USER GUIDE
© Copyright Psion Computers Plc 1999.
All rights reserved. This manual and the programs referred to herein are
copyrighted works of Psion Computers PLC, London, England. Reproduction in
whole or in part, including utilisation in machines capable of reproduction or
retrieval, without the express written permission of the copyright holders is
prohibited. Reverse engineering is also prohibited. The information in this
document is subject to change without notice. Psion and the Psion logo are
registered trademarks, and Psion Series5mx, Series5, Series3mx, Series3c,
Series3a, Series3, Siena and PsiWin are trademarks of Psion Computers PLC.
Some names referred to are registered trademarks.
Copyright Symbian Ltd 1999.
All rights reserved. The EPOC machine contains the EPOC operating system
and software, and PsiWin 2 contains the EPOC CONNECT software that is the
copyrighted work of Symbian Ltd, London, England. EPOC and the EPOC logo
are registered trademarks of Symbian Ltd.
The IrDA Feature Trademark is owned by the Infrared Data Association and is
used under license therefrom.
Copyright Monotype Typography Ltd 1997.
All rights reserved. EPOC contains the fonts Arial, Times New Roman and
Courier, products of Monotype Typography Ltd, Surrey, England.
Arial. Arial is a trademark of the Monotype Corporation registered in U.S.
Patent and Trademark Office and certain other jurisdictions.
Times New Roman. Times New Roman is a trademark of the Monotype
Corporation registered in U.S. Patent and Trademark Office and certain other
jurisdictions. Monotype. Monotype is a trademark of Monotype Typography
Limited registered in U.S. Patent and Trademark Office and certain other
jurisdictions.
© Lernout & Hauspie Speech Products N.V. 1995.
All rights reserved. International CorrectSpell English spelling correction
system © 1995 by Lernout & Hauspie Speech Products N.V. All rights reserved.
Reproduction or disassembly of embodied algorithms or database prohibited.
UK English Concise International Electronic Thesaurus Copyright © 1995 by
Lernout & Hauspie Speech Products N.V. All rights reserved. Reproduction or
disassembly of embodied programs and databases prohibited.
Part of the software in this product is © Copyright ANT Ltd. 1998. All rights
reserved.
Incorporates MPPC compression from Hi/fn.
Stac , LZS , 1996, Stac, Inc., 1994-1996 Microsoft Corporation. Includes
one or more U.S. Patents: No. 4701745, 5016009, 5126739, 5146221, and
5414425. Other patents pending.
Incorporates LZS compression from Hi/fn. Hi/fn , LZS ,1988-98, Hi/fn.
Includes one or more U.S. Patents: No. 4701745, 5016009, 5126739, 5146221,
and 5414425. Other patents pending. All notices of Hi/fns patents shall be made
in accordance with 35 U.S.C Sec. 287(a).
Version 1.1, October 1999
Part no. 6105-0053-01
English
FCC Information for the USA
Radio and Television Interference
This equipment radiates radio frequency energy and if not used properly
- that is, in strict accordance with the instructions in this manual - may
cause interference to radio communications and television reception.
It has been tested and found to comply with the limits for a Class B
digital device pursuant to part 15 of the FCC Rules. These are designed
to provide reasonable protection against harmful interference in a
residential installation. However, there is no guarantee that interference
will not occur in a particular installation. If this equipment does cause
harmful interference to radio or television reception, which can be
determined by turning the equipment off and on, the user is encouraged
to try to correct the interference by one or more of the following
measures:
• Reorient or relocate the receiving antenna.
• Increase the separation distance between the equipment and the
receiver.
• If you are using the equipment with a mains adaptor, plug it into an
outlet which is on a different circuit from that to which the
receiver is connected.
• Consult an experienced radio/TV technician for help.
Important
This equipment was tested for FCC compliance under conditions that
included the use of shielded cables and connectors between it and the
peripherals. It is important that you use shielded cable and connectors to
reduce the possibility of causing radio and television interference.
Shielded cables, suitable for the Series 5 range, can be obtained from an
authorised Psion dealer.
If the user modifies the equipment or its peripherals in any way, and
these modifications are not approved by Psion, the FCC may withdraw
the users right to operate the equipment.
In the USA
For customers in the USA, the following booklet prepared by the
Federal Communications Commission may be of help: How to Identify
and Resolve Radio-TV Interference Problems. This booklet is available
from the US Government Printing Office, Washington, DC 20402
Stock No 004-000-00345-4.
Emissions information for Canada
This Class B digital apparatus meets all requirements of the Canadian
Interference-Causing Equipment Regulations.
Cet appareil numérique de la classe B respecte toutes les exigences du
Règlement sur le matériel brouilleur du Canada.
FCC Declaration of Conformity
Infrared device safety
Product: Series 5mx
Models: 16M
Have been tested to - and comply with - part 15 of the FCC rules.
Operation is subject to the following two conditions:
1. This device may not cause harmful interference.
2. This device must accept any interference received, including
interference that may cause undesired operation.
The Product is for home or office use.
Responsible party:
Psion Inc.
150 Baker Avenue,
Concord,
MA 01742, USA.
Tel: +1 508 978 0310
Fax: +1 508 978 9611
CLASS 1 LED PRODUCT
This product includes an Infrared device for transmitting and receiving
files from devices supporting the IrDA format. Although this invisible
beam is not considered harmful, and complies with EN60825-1
(IEC825-1), we recommend the following precaution: when the
Infrared device is transmitting:
• do not stare into the Infrared beam
• do not view directly with optical instruments
No parts in the device may be serviced by the user.
CE marking
When used in a residential, commercial or light industrial environment
the product and its approved UK and European peripherals fulfil all
requirements for CE marking.
