Palm Zire 71 Handbook

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Handbook for the

Palm

™

Zire

™

Handheld

© 1998–2003 Palm, Inc. All rights reserved. Graffiti, HotSync, the Palm logo, and Palm OS are registered trademarks, and Palm, Palm Powered, VersaMail, and Zire are trademarks of Palm, Inc. All other brands are trademarks or registered trademarks of their respective owners.

Disclaimer and Limitation of Liability

Palm, Inc. assumes no responsibility for any damage or loss resulting from the use of this handbook.

Palm assumes no responsibility for any loss or claims by third parties which may arise through the use of this software. Palm, Inc. assumes no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all important data on other media to protect against data loss.

IMPORTANT Please read the End User Software License Agreement with this product before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the End User Software License Agreement.

PN: 406-4782B-US

About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Chapter 1: Setting Up Your Palm™ Zire™ 71 Handheld . . . . . . . . . . . . . . . 3

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Minimum requirements: Windows computers . . . . . . . . . . . . . . . . . . . . . . . . 4

Minimum requirements: Mac computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Audio and video requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

E-mail requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

SMS requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Upgrade information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Step 1: Connect the HotSync

Step 2: Charge your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Step 3: Set up your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Step 4: Install software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Step 5: Perform a HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Step 6: Register your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Congratulations! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

cradle/cable to the computer . . . . . . . . . . . . . . . 6

Chapter 2: Exploring Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Locating handheld components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Opening the camera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Locating front panel controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Locating top panel components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Using the backlight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Locating back panel components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Adding an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Tapping and typing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Elements of the handheld interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Using the navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

iii

Contents

Chapter 3: Entering Data on Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . 21

Using the onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Using Graffiti 2 writing to enter data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Graffiti 2 tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Graffiti 2 alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Graffiti 2 numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Punctuation marks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Accented characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Symbols and other special characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Graffiti 2 Gestures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Graffiti 2 ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Full-screen writing area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Beaming data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Beaming tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Sending data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Using your computer keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Importing data from a Windows computer . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Importing data from a Mac computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Using a portable keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Chapter 4: Working with Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Other ways to open applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Opening expansion card applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Categorizing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Changing the Applications Launcher display . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Copying applications to or from an expansion card . . . . . . . . . . . . . . . . . . . . . 44

Selecting copy settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Choosing a menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Choosing application preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Contents

Performing common tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Finding information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Receiving alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Hiding or masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Installing files and add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Installing applications and files on a Windows computer . . . . . . . . . . . . . 66

Palm Quick Install tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Installing applications and files on a Mac computer . . . . . . . . . . . . . . . . . . 70

Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Removing Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Chapter 5: Using Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Creating an Address Book entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Selecting types of phone numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Changing Address Entry details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Making connections from Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Using Address Book menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Chapter 6: Using Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Performing calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Viewing Recent Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Using Calculator menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Chapter 7: Using Card Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Reviewing Card Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Renaming a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Formatting a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Managing expansion cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Using Card Info menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Card menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Contents

Chapter 8: Using Date Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Scheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Selecting an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Rescheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Setting an alarm for an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Scheduling repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Changing the Date Book view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Working in Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Working in Month View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Working in Agenda View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Spotting event conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Using Date Book menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Chapter 9: Using Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Adding expense items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Changing the date of an Expense item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Entering receipt details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Customizing the Currency pick list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Changing the default currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Defining a custom currency symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Setting Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Working with Expense data on your computer . . . . . . . . . . . . . . . . . . . . . . . . 115

Displaying the euro on your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Printing the euro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Using Expense menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Chapter 10: Using Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Creating memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Reviewing memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Using Memo Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Contents

Chapter 11: Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Creating a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Reviewing notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Changing Note Pad color settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Setting an alarm for a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Using Note Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Chapter 12: Using Palm™ Photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Using the camera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Opening and closing the camera . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Setting camera options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Taking photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Managing memory space for photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Approving photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Viewing photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Viewing photos in Thumbnail view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Viewing photos in List view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Viewing a slide show . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Rotating photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Viewing photo information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Organizing photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Sorting photos in List view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Creating an album . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Filing photos in albums . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Copying photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Renaming or deleting an album . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Beaming photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Deleting photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Working with photos on your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Using Palm Photos menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Photo menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Chapter 13: Using To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Creating list items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Setting priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Checking off a To Do List item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

vii

Contents

Changing To Do List item details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Setting a due date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Setting To Do Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Using To Do List menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Chapter 14: Using World Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Viewing the time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Setting the primary location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Choosing a different primary location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Setting the secondary locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Adding a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Modifying a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Removing a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Setting an alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Using World Clock menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Chapter 15: Performing HotSync

Operations . . . . . . . . . . . . . . . . . . . . . 163

Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Conducting cradle/cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . 169

Performing a cradle/cable HotSync operation: Windows computers . . . 169

Performing a direct HotSync operation: Mac computers . . . . . . . . . . . . . 171

Conducting IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Preparing your computer for infrared communication . . . . . . . . . . . . . . . 173

Performing an IR HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Returning to cradle/cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . 176

Conducting modem HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Preparing your computer for a modem HotSync operation . . . . . . . . . . . 177

Preparing your handheld for a modem HotSync operation . . . . . . . . . . . 179

Selecting the conduits for a modem HotSync operation . . . . . . . . . . . . . . 181

Performing a modem HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Conducting network HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Connecting to your company’s dial-in server . . . . . . . . . . . . . . . . . . . . . . . 182

Performing a network HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Using File Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Performing the first HotSync operation with a user profile . . . . . . . . . . . 187

viii

Contents

Chapter 16: Setting Preferences for Your Handheld . . . . . . . . . . . . . . . . . 189

Setting General Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Date & Time Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

Digitizer Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

Formats Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Graffiti 2 Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Power Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Security Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Sounds & Alerts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Writing Area Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204

Setting Communication Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

Connection Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

Network Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Setting Personal Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

Buttons Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

Color Theme Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Owner Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

ShortCuts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Appendix A: Maintaining Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 227

Caring for your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

Prolonging battery life . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

Resetting your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Appendix B: Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . 233

Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Tapping and writing problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Beaming problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

Recharging problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

Product Regulatory Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

Contents

About This Book

Congratulations on your purchase of a Palm™ Zire™ 71 handheld. This handbook is designed to quickly familiarize you with your handheld. It describes all you need to know about how to use your handheld and the applications that come with it. It guides you through:

■ Locating all the parts of your handheld

■ Viewing and entering data

■ Taking and viewing photos

■ Working with expansion cards

■ Using your handheld with your computer

■ Personalizing your handheld with your own preference settings

After you become familiar with the basic functionality of your handheld, you can use the rest of this handbook as a reference guide for less common tasks, for maintenance of your handheld, and for any problems that might arise as you operate your handheld.

About This Book

CHAPTER 1

Setting Up Your Palm™ Zire™ 71 Handheld

Your new Palm™ Zire™ 71 handheld enables you to do the following:

■ Access your data and view or look up information with one hand, using the

5-way navigator.

■ Capture pictures while you’re on the go, with the built-in digital camera.

■ View clear, sharp, colorful images and videos on the high-resolution screen.

■ Listen to MP3 files (expansion card required; sold separately).

■ Share data, make backups, and extend storage capacity with optional expansion

cards (expansion slot included; expansion cards sold separately).

■ Stay organized and on time by keeping your appointments, contact

information, and to-do items in one place.

■ Quickly jot notes or memos on the fly.

■ Send, receive, and compose e-mail and SMS messages.

To use the e-mail, SMS, audio, and video features, you must install the software from the Software Essentials CD-ROM onto your handheld. To use the e-mail and SMS features, you must also be able to connect your handheld to a mobile phone. See “E-mail requirements” later in this chapter for details.

NOTE You may need to download software from the Internet while installing some

applications from the Software Essentials CD-ROM.

Chapter 1 Setting Up Your Palm™ Zire™ 71 Handheld

System requirements

To install and operate Palm™ Desktop software, your computer system must meet the requirements described in this section.

Minimum requirements: Windows computers

The minimum requirements for Windows computers are as follows:

■ A Pentium-class PC running one of the following operating systems:

– Windows NT 4.0 Workstation and SP6 or later (requires a serial cradle/cable

sold separately, and administrator rights to install Palm Desktop software)

–Windows 98

–Windows ME

– Windows 2000 Pro (requires administrator rights to install Palm Desktop

software)

– Windows XP Home or Pro (requires administrator rights to install Palm

Desktop software)

■ Internet Explorer 4.01 with SP2 or later

■ 50 megabytes (MB) available hard disk space

■ VGA monitor or better

■ CD-ROM or DVD-ROM drive (you can also download Palm Desktop software

www.palm.com

from

■ Mouse

■ One available USB port or serial port (serial cradle/cable sold separately)

)

Minimum requirements: Mac computers

The minimum requirements for Mac computers are as follows:

■ Mac computer or compatible with a PowerPC processor

■ Mac OS 9.1 or later with 12MB available memory or Mac OS X, version 10.1.2 or

later (Mac OS X requires administrator rights to install Palm Desktop software)

■ 25MB available hard disk space

■ Monitor that supports screen resolution of 800 x 600 or better

■ CD-ROM or DVD-ROM drive (you can also download Palm Desktop software

www.palm.com

from

■ Mouse

■ One available USB port or serial port (serial cradle/cable sold separately and

)

compatible with Mac OS 9 only)

Audio and video requirements

System requirements

To use the audio application included on the Software Essentials CD-ROM, you must also have an expansion card (sold separately).

The video application included on the Software Essentials CD-ROM does not require additional accessories. You can store video clips directly on your handheld or on an expansion card based on the space available.

NOTE

applications from the Software Essentials CD-ROM.

E-mail requirements

You can use a cradle/cable or infrared communication and the e-mail application included on the Software Essentials CD-ROM to synchronize your messages with your computer.

To use the e-mail application for optional remote access, you must have an Internet service provider (ISP) account and any one of the following:

■ An IR-enabled mobile phone

■ A mobile phone with a cable that connects to your handheld

■ A modem accessory for your handheld

You may need to download software from the Internet while installing some

SMS requirements

To use the Telephony/SMS application, you must have any one of the following:

■ An IR-enabled GSM mobile phone

■ A GSM mobile phone with a cable that connects to your handheld

Chapter 1 Setting Up Your Palm™ Zire™ 71 Handheld

Upgrade information

If you already own a Palm OS® handheld, go to the web site

www.palm.com/support/zire71

for upgrade instructions.

Step 1: Connect the HotSync® cradle/cable to the computer

a. Locate the USB icon and ports on your computer.

b. Plug the USB connector into a USB port on your computer.

c. Connect the power adapter cable to the back of the cradle/cable.

NOTE

on the back of the USB connector instead of the back of the cradle/cable.

d. Plug the adapter into a working electric outlet.

On some cradles/cables, the power adapter cable may plug into a tail

Windows NT users cannot use a USB cradle/cable and port. You must use a cradle/cable with a serial port connection (sold separately).

USB icon

USB port

USB connector

Step 2: Charge your handheld

a. Connect your handheld to the cradle/cable for at least two hours for an initial

charge.

b. After it is charged, remove the handheld from the cradle/cable by gently tilting

it forward and then lifting it from the cradle/cable.

Once your handheld is set up and in daily use it requires about 15 to 30 minutes of charge time per day, depending on usage. To keep the battery fully charged, we recommend placing your handheld in a cradle/cable that is connected to a power source whenever you are not using it.

Step 3: Set up your handheld

a. Press the power button to turn on your handheld.

