This device complies with Part 15 of the FCC Rules
Operation is subject to the following two conditions:
(1)This device may not cause harmful interference, and
(2)This device must accept any interference received,
including interference that may cause undesired operation
Managing e-mail messages and folders ................................ 4-17
Microsoft® Pocket Outlook
4-1
Introduction
Microsoft® Pocket Outlook includes Calendar, Contacts, Tasks, Inbox, and
Notes. You can use these programs individually or together. For example,
e-mail address stored in Contacts can be used to address e-mail
messages in Inbox.
Using ActiveSync
or Microsoft Exchange on your desktop computer with your device. You
can also synchronize this information directly with a Microsoft Exchange
server. Each time you synchronize, ActiveSync compares the changes you
mode on your device and desktop computer or server and updates both
computers with the latest information. For information on using ActiveSync,
see ActiveSync Help on your desktop computer.
You can switch to any of the Pocket Outlook programs by tapping
®
, you can synchronize information in Microsoft Outlook
.
Calendar: Scheduling appointments
and meetings
Use Calendar to schedule appointments, including meetings and other
events. You can check your appointments in one of several views
(Agenda, Day, Week, Month, and Year) and easily switch views using the
View menu.
Tap to go to Today
Tap to display or edit the
appointment details
Tap to create a new appointment
NOTEYou can customize the Calendar display, such as changing
the first day of the week, by tapping Options on the Tools
menu.
4-2
Chapter 4
Creating appointments
To create an appointment:
1.If you are in Day or Week view, tap your desired date for the
appointment,
2.Tap New.
Tap to select from a predefined text
Tap to select from previously
entered locations
Tap to specify the time of appointment
Tap to specify the date of appointment
Tap to add notes to the appointment
3.Using the input panel, enter a description and a location. Tap to select
the field.
4.If needed, tap the date and time to change them.
5.Enter other desired information. You will need to hide the input panel to
see all available fields.
6.To add notes, tap the Notes tab. You can enter text, draw, or create a
recording. For more information on creating notes, see the “Notes:
Capturing thoughts and ideas” later in this chapter.
7.When done, tap OK to return to Calendar.
NOTEIf you select Remind me in an appointment, your device will
remind you according to the options set in
Personal tab, Sounds and Notifications.
, Settings,
Microsoft® Pocket Outlook
4-3
Using the summary screen
When you tap an appointment in Calendar, a summary screen appears. To
change the appointment, tap Edit.
Appointment details
Notes/additional information
on the appointment
Tap to change details of the appointment
Creating meeting requests
You can use Calendar to set up meetings with users of Outlook and
Pocket Outlook. The meeting request will be created automatically and
sent either when you synchronize Inbox or when you connect to your
e-mail server.
To create a meeting request:
1.Tap Tools then Options to indicate how you want meeting requests
sent.
2.If you send and receive e-mail messages through ActiveSync, select
ActiveSync.
To schedule a meeting:
1.Create an appointment.
2.In the appointment details, hide the input panel, then tap Attendees.
3.From the list of e-mail addresses you have entered in Contacts, select
the meeting attendees.
4-4
The meeting notice is created automatically and place in the Outbox
folder. For more information on sending and receiving meeting
requests, see Calendar Help and Inbox Help on the device.
Chapter 4
Contacts: T racking friends and
colleagues
Contacts maintains a list of your friends and colleagues so that you can
easily find the information you look for, whether you are at home or on the
road. Using the infrared port (IR) on the device, you can quickly share
Contacts information with other device users.
Tap to select the category of
contacts you want to display
Tap and enter part of a name
to quickly find it on the list
Tap to display or edit the contact details
Tap to display additional phone
numbers and email addresses
Tap an action for a selected contact
Tap to sort contacts by name or company
Tap to create a new contact
NOTETo change the way information is displayed in the list, tap
Tools then Options.
Microsoft® Pocket Outlook
4-5
Creating contacts
To create a contact:
1.Tap , then tap Contacts.
2.Tap New to display a blank
contact form.
3.Using the input panel, enter a
name and other contact
information. You will need ot scroll
down to see all available fields.
4.To assign the contact a category,
scroll to and tap Categories, then
select a category from the list. On
the contact list, you can display
the contacts by category.
5.To add notes, tap the Notes tab. You can enter text, draw, or create a
recording. For more information on creating notes, see “Notes:
Capturing thoughts and ideas” later in this chapter.
