 2007 3 14 49 PH Modiication date 6 21 2007 7 06 16 PH Authoring date 671372007 3 14 49 PM Reminder Reminder is not assigned Category Document Priority Hormal Statistic Mame Paragraphs Words Characters Characters with spaces Statistics dialog box 129 PhatNotes 5 User s Guide Desktop PC Features Sorting and Filtering Notes PhatNotes allows you to sort notes by creation modification or authorization date category and subject in ascending or descending order You can also change sort order and field using the Options dialog box see the PhatNotes Settings section below To sort data by any of these fields simply click on the note list header The arrow will point up if the sort is ascending and point down if the sort is descending For example if notes are arranged by the creation date an arrow will appear in the Created header Alternatively you can use the Sort menu to change the sort order The current sort field and sort order will automatically be saved when you quit PhatNotes When you start the program again it will use the same sort and filter options With PhatNotes you can filter notes using a variety of options To filter notes by the date range specific text color or priority 1
195. tobackup file name Type or browse for the folder where you want to save your backup files If you want to overwrite the backup file each time the automatic backup is created check the Overwrite previous autobackup file box If this box is not checked PhatNotes will automatically append current date and time to the file prefix to create a new autobackup file If you want to protect your autobackup files with a password check the Protect backup with password box then press the Password button and enter the desired password The same password will be used for all autobackup files 179 PhatNotes 5 User s Guide Desktop PC Features Outlook Logon Sr Notes Atomatic Backup Outlook Logon Outlook Logon Options 6 Use the default Outlook profile to logon 0 Always prompt for Outlook profile to logon Use the following Outlook profile to logon Password oeeeee lo Options dialog box Outlook Logon property sheet Use this page to choose a user logon profile to access Microsoft Outlook personal folders This profile is used to access personal folders when performing an import or an export operation It may be useful if you have more than one user profile with different folders and settings 1 Switch to the Outlook Logon property sheet 2 Select the Use the default Outlook profile to logon option to use the default Outlook logon profile to access Outlook personal folders when impo
196. tructions to complete uninstallation Synchronizing Notes PhatNotes allows a user to synchronize multiple notes databases between the mobile device and the desktop PC After you install PhatNotes the PhatNotes synchronization module will be added to the ActiveSync or Windows Mobile Device Center WMDC if you use Windows Vista synchronization services and will be configured to synchronize all notes databases When a user creates a new notes database on the mobile device or on the desktop PC it will be automatically added to the databases list but won t be synchronized until it contains at least one note Note If you create a new empty database in PhatNotes on the desktop or the device it will not synchronize until it has at least one note The PhatNotes synchronization module is an add on for ActiveSync WMDC It works like native Windows Mobile synchronization service such as for Contact Appointments To Do List etc Notes will be synchronized automatically when you synchronize your mobile device with the desktop PC PhatNotes supports ActiveSync 4 5 or later on Windows XP or WMDC 6 1 or later on Windows Vista You can find the latest information about ActiveSync on the Microsoft web site www pocketpc com ActiveSync PhatNotes Entry After you install PhatNotes on your desktop PC and Pocket PC or Smartphone see the Installing PhatNotes section above the PhatNotes entry will be added to the Synchronization Services section of the O
197. ts Database enables quick access to email addresses and contact information Ls shortcuts PhatNotes has many features but it is very easy to use To create a new note press New and start typing You will learn how to use the program as you use it but it will be also helpful to read FhatWotes Liser s Guide For Help press Fl 6 Notes Favorites shortcut bar Shortcuts The Shortcuts window allows you to launch favorite applications and open URLs and Files directly from PhatNotes To add other applications click on Add New Shortcut The Add Shortcut dialog will open Type in a name for your shortcut To create a shortcut to an application or any file select Program or File then click on the browse button to find the application or file 117 PhatNotes 5 User s Guide Desktop PC Features To create a shortcut to a web site select URL then click on the browse button An internet browser window will open Navigate to the web site you want to add as a favorite then return to the Add Shortcut dialog and click in the window pane next to the browse button The URL will appear Click OK The shortcut will appear in the Shortcuts window You can create folders of other favorite applications by clicking on Add New Group To open a shortcut click on the name or right click on the name and select Open To remove a shortcut from the Shortcuts window right click on the shortcut and