If your handheld did not turn on, see “Operating problems” in Appendix B.

b. Slide the stylus out of the storage slot.

c. Hold the stylus as you would a pen or pencil, and use it to follow the onscreen

directions.

Step 3: Set up your handheld

Step 4: Install software

a. Insert the Desktop Software CD-ROM into your computer ’s CD-ROM drive.

b. Windows: Follow the onscreen instructions, which guide you through installing

Palm Desktop software and entering your handheld business card information.

Mac: Double-click the Palm Desktop CD icon that appears on the desktop, and

then double-click the Palm Desktop Installer icon.

NOTE

computer running Windows NT/2000/XP or Mac OS X.

You need administrator rights to install Palm Desktop software on a

Chapter 1 Setting Up Your Palm™ Zire™ 71 Handheld

Step 5: Perform a HotSync operation

Windows: When prompted, place your handheld in the cradle/cable and press the HotSync button.

Mac: After the installation finishes, place your handheld in the cradle/cable and press the HotSync button.

Step 6: Register your handheld

Windows: When the first HotSync operation is complete, the installer displays

screens where you can select product registration options. After you complete these screens, the Congratulations! screen appears.

Mac: When the first HotSync operation is complete, double-click the Palm Desktop

software icon in the Palm folder (inside the Applications folder by default) to access screens where you can select product registration options. After you complete these screens, the Congratulations! screen appears.

Congratulations!

You’ve set up your handheld, installed Palm Desktop software, and performed your first HotSync operation. If you’re using a Windows computer, you also created your handheld business card and registered your handheld. For comprehensive information about using your handheld, continue reading this electronic handbook.

For more information about using Palm Desktop software, see the following:

■ The online Help for Palm Desktop software. To access the online Help, go to the

Help menu in Palm Desktop software.

■ Mac: The electronic Palm Desktop Software for the Macintosh User’s Guide. To

access this guide, open the Palm folder, and then open the Documentation folder. Double-click the file Palm Desktop.pdf.

CHAPTER 2

Exploring Your Handheld

Your Palm™ Zire™ 71 handheld can help you stay organized, on time, and up-to-date with daily tasks while you are away from your desk. Use your new handheld to do the following:

■ Enter your schedule in Date Book.

■ Keep all your contact names, addresses, and phone numbers in Address Book.

■ Take photos with the built-in digital camera and view them in Palm™ Photos.

■ Jot quick notes directly on the screen in Note Pad.

■ Prioritize and assign your tasks a due date in To Do List.

■ Create and view text memos in Memo Pad.

■ Track your expenses and create expense reports in Expense.

■ Set alarms from World Clock, Date Book, and Note Pad to keep yourself on

schedule and remind yourself of appointments and notes.

■ Synchronize your data with Palm™ Desktop software on your Windows or Mac

computer so you always have a backup copy.

■ Insert an SD or a MultiMediaCard expansion card to add more software or

memory or to back up your data, or insert an SDIO expansion card.

■ Share information with other devices that have an infrared (IR) port.

When you install the software from the Software Essentials CD-ROM that comes with your handheld, you can use your handheld for entertainment applications, to access productivity tools, and to stay in touch with SMS and e-mail messages.

NOTE You may need to download software from the Internet while installing some

applications from the Software Essentials CD-ROM.

This additional software enables you to use your handheld to do the following:

■ Listen to MP3 audio files in the audio application (expansion card required, sold

separately).

■ View video clips in Kinoma.

■ Play a game in Solitaire.

■ Read eBooks in Palm™ Reader.

■ Compose, send, and receive e-mail in the VersaMail™ application. See “E-mail

requirements” in Chapter 1 for system requirements.

■ Compose, send, and receive SMS messages in the SMS application when you

connect your handheld with a GSM mobile phone (sold separately).

Chapter 2 Exploring Your Handheld

Locating handheld components

Take a few moments to learn how to access and locate the components of your handheld.

Opening the camera

When the camera is open, you can access additional controls on the front and back panels.

To open the camera:

■ Slide the bottom portion of your handheld upward to reveal the camera shutter

button on the inside of the back panel.

To close the camera:

■ Slide the top portion of your handheld downward until the front and back

panel are in alignment at the top and bottom.

Locating front panel controls

Graffiti® 2 writing area

Application buttons

Locating handheld components

Screen

5-way navigator

Camera shutter button

Screen

Graffiti® 2 writing area

5-way navigator

Application buttons

Camera shutter button

Displays the applications and information stored in your handheld. It is touch sensitive, and it responds to the stylus.

The area where you write letters and numbers using the Graffiti 2 alphabet. See “Using Graffiti 2 writing to enter

data” in Chapter 3 to learn how to write Graffiti 2 characters.

Enables you to select and display records on your handheld screen. See “Using the navigator” later in this chapter for additional information, and look for tips throughout this handbook.

Activates the individual handheld applications that correspond to the icons on the buttons: Date Book, Address Book, Palm Photos, and Note Pad. See “Opening

applications” in Chapter 4 for information on the default

application associated with each button, and see “Buttons

Preferences” in Chapter 16 for details on reassigning these

buttons to activate any application on your handheld.

Uses the built-in digital camera to take photos. See “Using

the camera” in Chapter 12 for details on using the camera

features.

Chapter 2 Exploring Your Handheld

Locating top panel components

Expansion card slot

IR port

Headphone jack

Stylus

Power button/ brightness control

Accepts SD, SDIO, or MultiMediaCard expansion cards. Expansion cards enable you to back up data, add more memory, add wireless communication features, or use additional applications. (Expansion cards sold separately.)

IR port

Headphone jack

Uses infrared technology to transmit data to and receive data from other infrared-enabled devices and to perform HotSync

operations. See “Beaming data” in Chapter 3 and see “Conducting IR HotSync operations” in Chapter 15 for more information.

Enables you to connect a standard 3.5mm stereo headset (sold separately) to your handheld for use with audio and video applications.

Locating handheld components

Stylus

Power button/ brightness control

Using the backlight

If lighting conditions make it difficult for you to see the information on your handheld, you can adjust the brightness of the screen backlight.

To adjust the brightness of the backlight:

1. Tap the Brightness icon in the upper-right corner of the Graffiti 2 writing area.

Slides in and out of the slot on the top of your handheld. To use the stylus, slide it out of the slot and hold it as you would a pen or pencil.

Turns your handheld on or off and enables you to access the brightness control. If your handheld is turned off, pressing the power button turns the handheld on and returns you to the last screen you viewed.

If your handheld is turned on, you can turn it off by pressing the power button. Pressing and holding the power button for about two seconds opens the brightness control dialog box.

See the next section, “Using the backlight” for information on adjusting the backlight.

You can also press and hold the power button for about two seconds to

TIP

access brightness control. In addition, you can assign the full-screen pen stroke to access the brightness control. See “Pen Preferences” in Chapter 16 for details.

2. Drag the slider to adjust the brightness.

You can also press Up or Down on the navigator to adjust the brightness.

TIP

3. Tap Do n e.

Chapter 2 Exploring Your Handheld

Locating back panel components

Universal connector

Attach points

Reset button

Camera lens

Speaker

Enable you to connect optional accessories to the universal connector on your handheld, such as a modem or sled. These accessories are sold separately and are typically available from third-party developers.

Reset button

Camera lens

Speaker

Universal connector

Resets your handheld. Under normal use, you should not have to use the reset button. See “Resetting your handheld” in Appendix A for information about when and how to use the reset button.

Enables you to take a photograph with the built-in digital camera. See “Using the camera” in Chapter 12 for details on using the camera features.

Enables you to listen to music, videos, alarms, and game and system sounds on your handheld.

Connects your handheld to the cradle/cable, which in turn connects to the back of your computer and through the AC adapter to the wall current. This enables you to recharge your handheld as well as update the information between your handheld and your computer, using HotSync technology.

The universal connector also connects peripheral hardware devices to your handheld. Some peripheral devices must be used in combination with the attach points.

Adding an expansion card

An expansion card (sold separately) increases the variety of tasks you can do and the amount of space you have for storing software and data on your handheld. Your handheld is compatible with SD, SDIO, or MultiMediaCard expansion cards.

To insert a card:

1. Insert the card into the expansion slot with the label side facing the display.

2. Push the card in with your thumb. You feel the card lock and hear the system

sound.

Adding an expansion card

Push

To r em ov e a c ar d:

1. Push lightly against the card with your thumb.

When the card is released, you hear the system sound (provided that system sounds are turned on). See “Sounds & Alerts Preferences” in Chapter 16 for information on turning system sounds on and off.

IMPORTANT

expansion slot before you hear the tone and it releases from the expansion slot.

2. Slide the card out of the expansion slot.

Push

You can damage the expansion slot if you pull the card out of the

For complete information about working with expansion cards, see Chapter 7.

Chapter 2 Exploring Your Handheld

Tapping and typing

Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is the basic action you use to get things done on your handheld.

The first time you start your handheld, the setup instructions appear on the screen. These instructions include a calibration screen. Calibration aligns the internal circuitry of your handheld with its touch-sensitive screen so that when you tap an element on the screen, the handheld can detect exactly which task you want to perform.

IMPORTANT

the handheld screen. Never use an actual pen, pencil, or other sharp object to write on the handheld screen as this will scratch the screen.

Always use the point of the stylus for tapping or for making strokes on

With your handheld turned on, you can tap the handheld screen to perform many operations, such as the following:

■ Open applications.

■ Select menu commands.

■ Initiate a Find operation to search through applications installed on your

handheld for specific text. (Find operations do not search through applications on expansion cards.)

■ Select options in dialog boxes.

■ Open the onscreen keyboards.

Just as you can drag the mouse to select text or move objects on your computer, you can drag the stylus to select text. You can also use the stylus to drag the slider of any scroll bar.

Elements of the handheld interface

There are many common elements in the handheld interface. These elements are described in this section.

Icons

Tapping and typing

Menu bar

Icons

Brightness control

Clock

ABC

123

Use the menu bar to access a set of application-specific commands. Not all applications have a menu bar.

Tap the icons to open applications , menus , and a favorite application , and to find text anywhere in your data .

See “Opening applications,” “Using menus,” and “Finding

information” in Chapter 4, and “Buttons Preferences” in Chapter 16 for more information about using these icons.

Tap the Brightness icon to open the Adjust Brightness dialog box. See “Using the backlight” earlier in this chapter for instructions on adjusting the brightness.

Tap the Clock icon to display the current time and date. The display closes automatically after two seconds.

With the cursor in an input field, tap ABC to activate the alphabetic keyboard.

With the cursor in an input field, tap 123 to activate the numeric keyboard.

Chapter 2 Exploring Your Handheld

Check box

Command button

Previous/next arrows

Pick list

Scroll bar

Check box

Command buttons

Previous/next arrows

Pick list

Scroll bar

Tap a check box to select or deselect it. When a check box contains a check mark, the corresponding option is selected and active. When a check box is empty, the corresponding option is deselected and inactive.

Tap a button to perform a command. Command buttons appear at the bottom of dialog boxes and application screens.

Tap the left and right arrows to display the previous and next records; tap the up and down arrows to display the previous and next pages of information.

Tap the arrow to display a list of choices, and then tap an item in the list to select it.

Drag the slider, or tap the top or bottom arrow, to scroll the display one line at a time. To scroll to the previous page, tap the scroll bar just above the slider. To scroll to the next page, tap the scroll bar just below the slider.

You can also scroll to the previous and next pages within a record by pressing Up and Down on the navigator.

Displaying online tips

Many of the dialog boxes that appear on your handheld contain an online Tips icon in the upper-right corner. Online tips anticipate questions you might have in a dialog box, provide shortcuts for using the dialog box, or give you other useful information.