6.Tap OK to return to the contact list when done.
Using the summary screen
Tapping a contact on the contact list displays a summary screen. To
change the contact information, tap Edit.
Contact details
4-6
Tap to display notes
Tap to change contact information
Chapter 4
Finding a contact
There are four ways to find a contact.
1.On the contact list, enter a contact
name in the box under the
navigation bar. To show all contacts
again, clear text from the box or tap
the button to the right of the box.
2.In the contact list, tap the category
list (labeled All Contacts by
default) and select the type of
contact that you wish to display. To
show all contacts again, select AllContacts. To view a contact not
assigned to a category, select
None.
3.To view the names fo companies
your contacts work for, in the
contact list, tap View > ByCompany. The number of contacts
that work for that company will be
displayed to the right of the
company name.
1
2
4.Tap
name, select Contacts for the type,
and tap Go.
Microsoft® Pocket Outlook
, Find, enter the contact
3
4
4-7
Tasks: Keeping a to do list
Use Tasks to keep track of what you have to do.
Tap to select the category of
tasks you want to display
Tap to select a sort
order of the task list
Indicates high priority
Tap to display or edit
the task details
Tap and hold to display a
pop-up menu of actions
Tap an action for the task
Tap to create a new task
Creating tasks
To create a task:
1.Tap , then tap Tasks.
2.Tap New to display a blank task
form.
3.Using the input panel, enter a
description.
4.Enter a start date and due date,
or enter other information by
tapping the field first. If the input
panel is open, you will need to
hide it to see all available fields.
4-8
Chapter 4
5.To assign the task to a category, tap Categories and select a category
from the list. On the task list, you can display tasks by category.
6.To add notes, tap the Notes tab. You can enter text, draw, or create a
recording. For more information on creating notes, see “Notes:
Capturing thoughts and ideas” later in this chapter.
7.Tap OK to return to the task list when done.
TIPTo quickly create a task with
only a subject, tap Entry Bar on
the Tools menu. Tap Tap hereto add a new task and enter
your task information.
Using the summary screen
Tapping a task on the task list displays a summary screen. To change the
task details, tap Edit.
Task details
Tap to show or hide the task details
Notes/additional information on the task
Tap to change the task details
Microsoft® Pocket Outlook
4-9
Notes: Capturing thoughts and
ideas
Quickly capture thoughts, reminders, ideas, and phone numbers with
Notes. You can create a written note or a recording. You can also include a
recording in a note. If a note is open when you create the recording, it will
be included in the note as an icon. If the note is displayed, it will be
created as a stand-alone recording.
Tap to change the sort order of the list
Tap to open a note or play a recording
Tap and hold to display a
pop-up menu of actions
Tap an action for the item
Tap to record
Tap to show or hide the recording toolbar
Tap to create a new note or recording
You may change the default Notes options including the writing mode,
template, file storage, and record button action.
To change the Notes options:
1.Tap , then tap Notes.
2.Tap Tools, then Options... to
display the options screen.
3.Make your desired changes.
4.Click OK.
4-10
Chapter 4
Creating notes
To create a note:
1.Tap , then tap Notes.
2.Tap New to display a blank note.
3.Create your note by writing, drawing, typing, or recording. For more
information about using the input panel, writing and drawing on the
screen, and creating recordings, see Chapter 2.
Tap to save the note and
return to the Notes list
Tap to show or hide
the input panel
Tap to write on the screen
Tap to add a recording to the note
Microsoft® Pocket Outlook
4-11
Inbox: Sending and receiving e-mail
messages
Use Inbox to send and receive e-mail messages in one of these ways:
•Synchronize e-mail messages with Microsoft Exchange of or Microsoft
Outlook on your desktop computer
•Send and receive e-mail messages by connecting directly to an e-mail
server through an Internet service provider (ISP) or a network
Synchronizing e-mail messages
E-mail messages can be synchronized as part of the general
synchronization process. You will need to enable Inbox synchronization in
ActiveSync. For more information on enabling Inbox synchronization, see
ActiveSync Help on your desktop computer.
During synchronization:
•Messages are copied from the mail folders of Exchange or Outlook on
your desktop computer to the ActiveSync folder in Inbox on your device.
By default, you will receive messages from the past three days only, the
first 100 lines of each message, and file attachments of less than 100KB
in size.
•E-mail messages in the Outbox folder on your device are transferred to
Exchange or Outlook, then send from those programs.