198. ttons Change the case of the selected word by clicking on the arrow to the right of the font style buttons Choose the desired color from the Color drop down menu Click OK You can specify the font for new text by changing the font settings before you begin to type You can change the font for an entire document by clicking Select All from the Edit toolbar group before changing the font Note You can also click on the arrow at the bottom of the Font toolbar group to open the Font dialog From here you can select the options discussed above 153 PhatNotes 5 User s Guide Desktop PC Features Font Times New Roman i Traditional Arabic O Trebuchet MS O Tunga O Tw Cen MT O Tw Cen MT Condense Tw Cen MT Condense 7 Effects E Strikeout E Underine Color Black Script This is an OpenType font This same font will be used on both your printer and your screen Font dialog box To format a paragraph 1 Click anywhere in the paragraph you want to format From the Paragraph toolbar group 2 Click on either of the indentation buttons to increase or decrease the indentation of the paragraph by a quarter of an inch 3 Click either on the bullet or numbering button to insert or remove bullets or numbering from the selected paragraph 4 Click on the arrow next to open the Numbering Library Select the numbering style From the Numbering Library click on Set Paragraph Numbering to change the starting
199. tures PhatNotes a Subject Modified on 23 Jun 07 2 Items El Modified on 13 Jun 07 1 Item El Modified on 08 Aug 07 2 Items New features in PhatNotes 5 0 New features in PhatNotes 5 0 E Modified on 04 Jun 07 1 Tt New Notes list organized by modification date Notes list view will change so notes will be grouped by the creation date You can expand collapse each group by selecting the notes group title and pressing the OK button Each group title displays the category name and amount of notes in the group Notes list view has a similar look when organized by modification date category or color While notes are organized by one of the categories listed above you can still sort notes by any field and apply text date color and or priority filters Working with the Note Editor The note editor is used to create a new note or edit an existing note To create a new note Press the New button To edit an existing note select the desired note and press the OK button The note editor dialog box will be displayed PhatNotes oY PhatNotes 5 0 Release Notes i Copyright 199 200 PhatWare Corp All rights reserved Overview a PhatNotes Professional Edition formerly know as HPC Notes Note editor dialog box When creating or editing a note you can change note s subject category color and priority by choosing the Menu Note Detail command The Notes Detail dialog box will appear 87
200. ubject initially appears in this field automatically 4 Press Done A note that contains a reminder will be marked with a bell icon in the Main Screen until the reminder goes off To remove the reminder associated with the note select the Remove button in the Reminder dialog box This button appears at the very end of the dialog box so you will need to scroll down Note Only one reminder can be associated per note Creating a New Appointment and Task You can create a new appointment or task directly from the note editor To create a new appointment 1 Choose the Menu Insert Appointment command The New Appointment dialog box will appear 99 PhatNotes 5 User s Guide Smartphone Features New Appointment New features in PhatNotes 5 0 Start date 10 Aug 07 Start time 6 00 00 PM End date 10 Aug 07 End time 00 00 PM Reminder 15 minutes C All day event Status BUSY L Private EA New Appointment dialog box 2 By default the note s subject will be copied to the subject field of the new appointment the note s category to category field and the note s body to the note field Specify the Start date and Start time Specify the End date and End time Select the Reminder time or none if you do not want a reminder Select the Status default is Busy If this is an All day event check the All day event box If you want to mark the new appointment as private check the Private box O 2 pe m
201. usnsusnesesusses 33 To protect note with a DASSWOM a1 52 iscaisheeescez2decazievecs ans deseBatadesansSsceadedsaesecheesedeaee Magenaea dee 33 TO remove password protection ceeccseceseceseeceeeseceeeeeeeeaeeseesseeeseeeneesaesaeteaeesseesoeenaees 33 Tocnange a DaSSW OMG aiiin n aaa e i a aa aaaea e e aada i 33 Sending email and SMS from PhatNote cccccccccsecccseeccseeceseeccseeeeseessusessesessnsesaes 34 PhatNotes 5 User s Guide Inserting Current Date and TIM cccccccccsecccseeccsececsusessesesseeesseessseeesseesssesessesssaeeees 36 IFISCFUAG TICINO CIS cic tiusi E EEA E ne upeusnnentensnunmnsmenieadianonacaneoeetannads 37 Inserting CONLACT INIONMATON ieee essen scaisnadecawasceanauedawacewsncsnsensnseduesesensonedccesecoaoaseaonst 37 Creating a New Appointment and TASK cccccccccseeecsesecseeesseeseeeessesesseeesseeesseeesseeees 38 View OPON eee eee ee ee ee ee eee 38 PALUN NOTOS isa es tie oth ati Siede shaded pee obo iphen eho E ORR 39 COMEX AN AV ZO isso sact oes cesacanaaectsa ease seaieeumctceneeaetenecumeteeeteestian eee ean taael stele tote 39 I MONG sidna einen Saen ORERE RENEA AEEA AEREA E ENPA RAS padpheas dedetcabbanncnas SEES EAEI DANI AS 39 ONO e aa a a a a a ssoeezsetereatenteots 40 EMAA tae r ener eaa ne Ra a ee eer eee ee 41 GUSTOM nea a a S 41 ATTACHMENTS AND NOTES LINKING 0cccecceeececeeeeeeeeceeeeeeeeeeceeseeeseeeseeseeeseeeeeeseeeneeeneees 43 INSCUING AU ACHINGING secese aaa a E a EAER 43 L