To display an online tip:

1. Tap the Tips icon .

2. After you review the tip, tap Done.

Using the navigator

When you work with most applications, the navigator on the front panel of your handheld makes it easy for you to navigate among and select your entries. You can use the navigator to perform tasks without the stylus, using one hand.

Tapping and typing

Look for the navigator icon to find navigator tips throughout this guide. See

Chapter 4 and Chapter 5 for additional information about using the navigator with

Address Book, and Chapter 8 for additional information on using the navigator with Date Book.

Press center of navigator to press Select

To navigate in list screens, do any of the following:

■ Press Up or Down on the navigator to scroll an entire screen of records.

■ Press and hold Up or Down on the navigator to accelerate the scrolling.

■ Press Select on the navigator to insert the selection highlight. When the selection

highlight is present, you can do the following:

– Press Up or Down on the navigator to scroll to the previous or next records.

– Press Select again to view the selected record.

– Press Left on the navigator to remove the selection highlight.

Chapter 2 Exploring Your Handheld

To navigate in record screens:

1. Press Up or Down on the navigator to scroll within the current record.

2. Press Right or Left on the navigator to scroll to the previous or next record. (This

feature is not available in Address Book.)

3. Press Select on the navigator to return to the list screen.

To navigate in dialog boxes:

■ While a pick list is open, press Up or Down on the navigator to highlight an

item, and then press Select on the navigator to select the item.

■ Press Select on the navigator to close a dialog box.

– If there’s only one button, pressing Select activates that button.

– If there are two buttons, pressing Select activates the action button (versus

Cancel) such as OK, Yes, or Delete.

– If there are multiple buttons, Select activates affirming buttons such as OK,

Yes, or Done.

IMPORTANT

Read dialog boxes carefully. Sometimes, selecting a button such as OK

or Yes results in canceling an operation or deleting data.

CHAPTER 3

Entering Data on Your Handheld

This chapter explains several ways to enter data on your handheld, and it covers the following topics:

■ Using the onscreen keyboard

■ Using Graffiti

■ Beaming data between devices with infrared (IR) ports

■ Sending data between devices enabled with e-mail or SMS communication

2 writing

(Applications from Software Essentials CD-ROM and additional hardware required, see “E-mail requirements” and “SMS requirements” in Chapter 1.)

■ Entering or importing data in Palm™ Desktop software and then synchronizing

with your handheld

■ Using Note Pad

■ Using a portable keyboard accessory, sold separately and attached to the

universal connector

Using the onscreen keyboard

You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld. You can also use Graffiti 2 writing when the keyboard is open, which makes it easy to switch between these two methods of entering data.

To use the onscreen keyboard:

1. Open any application (such as Memo Pad).

2. Tap any record, or tap New.

3. Tap ABC to open the alphabetic keyboard, or tap 123 to open the numeric

keyboard.

Tap here for alphabetic keyboard

Tap here for numeric keyboard

Chapter 3 Entering Data on Your Handheld

4. Tap the characters to enter text and numbers.

When a keyboard is open, you can tap the abc, 123, or Int’l boxes to open any of the other keyboards, including the international keyboard.

Ta b

Alpha

Backspace

Caps lock

Caps shift

Tap here to display alphabetic keyboard

Numeric

Tap here to display numeric keyboard

After you finish, tap Done to close the onscreen keyboard and place the text in the record.

Using Graffiti 2 writing to enter data

In this section you learn the procedures for creating letters, numbers, punctuation, and symbols, as well as some Graffiti 2 tips and tricks.

Most people find they can enter text quickly and accurately with only minutes of practice. Graffiti 2 writing includes any character you can type on a standard keyboard. The Graffiti 2 characters closely resemble the letters of the regular alphabet, which makes Graffiti 2 writing easy to learn. Graffiti 2 writing is different from the writing software found on earlier Palm handhelds. For example, some characters are formed using a single stroke while others are formed with more than one stroke.

Carriage return

International

Tap here to display international keyboard

Using Graffiti 2 writing to enter data

There are four basic concepts for success with Graffiti 2 writing:

■ If you draw the character shape exactly as shown in the tables later in this

chapter (like the shapes shown in the following diagram), you can achieve close to 100 percent accuracy.

■ The heavy dot on each shape shows where to begin the stroke. Certain

characters have similar shapes but different beginning and end points. Always begin the stroke at the heavy dot. (You should not create the heavy dot; it is there only to show you where to begin the stroke.)

■ Graffiti 2 includes symbols made with a single stroke and symbols made with

multiple strokes. With some multi-stroke symbols, the first stroke is the same as a single stroke symbol. As a result, the down stroke for the letter “i” cannot be recognized as an “i” at the end of the down stroke. The “i” will not be recognized as an “i” until you enter another symbol that establishes, by its shape or position, that the down stroke was not part of a two-stroke character (such as a “t” or “k”), or until a limited time window expires. Similarly, recognition of a space symbol (a horizontal stroke from left to right) or a period symbol after a down stroke is dependent upon where the down stroke was drawn.

■ The Graffiti 2 writing area is divided into two parts: one for writing lowercase

letters and one for writing numbers. Capital letters are formed across the imaginary line that divides the two areas. The small marks at the top and bottom of the Graffiti 2 writing area indicate the two areas.

Write letters here Write numbers here

Division marks

Chapter 3 Entering Data on Your Handheld

To write Graffiti 2 characters:

1. Tap the screen where you want your text to appear.

You need to tap above the Graffiti 2 writing area, and you must see a blinking cursor before you write the text.

2. Use the tables on the following pages to find the stroke shape for the letter you

want to create. For example, the stroke shown below creates the letter n.

Start stroke at heavy dot

3. Position the stylus in the left side of the Graffiti 2 writing area.

4. Start your stroke at the heavy dot, and draw the stroke shape as it appears in the

tables.

5. Lift the stylus from the screen at the end of the stroke shape.

Lift stylus here

Graffiti 2 tips

When you lift the stylus from the screen, your handheld recognizes your stroke immediately and prints the letter at the insertion point on the screen.

As soon as you lift the stylus from the screen, you can begin the stroke for the next character you want to write.

To delete Graffiti 2 characters:

■ Set the insertion point to the right of the character you want to delete and make

the backspace stroke in the Graffiti 2 writing area.

Backspace

When using Graffiti 2 writing, keep these tips in mind:

■ Accuracy improves when you write large characters. Draw strokes that nearly

fill the Graffiti 2 writing area.

■ Write at natural speed. Writing too slowly can generate recognition errors.

■ Press firmly and do not write on a slant. Vertical strokes should be parallel to

the sides of the Graffiti 2 writing area.

■ Alternate stroke shapes are available for some characters. You can use the

Graffiti 2 Preferences screen to choose the one that’s easiest for you. See “Graffiti 2 Preferences” in Chapter 16 for details.

Graffiti 2 alphabet

The Graffiti 2 alphabet consists of the following letters:

Using Graffiti 2 writing to enter data

Draw letters on LEFT side of Graffiti 2 writing area

Letter Strokes Letter Strokes

A full-screen pen stroke brings up Graffiti 2 Help on your handheld. See “Pen

TIP

Preferences” in Chapter 16 for details.

Chapter 3 Entering Data on Your Handheld

Capital letters

Graffiti 2 writing automatically capitalizes the first letter of a new record or sentence but you can also write additional capital letters.

To write additional capital letters:

■ Draw the same stroke shapes used for a lowercase letter, but write across the

division line in the middle of the Graffiti 2 writing area.

Division marks

Graffiti 2 numbers

Writing numbers with Graffiti 2 writing is similar to writing letters of the alphabet, except that you make the character strokes on the right side (numbers side) of the Graffiti 2 writing area.

Number Strokes Number Strokes

Punctuation marks

With Graffiti 2 writing you can create any punctuation mark that you can enter from a standard keyboard. You can write the period and comma strokes on either side of the Graffiti 2 writing area. You must write other punctuation marks on a designated side of the Graffiti 2 writing area. Punctuation marks that appear in the the following table must be written on the left (letter) side of the Graffiti 2 writing area.

Draw numbers on RIGHT side of Graffiti 2 writing area

Using Graffiti 2 writing to enter data

Draw these marks on LEFT side of Graffiti 2 writing area

Mark Stroke Mark Stroke

Period

Comma

Apostrophe

Ampersand

Carriage

return

At @

Space Straight quotes

“

Question

Exclamation

Tab

Punctuation marks that appear in the following table must be written on the right (number) side of the Graffiti 2 writing area.

Draw these marks on RIGHT side of Graffiti 2 writing area

Mark Stroke Mark Stroke

Period

Comma

Tilde

Dash

—

Plus

Backslash

Slash

Left Paren

(

Right Paren

)

Equal

Asterisk

Chapter 3 Entering Data on Your Handheld

Accented characters

When writing letters with accent marks, first write the letter stroke on the left side (or in the center for uppercase letters) of the Graffiti 2 writing area. Then quickly write the accent stroke on the right side of the Graffiti 2 writing area.

For example, the following diagram shows the strokes required to draw an accented é.

You can use the following accent strokes in combination with Graffiti 2 letters:

Draw accents on RIGHT side of Graffiti 2 writing area

Accent Stroke Accent Stroke

Acute

Grave

Tilde

Dieresis

Circumflex

Ring

Using these accent strokes, you can write the following accented letters:

абвгдеийклмноптуфхцщъыьяэс

Symbols and other special characters

You can write symbols and other special characters using the Shift stroke.

Using Graffiti 2 writing to enter data

NOTE

You can also use the Shift stroke to write punctuation marks.

To write symbols and special characters:

1. Enter the Shift stroke:

Shift

When Shift is active, an up arrow symbol appears in the lower-right corner of the handheld screen. If you accidentally activate Shift, a backspace will cancel it.

2. Write the symbol or other special character shown in the table that follows. You

can make a symbol stroke anywhere in the Graffiti 2 writing area.

3. (Optional) Enter an additional Shift stroke to finish writing the character and to

make the character appear more quickly.

After the arrow disappears, the symbol appears.

Draw symbols on EITHER side of the Graffiti 2 writing area

Shift indicator

Chapter 3 Entering Data on Your Handheld

Graffiti 2 Gestures

Gestures enable you to use editing commands. To use gestures, draw the following strokes on the left (letter) side of the Graffiti 2 writing area:

Draw gestures on LEFT side of Graffiti 2 writing area

Gesture Stroke Gesture Stroke

Cut Paste

Graffiti 2 ShortCuts

Graffiti 2 ShortCuts make entering commonly used words or phrases quick and easy. ShortCuts are similar to the Glossary or Autotext features of some word processors.

Graffiti 2 writing comes with several predefined ShortCuts, and you can also create your own. Each ShortCut can represent up to 45 characters. For example, you might create a ShortCut for your name or for the header of a memo. See “ShortCuts Preferences” in Chapter 16 to learn about creating ShortCuts.

To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters. The ShortCut symbol appears at the insertion point to show that you are in ShortCut mode.

ShortCut

Your handheld includes the predefined Graffiti 2 ShortCuts shown in the following table.

Copy Undo

Entry Shortcut

Date Stamp ds

Time stamp ts

Date / time stamp dts

Meeting me

Breakfast br

Lunch lu

Dinner di

Full-screen writing area

When Writing Area Preferences are turned on and active, you do not have to write in the Graffiti 2 writing area. You can write letters anywhere on the left side of the screen, or write numbers anywhere on the right side of the screen. Capital letters are formed in the middle of the screen straddling the imaginary dividing line between the left and right sides.

When Writing Area Preferences are turned off or inactive, you must write character strokes in the Graffiti 2 writing area for your handheld to recognize them.