•E-mail messages in subfolder must be selected in ActiveSync on your
desktop computer in order to be transferred.
NOTEYou can also synchronize e-mail messages with your desktop
computer from a remote location. For more information, see
Chapter 7.
4-12
Chapter 4
Connecting directly to an e-mail server
In addition to synchronizing e-mail messages with your desktop computer,
you can send and receive e-mail messages by connecting to an e-mail
server using a modem or network card connected to your device. You
need to set up a remote connection to a network or an ISP, and a
connection to your e-mail server. For more information, see Chapter 7.
When you connect to the e-mail server, new messages are downloaded to
the device Inbox folder, messages in the device Outbox folders are sent,
and messages that have been deleted on the e-mail server are removed
from the device Inbox folder.
Messages that you receive directly from an e-mail server are linked to your
e-mail server rather than your desktop computer. When you delete a
message on your device, it is also deleted from the e-mail server the next
time you connect based on the settings you selected in ActiveSync.
You can work online or offline. When working online, you read and
respond to messages while connected to the e-mail server. Messages are
sent as soon as you tap Send, which saves space in your device.
When working offline, once you have downloaded new message headers
or partial messages, you can disconnect from the e-mail server and decide
which messages to download completely. The next time you connect,
Inbox downloads the complete messages you have marked for retrieval
and sends the messages you have composed.
Microsoft® Pocket Outlook
4-13
Using the message list
The messages you receive are displayed in the message list. By default,
the most recently received messages are displayed first in the list.
Tap to select the service, and the
folder that you wish to display
Tap to select the sort order
for the messages
Tap and hold to display a
pop-up menu of actions
Tap to connect, and to send/receive e-mail
Tap to connect to the selected service
When you receive a message, tap it to open. Unread messages are
displayed boldface.
Tap to return to the message list
Tap to delete this message
Tap to reply to or forward this message
4-14
Tap to view the next message
Tap to view the previous message
Chapter 4
When you connect to your e-mail server or synchronize with your desktop
computer, by default, you will receive messages from the last five days
only, the first 100 lines of each new messages, and file attachments of less
than 100KB in size. The original messages remain on the e-mail server or
your desktop computer.
You can mark the messages that you want to retrieve in full during your
next synchronization or e-mail server connection. In the message list, tap
and hold the message that you want to retrieve. On the pop-up menu, tap
Mark for Download. The icons in the Inbox message list give you visual
indications of message status.
You can specify your downloading preferences when you set up the
service or select your synchronization options. You can change them at
any time.
•Change options for Inbox synchronization using ActiveSync options. For
more information, see ActiveSync Help on your desktop computer.
•Change options for direct e-mail server connections in Inbox on your
device. Tap Tools then Options. On the Service tab, tap the service that
you wish to change. Tap and hold the service and select Delete to
remove a service.
Microsoft® Pocket Outlook
4-15
Composing messages
To compose a message:
1.Tap New.
2.In the To field, enter an e-mail or SMS address of one or more
recipients, separating them with a semicolon, or select a name from
the Contacts list by tapping the Address Book button. All e-mail
addresses entered in the e-mail fields in Contacts appear in the
Address Book.
Tap to send the message
Tap to show or hide the
complete message header
Tap to show or hide the recording toolbar
Tap to display the e-mail address book
Tap to select a preset message
3.Compose your message. To enter
preset or frequently used
messages, tap My Text and
select a message.
4.Tap Send when you have finished
the message. If you are working
offline, the message is moved to
the Outbox folder and will be sent
the next time you connect.
4-16
Chapter 4
Managing e-mail messages and folders
The behavior of the folders you create depends on whether you are using
ActiveSync, SMS, POP3, or IMAP4.
•If you use ActiveSync, e-mail messages in the Inbox folder in Outlook will
automatically be sunchronized with your device. You can select to
synchronize additional folders by designating them for ActiveSync. The
folders you create and the messages you move will then be mirrored on
the server . For example, if you move two messages from the Inbox folder
to a folder named Family, and you have designated Family for
synchronization, the server creates a copy of the Family folder and
copies the messages into that folder. You can then read messages while
away from your desktop computer.
•If you use SMS, messages are stored in the Inbox folder .
•If you use POP3 and you move e-mail messages to a folder you created,
the link is broken between the messages on the device and their copies
on the mail server . The next time you connect, the mail server will see
that the messages are missing from the device Inbox and delete them
from the server. This prevents you from having duplicate copies of a
message, but it also means that you will no longer have access to
messages that you move to folders created from anywhere except the
device.