202. ween Smartphone and Pocket PC devices via infrared port Note To transfer notes between two Smartphones via infrared port both devices must be running the Same version of PhatNotes Check the version number in the About dialog box on both devices before transferring To transfer notes via infrared port 1 On the host device device that will be sending data select one or more notes you wish to transfer 2 Choose the Menu Tools Send via IR command 3 The IR Transfer dialog will appear and the device will wait for a client device to be in infrared port range 4 On the client device device that will be receiving data choose the Menu Tools Receive via IR command 5 The IR Transfer dialog box will appear and the device will wait for a host device to be in infrared port range 6 Line up infrared ports of client and host Smartphones 79 PhatNotes 5 User s Guide Smartphone Features 7 As soon as both devices see each other connection will be established and transfer will begin 8 To terminate the transfer before completion press the Cancel button on the host or client device 9 Upon successful completion of the transfer a notification message will appear on both devices If there was an error an error message will appear Note Make sure that the infrared ports are always lined up during transfer Backing Up and Restoring the Notes Database To make a backup of PhatNotes databases simply make a copy o
203. will be moved to the Deleted Notes window If Permanently delete notes is checked instead the note will be permanently deleted PhatNotes PhatNotes File Edit B a aoe TNA Database Navigator View Insert Sort Organize Tools Help EM Foe a amp Created Favorites Q Favorites lS Important information for existini f New features in PhatNotes 5 0 PhatNotes 5 0 Release Notes Welcome to PhatNotes Welcome to PhatNotes S O 2007 2 Created on 6 10 2007 2 Items PhatNotes 5 0 License Agreement rete Phat otes 5 0 Release Notes Created on 6 13 2007 2 Items New features in PhatNotes 5 0 e Important information for ex 6 10 2007 6 10 2007 6 13 2007 6 13 2007 Modified 820 2007 8 20 2007 6 20 2007 6 20 2007 6 20 2007 Category Document Document Document Document Created on 6 21 2007 1 Item Ta Note View Add New Croup Akid Mew Fawwie Created 5 9 2007 2 58 17 PM Reminder Modified 8 20 2007 1 48 41 PM Priority Welcome to PhatNotes Reminder is not assigned Normal PhatNotes is an award winning notes organizer for Microsoft Windows based Smartphones Pocket PCs Desktop PCs PhatNotes allows users to create notes and organize them by type subject creation and modification date PhatNotes provides powerful text search document security and email capabilities Interface to the Contac
204. with other characters or words 1 Tap the Replace Button in the toolbar once selected from the toolbar editor or choose the Edit Search Replace menu The Replace dialog box will appear 31 PhatNotes 5 User s Guide Pocket PC Features rS PhatNotes AD er T aj ok Replace Find what cool Replace with phat Match case pg Cancel Replace dialog box 2 Inthe Find What box type the characters or words you want to find Check the Match Case box for a case sensitive search 3 Inthe Replace With box type the characters or word you want to replace the found text with or leave it blank to delete found characters or words 4 Tap OK When the specific text you re searching for is found it will be selected and the Find Replace bar will appear PhatNotes AD er 7 ok Category Subject New features in Phathotes 5 New Ul for Phatlotes Alarms desktop utility Customizable sagut New multilingual spell checker can use share dictionaries between Desktop Smartphone and Pocket PC New Favorites window allows quick access to favorite notes New Shortcuts window sew be laniesck Feuer ite Find Replace bar 32 PhatNotes 5 User s Guide Pocket PC Features 6 Tap Replace to replace the text found tap Next to find the next occurrence of this text tap Replace All to replace all occurrences of this text otherwise tap the x button in the title bar to close the dialog box Importi
205. x in the Text pattern box Enter a path to the program file you want to execute when clicking on a word that matches the pattern in the Execute command box Add optional parameters in the Parameters box Click the Add button to add the text pattern to the list of recognized text patterns Delete any of the text patterns by selecting them and clicking on the Delete button Spell Checker Interface To check spelling 1 Click on the Check Spelling button from the Spelling toolbar group If no spelling errors are found The spell check is complete message will be displayed When spell checker finds a 150 PhatNotes 5 User s Guide Desktop PC Features possible error the Check Word window or dialog box will appear depending on your chosen option See the Language Options section below Check Word Word Replace With recompile suggestions recompile de compile Word not found Check Word dialog box Note The Spelling toolbar group is hidden by default To show it click on the Show Hide button in the View Toolbar Group and select Spell Toolbar Group 2 Select the correct word from the suggestion list if any and click Replace or Replace All to correct the error You also can type in the replacement if no appropriate suggestions are found 3 Click Ignore or Ignore All to ignore the possible error 4 Click Add to Dictionary to add a new word to the user defined dictionary 5 Click Suggest to update the su