CONTENTS
Getting started .......................................................... 1
About the Series5 .................................................................. 1
Where things are .....................................................................2
About PsiWin 2 ........................................................................ 5
Using this manual .................................................................... 6
Switching on ............................................................................ 7
Turning on & off ....................................................................... 7
The screen ...............................................................................9
Finding & using the pen ........................................................... 9
First steps .............................................................................. 10
Things to do first! .................................................................. 19
Things to do next! ................................................................. 23
Files, folders & programs ........................................ 27
Moving around ...................................................................... 27
Opening files, folders & programs ........................................29
Closing programs/files........................................................... 29
Creating new folders ............................................................ 30
Creating new files ................................................................. 31
Browsing folders ................................................................... 33
Finding files and folders ........................................................ 33
Using passwords ...................................................................35
Changing file attributes .........................................................35
Managing folders ................................................................... 36
Checking memory use .......................................................... 37
Additional disks & programs .................................................38
Contents
Contents
Word........................................................................ 39
Entering text .......................................................................... 39
Finding & replacing text ........................................................ 40
Changing the appearance of text .......................................... 41
Formatting paragraphs ..........................................................41
Using styles............................................................................ 44
Document outlines ................................................................ 45
Information from other programs ........................................47
Spell checking ........................................................................48
Creating a new file ................................................................ 49
File templates ........................................................................ 49
Saving Word files ................................................................... 51
How the page looks .............................................................. 52
Printing .................................................................................. 53
Sheet ....................................................................... 55
Moving around ...................................................................... 56
Entering information .............................................................56
Performing calculations ......................................................... 58
Using ranges ..........................................................................60
Changing how information is displayed ................................60
Sorting information ...............................................................61
Changing the number format ...............................................62
Graphs ...................................................................................63
Printing from Sheet ............................................................... 66
Contacts................................................................... 67
Adding a contact.................................................................... 67
Looking at your contacts ......................................................67
Editing & deleting contacts ................................................... 69
Contact labels ........................................................................ 69
Exchanging contacts .............................................................. 71
Printing contacts .................................................................... 71
Agenda .................................................................... 73
Moving around ...................................................................... 74
Adding appointments & events ............................................. 74
Viewing entries ...................................................................... 76
Entry symbols ........................................................................77
Birthdays and anniversaries .................................................. 77
Reminders for entries - alarms ............................................. 77
Finding entries and dates ...................................................... 79
Changing and deleting entries ..............................................80
Repeating entries................................................................... 81
Lists and things to do ............................................................ 82
Information from other programs ........................................85
Customising Agenda.............................................................. 87
Agenda files ...........................................................................87
Printing Agenda entries .........................................................88
Synchronising with a PC Scheduler ...................................... 89
Email .......................................................................91
Read this first......................................................................... 91
Using Email ............................................................................91
Managing emails .................................................................... 91
Local folders ..........................................................................92
Writing an email .................................................................... 93
Sending email......................................................................... 95
Receiving email ...................................................................... 96
Viewing an email ...................................................................97
Replying to & forwarding emails ...........................................97
Attaching files to messsages.................................................. 99
Disconnecting ......................................................................100
Calc ....................................................................... 101
General calculations ............................................................ 102
Scientific calculations........................................................... 103
Displaying numbers .............................................................109
Contents
Contents
Jotter ..................................................................... 111
Adding a note ...................................................................... 111
Formatting the text ............................................................. 112
Inserting other information ................................................. 113
Finding a note ......................................................................114
Deleting entries ...................................................................114
Customising Jotter ..............................................................115
Jotter files ............................................................................ 116
Printing Jotter entries.......................................................... 116
Time ...................................................................... 117
Using alarms ........................................................................117
Using the map .....................................................................122
Customising Time ............................................................... 124
Setting summer time ...........................................................125
Data ...................................................................... 127
Adding an entry ................................................................... 128
Looking at entries................................................................ 129
Sorting entries ..................................................................... 130
Customising Data ................................................................130
Finding an entry ................................................................... 131
Changing or deleting entries ............................................... 131
Customising the database ................................................... 132
Printing Data entries ........................................................... 133
Sketch .................................................................... 135
Drawing sketches ................................................................ 136
Changing a sketch ............................................................... 137
Adding text ..........................................................................139
Inserting clipart ................................................................140
Printing sketches ................................................................. 141
Sketch files ........................................................................... 141
Spell ...................................................................... 143
Spell-checking and correction ............................................143
Using the thesaurus ............................................................. 144
Solving anagrams ................................................................. 144
Finding missing letters - Xword ......................................... 145
Adding words to Spell .........................................................146
Record ................................................................... 147
Recording a sound ...............................................................147
Playing sounds ..................................................................... 150
Recording voice notes .........................................................150
Playing back a voice note ....................................................152
Using voice notes in Record ............................................... 153
Voice note files .................................................................... 153
Bombs- the Series 5 game .................................... 155
Programming ........................................................ 157
Creating & running OPL programs..................................... 157
Printing ................................................................. 159
Setting up the printer .......................................................... 159
Selecting the printer model ................................................ 162
Page setup ...........................................................................162
Previewing a document ...................................................... 163
Printing a document ............................................................ 164
Infrared ................................................................. 165
Selecting data to transfer .................................................... 166
Transferring the information ...............................................166
Contents
Contents
Dialling ................................................................. 169
Setting up............................................................................. 170
Entering phone numbers .................................................... 171
Dialling phone numbers ......................................................172
Customising the Series 5 .......................................173
Creating your own wallpaper .............................................173
Recording your own alarms ................................................ 173
Customising the System screen .......................................... 174
Care & safety......................................................... 175
Powering the Series5 ........................................................ 176
Changing the batteries ........................................................177
Battery safety ......................................................................179
Prolonging battery life......................................................... 179
Security & backups ................................................ 181
Troubleshooting .................................................... 183
Appendices ............................................................189
Character set....................................................................... 189
Specification ........................................................................ 191
Index ..................................................................... 193
Contents
Getting started 1
GETTING STARTED
This manual contains information about the Series5 and the PC
connectivity software PsiWin 2.
About the Series5
The programs on the Series5 include:
• Word, a word processor for writing letters and other
documents.
• Sheet, for spreadsheets, tables, and graphs.
• Contacts, an address book.
• Agenda, a diary program for appointments and lists of
things to do.
• Email, for sending and receiving email, SMS and fax
messages.
• Calc, a calculator with general and scientific features.
• Jotter, a notebook for jotting down ideas quickly.
• System, the Series5s control centre. You can tap the
System icon at any time to move to the System screen.
• Time, for alarms and a world map with international times
and dialling codes.
• Data, a customisable database program.
• Sketch, for drawing pictures.
• Bombs, a game of logical thinking.
• Record, for recording and editing voice memos and sounds.
• Program, the editor in which you can create programs
using the built-in programming language.
• Spell, for checking spelling, thesaurus, solving anagrams and
crossword clues.
• Comms, for terminal emulation and file transfer.