To use the full-screen writing area:

1. Turn on Writing Area Preferences. See “Writing Area Preferences” in Chapter 16

for details.

2. Open the application in which you want to use the full-screen writing area.

A shaded box appears in the lower-right corner of the screen.

3. Position the cursor where you want the characters to appear.

Beaming data

4. Do any of the following:

To temporarily disable the full-screen writing area:

■ Tap the shaded box in the lower-right corner.

Beaming data

Your handheld is equipped with an IR port that is located at the top of the handheld, behind the small dark shield. The IR port supports the IrCOMM implementation of the standards for infrared communication established by the Infrared Data Association (IrDA). This means that you can beam data to any nearby device that supports the IrCOMM implementation of the IrDA standards and that can read the type of data you’re beaming. For example, you can beam an Address Book entry to a Palm OS equipped with an IR port and that can read vCard data.

– Write lowercase Graffiti 2 letters anywhere on the left side of the screen.

– Write numbers anywhere on the right side of the screen.

– Write uppercase letters in the middle of the screen.

– Write the Shift stroke before writing symbols and other special characters.

– Access buttons and other controls that appear on the screen by tapping and

holding the control until it activates.

The shaded box changes to a box outline and Writing Area Preferences are deactivated.

handheld, a mobile phone, or a computer that’s

Chapter 3 Entering Data on Your Handheld

You can beam the following information between devices with an IR port:

■ The record currently displayed in Date Book, Address Book, Palm™ Photos,

Note Pad, To Do List, or Memo Pad

■ All records of the category currently displayed in Address Book, To Do List,

Note Pad, or Memo Pad, or all photos in the currently displayed album in Palm Photos

■ A special Address Book record that you designate as your business card,

containing information you want to exchange with business contacts

■ An application installed in RAM memory

■ An application installed on an expansion card that is seated in the card slot

You can also perform HotSync® operations using the IR port.

TIP

See “Conducting IR HotSync operations” in Chapter 15 for more details.

To select a business card:

1. Create an Address Book record that contains the information you want on your

business card.

2. Tap the Menu icon .

3. Tap Record, and then tap Select Business Card.

4. Tap Yes.

To beam a record, business card, or category of records:

1. Locate the record, business card, or category you want to beam.

NOTE

the procedure for beaming other records and categories. See Chapter 12 for details.

2. Tap the Menu icon .

3. Tap one of the following from the Record menu:

– The Beam command for an individual record.

– In Address Book only: Beam Business Card.

– In Note Pad only: If you are beaming to someone using an earlier version of

– Beam Category.

The procedure for beaming photos and albums is slightly different from

Note Pad, tap Compatibility, and then tap Beam.

You can also press and hold the Address Book application button to

TIP

instantly beam your business card to another device with an IR port.

Beaming data

4. When the Beam Status dialog box appears, point the IR port directly at the IR

port of the receiving device.

For best results, Palm™ handhelds should be between 10 centimeters (approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the path between the two handhelds must be clear of obstacles. The beaming distance to other devices may be different.

5. Wait for the Beam Status dialog box to indicate that the transfer is complete

before you continue working on your handheld.

To beam an application:

1. Open the Applications Launcher.

2. Tap the Menu icon .

3. Tap App, and then tap Beam.

4. Tap the Beam From pick list.

5. Select either Handheld or Card.

6. Tap the application you want to transfer.

Some applications are copy-protected and cannot be beamed. These are listed with a lock icon next to them.

7. Tap Beam.

8. When the Beam Status dialog box appears, point the IR port directly at the IR

port of the receiving device.

9. Wait for the Beam Status dialog box to indicate that the transfer is complete

before you continue working on your handheld.

To receive beamed information:

1. Turn on your handheld.

2. Point the IR port directly at the IR port of the transmitting device to open the

Beam dialog box.

Chapter 3 Entering Data on Your Handheld

3. (Optional) Tap the category pick list and select a category for the incoming

information. You can also create a new category or leave the information unfiled.

4. Tap Yes.

Beaming tips

■ You can set the full-screen pen stroke to beam the current entry.

See “Pen Preferences” in Chapter 16 for more information.

■ You can draw the Graffiti 2 Command stroke to activate the Command toolbar,

and then tap the beam icon.

■ You can use the Graffiti 2 Command stroke “/ B” to beam the current entry.

■ In Palm Photos you can select and beam multiple photos at the same time.

Sending data

In addition to beaming data, you can also use e-mail or SMS communication to send information to and receive information from other devices. The Software Essentials CD-ROM that comes with your handheld includes e-mail and Telephony/SMS applications that you can use to share information with other devices that are enabled with e-mail or SMS technology.

NOTE

you cannot use SMS communication to send or receive photos.

To use your handheld for local e-mail access, you need to install both the e-mail and Telephony/SMS applications from the Software Essentials CD-ROM. your handheld for optional remote e-mail access, you also need an ISP account and a compatible mobile phone or modem (not included).

To use your handheld for SMS communication, you need to install the Telephony/ SMS applications from the Software Essentials CD-ROM and you need a GSM mobile phone (sold separately). For additional information about sending data, see the Palm™ VersaMail™ Personal E-mail Software Handbook and the SMS Handbook on the Software Essentials CD-ROM.

See “Beaming photos” in Chapter 12 for details.

Although you can exchange some forms of data with SMS communication,

Using your computer keyboard

If you have a lot of data to enter, or prefer to use the computer keyboard, you can use Palm Desktop software or any supported personal information manager (PIM) to enter information. You can then perform a HotSync operation to synchronize the information on your computer with the information on your handheld. Many of the applications that came with your handheld are also available in Palm Desktop software and in most PIMs, so you don’t need to learn different applications. For more information on entering data on your computer, refer to the online Help in Palm Desktop software and the Palm Desktop Software for the Macintosh User’s Guide on the Desktop Software CD-ROM.

Importing data

If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another handheld, you can transfer the data to your handheld without having to type it. Save the data in one of the file formats listed in the next section, import it into Palm Desktop software, and then perform a HotSync operation to transfer the data to your handheld.

Using your computer keyboard

Importing data from a Windows computer

Palm Desktop software can import data in the following file formats:

■ Comma-delimited (.csv, .txt): Address Book and Memo Pad only

■ Tab-delimited (.tab, .tsv, .txt): Address Book and Memo Pad only

■ CSV (Lotus Organizer 2.x/97 Mapping): Address Book only

■ vCal (.vcs): Date Book only

■ vCard (.vcf): Address Book only

■ Date Book archive (.dba)

■ Address Book archive (.aba)

■ To Do List archive (.tda)

■ Memo Pad archive (.mpa)

Archive formats can be used only with Palm Desktop software. Use the archive file formats to share information with other people who use a Palm OS create a copy of your important Palm Desktop information.

To import data from a Windows computer:

1. Open Palm Desktop software.

handheld or to

2. Click the application into which you want to import data.

Chapter 3 Entering Data on Your Handheld

3. If you are importing records that contain a field with category names, do the

following:

Select All in the Category box.

Be sure that the same categories that appear in the imported file also exist in the application. If the categories do not exist, create them now; otherwise, the records are imported into the Unfiled category.

4. From the File menu, select Import.

5. Select the file you want to import.

6. Click Open.

If you are importing a vCal or vCard file, skip to step 10. You do not have to specify which fields correspond to the imported data.

7. To import data into the correct Palm Desktop fields, drag fields in the left

column so that they are opposite the corresponding imported field on the right.

8. If you don’t want to import a field, click the check box for that field to deselect it.

9. Click OK.

The imported data is highlighted in the application.

10. To add the imported data to your handheld, perform a HotSync operation.

See Palm Desktop online Help for more information on importing and exporting data.

Using File Link

The File Link feature enables you to import Address Book and Memo Pad information, such as a company phone list, to your handheld from a separate external file on your Windows computer. You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation. HotSync Manager stores the data in a separate category in Palm Desktop software and on your handheld.

With File Link, you can import data stored in any of the following formats:

■ Comma-separated (*.csv)

■ Memo Pad archive (*.mpa)

■ Address Book archive (*.aba)

■ Text (*.txt)

For information on how to set up a file link, see the Palm Desktop online Help.

Importing data from a Mac computer

Palm Desktop software can import data from any applications that can export the data in any of the following file formats:

■ Tab-delimited file

■ Te x t

■ Palm Desktop software for Mac

■ vCal (.vcs)

■ vCard (.vcf)

For example, you can export tab-delimited files from applications such as: FileMaker Pro, Meeting Maker, Now Contact, and Now Up-to-Date.

To import data from a Mac computer:

1. Open Palm Desktop software.

2. From the File menu, select Import.

3. Select the file you want to import.

Using Note Pad

4. Click Open.

5. If you want to change the order of the fields you’re importing, point to a field,

wait for the cursor to change to a double arrow, and then drag the field to a new location.

6. If you do not want to import a field, click the arrow between the field names.

7. From the Fields pop-up menu, select the appropriate field.

8. From the Delimiters pop-up menu, select the appropriate delimiter.

9. Click OK.

10. To add the imported data to your handheld, perform a HotSync operation.

See Palm Desktop online Help for more information on importing and exporting data.

Using Note Pad

In addition to using Graffiti 2 characters and the onscreen keyboard, you can enter data on your handheld using the Note Pad application. When you use Note Pad, you write quick notes directly on the handheld screen in your own handwriting. See Chapter 11 for more information and instructions.

Chapter 3 Entering Data on Your Handheld

Using a portable keyboard

You can connect a portable keyboard accessory to the universal connector on your handheld so that you can type data directly into your handheld. Portable keyboards are very helpful when you need to enter large amounts of data quickly and accurately while you are away from your computer. For additional information about this optional accessory, go to the web site

www.palm.com

This chapter explains how to open and switch between applications on your handheld, how to change application settings so they are personalized to your work methods, and how to categorize applications so you view them in related groups.

Opening applications

You can use the Applications Launcher to open any application installed on your handheld or an expansion card. You can also open Date Book, Address Book, Palm™ Photos, and Note Pad with the application buttons on your handheld.

CHAPTER 4

Working with Applications

Applications Launcher

Address BookDate Book Palm Photos Note Pad

In addition to providing a way for you to open applications, the Applications Launcher displays the current time, battery level, and application category.

Chapter 4 Working with Applications

To open an application on your handheld:

1. Tap the Home icon .

2. Tap the icon of the application that you want to open. If you have many

applications installed on your handheld, tap the scroll bar to see all your applications.

Other ways to open applications

You can also open applications on your handheld in either of the following ways:

■ Press and hold Select on the 5-way navigator to open the Applications

Launcher. Press Select on the navigator to insert the highlight. Press Up, Down, Right, and Left on the navigator to highlight the icon of the application you want to open. Press Select on the navigator to open the application.

■ In the Applications Launcher, write the Graffiti

its name. The Applications Launcher scrolls to the first application with a name that begins with that letter.

Opening expansion card applications

When an expansion card is properly seated in the expansion card slot, your handheld responds based on the contents of the card and the application that is active when you insert the card. In some cases the application on the card opens automatically upon insertion, or if you insert a card containing data from the current application, the application displays the data on the card. In other cases the Applications Launcher switches to the card and displays its contents, and the pick list in the upper-right corner of the screen displays the name of the card.

2 character for the first letter of

To open an application on an expansion card:

■ Select the icon of the application that you want to open.

Switching between applications

When working with any application, select the Home icon or press an application button on your handheld to switch to another application. Your handheld automatically saves your work in the current application and displays it when you return to that application.

Switching between applications

When you use an expansion card, your handheld creates and displays a new category that matches the name of the expansion card. You can easily switch between applications installed on your handheld and on the expansion card.