206. xactly two digits long For example x41 matches A x041 is equivalent to x04 amp 1 Allows ASCII codes to be used in regular expressions Matches num where num is a positive integer A reference back to captured matches For example 1 matches two consecutive identical characters Identifies either an octal escape value or a back reference If n is preceded by at least n captured sub expressions n is a back reference Otherwise n is an octal escape value if nis an octal digit 0 7 Identifies either an octal escape value or a back reference If nm is preceded by at least nm captured sub expressions nm is a back reference If nm is preceded by at least n captures n is a back reference followed by literal m If neither of the preceding conditions exists nm matches octal escape value nm when n and m are octal digits 0 7 Matches octal escape value nml when n is an octal digit 0 3 and m and are octal digits 0 7 Matches n where n is a Unicode character expressed as four hexadecimal digits For example u00A9 matches the copyright symbol 194 PhatNotes 5 User s Guide Appendices Appendix 4 Creating your own HTML templates PhatNotes HTML export template is a standard HTML file with some extra tags added to control the export All of the standard HTML tags can be used and they are transferred unchanged into the resulting files You can create templates for PhatNotes with any HTML editor Here
207. xt pattern by selecting it and clicking on the Menu menu Examples 107 PhatNotes 5 User s Guide Smartphone Features Enter pattern exe which matches any word that ends with exe Enter 1 as the command string and add this pattern to the list Now if you click on the word pword exe Mobile Word will start PhatNotes Settings You can customize PhatNotes by changing various parameters in the Options dialog box To display the Options dialog box from the Main Screen choose the Menu Options command The Options dialog box will appear Options General Options L Show gridlines Show colors in note list Enable context analyzer Prompt before dial Insert date time format Short date and time New Note Defaults Category Comment Add Category Use filter category Color Yellow Use filter color Priority Normal Use filter priority Options dialog box 108 PhatNotes 5 User s Guide Smartphone Features 1 Check the Hide default categories box to remove the default document categories from the Categories list in Options and Note Detail dialog boxes If default categories are hidden only categories that are used in the notes database will appear in the list 2 Check the Show gridlines box to show lines that separate the notes and columns 3 Check the Show colors in note list box to highlight the note names in the notes list with the selected color 4 Check the Enable context analyzer box to autom
208. y Notes dialog box If the Enable Drag and Drop box is selected in the Options dialog you can also move notes to another database by dragging the notes shown in the note list view into another folder or database icon shown in the shortcut bar To copy a note into another database hold down the Ctrl key while dragging PhatNotes synchronizes multiple databases automatically When you create a new database on the mobile device or on the desktop PC this database will be automatically added to the list If ActiveSync is running it will be restarted automatically Please note however that PhatNotes does not synchronize empty databases Backing Up and Restoring the Notes Database With PhatNotes you can backup one or more notes databases into a file To backup one or more notes databases 1 Choose the File Database Backup menu item 2 The Backup Notes Wizard dialog will appear 121 PhatNotes 5 User s Guide Desktop PC Features Backup Notes Wizard Step 1 4 File name Remind me ta make backups frequently lt lt Back _ Newer Finish Close Backup Notes Wizard Step 1 dialog box 3 In Step 1 of the Wizard enter the file name you want to backup your notes database to or click on the Browse button to select a file Check the Remind me to make backups frequently box if you want PhatNotes to remind you to make a backup of your notes every 10 days If you don t want to be reminded uncheck this box If autobackup is
209. you can protect notes from unwanted access with a password The protected note s are encrypted using the password as a protection key The password itself is encrypted as well To protect note with a password 1 2 3 4 Choose the Menu Protect command The Password dialog box will appear Enter the desired password into the New password box Enter the same password again into the Confirm password box for confirmation Press Done 93 PhatNotes 5 User s Guide Smartphone Features Password New password AAA AH Confirm password Password dialog box To change a password 1 ee amp Choose the Menu Protect command The Password dialog box will appear Enter the old password into the Old password box Enter a new password into the New password box Enter the same password into the Confirm password box for confirmation Press Done Important Remember your password If you forget the password you won t be able to read the password protected note s again To unprotect the protected note 1 2 3 4 Choose the Menu Protect command The Password dialog box will appear Enter the old password into the Old password box Leave the Old password and New password boxes empty Press Done Note For backward compatibility PhatNotes 5 supports both old and new encryption algorithms When you import notes from the previous version password protected notes will still be encrypted with the old algorithm

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