Where things are
Command icons
Mains adaptor socket
Mains power light
Thumbhold
Touch-sensitive screen
Program icons
Pen
Microphone
2Getting started
Getting started 3
Memory disk
Voice note LED
Voice note buttons
Reset hole
Backup battery
Cover for voice note buttons
Serial port cover
Loudspeaker
Main
battery door
Serial port
(RS-232)
Infrared window
4Getting started
Getting started 5
About PsiWin 2
You can use the PC connectivity software PsiWin 2 to integrate
the Series5 with PCs running Windows 95/98 or NT 4.0. By
connecting the Series5 to a PC with a Docking cable and
running PsiWin, you can:
• View your Series5 files from Windows Explorer by using
the My Psion icon which is added to the PCs Desktop.
The My Psion icon gives you access to all of PsiWins
powerful file management facilities for your Series5 files.
• Upgrade from an earlier model of Psion handheld
computer to a Series5 as a one-stop process. All your
files will be copied from your old Psion (Series3/3a/3c/3mx
or Siena), converted to the Series5 file formats on the PC,
then copied to your Series5.
• Drag and drop files between the Series5 and the PC in
the same way that you would between PC drives, and they
will be automatically converted to the appropriate file
format at the same time.
• Synchronize Agenda files your address book on the
Series5 with PC agendas (applications) and contact
managers to keep them in step with each other.
• Back up your Series5 files to the PC, then restore them
from the PC to the Series 5 again should you ever need to.
• Print files on your Series5 to a printer connected directly
to your PC, or available to your PC via a network.
Using this manual
This manual gives an overview of all the Series5 functions and
features to give you an idea of what you can do; for more
detailed information than is given here, refer to the Series5 and
PsiWin on-line help.
• Read the first part of this chapter to find out how to get the
Series5 ready for use: fit the batteries, switch on, adjust
the screen, find and practice with the pen and start using
the software.
• Read Things to do first! to find out the essential things to
do when you first get your Series5 - this covers setting the
time and date, setting your home city (so that the time
differences from your home are calculated correctly) and
setting owner information and a machine password.
• Move on to Things to do next! for a list of the programs
and a brief overview of what else you may want to do when
you first use your Series5 - instructions for using PsiWin to
connect to your PC and perform backups and more ideas
for customising your Series5.
• Read the Files, folders and programs chapter for more
information about how to enter and manage the
information on your Series5.
• Refer to the Troubleshooting chapter if you have any
problems using the Series5.
6Getting started
Getting started 7
Switching on
Fitting the batteries
Before you can use the Series 5 you must fit both sets of
batteries, as shown below. Make sure you fit them the
correct way around. The Series 5 is powered by:
• two AA size Duracell Ultra batteries (supplied). Psion
recommend using high power alkaline batteries, such as
Duracell Ultra.
• one Lithium CR2032 backup battery (supplied). This
preserves your information while you change the main
batteries.
Take care when replacing batteries!
You will lose information if you remove both sets of batteries at the
same time, or allow both sets of batteries to become completely
run down. The Series 5 will warn you when its batteries are getting
low, in plenty of time to change them. See the Care & safety
chapter for more about battery safety, and details of how to change
the batteries.
You can also power the Series 5 from the mains. You should
ONLY use Psion approved mains adaptors. Contact your Psion
distributor or local Psion retailer for more information.
Turning on & off
• To switch on: press the Esc key. When you first do this,
youll see the System screen.
Note: The Series 5 will automatically switch on when an alarm
rings, or if you press one of the external voice note buttons.
• To switch off: hold down the Fn key and press the Esc key.
You can switch off at any time. You do not have to save your
information first, as it is automatically saved for you.
Note: If you do not press a key, the Series 5 will automatically
switch off after 3 minutes to save battery power. Switch it on
again, and you can continue from where you left off.
Can I switch on the Series 5 by tapping the screen?
Yes. You can set up your Series5 to switch on when you tap the
touch-sensitive screen. To do this, open the Switch on/off icon
from the Control Panel in the System screen.
Main batteries Backup battery
Open cover
Fit batteries
exactly as shown
Fit backup
battery exactly
as shown
Open cover
8Getting started
Getting started 9
The screen
Adjust the screen contrast by holding down the Fn key and
pressing the M ( ) or . ( ) key.
Change the size of the text on the screen using the Zoom in and
Zoom out commands.
Switch the backlight on and off by holding down the Fn key
and pressing the Spacebar. You can use the backlight to light up
the screen in dim conditions.
Important: Note that the Series 5 uses considerably more
battery power when the backlight is on.
Finding & using the pen
The pen is located in a holder at the right, near the back. Press
the end of it in gently, and it will pop out. To replace it, push it
back in and it will click into place.
Note: If the pen doesnt click into place, see the
Troubleshooting chapter for more details.
Tap lightly on the screen using the pen. Its OK to use your
fingers to tap on the screen, though it is best to use the pen to
avoid fingerprints or smudges on the screen. Do not tap the
screen with any object that has a sharp tip or you may damage
the screen. Dont use any type of ink pen, as the ink may be
impossible to remove. See the Care & safety chapter for
instructions on how to clean the screen.
You can usually tap on an item with the pen to select or change
it. For example, you can tap on:
• the program icons, to open a program.
• the command icons, for shortcuts to System functions,
e.g. the menu bar, Infrared, cutting and pasting, zooming in
and out.
Note: If the screen doesnt respond to your taps, you may need
to re-calibrate it. You can do this by opening the Screen icon
from the Control panel.
Most of the things you can do with the pen have an equivalent
keyboard combination, so you can use the pen, the keyboard, or
a combination of both methods.
First steps
When you first switch on the Series5, you will see the System
screen. This is the desktop where you can view your files and
folders, and change settings that control how the Series5
works.
• All the information you enter into the Series5 is contained
in files; their names are displayed in the System screen,
beside icons that represent the programs that created
them.
• All your files are stored in folders. When you start using the
Series5, the contents of the Documents folder is
displayed.
• The System screens Title bar shows you which folder is
currently displayed on the screen. When you start you are
in the Documents folder on the C (Internal) drive.
You can have as many folders as you wish, and create folders
within other folders. Folders can contain files created in a variety
of programs; they are not restricted to files from a single
program. See Files, folders & programs for details of managing
files and folders.