To switch to an expansion card:

1. Tap the pick list in the upper-right corner.

When the highlight in the Applications Launcher is

TIP

press and hold Select on the navigator to open the category pick list.

2. Select the category item that matches the name of the expansion card.

active, you can also

not

Chapter 4 Working with Applications

Categorizing applications

The category feature enables you to manage the number of application icons that appear onscreen in the Applications Launcher. You can assign an application to a category and then display a single category or all your applications.

By default, your handheld includes system-defined categories, such as All and Unfiled, and user-defined categories, such as Games, Main, and System.

You cannot modify the system-defined categories, but you can rename and delete the user-defined categories. In addition, you can create your own user-defined categories. You can have a maximum of 15 user-defined categories.

When you have an expansion card properly seated in the expansion card slot, the expansion card name appears as the last item in the category pick list. You can assign applications to the expansion card, but you cannot further categorize applications that reside on an expansion card.

To categorize an application:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Category on the App menu.

4. Tap the pick list next to each application to select a category.

To create a new category, tap Edit Categories from the pick list. Tap New,

TIP

enter the category name, and then tap OK to add the category. Tap OK again to close the Edit Categories dialog box.

5. Tap Do n e.

To display applications by category:

1. Tap the Home icon .

2. Do one of the following:

– Tap the Home icon repeatedly to cycle through all your categories.

– Tap the pick list in the upper-right corner of the screen, and select the

category you want to display.

– When the highlight in the Applications Launcher is not active, press and

hold Select on the navigator to open the category list, press Up or Down on the navigator to highlight a category, and then press Select on the navigator to view that category.

Changing the Applications Launcher display

By default, the Applications Launcher displays each application as an icon. As an alternative, you can choose to show a list of applications. You can also choose to view the same category of applications each time you open the Applications Launcher.

Changing the Applications Launcher display

To change the Applications Launcher display:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Options, and then select Preferences.

4. Tap the View By pick list and select List.

5. Tap OK .

To open the Applications Launcher to the last opened category:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Options, and then select Preferences.

4. Tap the Remember Last Category check box to select it.

5. Tap OK .

Chapter 4 Working with Applications

Copying applications to or from an expansion card

You can copy applications from your handheld to an expansion card, or from an expansion card to your handheld.

To copy an application to an expansion card:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Copy on the App menu.

4. Tap the Copy From pick list and select Handheld.

5. Tap the Copy To pick list and select the card name.

The Copy To pick list appears only if there are multiple cards available.

6. Tap an application to copy.

7. Tap Copy.

8. Tap Do n e.

You can install applications to a card that is seated in the expansion card slot

during a HotSync

operation. See “Installing files and add-on applications”

later in this chapter for details.

NOTE

Windows or Mac computer, the actual file names may differ from those displayed in the Applications Launcher.

If you view your applications on the card using a Card Reader on your

To copy an application from an expansion card:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Copy on the App menu.

4. Tap the Copy From pick list and select the card name.

5. Tap the Copy To pick list and select Handheld.

Selecting copy settings

6. Tap the application you want to copy.

7. Tap Copy.

8. Tap Do n e.

You can also beam applications from expansion cards to your handheld. See “Beaming data” in Chapter 3 for details.

Selecting copy settings

When using the copy feature, you can set the following:

■ How applications are sorted and listed

■ Whether to copy only the application or both the application and its data files

To select copy settings:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Copy on the App menu.

4. Tap Settings.

Chapter 4 Working with Applications

5. Tap the Sort By pick list and select Name or Size.

6. Tap the Copy Application Only check box to select it if you want to copy only

the application files. Leave it deselected if you want to copy both the application file and its associated data file(s).

7. Ta p O K.

Using menus

NOTE

you want to copy an application only, you must select the Copy Applications Only check box.

The Sort By setting is in effect each time you use the copy feature. Each time

Menus on your handheld are easy to use. Once you have mastered them in one application, you can use them the same way in all other applications.

The menus of each application are illustrated in the chapter that discusses that application.

To open the menu bar:

1. Open an application (such as Memo Pad).

2. Do one of the following:

– Tap the Menu icon .

– Tap the inverted title area at the top of the screen.

Tap the title area

Tap the Menu icon

In this example, three menus are available: Record, Edit, and Options. The Record menu is selected and contains the commands New Memo, Delete Memo, Beam Memo, and Send Memo.

Choosing a menu

The menus and menu commands that are available depend on the application that is currently open. Also, the menus and menu commands vary depending on which part of the application you’re currently using. For example, in Memo Pad, the menus are different for the Memo list screen and the Memo record screen.

To select a menu command with the stylus:

1. Open the menu bar for an application.

2. Tap the menu that contains the command you want to use.

3. Tap the command you want to use.

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to select a menu, press Down on the navigator to select the command you want to use, and then press Select on the navigator to run the command.

Graffiti 2 menu commands

Most menu commands have an equivalent Graffiti 2 Command stroke, which is similar to the keyboard shortcuts used to execute commands on computers. The command letters appear to the right of the command names.

Using menus

After you open the menu bar, you can also press Right and Left on the navigator

Menu commands

Command letters

When you draw the Command stroke anywhere in the Graffiti 2 area, the Command toolbar appears just above the Graffiti 2 writing area to indicate that you are in Command mode.

Command

CutUndo Copy Paste Beam Delete

Chapter 4 Working with Applications

The Command toolbar displays context-sensitive menu commands for the active screen. For example, if text is selected, the menu icons displayed may be Undo, Cut, Copy, and Paste. Tap an icon to select the command, or immediately write the corresponding command letter for an appropriate command in the Graffiti 2 writing area.

For example, to select Paste from the Edit menu, draw the Command stroke, followed by the letter p.

Command mode is active only for a short time, so you must tap an icon or write the command letter immediately to select the menu command.

Choosing application preferences

You can set options that affect an entire application in the application’s Preferences dialog box.

To change preferences for an application:

1. Open an application.

2. Tap the Menu icon .

3. Select Options, and then select Preferences.

NOTE

4. Make changes to the settings.

5. Tap OK .

Not all applications have a Preferences command.

Performing common tasks

The tasks described in this section use the term records to refer to an individual item in any of the applications: a single Date Book event, Address Book entry, Palm Photos photo, Note Pad note, To Do List item, Memo Pad memo, or Expense item.

Creating records

You can use the following procedure to create a new record in Date Book, Address Book, To Do List, Note Pad, Memo Pad, and Expense.

To create a record:

1. Select the application in which you want to create a record.

2. Tap N ew.

3. In Date Book only: Select start and end times for your appointment, and tap OK.

4. Enter text for the record.

Editing records

Performing common tasks

5. (Optional) Tap Details to select attributes for the record. (In Note Pad the Details

command is located on the Options menu.)

6. In Address Book, Note Pad, and Memo Pad only: Tap Done.

There’s no need to save the record because your handheld saves it automatically.

After you create a record, you can change, delete, or enter new text at any time. Two screen features tell you when your handheld is in Edit mode:

■ A blinking cursor

■ One or more dotted edit lines

Blinking cursor

Edit line

NOTE

not see an edit line or blinking cursor unless the cursor is in the title line.

In Note Pad you can write anywhere on the screen. Therefore, you will

Entering text

For information on how to enter text using Graffiti 2 writing, the onscreen keyboard, or the keyboard attached to your computer, see Chapter 3. For information on entering text in Note Pad, see Chapter 11.

Using the Edit menu

The Edit menu is available with any screen where you enter or edit text. In general, commands available in the Edit menu apply to text that you select in an application.

To select text in an application:

1. Tap the beginning of the text that you want to select.

2. Drag the stylus over the text to highlight it (in yellow).

NOTE

text. You can also drag to select a group of lines.

You can also double-tap to select a word, or triple-tap to select a line of

across

the text to select additional words, or drag

down

Chapter 4 Working with Applications

The following commands may appear in an Edit menu:

Undo

Cut

Copy

Paste

Select All

Keyboard

Graffiti 2 Help

Reverses the action of the last edit command. For example, if you used Cut to remove text, Undo restores the text you removed. Undo also reverses deletions you made using backspace.

Removes the selected text and stores it temporarily in the memory of your handheld. You can paste the text you cut into another area of the current application or into a different application.

Copies the selected text and stores it temporarily in the memory of your handheld. You can paste the text that you copy into another area of the current application or into a different application.

Inserts the text that you cut or copied at the selected point in a record. The text you paste replaces any selected text. If you did not previously cut or copy text, Paste does nothing.

Selects all of the text in the current record or screen. This enables you to cut or copy all of the text and paste it elsewhere.

Opens the onscreen keyboard. After you finish with the onscreen keyboard, tap Done.

Opens screens that show all the Graffiti 2 character strokes. Use this command anytime you forget a stroke for a character.

Deleting records

To delete a record:

1. Select the record you want to delete.

2. Tap the Menu icon .

3. Select the Delete command on the Record menu. In Palm Photos, the delete

command is on the Photo menu:

Date Book: Delete Event

Address Book: Delete Address

Palm Photos: Delete Photo

Note Pad: Delete Note

To Do List: Delete Item

Memo Pad: Delete Memo

Expense: Delete Item

Performing common tasks

A confirmation dialog box appears. If you want to save a copy of the deleted item to an archive file in Palm™ Desktop software, be sure that the check box is selected. If you don’t want to save a copy, tap the check box to deselect it. (The archive option is not available in Palm Photos and Note Pad.)

4. Tap OK .

If you chose to save a copy of the selected item, your handheld transfers it to the archive file on your desktop the next time you perform a HotSync operation.

To delete a record with alternate methods:

■ Delete the text of the record.

■ In Date Book, Address Book, Palm Photos, To Do List, and Memo Pad, open the

Details dialog box for the record, tap Delete, and then tap OK.

Purging records

NOTE

the current repeating event, current and future events, or all instances of that event.

■ In Palm Photos you can select and delete multiple photos at the same time.

When deleting a repeating event in Date Book, you can choose to delete

See “Deleting photos” in Chapter 12 for details.

■ In Note Pad, open the note you want to delete, and then tap Delete.

Over time, as you use Date Book, To Do List, and Expense, you’ll accumulate records in these applications that have outlived their usefulness. For example, events that occurred months ago remain in the Date Book, and To Do List items that you marked as completed remain in the list, as do Expense items.

All these outdated records take up memory on your handheld, so it’s a good idea to remove them by using Purge. If you think Date Book or To Do List records might prove useful later, you can purge them from your handheld and save them in an archive file on your computer.

Purging is not available in Address Book, Palm Photos, Note Pad, or Memo Pad. You must delete outdated records manually from these applications.

To purge records:

1. Open the application.

2. Tap the Menu icon .

3. Select Purge on the Record menu.

A confirmation dialog box appears.

Date Book: Tap the pick list and select how old a record must be to be purged.

Purge deletes repeating events if the last of the series ends before the date that you purge records.

Chapter 4 Working with Applications

Date Book, To Do List: If you want to save a copy of the purged records to an

archive file on your desktop, be sure that the check box is selected. If you don’t want to save a copy, tap the check box to deselect it.

Expense: Select the category you want to purge. All data in the selected category

will be purged and there is no archive option.

4. Tap OK, or in Expense, tap Purge.

If you chose to save a copy of the purged records, your handheld transfers them to an archive file on your desktop the next time you perform a HotSync operation.

NOTE

make it happen.

Categorizing records

You can organize records in the Address Book, Palm Photos, Note Pad, To Do List, Memo Pad, and Expense applications so that they are grouped logically into categories and are easy to review. In Palm Photos, categories are called albums. As we refer to categories throughout this section, we are also referring to albums unless otherwise noted.