•If you use IMAP4, the folders you create and the e-mail messages you
move are mirrored on the server. Therefore, messages are available to
you anytime you connect to your mail server, whether it is from your
device or desktop computer. This synchronization of folders occurs
whenever you connect to your mail server, create new folders, or
rename/delete folders when connected.
Getting books on your device ................................................ 5-20
Using the Library.................................................................... 5-20
Reading a book...................................................................... 5-21
Using Reader features ........................................................... 5-22
Removing a book ................................................................... 5-22
Companion programs
5-1
The companion programs consist of Microsoft
Pocket Excel, MSN Messenger, Windows Media™ Player for Pocket PC,
and Microsoft® Reader .
To switch to a companion program on your device, tap Programs on the
menu, then tap the program that you wish to open.
®
Pocket Word, Microsoft
®
Pocket Word
Pocket Word works with Microsoft Word on your desktop computer to give
you easy access to copies of your documents. You can create new
documents on your device, or you can copy documents from your desktop
computer to your device. Synchronize documents between your desktop
computer and your device so that you have the most up-to-date content in
both locations.
Use Pocket Word to create documents, such as letters, meeting minutes,
or trip reports.
Creating Pocket Word documents
To create a new Word document:
1.Tap , tap Programs, tap
Pocket Word to launch the
application.
If you have existing Microsoft
Word or Pocket Word documents
in your device, a list of the
documents appears.
5-2
NOTEIf you selected a template for new documents in the Options
dialog box, that template appears with the appropriate text
and formatting already provided.
Chapter 5
2.Tap New to display a blank document.
3.Use any of the tools in the input panel to type your text.
Tap to save and close your document
Type your text here
Formatting toolbar
Tap to select an input method
Tap to show or hide the input panel
Tap to show or hide the formatting toolbar
Saving Pocket Word documents
To save a Pocket Word document:
When you have finished editing your document, tap OK.
The document is saved using the first line as file name if you did not
specify a file name. For example, if your first line in the document has
the words Bits-n-Pieces, these words appear in your Word documents
list.
Companion programs
5-3
To specify save options:
1.With the document open, tap
Tools.
2.From the pop-up menu, tap Save
Document As... to display the
Save As screen.
3.Change the file name by simply
typing a new one in the Name
field.
4.Tap the down arrow in the Folder
field to select a folder where you
wish to place the file.
5.Tap the down arrow in the Type field to select a file format.
You can save the document you create or edit in a variety of formats:
•Word (.doc)
•Pocket Word (.psw)
•Rich Text Format (.rtf)
•Plain Text (.txt)
6.Tap the down arrow in the Location field to indicate the location of
your saved file, either in the main memory of your device, or in a
storage card, if available.
7.Tap OK when done.
NOTEIf you do not wish to change the document format, but would
like to change the file name, folder, and location of your
document, simply tap Edit from the command bar, then tap
Rename/Move... from the pop-up menu to make your
changes.
5-4
Chapter 5
Opening an existing Pocket Word document
Pocket Word contains a list of the files stored on your device. Tap a file in
the list to open. To delete, make copies of, and send files, tap and hold a
file in the list, then select the appropriate action on the pop-up menu.
Tap to select the folder you want to display
Tap to change the sort order of the list
Tap to open a document
Tap to change document settings
Tap to create a new document
NOTEYou can open only one Pocket Word document at a time;
when you open a second document, you will be asked to
save the first.
Companion programs
5-5
Modes of entering information
You can enter information in Pocket Word in one of four modes (typing,
writing, drawing, or recording), which are displayed on the View menu.
Each mode has its own toolbar that you can show or hide by tapping the
Show/Hide Toolbar button on the command bar.
If you are opening a Word document created on a desktop computer,
select Wrap to Window on the View menu so that you can see the entire
document.
To change the zoom magnification:
1.Tap View, then tap Zoom.
2.Select your desired percentage.
Select a higher percentage to enter text and lower one to see more of
your document.
Typing Mode
Using the input panel, enter typed text into the document. For more
information on entering typed text, see Chapter 2.
To format existing text and to edit text, first select the text. You can select
text as you do in a Word document, using your stylus instead of the mouse
to drag through the text you want to select. You can search a document to
find text by tapping Edit and Find/Replace.