Navigating between files & folders
• Tap on a folder icon to move to that folder, tap on the
Close folder icon to close it and move back up a level.
• Tap on a file to select it, tap again to open it. If the filename
is displayed in bold, the file is open, and tapping it will move
straight to the file.
See Files, folders & programs for more information about
manipulating files and folders.
10Getting started
Title bar
Getting started 11
Icon &
filename
Folder
Current folder
Toolbar
Open file
(bold)
Starting programs
When you open or move to a file, the correct program for this
file is started automatically. You can also start programs by
tapping on the appropriate program icon (the icon in the row
of pictures at the bottom of the screen).
• Tap the System icon at any time to move to the System
screen.
• Tap on Extras to display the Extras bar, which contains
more program icons.
You dont have to close one program before opening another,
just tap on another program icon, and that program will open
too.
You can see what files and programs are open from the System
screen by using the List open files command from the File
menu, or by tapping on the name in the top right corner of the
screen.
Programs & files
When you run a program, it will usually display the currently
open file, or the file that you last looked at. If you want to write
a new letter, draw a new picture, create a new database and so
on, youll need to create a new file for the particular program
involved.
• To create a new file: select the command on the File
menu. The file will now be created, and the current file will
be closed and saved at the same time. You can start
entering your information.
• You can also use this command in the System screen to
create a new file. Usually, this creates a file using the
standard settings; creating a file from within a program
creates a file which already has any settings or preferences
you have set up in the program.
• It is a good idea to keep related files together in a folder, to
make the files easier to find later. See Files, folders &
programs for details of how to manage your files and
folders.
See the Which program to use? section for more about using
the programs.
12Getting started
Getting started 13
Entering information
You can enter information and complete tasks using the pen or
the keyboard. You can usually select a menu command to
perform each task.
• Press the Menu key or tap on the
the available commands on the Menu bar.
• Tap on the menu names and commands, or use the arrow
keys to move around the menus. Tap on commands marked
with a 4 or press the right arrow key to see further
commands.
Note: You can press the shortcut key combinations shown next
to the commands as a quick way of selecting them, e.g. Ctrl+M,
means hold down the Ctrl key and press the M key at the same
time.
• A menu command with three dots at the end means that
selecting the command will display a dialog where you
enter more information.
• If a menu command is grey, it means that its not currently
available; e.g. you cannot Copy unless you have first
selected something to copy.
command icon to see
Using dialogs
A dialog appears when you need to make selections and enter
further information. You can move between dialog items by
tapping on them, or using the up and down arrow keys. Dialogs
contain one or more of the following elements:
Text box: where you just type in your information.
List box: where you select from a number of options. You will
see left and right arrows around the current selection; you can
change the selection by tapping on the arrows, by pressing the
left and right arrow keys, or by typing the first letter of the
option you want. You can usually tap in the box or press the Tab
key to see a list of the available options.
Check box: where you make a choice between selecting an
option or not selecting it. Just tap on the check box, or press the
left and right arrow keys to add or remove a tick.
Radio buttons: where you make one choice from a number of
options. Just tap on an option, or use the left and right arrow
keys to make a selection.
• If a dialog line is grey, it is currently not available, usually
because you have to select something else first. For
example, if you have not ticked the box to set an alarm for
an Agenda entry, the lines to set the alarm time and date
are grey. Some dialog lines only appear when another
option has been chosen.
Dialog page
Choice list
Some dialogs comprise a number of pages, each page has a
tab at the top. Tap on the tab or move the highlight to the tab
name, to go to that page. You can also move a dialog around the
screen by holding the pen on the dialog title bar and dragging it
across the screen.
Tabs for other
dialog pages
Radio button
14Getting started
Getting started 15
How do I display a calendar?
In most dialogs in which you can type a date, move to the date line
then tap again or press Tab to display a calendar.
Todays date is circled, and the date currently displayed in the
dialog is highlighted. To select another date, move to the date you
want and press Enter. Use the buttons on the top line, or further
presses of the Tab key, to display a three month or twelve month
calendar. Use the dog ears to move between the pages of the
calendar.
You can also display a calendar from the Agenda program. See the
Agenda chapter for more details.
Dialog buttons
Dialogs may have on-screen buttons. Tap on the button or use
the keypress combination under it. Some buttons have a
standard keypress equivalent:
• Usually, you can tap the OK button or press the Enter key if
you want to save information and remove the dialog.
• Tap the Cancel button or press the Esc key if you want to
remove the dialog without saving the information.
• For dialogs that ask a question, you can tap the Ye s button
or press the Y key for yes; tap the No button, press the
N key or press the Esc key for no.
Copying information between programs
You can insert information created in one program into a
different program. This is known as inserting an object.
For example, you may want to add a picture to a letter you are
writing. To do this, write the letter as normal using the Word
program. Then, while in Word, select the menu command to
insert a sketch. This will start the Sketch program, where you
can create the picture. Close Sketch when you have finished and
the picture will be inserted in your letter.
Sometimes the object you insert can be displayed as an icon,
perhaps if you insert a large amount of Word text in an Agenda
entry. Alternatively, you may prefer to see the actual information
added, e.g. a map to view in the Word file.
For example, you may wish to:
• insert tables of figures and graphs from Sheet into a Word
file. You can add labels and titles to the graph in Sheet
before inserting it in the Word file.
• keep a map of how to find a restaurant as a sketch, perhaps
attached to an Agenda entry for the day that youre going
there.
• create a Sketch file of your signature, and insert the
signature when you write letters in the Word processor.
• keep handwritten notes and ideas in Sketch. You can then
insert them into Jotter or a Word file if necessary.
16Getting started
Displaying Help
You can display help at any time, and from any program. Help
information is contained on a series of help cards in one large
database that looks similar to the databases that you create in
the Data program. Help is not specific to the program that you
are using; wherever you are, you can just type a clue to search
for the information you need.
Note: The on-line help contains more detailed information than
is included in this manual.
• To display help: Hold down Fn and press , (comma); the
key has Help printed on it.
• To search for help about something: simply type your
clue into the Find: box, and press Enter. The display will
show a list of Help cards that contain this word, and the
first occurrence is highlighted. To move between cards, tap
on the Prev or Next buttons, press Enter, or use the left
and right arrow keys.
• To show help for a particular program: type the
program name followed by an exclamation mark, e.g. type
Agenda! or Contacts! to only show help for these
programs.