When you create a record, your handheld automatically places it in the category that is currently displayed. If the category is All, your handheld assigns it to the Unfiled category. You can leave an entry as Unfiled or assign it to a category at any time.

When you have an expansion card properly seated in the expansion card slot, the last item in the category pick list becomes the name of the expansion card. You cannot further categorize records that reside on an expansion card. The expansion card serves as its own category. To further categorize records, the records must reside on your handheld.

By default, your handheld includes system-defined categories, such as All and Unfiled, and user-defined categories, such as Business and Personal.

Purging does not happen automatically. You must select the command to

Address Book contains the QuickList user-defined category, in which you can store the names, addresses, and phone numbers you might need in emergencies (doctor, fire department, lawyer, and so on).

Expense contains two user-defined categories, New York and Paris, to show how you might sort your expenses according to different business trips.

Palm Photos contains a system-defined album called Camera, and three user-defined albums, Vacation, Friends, and Family, that you can use to organize your photos.

Performing common tasks

The illustrations in this section come from Address Book, but you can use these procedures in all the applications in which categories are available. The only exception is that the steps for moving photos into albums is slightly different. See “Filing photos in albums” in Chapter 12 for details.

To move a record into a category:

1. Select the record you want to categorize.

2. In Address Book only: Tap Edit.

3. Tap De t ai ls .

4. Tap the Category pick list to display the list of available categories.

5. Select the category for the record.

6. Tap OK .

NOTE

In Address Book, Note Pad, and Memo Pad you can select the category name in the upper-right corner of the screen to assign the item to a different category.

To display a category of records:

1. Tap the category pick list in the upper-right corner of the list screen.

Tap here

NOTE

To Do list.

In the Date Book Agenda view, the pick list is in the upper right of the

Chapter 4 Working with Applications

2. Select the category you want to view.

The list screen now displays only the records assigned to that category.

Pressing an application button on your handheld scrolls through all the

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categories of that application except for Unfiled. This feature is not available in Date Book.

To define a new category:

1. Tap the category pick list in the upper-right corner of the screen or list.

Tap here

2. Select Edit Categories.

3. Tap N ew.

4. Enter the name of the new category, and then tap OK.

5. Tap OK .

You can assign any of your records to the new category.

Performing common tasks

To rename a category:

1. Tap the category pick list in the upper-right corner of the screen or list.

2. Select Edit Categories.

3. Select the category that you want to rename, and then tap Rename.

4. Enter the new name for the category, and then tap OK.

5. Tap OK .

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category by giving the categories the same name. For example, if you change the name of the Personal category to Business, all records formerly in the Personal category appear in the Business category.

Finding information

Your handheld offers several ways for you to find information quickly:

■ All applications that reside on your handheld: Find locates any text that you

specify, always starting with the current application. However, Find does not search through applications on expansion cards.

■ Date Book, To Do List, Memo Pad:

screen and enables you to add to a record the information that appears in this list.

■ Address Book: The Look Up line enables you to scroll immediately to a name

when you enter the first letters of that name.

■ Expense:

Company field. You can add these names to a list of attendees associated with an Expense record.

You can group the records within two or more categories into one

Phone Lookup displays the Address list

Lookup displays the names in your Address Book that have data in the

Chapter 4 Working with Applications

Looking up Address Book records

In Address Book you can use the Look Up line with the stylus or navigator to look up and quickly scroll to any of your Address Book entries.

To look up an Address Book record with the stylus:

1. From the Address list screen, enter the first letter of the name you want to find.

The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those two letters. For example, writing an s scrolls to “Sands,” and writing sm scrolls further to “Smith.” If you sort the list by company name, the Look Up feature scrolls to the first letter of the company name.

Look Up line

2. Tap the record to view its contents.

To look up an Address Book record with the navigator:

1. From the Address list screen, press Right on the navigator to display the Quick

Look Up line.

2. Press Up and Down on the navigator to select the first letter of the name you

want to find.

The list scrolls to the first entry that begins with that letter.

3. Press Right on the navigator to move to the next letter box.

Quick Look Up line

Performing common tasks

The Quick Look Up line displays only letters that are a possible match for that position. For example, in the screen shown here, if you enter c in the first box, only the letters a, h, and o appear in the second box.

If there is only one possible match for a particular position, the highlight jumps to the next position.

4. Press Up or Down on the navigator to select the next letter of the name you want

to find.

The list then scrolls to the first entry that starts with those two letters. For example, selecting s scrolls to “Sands,” and selecting sm scrolls further to “Smith.” If you sort the list by company name, the Quick Look Up feature scrolls to the matches for the company name.

5. Repeat steps 4 and 5 until the entry you want appears in the list.

6. Press Select on the navigator to highlight the record you want.

7. Press Select on the navigator to view the contents of the selected record.

If there is only one possible match for the letters you selected, the contents

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of the record automatically display.

Using Find

You can use Find to locate any text that you specify, in any application that resides on your handheld. Find does not search applications that reside on an expansion card.

To use Find:

1. Tap the Find icon .

If you select text in an application before you tap Find, the selected text

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automatically appears in the Find dialog box.

2. Enter the text that you want to find.

Find is not case sensitive. For example, searching for the name “davidson” also finds “Davidson.”

Find locates any words that begin with the text you enter. For example, searching for “plane” finds “planet” but not “airplane.”

Chapter 4 Working with Applications

3. Tap OK.

Find searches for the text in all records and all notes.

As your handheld searches for the text, you can tap Stop at any time. You may want to do this if the entry you want appears before your handheld finishes the search. To continue the search after you tap Stop, tap Find More.

4. Tap the text that you want to review.

Using Phone Lookup

Phone Lookup displays the Address list screen. You can add to a record the information that appears in this list.

To use Phone Lookup:

1. Display the record in which you want to insert a phone number. The record can

be in Date Book, To Do List, Memo Pad, or any other application that takes advantage of this feature.

2. Tap the Menu icon .

3. Select Options, and then select Phone Lookup.

4. Begin to spell the last name of the name you want to find.

The list scrolls to the first record in the list that starts with the first letter you enter. Continue to spell the name you’re looking for, or when you see the name, tap it.

5. Tap Add.

Performing common tasks

The name you selected, along with the information associated with it, is pasted into the record you selected in step 1.

Using Graffiti 2 commands with Phone Lookup

Write the Graffiti 2 Command stroke “/L” to activate the Phone Lookup feature. You can also activate it in the following circumstances:

■ While entering text: For example, to insert the full name and phone number for

someone with the last name Williams, write the Graffiti 2 characters for Wi and then the Phone Lookup Command stroke “/L.”

If you have only one Address Book record that begins with Wi, your handheld inserts the full name, such as Fred Williams (and its associated information). If you have more than one name that begins with Wi, the Phone Lookup screen appears and highlights the first record that begins with Wi.

■ For selected text: Drag to highlight the text, and then write the Phone Lookup

Command stroke “/L.” Your handheld replaces the selected text and adds the name and its associated information.

Looking up names to add to Expense records

In Expense, Lookup displays the names in your Address Book that have data in the Company field. You can add these names to a list of attendees associated with an Expense record.

To add names to an Expense record:

1. Tap the Expense record to which you want to add names.

2. Tap De t ai ls .

Chapter 4 Working with Applications

3. Tap Who.

4. Tap Lookup.

The Attendees Lookup screen displays all the names in your Address Book that have data in the Company field.

5. Select the name you want to add, and then tap Add.

The name appears in the Attendees screen.

Ta p h e r e

6. Repeat steps 4 and 5 to add more names.

7. Ta p D on e.

8. Tap OK .

Sorting lists of records

You can sort lists of records in various ways, depending on the application. Sorting is available in applications that have list screens: Address Book, Note Pad, To Do List, Memo Pad, and Expense. You can also sort photos in Palm Photos. See “Sorting photos in List view” in Chapter 12 for details.

NOTE

in this chapter.

To sort records in To Do List and Expense:

1. Open the application to display the list screen.

2. Tap Show.

3. Tap the Sort by pick list and select an option.

4. Tap OK .

You can also assign records to categories. See “Categorizing records” earlier

To sort records in Address Book, Note Pad, and Memo Pad:

1. Open the application to display the list screen.

2. Tap the Menu icon .

3. Select Options, and then select Preferences.

Address Book

Note Pad

Memo Pad

Performing common tasks

Attaching notes

4. Do one of the following:

Address Book: Tap the setting you want.

Note Pad: Tap the Sort by pick list and select Alphabetic, Date, or Manual.

Memo Pad: Tap the Sort by pick list and select Alphabetic or Manual.

5. Tap OK .

To sort the Note Pad or Memo list manually, tap and drag a note or memo to a new location in the list.

To make the list appear in Palm Desktop software as you manually sorted it on your handheld, open the application in Palm Desktop software and click Sort by. Then select Order on Handheld.

In Address Book, Date Book, Palm Photos, To Do List, and Expense, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in Date Book, you can attach a note with directions to the location.

Chapter 4 Working with Applications

To attach a note to a record:

1. Display the entry to which you want to add a note.

To display an entry, tap it or press Up or Down on the navigator to highlight it, and then press Select on the navigator.

2. In Address Book only: Tap Edit.

3. Tap De t ai ls .

4. Tap N ote.

5. Enter your note.

6. Tap Do n e.

A small note icon appears at the right side of any item that has a note.

Note icon

To review or edit a note:

■ Tap the Note icon .

In Date Book, you can also highlight the event that contains the note, press

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Select on the navigator to open the note, and then press Select on the navigator again to close the note.

To delete a note:

1. Tap the Note icon .

2. Tap Delete.

3. Tap Yes.

Choosing fonts

Performing common tasks

In many applications, you can change the font style to make text easier to read. You can choose small, small bold, large, or large bold fonts in each application that enables you to change the font style.

Small font Large font

Small bold font

To change the font style:

1. Open an application.

2. Tap the Menu icon .

3. Select Options, and then select Font.

4. Tap the font style you want to use.

Tap here for small font

5. Tap OK .

Large bold font

Tap here for small bold font Tap here for large bold font

Tap here for large font

Chapter 4 Working with Applications

Receiving alerts

You can receive alerts on your handheld and in Palm Desktop software.

Receiving alerts on your handheld

When you use certain application settings, your handheld can alert you to any of the following:

■ An appointment set in Date Book

■ A note created in Note Pad

■ An alarm set in World Clock

When an alert occurs, your handheld displays a reminder message. If you tap Snooze in response to an alert message, your handheld reminds you of the item again in five minutes. The Reminder screen displays alerts that await attention.

NOTE

Alerts and reminders do not appear when the camera is opened.

To respond to alerts, do one of the following:

■ Select an item’s check box to clear the item.

■ Tap an item (either the icon or the text description) to open the application

where the alarm was set. The application opens to the entry associated with the alarm.

■ Tap Done to close the reminder list and return to the current screen. An

attention indicator will blink in the upper-left corner of the screen; tap it to view the alert list again.

■ Tap Snooze to see the list again in five minutes.

If you tap Done or Snooze and view the reminder list later, the current time appears in the Reminder bar and the original alert time appears with each list item.

■ Tap Clear All to dismiss all alerts in the list.

Receiving alerts from Palm Desktop software

You can also set an option to receive Date Book event alerts from Palm Desktop software. The feature is disabled by default, so you must enable it within Palm Desktop software.

To enable an event alert from Palm Desktop software:

1. Double-click the Palm Desktop icon.

2. From the Tools menu, select Options, and then select Alarms.

3. Set Alarm Configuration options, either Always Available or Available only

when the Palm Desktop is running.

4. (Optional) To hear an alert sound as well as receive an alert message, select the

check box Play audible notification with alarm dialog box.