5-6
Chapter 5
Writing mode
In writing mode, use your stylus to write directly on the screen. Ruled lines
are displayed as a guide, and the zoom magnification is greater than in
typing mode to allow you to write more easily. For more information on
writing and selecting writing, see Chapter 2.
Write your text here
With the Space button selected,
drag to insert space. An arrow
appears showing the space
direction direction and size.
Space button
Pen button
Tap to show or hide the writing/formatting toolbar
Tap to wrap text to screen
Tap to display zoom percentages
Tap to display the menu
NOTEIf you cross three ruled lines in a single stylus stroke, the
writing becomes a drawing, and can be edited and
manipulated as described in the next section.
Written words are converted to graphics (metafiles) when a
Pocket Word document is converted to a Word document on
your desktop computer.
Companion programs
5-7
Drawing mode
In drawing mode, use your stylus to draw on the screen. Gridlines appear
as a guide. When you lift your stylus off the screen after ther first stroke,
you will see a drawing box indicating the boundaries of the drawing. Every
subsequent stroke within or touching the drawing box becomes part of the
drawing. For more information on drawing and selecting drawings, see
Chapter 2.
Resize an object by dragging
the selection handles
Tap to show or hide the drawing toolbar
Tap an arrow to display the options
Pen button
Recording mode
In recording mode, embed a
recording into your document.
Recordings are saved as .wav files.
For more information on recording,
see Chapter 2.
Embedded recording
Tap to select the formatting options
Drawing toolbar
5-8
Chapter 5
Pocket Excel
Pocket Excel works with Microsoft Excel on your desktop computer to give
you easy access to copies of your workbooks. You can create new
workbooks on your device, or you can copy workbooks from your desktop
computer to your device. Synchronize workbooks between your desktop
computer and your device so that you have the most up-to-date contents
in both locations.
Use Pocket Excel to create workbooks, such as expense reports and
mileage logs.
Pocket Excel contains a list of the files stored on your device. Tap a file in
the list to open. To delete, make copies of, and send files, tap and hold a
file in the list, then select the appropriate action on the pop-up menu.
Pocket Excel provides fundamental spreadsheet tools, such as formulas,
functions, sorting, and filtering. To display the toolbar, tap View, then tapToolbar.
Cell contents appear here as you
type, or when you select the cell
Format button
AutoSum button
Zoom button
NOTEYou can open only one Pocket Excel document at a time;
when you open a second document, you will be asked to
save the first.
Companion programs
5-9
Creating Pocket Excel documents
To create a new Excel document:
1.Tap
Pocket Excel.
2.Tap New to display a blank
document.
If you selected a template for new
documents in the Options dialog
box, that template appears with
the appropriate text and
formatting already provided.
, tap Programs, tap
Saving Pocket Excel documents
To save an Excel document:
When you have finished editing your document, tap OK.
By default, your document is saved as Book1 as file name. You can
change the file name to one that is more descriptive of your document.
See next section for saving options.
5-10
Chapter 5
To specify save options:
1.With the document open, tap
Tools.
2.From the pop-up menu, tap Save
Workbook As... to display the
Save As screen.
3.Change the file name by simply
typing a new one in the Name
field.
4.Tap the down arrow in the Folder
field to select a folder where you
wish to place the file.
5.Tap the down arrow in the Type field to select a file format.
You can save the document you create or edit in a variety of formats:
•Pocket Excel (.pxl)
•Excel (.xls)
6.Tap the down arrow in the Location field to indicate the location of
your saved file, either in the main memory of your device, or in a
storage card, if available.
7.Tap OK when done.
NOTEIf you do not wish to save your workbook to a different format,
but would like to change the file name, folder, and location of
your document, simply tap Edit from the command bar, then
tap Rename/Move... from the pop-up menu to make your
changes.
Companion programs
5-11
Securing your Excel document
If your workbook contains sensitive or confidental information, you can
protect it with a password.
To set a password for your workbook:
1.Open the workbook.
2.Tap Edit from the command bar,
then tap Password... to display
the password setting screen.
3.Type a password in the
Password field.
4.Re-type the password in the
Verify Password field.
5.Tap OK when done.
If you have set a password for your
workbook, a password screen
appears asking you to type your
password whenever you try to open
the workbook.
Type your password, then tap OK. If
you type in a wrong password, a
message appears telling you so.
NOTEDO NOT forget your password! You can not open your
workbook unless you type in the correct password.
5-12
Chapter 5
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