Getting started 17
••
• To look through the help text: drag the scroll bar on the
••
side of the Help card, or use the up and down arrow keys.
••
• To print the current Help card: select Print from the
••
File menu.
••
• To type in another search word: press Esc, and then
••
type in the word to search for as before. To use one of the
last five search words again, tap on the button next to the
Find: box, or press Tab and select the word you want to
use.
••
• To return to the program you were using: tap the Go
••
back button on the Toolbar, or tap the programs icon. You
can return to the Help card you were viewing by simply
pressing Fn and , (comma) again.
Note: You can highlight text in a Help card using the pen or
keyboard, and copy it to use in a file of your own. Copy the text
by selecting the Copy command from the Edit menu. Then go
to your own file, and paste it in.
Text found
by search
Help topic titles
in card bowser
Help topic card
Search clue
Go back without
closing help
18Getting started
Getting started 19
Things to do first!
This section describes what you need to do to set up your Series
5. You should:
• set the current time and date, so that you can use the
Agenda programs and set alarms.
• set your Home city, so that the Series 5 can display the
correct time differences and dialling codes for other places
in the World.
It is also a good idea to:
• enter owner information, so that your Series 5 can be
returned if you lose it.
• set a password for your machine, so that other people
cannot access your information.
Setting the time, date & the Home city
1. In the System screen, tap on the Control panel button on
the Toolbar, or select the command from the Tools menu.
2. Tap the Time & date icon, or move the highlight to it using
the arrow keys and press Enter.
3. You will see a dialog in which you can set the time and
date, your home city and summer times around the world.
Tap the Time & date button. Move the highlight in the
Time and Date lines by tapping on the part you want to
change, or by using the arrow keys. Type the date or time,
press P for p.m. or A for a.m.
4. Tap on the OK button or press the Enter key, and the time
and date are saved.
5. Tap the Home button.
6. Select your Home city and country. To do this:
• Start typing in the name of your home city, or tap on the
arrow symbols or press the left and right arrow keys until
you find the city you want.
• If your home city is not listed, select a city that is nearby for
now (adding a city is described in the Time chapter).
7. Tap on the OK button or press the Enter key, and your
home city is saved. Tap Close or press Enter to remove the
dialog and return to the Control panel. Press Esc to return
to the System screen.
Note: The Series 5 can use a 12 hour clock (midnight is 12:00:00
a.m.) or a 24 hour clock. Refer to the Time chapter for details
of how to change these settings, and how to adjust the clock for
summer time.
Time & date icon
Time & date
dialog
20Getting started
Getting started 21
Entering owner information
It is a good idea to type your contact information as owner
information, so that if you lose your Series 5, it can be returned
when found:
1. Select the Password icon from the Control panel in the
System screen, and tap the Owner info button in the
dialog.
2. Type in your details. The labels provided are suggestions
only, you can change them if you want to. Its best not to
put your home address, in case your house keys are lost at
the same time.
3. Set how you wish the owner information screen to be
displayed, i.e.:
• At switch on, if you always want to display the screen
when switching the machine on.
• Once per day, if you only want to see the screen once a
day, the first time you switch your machine on each day.
• Never, if you never want to display the screen when you
switch on.
You can display the owner information at any other time using
the Owner command on the Information menu in the System
screen.
Setting a system password
To prevent anyone looking at the files on the Internal disk of the
Series 5, set a system password which you must type in before
you can use the machine.
To do this:
1. Select the Password icon from the Control panel in the
System screen.
2. Tick the Ask for password box so that your Series5
requests the password when you switch the machine on.
3. Type the password twice for confirmation. Choose a
password that you wont easily forget, but one that wont
be easy for someone else to guess. DONT FORGET your
password! You will need to enter the password again if you
want to change the password settings on your Series5.
The password is now set. The next time you switch your
machine on, you will have to type in the password to access your
files.
If you want to switch the password off temporarily, remove the
tick from the Ask for password box.
Note: The system password does not protect files stored on
Memory disks or files copied to other machines.
Important: dont forget your password!
If you have forgotten the system password then you will have to
reset the machine. All the files stored on the internal disk will then
be lost.
22Getting started
Getting started 23
Things to do next!
This section gives a brief overview of what else you may want to
do when your first use your Series5, including:
• Ideas for how you can use the programs.
• Instructions for using PsiWin to connect to your PC and
perform backups to your PC.
• Ideas for customising your Series 5.
Which programs to use?
The first things you wish to do may include:
• entering appointments, reminders, birthdays and lists
of things to do from your old diary or time planner into
the Agenda program. If you use a PC scheduler such as
Microsoft Outlook or Lotus Organizer, you can use PsiWin
to synchronize the information in your Psion and PC
schedules to keep them both up to date.
• entering names and addresses from your old address
book into the Series 5s Contacts address book. If you also
keep names and addresses in a PC scheduler, you can use
PsiWin to synchronize your Psion and PC address books so
that they are both kept up to date.
• setting a morning alarm in the Time program. The Time
program also includes a map of the world, and information
about cities, world times, and national and international
dialling codes.
• entering a work to do list. This is best entered as a
To-do list in Agenda. You will be able to see outstanding
tasks in the Day view, set alarms to remind you to do them
and cross out items when youve completed them.
You may also wish to:
• keep a meeting agenda or minutes as a memo or voice note
attached to the meetings entry in Agenda. You can then
retrieve the notes by finding the meeting entry.
• keep a record of expenses in the Sheet program. Here you
can search for items, add columns of numbers, or calculate
totals and tax.
• keep a Data file as a knowledgebase of notes about a
particular subject. You can keep track of references or
products as you find them, and include additional
information as attached voice notes or sketches.
Connecting the Series 5 to the PC
• Connect the smaller end of the Docking cable to the serial
port on the Series5, and the other end to a serial port at
the back of the PC.
Using PsiWin
••
• Please see the PsiWin documentation for installation
••
instructions. For a floppy disk version of this software,
please contact your nearest Psion distributor.
• When you have installed PsiWin on the PC, the My Psion
icon will appear on the Windows Desktop. Just click the
right mouse button on this icon to see menu options for the
things that you can do. PsiWin also adds a number of
commands and icons to Windows Explorer for working on
Series5 files. See the PsiWin on-line help for details of how
to use PsiWin with the Series5.