5. Click OK.

Hiding or masking private records

You can use the Security Preferences to set a password and select whether to mask your private records or hide them completely. See “Security Preferences” in

Chapter 16 for details.

Installing and removing applications

This section explains how to install and remove applications and other files on your handheld or on an expansion card, and how to remove Palm Desktop software from your computer.

Installing files and add-on applications

Your handheld comes with many applications installed and ready to use. During a HotSync operation you can also install additional applications, such as games and other software, on your handheld or on a card that is seated in the expansion card slot. Applications or games that you install on your handheld reside in RAM memory, and you can delete them at any time.

You can also install other files that are associated with an application on your handheld, such as photos or audio files. Files that are not associated with an application on your handheld may not be installed during a HotSync operation.

Both applications and files are easy to install during a HotSync operation. You can install the following types of files:

■ Palm OS

■ Image files, including BMP and JPEG

file types, including PRC and PDB

Chapter 4 Working with Applications

■ Audio files, including MP3 (requires the audio application from the Software

Essentials CD-ROM, and audio files must reside on an expansion card which is sold separately)

■ Kinoma video files (requires the Kinoma application from the Software

Essentials CD-ROM)

NOTE

You may need to download software from the Internet while installing some

applications from the Software Essentials CD-ROM.

There are a variety of third-party applications available for your handheld. To learn more about these applications, go to the web site:

NOTE

compatibility of these applications with your new Palm handheld. Some third-party applications, however, may not have been upgraded to be compatible with your new Palm handheld. If you suspect that a third-party application is adversely affecting the operation of your handheld, contact the developer of the application.

Palm works with developers of third-party add-on applications to ensure the

Installing applications and files on a Windows computer

Palm Quick Install makes it easy to install applications and files during the next HotSync operation. You can even install compatible files directly from a Zip file. Depending on the file type, Palm Quick Install determines whether to install the files on your handheld or on an expansion card.

You can use any of the following methods to install applications and files with Palm Quick Install:

■ Drag and drop files onto the Palm Quick Install icon on the Windows desktop.

www.palm.com

■ Drag and drop files onto the Palm Quick Install window.

■ Use the commands or buttons in the Palm Quick Install window.

■ Right-click a file and send it to Palm Quick Install.

The procedures that follow explain how to install applications and files using each of these methods.

To drag and drop applications or files onto the Palm Quick Install icon:

1. Copy or download the application(s) or file(s) you want to install onto your

computer.

2. From My Computer or Windows Explorer, select the file(s) or folder that you

want to install.

3. Drag and drop the file(s) or folder onto the Palm Quick Install icon on the

Windows desktop.

Installing and removing applications

Palm Quick Install displays a confirmation dialog box that shows whether the files will be installed on your handheld or on an expansion card, and you can choose the user name to which the files will be installed.

4. Click OK.

The selected files are placed in the Handheld or Expansion Card file list, based on the file extension.

5. Perform a HotSync operation to install the files. See “Conducting cradle/cable

HotSync operations” in Chapter 15 for details.

NOTE

not installed. This can happen if your handheld is too full to install the file or if the file type was not recognized during the HotSync operation. If files are unrecognized, try launching the associated application from your handheld and then performing another HotSync operation. If the files still remain in the list, they are not associated with an application on your handheld and cannot be installed. Expansion cards may also hold files that are not Palm application files.

Files that remain in the list after you perform a HotSync operation were

To drag and drop applications or files onto the Palm Quick Install window:

1. Copy or download the application(s) or file(s) you want to install onto your

computer.

2. Double-click the Palm Quick Install icon on the Windows desktop.

Handheld file list

Expansion card file list

Status bar

3. From My Computer or Windows Explorer, select the file(s) or folder that you

want to install.

4. Drag and drop the file(s) or folder onto the handheld or expansion card file list.

If a No symbol appears when you attempt to drag a file onto a file list, that file is not supported on that destination.

Chapter 4 Working with Applications

The status bar shows the number of files selected and their total size. However since some file types are compressed during synchronization they may actually require less space then the amount shown in the file size column or status bar.

5. Perform a HotSync operation to install the files. See “Conducting cradle/cable

HotSync operations” in Chapter 15 for details.

NOTE

Files that remain in the list after you perform a HotSync operation were not installed. This can happen if your handheld is too full to install the file or if the file type was not recognized during the HotSync operation. If files are unrecognized, try launching the associated application from your handheld and then performing another HotSync operation. If the files still remain in the list, they are not associated with an application on your handheld and cannot be installed. Expansion cards may also hold files that are not Palm application files.

To use the command buttons in the Palm Quick Install window:

1. Copy or download the application(s) or file(s) you want to install onto your

computer.

2. Double-click the Palm Quick Install icon on the Windows desktop.

User drop-down list

Add button

3. In the User drop-down list, select the name that corresponds to your handheld.

4. Click Add.

To install a folder, open the File menu and select Add Folder.

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5. Select the application(s) or file(s) that you want to install.

Status bar

If you do not see the application(s) or file(s) in the default folder, navigate to the folder that contains the application(s) or file(s) that you want to install.

6. Click OK.

Installing and removing applications

7. If you need to change the destination of the application you are installing, drag

the files to move applications between the handheld and expansion card file list.

8. Perform a HotSync operation to install the selected application(s).

See “Conducting cradle/cable HotSync operations” in Chapter 15 for details.

NOTE

Files that remain in the list after you perform a HotSync operation were

To use the right-click menu to send the file to Palm Quick Install:

1. Copy or download the application(s) or file(s) you want to install onto your

computer.

2. From My Computer or Windows Explorer, right-click the file(s) or folder that

you want to install.

3. Select Send To and then select Palm Quick Install.

Palm Quick Install displays a confirmation dialog box that shows whether the files will be installed on your handheld or on an expansion card.

4. Click OK.

The selected files are placed in the Handheld or Expansion Card file list, based on the file extension.

5. Perform a HotSync operation to install the files. See “Conducting cradle/cable

HotSync operations” in Chapter 15 for details.

Any unrecognized files are not installed.

Palm Quick Install tips

The following tips can help you use Palm Quick Install most effectively:

■ Audio files are automatically placed in the expansion card file list. If you

attempt to place audio files in the handheld file list, a No symbol appears.

■ By default video files are placed in the expansion card file list. If you prefer to

store these files on your handheld you can move them to the handheld file list.

■ When you drag and drop a folder, Palm Quick Install looks at files in the first

level of subfolders only; it does not look at folders nested inside the subfolders.

Chapter 4 Working with Applications

■ To install files in a different location, start Palm Quick Install and drag the files

to a different file list.

■ You can also access the Palm Quick Install window by clicking Quick Install on

the Palm Desktop Launch bar.

Installing applications and files on a Mac computer

The Install Tool makes it easy to install applications and files during a HotSync operation. You can specify whether to install the files on your handheld or on an expansion card.

To install add-on software on your handheld using a Mac computer:

1. On your Mac computer, copy or download the application you want to install

into the Add-on folder in your Palm folder.

2. Double-click the HotSync Manager icon in the Palm folder.

3. From the HotSync menu, select Install Handheld Files.

4. From the User pop-up menu, select the name that corresponds to your

handheld.

Installing and removing applications

5. Click Add To List.

If the file you want to install is not listed in the dialog box, go to the folder to which you copied the file. Most handheld application files have the extension PRC or PDB.

6. Select the application(s) you want to install.

7. Click Add File to add the selected application to the Install Handheld Files list.

You can also drag files, or folders of files, to the list in the Install Handheld

TIP

Files dialog box. The files are copied to the Files To Install folder.

8. If you need to change the destination of the application you are installing, click

Change Destination in the Install Handheld Files window, and then use the arrows to move applications between your handheld and an expansion card.

9. Click OK to close the Change Destination window.

10. Close the Install Handheld Files window.

11. Perform a HotSync operation to install the selected application(s) on your

handheld. See “Conducting cradle/cable HotSync operations” in Chapter 15 for details.

NOTE

Files that remain in the list after you perform a HotSync operation were not installed. This can happen if the file type was not recognized during the HotSync operation. Expansion cards may hold applications that use files other than the Palm application files. For your handheld to recognize such a file, you must first launch the associated application at least once.

Chapter 4 Working with Applications

Removing applications

If you run out of memory or decide that you no longer need an application you installed, you can remove applications from your handheld or from an expansion card. From your handheld, you can remove only add-on applications, patches, and extensions that you install; you cannot remove the applications that reside in the ROM portion of your handheld.

To remove an add-on application:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Delete on the App menu.

4. Tap the Delete From pick list and select either Handheld or Card. If you want

to delete applications from a card, the card must be seated in the expansion card slot.

5. Tap the application that you want to remove.

6. Tap Delete.

7. Tap Yes.

8. Tap Do n e.

Removing Palm Desktop software

If you no longer want to use Palm Desktop software, you can remove it from your computer.

This process removes only the application files. The data in your Users folder remains untouched.

Installing and removing applications

IMPORTANT

If you remove Palm Desktop software, you also remove the HotSync Manager synchronization software and can no longer synchronize with your computer. If you want to synchronize data with another personal information manager (PIM), you need to install HotSync Manager from the Desktop Software CDROM after you remove Palm Desktop software. During the installation select the Custom option and then choose to install only HotSync Manager.

NOTE

You may need to modify the steps shown here to accommodate the version

of the operating system installed on your computer.

To remove Palm Desktop software from a Windows computer:

1. From the Windows Start menu, select Settings and then click Control Panel.

2. Double-click the Add/Remove Programs icon.

3. Click the Change or Remove Programs button.

4. Select Palm Desktop.

5. Click Change/Remove.

This process removes only the application files. The data in your Users folder remains untouched.

6. Click Yes in the Confirm File Deletion box.

7. Click OK.

8. Click Close.

To remove Palm Desktop software from a Mac computer:

1. Insert the Desktop Software CD-ROM into the CD-ROM drive on your

computer.

2. Double-click the Desktop Software CD-ROM icon on your desktop.

3. Double-click the Palm Desktop Installer icon.

4. From the Easy Install screen, select Uninstall from the pop-up menu.

5. Select the software you want to remove.

6. Click Uninstall.

7. Select the folder that contains your Palm Desktop software files.

8. Click Remove.

9. Restart your computer.

Chapter 4 Working with Applications

CHAPTER 5

Using Address Book

Address Book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. Use Address Book to do the following:

■ Quickly look up or enter names, addresses, phone numbers, and other

information. See “Finding information” in Chapter 4 for details.

■ Enter up to five phone numbers (home, work, mobile, fax, and so on) or e-mail

addresses for each name.

■ Define which phone number appears in the Address list for each Address Book

entry.

■ Attach a note to each Address Book entry, in which you can enter additional

information about the entry.

■ Assign Address Book entries to categories so that you can organize and view

entries in logical groups.

■ Create your own digital business card that you can beam to other devices with

an infrared (IR) port and an application that can read the data.

To open Address Book:

■ Press the Address Book application button on the front panel of your handheld.

Address Book opens to display the list of all your records.

Address Book button

TIP Press the Address Book application button repeatedly to cycle through the

categories in which you have records. You can also press and hold the Address Book application button to instantly beam your business card to another device with an IR port. The receiving device must also have an application that can read the Address Book data.

Chapter 5 Using Address Book

Creating an Address Book entry

A record in Address Book is called an entry. You can create entries on your handheld, or you can use Palm™ Desktop software to create entries on your computer and then transfer the entries to your handheld with your next HotSync operation.

Palm Desktop software also has data import capabilities so that you can load database files into Address Book on your handheld.

See “Importing data” in Chapter 3 and the Palm Desktop online Help for more information.

To create a new Address Book entry:

1. Press the Address Book application button on the front of your handheld to

display the Address list.