Note: The Comms program that is built into the Series5
provides terminal emulation and file transfer to other
computers. You can use it to connect the Series5 directly to
another computer, or via a modem to access electronic mail
systems and bulletin boards.
A detailed User Guide for Comms is included on the PsiWin
CDROM, along with other literature that may be of interest to
you.
24Getting started
Getting started 25
Backing up to a PC
You can use PsiWin to back up individual files, folders, or all of
the Series 5s disk to the PC.
Making regular backups.
It is a good idea to set up an automatic backup in PsiWin so that
you can make sure your machine is backed up regularly.
Backing up to Memory Disks
You can back up individual files, individual folders or groups of
files and folders to a Memory Disk. To back up the files and
folders, copy them from the internal disk to a Memory Disk
using the Copy and Paste commands in the System screen.
1. Select the files and folders you want to back up, then select
the Copy command from the Edit menu.
2. Set the current disk to be D (i.e. the Memory disk), and
select the folder you want to use for the backup on disk D.
3. Select the Paste command from the Edit menu.
Exploring the Control panel
• To display the Control panel: move to the System screen
and tap on the Control panel button on the Toolbar, or
select the command from the Tools menu. Initially, you
should set up the Time & date, Screen, Switch on/off,
and Printer if you intend to use one. You might also like to
set up owner information and a password. You may wish to
change other settings later.
When you first use your Series5, you may wish to:
• Use the International icon to change settings which may
vary from country to country, e.g. the currency and date
formats.
• Use the Switch on/off icon to control how and when the
Series5 switches on and off. For example, you might like it
to switch on when you tap the screen, and off when you
close the case.
• Use the Sound icon to control the sounds that the Series5
makes when you press keys, tap the screen and perform
other actions.
• Use the Screen icon to change the screen contrast and set
the backlight and automatic switch off times, or re-calibrate
the touch sensitive screen if the Series5 stops responding
to your pen taps.
Control panel
• Use the Keyboard icon to control how long you have to
hold a key down before a repeat keypress occurs.
• Use the Password icon to set a password on your machine
or enter owner information.
Control panel
Toolbar button
26Getting started
27Files & folders
FILES, FOLDERS & PROGRAMS
The System screen is the Series5s file manager. You will see
the System screen the first time you switch the Series5 on; at
other times, just tap the System program icon to move to it.
When you first turn the Series5 on, the name of the current
folder is displayed in the Title at the left of the screen. Files are
listed in columns across the screen; the icons beside their names
represent the programs which are used to open them.
Moving around
• To move the highlight between the files and folders on
the screen: tap on the names, or use the arrow keys. If
there are more files in the folder than can be displayed on
screen, scroll the screen using the left and right arrow keys,
or the scroll bar at the bottom of the screen.
You can use a bookmark to tag and move to a folder that you
often use. Move to the folder and select Set bookmark from
the Edit menu to insert the bookmark. Later you can select Go
to bookmark from the Edit menu to move back to the folder.
• To view the files on a Memory disk: change the current
disk by tapping the disk (C) icon in the Title bar and select
the disk you want to view, or select the command for disk
D from the Current disk commands on the Disk menu.
Close folder
Memory
information
Change disk
Files
28Files & folders
29Files & folders
Opening files, folders & programs
• To open a file or folder from the System screen: tap it
twice, or highlight it and press Enter. Files that are currently
open have their names displayed in bold on the System
screen. Opening a file automatically saves and closes any
other file that is currently open in the program.
• To open two or more files of the same type at the
same time: hold down the Fn key while opening the
second file from the System screen. Then tap the program
icon to cycle through the open files.
••
• To move to a program: tap the relevant Program icon; tap
••
the Extras icon to display more program icons. If the
program is file-based, e.g. Data or Word, the program
displays the last file you were looking at. You can start a
new file using the New file Toolbar button or the command
on the File menu (see Creating new files later for more
details).
Note: If the last file you were looking at has been deleted,
moved or renamed, the program automatically looks for a file
with a standard filename (e.g. Word, Data, Agenda and so on) in
the standard folder, and opens this file instead. It will create a
new file if necessary.
Note: Tap on the Extras icon to display additional icons for
programs installed on your Series5. If there are more programs
than will fit on the screen, tap the More button.
How can I see which files and programs are open?
Select the List open files command from the File menu, or hold
down the Ctrl key and tap the System icon. To move to a file or
program in the list, highlight it and press the Go to file button.
Closing programs/files
••
• To close the current folder: tap on the Close folder icon
••
at the top of the screen, or highlight it and press Enter.
When you close all folders in the System screen, you move
to the highest level of the disk, called the root of the disk.
••
• To close a file: use the Close command on the File menu,
••
either in the program in which the file is open, or in the
System screen. Any changes you have made to the file are
automatically saved.
You can also close files or programs by holding down Ctrl and
tapping the System icon, then using the Close file button in the
list of open files and programs.
Creating new folders
You can keep a maximum of 64 items (each file or folder counts
as one item) in the root (top level) of the Series5s internal
disk. Its best to create a number of folders in which to store all
your files to prevent the top level of the System screen from
becoming too full.
You might want to create some folders for work projects and
others for home use. For example, you may create a folder
called House for files relating to work on your house, and
create another folder within the House folder called Letters
for Word files of correspondence. Using folders in this way will
also make your files easier to find.
To create a new folder:
1. Move to the folder in which you wish to create the new
folder.
2. Select the New folder command from the Toolbar or File
menu, and type in the folder name.
You cannot use the following characters in a folder name: < > :
/ \ *?
If you use Series5 files with a PC, you may wish to create
folders that match equivalent folders on your PC. This will make
transferring files between the Series5 and PC easier.
30Files & folders
31Files & folders
Creating new files
You can create files from the System screen, or from within
programs. As a general rule:
• Create a file from the System screen to start with the
standard Series5 settings.
• Create a file from within a program to use the settings that
are in use in the file currently open, e.g. labels in a Data file.
To create a file from the System screen:
1. Move to the folder where you wish to keep the file.
2. Select the Create new command from the File menu, then
select File.
3. Select the program you wish to use, e.g. Word for a Word
document.
4. A filename is suggested. If you do not wish to use this, type
a name of your own before pressing the OK button.
Note: If you have an existing file already open within the
program, and wish to leave it open so that you can refer to both
files, hold down the Fn key while pressing the OK button.
What names can I use for my files & folders?
You can use most characters in file and folder names including
spaces, so it is fine to have folders called, for example, 1997
Purchase Orders and Invoices. The only characters which cannot
be used in a file or folder name are / < > : \ * and ?.
The maximum length of a filename is 256 characters, although note
that this includes the disk drive letter, and the names of the folders
within which the file is contained (known as the path). The
maximum length of a folder name, including the path, is 252
characters.
This will not generally be a problem, although it means that you
may encounter difficulties if you use very long filenames for files
which you store in folders which have long names, nested within
other folders with long names, and so on. If you do exceed the
maximum allowed length, rename a folder or file to a shorter
name.
Important:
Note that files are not stored with a filename extension so that an
Agenda file, e.g. called 1997, will have the same filename as a
Sheet file called 1997. You cannot store two files with the same
name in the same folder, even if the files are created using different
programs. If you save a file with the same filename as a file already
existing in that folder, the original file will be deleted and replaced
with the new file.
32Files & folders
33Files & folders
Browsing folders
A quick way to find a file is to use the Browse folders command
on the File menu. This displays a Browser which shows a tree
structure of all the files and folders on the current disk. You can
also display the Browser by tapping the Title bar or pressing Tab
in the System screen.
• To move between files and folders in the Browser: use
the pen or arrow keys.
• To expand the folder display: highlight the folder name
and tap it again or press Tab. To collapse the folder
display, tap the folder name twice or press Tab.
• To create a folder from the Browser: press the New
folder button.
• To rearrange the order of the files in the currently
highlighted folder: press the relevant Sort by button.
• To select a file from the Browser: highlight the file and
press the OK button. This selects the file in the System
screen from where you can open it, rename it, or copy,
move or delete the file.
Note: A quick way of opening a file direct from the Browser is
simply to highlight it and press Enter twice.
Finding files and folders
To search for files or folders select Find files command on the
Edit menu.
• If you know the name or part of the name, type it on the
Name line; leave it blank to find all files and folders.
• To search only for files used with a specific program, select
the program name on the Program line; select Any to search
for all files used with any program.
Tap OK to start the search. This checks all files and folders on the
Internal disk and includes a Memory disk if present. The search
results appear in a list.
• To sort the list by filename, file type, file size or creation
date, press the Sort button and choose the sorting type
required. To sort the list again in reverse order, just select
the same sorting type again.
• To go to a file or folder: highlight it and tap it again, or
press Enter.
Folders
Sort files by...
Files
34Files & folders
35Files & folders
Using passwords
You can prevent other people from opening your Word and
Sheet files by setting a password for each file. For example, you
may have a Sheet spreadsheet containing your personal finance
details. To set a password on a file:
1. Open the file and select the password command from the
File menu.
2. Type your password twice for confirmation. Choose a
password that you wont easily forget, but one that wont
be easy for other people to guess.
3. Press the OK button, and the file is saved immediately with
the password.
When you want to open the file, you will be asked to type in the
password.
Important: dont forget your password!
If you have forgotten the password for a file then you will not be
able to open it.
The password on an individual file will protect it if you transfer it
to a Memory disk or another machine. If you copy the file, the
copy will be protected by the same password. The password
also prevents the file being converted to another format and
read on a PC.
Changing file attributes
You can prevent a file from being accidentally changed by making
it a read-only file. To do this, highlight the file in the System
screen and select Properties from the File menu. Then tick the
Read-only box.
Files that have been created on a PC and then transferred to the
Series 5 may also be read-only files.
To check whether a file is a read-only file, highlight it in the
System screen and select Properties from the File menu.
Note: If you transfer a read-only file to another machine, it can
be viewed, and the read-only attribute can be removed.
Managing folders
To move one or more folders or files from one location to
another:
1. First highlight the file(s) or folder(s) to select them. To
highlight a consecutive list of files or folders, highlight the
first one, hold down the Shift key, and then highlight the last
one. To select items that are not consecutive, hold down
the Ctrl key and tap each file/folder in turn.
To select all the files/folders in the current folder, use the
Select all command on the Edit menu. To deselect items,
press the Esc key.
2. Select the Cut (move) command from the Edit menu. A
dotted line appears round the file/folder icon(s).
3. Go to the disk drive and open the folder into which the
highlighted items are to be moved.
4. Select the Paste command from the Edit menu.
Note: Moving a folder also moves all the files within that folder.
Note: If you move (or rename) your most recently opened
Agenda or Data file, you should open it again by selecting it from
the System screen, rather than tapping the Agenda or Data
program icon. Tapping on the program icon will create a new
Agenda or Data file.
••
• To copy a file or folder, or multiple files/folders to a
••
different folder: follow the earlier instructions, but select
the Copy as opposed to the Cut (move) command from
the Edit menu.
• To make a copy of a file or folder within the same
folder: highlight it on the System screen and select the
Copy command followed by the Paste command. A new
file is automatically created for you using the following
naming convention (with Word as the example): Word(01),
Word(02), etc. You can rename the file or folder later if you
wish.
• To copy the entire contents of a disk to a folder on
another disk: e.g. to back up the entire contents of your
Internal disk (C) to a backup folder on a Memory disk
(D), select Copy disk from the Disk menu.
36Files & folders
37Files & folders
• To rename a single file or folder: highlight it, select
Rename from the File menu, and then type in a new name.
• To rename a disk: select Name disk from the Disk
menu.
• To remove one or more files or folders: first highlight
them and then either press the Del key, or select the
Delete command from the File menu.
Important: If you are deleting folders, remember that the
entire contents of the folders (including all the other folders
contained within them and all their files) will also be deleted.
Checking memory use
• To display the amount of memory remaining: select
Show disk gauge from the View menu to see the amount
of free memory in the System screen Title bar. Tap on this
gauge, or select the Disk command from the Information
menu to see more detailed information about a selected
disk.
• To see information about total memory usage: select
the Memory command from the Information menu.
Which files use the most memory?
Certain types of files use more memory than others.
Sound files can become very large, so you should take care to
delete unwanted Record and Voice note files so that they do not
use up space on the Internal disk.
When recording a sound (either using Record directly or via the
voice note buttons), the Series 5 will allow you to continue
recording until the Time available runs out. Even if the Time
available is zero, the Record program will always leave
approximately 100 kilobytes of free memory.