2. Tap N ew.

Cursor at Last name

Ta p N e w

3. Enter the last name of the person you want to add to your Address Book.

The handheld automatically capitalizes the first letter of each field (except

numeric and e-mail fields). You do not have to use the Graffiti

2 capital stroke

to capitalize the first letter of the name.

4. Tap the First Name field.

5. Enter the first name of the person in the First Name field.

6. Enter the other information that you want to include in this entry.

As you enter letters in the Title, Company, City, and State fields, text appears for the first logical match that exists in your Address Book. As you enter more letters, a closer match appears. For example, you may already have Sacramento and San Francisco in your Address Book. As you enter S, Sacramento appears, and as you continue entering a and n, San Francisco replaces Sacramento. As soon as the word you want appears, tap the next field to accept the word.

7. Tap the scroll arrows to move to the next page of information.

8. After you finish entering information, tap Done.

Tap Done

To create an entry that always appears at the top of the Address list, begin the

TIP

Last name or Company field with a symbol, as in *If Found Call*. This entry can contain contact information in case you lose your handheld.

Selecting types of phone numbers

Creating an Address Book entry

You can select the types of phone numbers or e-mail addresses that you associate with an Address Book entry. Any changes you make apply only to the current entry.

To select other types of phone numbers in an entry:

1. Tap the entry that you want to change.

2. Tap Edit.

3. Tap the pick list next to the label you want to change.

Ta p triangle

4. Select a new label.

Chapter 5 Using Address Book

Changing Address Entry details

The Address Entry Details dialog box provides a variety of options that you can associate with an entry.

To open the Address Entry Details dialog box:

1. Tap the entry whose details you want to change.

You can also use the 5-way navigator to open an Address entry.

TIP

See “Using the navigator” in Chapter 2 for instructions.

2. Tap Edit.

3. Tap De t ai ls .

4. Select any of the following settings:

Show in List

Select which type of phone or other information appears in the Address list screen. Your options are Work, Home, Fax, Other, E-mail, Main, Pager, and Mobile. The identifying letters W, H, F, O, M, or P appear next to the record in the Address list, depending on which information is displayed. If you select E-mail, no identifying letter is displayed.

Making connections from Address Book

You can use the entries in your Address Book to launch applications that perform tasks such as dialing a phone number or creating an e-mail or SMS message. Some of the applications you can launch are included on the Software Essentials CD-ROM that comes with your handheld, and others may be available from third-party developers and are sold separately. Most of these applications require a GSM mobile phone or an optional modem accessory that is compatible with your handheld (mobile phone and modem accessory sold separately).

Creating an Address Book entry

Quick Connect

If you have a compatible GSM mobile phone (sold separately) and you install the Telephony/SMS applications from the Software Essentials CD-ROM, you can use Quick Connect to select an entry and initiate a related task with one hand, using the navigator. You can also configure which application opens when you choose a specific Address record field, and whether to add a prefix to all phone numbers.

To use Quick Connect from an Address entry:

1. Open the Address entry to which you want to connect.

2. Press Right on the navigator to open the Quick Connect dialog box.

You can also tap the Quick Connect icon in the title bar of the Address

TIP

record.

3. Select the method you want to use to connect.

Quick Connect initiates the related task. For example, if you tap a phone number, Quick Connect sends the selected phone number to your mobile phone.

To use Quick Connect from the Address list:

1. Highlight the Address entry to which you want to connect.

2. Tap the Menu icon .

3. Select Connect on the Record menu.

4. Select the method you want to use to connect.

Quick Connect initiates the related task. For example, if you tap a phone number, Quick Connect sends the selected phone number to your mobile phone.

Chapter 5 Using Address Book

To configure Quick Connect settings:

1. From the Quick Connect dialog box, tap Settings.

2. (Optional) Tap the Number Prefix check box and enter a prefix.

For example, to dial 1 before all phone numbers, select this check box and enter a “1” in this field. The prefix is not added to a number that begins with the “+” character.

3. Tap each of the pick lists and select the application you want to associate with

that task.

4. Tap OK .

Tap-to-Connect

With Tap-to-Connect you can select an entry and initiate a related task by tapping it with the stylus. By default, Tap-to-Connect is not enabled. You must install the Telephony/SMS application from the Software Essentials CD-ROM to access and use this feature.

To enable Tap-to-Connect:

1. From the Address list, tap the Menu icon .

2. Select Option, and then select Preferences.

3. Tap Enable Tap-to-Connect.

4. Tap OK .

You can also configure which application opens when you tap a specific Address

TIP

record field, and whether to add a prefix to all phone numbers. See “Quick Connect” earlier in this chapter to learn how to configure these settings.

Creating an Address Book entry

To make a connection with Tap-to-Connect:

1. Open the Address entry to which you want to connect.

2. Tap an item.

For example, to dial a phone number, tap the number you want to dial. To address an e-mail message, tap an e-mail address.

3. (Optional) Tap the number to edit it.

For example, you might want to add an area code, a “1,” or a country code before a phone number.

Using Address Book menus

Address Book menus are shown here for your reference, and Address Book features that are not explained elsewhere in this book are described here.

See “Using menus” in Chapter 4 for information about selecting menu commands.

The Record and Options menus differ depending on whether you’re displaying the Address list screen or the Address view screen.

Chapter 5 Using Address Book

Record menus

Address list

Duplicate Address

Address view

Makes a copy of the current record and displays the copy in Address Edit so you can make changes to the copied record. The copy has the same category and attached notes as the original record.

Connect

Send Category

Send Address

Opens the Quick Connect dialog box, where you can choose which application you want to use to make the connection. This command appears only after you install the Telephony/SMS application from the Software Essentials CD-ROM, and the options that are available depend on the software installed on your handheld.

Opens a dialog box where you can choose how you want to send all records in the selected category to another device. This command appears only after you install the e-mail or SMS application from the Software Essentials CD-ROM, and the options that are available depend on the software installed on your handheld.

Opens a dialog box where you can choose how you want to send the selected entry to another device. This command appears only after you install the e-mail or SMS application from the Software Essentials CD-ROM, and the options that are available depend on the software installed on your handheld.

Options menus

Address list

Creating an Address Book entry

Address Edit view

Preferences

Rename Custom Fields

Opens a dialog box where you can choose Address Book display options.

Remember last category.

Determines how Address Book appears when you return to it from another application. If you select this check box, Address Book shows the last category you selected. If you deselect it, Address Book displays the All category.

These custom fields appear at the end of the Address Edit screen. Rename them to identify the kind of information you enter in them. The names you give the custom fields appear in all entries.

You can use these custom fields to track additional information in your Address records, such as names of spouses, children, or any other details.

About Address Book

Shows version information for Address Book.

Chapter 5 Using Address Book

CHAPTER 6

Using Calculator

Calculator enables you to perform basic calculations. Use Calculator to do the following:

■ Perform addition, subtraction, multiplication, division, and square root

operations.

■ Store and retrieve values.

■ Display the last series of calculations, which is useful for confirming a series of

“chain” calculations.

To open Calculator:

1. Tap the Home icon .

2. Tap the Calculator icon .

TIP By default tapping the Favorite icon also opens Calculator.

Chapter 6 Using Calculator

Performing calculations

The Calculator includes several buttons to help you perform calculations.

Clears the entire calculation so that you can begin a fresh calculation.

Clears the last number you entered. If you make a mistake while entering a number in the middle of a calculation, you can use this button to reenter the number without starting the calculation over.

Toggles the current number between a negative and positive value. If you want to enter a negative number, enter the number first and then press the +/- button.

Places the current number into memory. Each new number you enter with the M+ button is added to the total already stored in memory. The number that you add can be either a calculated value or any number you enter by pressing the number buttons. Pressing this button has no effect on the current calculation (or series of calculations); it merely places the value into memory until it is recalled.

Recalls the stored value from memory and inserts it into the current calculation.

Clears any value that is stored in the Calculator memory.

Calculates the square root of a number. Enter the number, and then tap the square root button.

Viewing Recent Calculations

The Recent Calculations command enables you to review the last series of calculations and is particularly useful for confirming a series of “chain” calculations.

To display recent calculations:

1. Tap the Menu icon .

2. Select Options, and then select Recent Calculations.

Viewing Recent Calculations

3. After you finish reviewing the calculations, tap OK.

Using Calculator menus

The Calculator menu is shown here for your reference, and Calculator features that are not explained elsewhere in this book are described here.

See “Using menus” in Chapter 4 for information about choosing menu commands.

Options menu

About Calculator

Shows version information for Calculator.

Chapter 6 Using Calculator

Card Info enables you to review general information about an expansion card. Use Card Info to do the following:

■ Review card contents.

■ Rename a card.

■ Format a card.

Reviewing Card Information

You can view the card name, type, available storage space, and a summary of its contents.

To review Card Information:

1. Tap the Home icon .

CHAPTER 7

Using Card Info

2. Tap the Card Info icon .

3. Review Card name, Type, and Size.

4. Review card contents summarized by directory.

Review card information

Review summarized card contents

Chapter 7 Using Card Info

Renaming a card

The expansion card name appears in the Category pick list and in other lists that enable you to choose where to store information on your handheld. You can assign a name to each expansion card that indicates its contents.

To rename a card:

1. Tap the Home icon .

2. Tap the Card Info icon .

3. Tap the Menu icon .

4. Select Rename Card from the Card menu.

5. Enter the new name for the card.

6. Tap R en am e.

Formatting a card

Formatting a card destroys all its data and prepares it to accept new applications and data.

To format a card:

1. Tap the Home icon .

2. Tap the Card Info icon .

3. Tap the Menu icon .

4. Select Format Card from the Card menu.

5. Tap OK .

Palm Zire 71 Handbook

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

About This Book

Setting Up Your Palm™ Zire™ 71 Handheld

System requirements

Minimum requirements: Windows computers

Minimum requirements: Mac computers

Audio and video requirements

E-mail requirements

SMS requirements

Upgrade information

Step 1: Connect the HotSync® cradle/cable to the computer

Step 2: Charge your handheld

Step 3: Set up your handheld

Step 4: Install software

Step 5: Perform a HotSync operation

Step 6: Register your handheld

Congratulations!

Exploring Your Handheld

Locating handheld components

Opening the camera

To open the camera:

To close the camera:

Locating front panel controls

Locating top panel components

Using the backlight

To adjust the brightness of the backlight:

Locating back panel components

Adding an expansion card

To insert a card:

To r em ov e a c ar d:

Tapping and typing

Elements of the handheld interface

Displaying online tips

To display an online tip:

Using the navigator

To navigate in list screens, do any of the following:

To navigate in record screens:

To navigate in dialog boxes:

Entering Data on Your Handheld

Using the onscreen keyboard

To use the onscreen keyboard:

Using Graffiti 2 writing to enter data

To write Graffiti 2 characters:

Graffiti 2 tips

To delete Graffiti 2 characters:

Graffiti 2 alphabet

Capital letters

To write additional capital letters:

Graffiti 2 numbers

Punctuation marks

Accented characters

Symbols and other special characters

To write symbols and special characters:

Graffiti 2 Gestures

Graffiti 2 ShortCuts

Full-screen writing area

To use the full-screen writing area:

Beaming data

To temporarily disable the full-screen writing area:

To select a business card:

To beam a record, business card, or category of records:

To beam an application:

To receive beamed information:

Beaming tips

Sending data

Using your computer keyboard

Importing data

Importing data from a Windows computer

To import data from a Windows computer:

Using File Link

Importing data from a Mac computer

To import data from a Mac computer:

Using Note Pad

Using a portable keyboard

Opening applications

Working with Applications