If you find that the amount of free memory is suddenly reduced,
it is a good idea to check the size of any Record files. It is also
advisable to check the size of the Voice note file in the standard
folder. The voice notes you record using the external voice note
buttons are stored one after the other in this file.
Agenda files can also become very large. You should tidy your
Agenda periodically in order to remove entries; see the Agenda
chapter for more details.
What will happen when the memory is full?
When the memory is nearly full, you will see warning dialogs when
running programs to indicate that the Series5s memory is almost
full, and there is not enough memory to perform some tasks.
Many of the things you do need just a little free memory in order
to work - displaying dialogs, menus, etc. These can fail with a
message like Memory full. Dont worry though, the Series 5 will
not allow you to use all of the available memory; it will always set
aside enough memory for you to close a program or save an open
file to a Memory disk.
Files saved on the Internal disk and open programs both use
memory. So, if the memory is nearly full you should be able to free
some memory by closing some programs. You can use the List
open files command from the File menu in the System screen to
check which programs are running, and then close the programs or
files that you do not need to have open.
You can also delete any unwanted files from the System screen, or
move files to a Memory disk or your PC to free more memory.
Additional disks & programs
You can insert Memory disks into the slot on the right hand side
of the Series5. You might use them as additional memory for
storing files, or to add more programs to the Series5.
• If a Memory disk contains additional programs: their
icons will automatically appear in the Extras bar when you
insert the disk. They will be removed from the Extras bar
when you take out the disk.
• To delete all the files on a Memory disk: put it in the
slot, and then select the Format disk command from the
Disk menu; select D as the Disk in the Format disk
dialog. Do not format the C disk - this will remove all
the files you have stored on the Series 5s Internal disk, and
remove all the preferences and settings that you have set
up.
If you wish to run a translated OPL program, locate the file in
the System screen, highlight the filename and tap it or press
Enter to run it.
Can I run Series 3/3a/3c/3mx programs on a Series 5?
There are no major differences between OPL for Series 3/3a/3c/
3mx machines and OPL for the Series 5. If you have written
programs in OPL on a Series 3/3a/3c/3mx, you should be able to
translate them so that you can run them on a Series 5. Series 3/3a/
3c/3mx applications (which are not written as OPL programs)
will not run on a Series 5.
38Files & folders
39Word
WORD
Word is the word processing program. It has many of the editing
and formatting features that you would expect from a fullyfeatured word processor.
Many types of text formatting, e.g. alignment and font settings,
can be applied to individual paragraphs or defined as a paragraph
style.
Top toolbar
Entering text
The text you type always appears at the current cursor location
(there is a8marker in the margin to help you find the cursor).
All text after the current cursor position moves to make way for
the new text. To delete characters, press Del to delete
backwards or hold down Shift and press Del to delete forwards
from the cursor.
When text reaches the right-hand side of the screen, it
automatically wraps the text onto the next line. If you want to
view your page as it will be printed (WYSIWYG), switch off
word-wrapping by removing the tick from the command on the
View menu.
As you might expect, you can apply many commands to sections
of text by highlighting them first. To highlight text, drag the pen
over it or hold down Shift and use the arrow keys. To select all
text in the file, use the command on the Edit menu.
• To remove text: highlight the text and press Del or select
the Cut command. If you accidentally delete a section of
text, you can replace it by selecting the Undo delete
command from the Edit menu.
• To copy text without deleting the original: highlight it
and select the Copy command from the Edit menu. To
insert copied text, place the cursor where you want the
text to appear and select the Paste command from the
Edit menu.
• To move a section of text: highlight it and select the Cut
command from the Edit menu. Place the cursor where you
want the text to appear, then select the Paste command.
• You can make the text appear larger or smaller on the
screen by selecting the Zoom in and Zoom out commands
from the View menu. You can also select the Set zoom
command to set a custom zoom level. Note that zooming
does not affect printing.
Finding & replacing text
You can search through an entire file for a particular word or
phrase and, if you wish, replace it with a different one. The Find
commands are on the Edit menu.
• To find text: select the Find command and type in the text
that you want to find. You can search down or up
through a file - down searches from the current position to
the end of the file, and up searches backwards to the
beginning of the file. While searching, you can match the
whole word, or make the search case sensitive.
• To find and then replace text: select the Replace
command. Type the text that you want to find, as before,
and the text that you want to replace it with. You can
replace a single occurrence of the chosen text, or all
occurrences from this point onwards.
40Word
41Word
Changing the appearance of text
You can highlight text then apply formatting to it, or select a
format to use and then start typing:
• Press the button for bold text, for italics or for
underlined text (or use the commands on the Text menu).
• Press the button again, or remove the tick from the menu
command to remove the effect, or switch it off.
• Use the button on the Top toolbar (e.g.
choose from a list of available fonts. Note that the text that
appears on the button will reflect the current font. Use the
size button (e.g.
You can apply any of these effects, and also set the text position
(e.g. for superscript and subscript text), use strikethrough text
(crossed out), and change the text colour using the Font
command on the Text menu.
) to change the size of text.
) to
Formatting paragraphs
Many formatting and spacing options can be applied to whole
paragraphs. A paragraph may be a single word or title, a
standard paragraph of text, or several lines grouped together,
e.g. an address.
Each time you press the Enter key you start a new paragraph.
To start a new line without starting a new paragraph (e.g. for an
address), hold down Shift and press Enter to insert a forced line
break.
• To apply formatting to an entire paragraph, e.g. to change
the horizontal alignment, place the cursor within the text of
the paragraph using the pen or arrow keys, then tap the
button or select the menu option. To apply formatting to a
number of paragraphs, make sure that the highlight covers
at least part of each paragraph. You dont need to highlight
all the text in the paragraphs you want to format.
Aligning paragraphs
Alignment changes the horizontal position of paragraphs on the
page. You may wish to align the text left or right with the
appropriate margin, centre a title, or justify text to align both
edges with the margins.
• To change the alignment: select the paragraph(s) to align,
then tap
menu, then select the alignment you want.
Note: Margins are set as part of the files page setup. See How
the page looks later for more information.
or select the command from the Paragraph
Indents & tabs
Indents set the position of a paragraph between the margins,
while tabs allow you to line up text on the page.
You can set left, right and first line indents for selected
paragraphs by selecting the command from the Paragraph
menu and entering a measurement (measured from the existing
margins) in the boxes. The left indent applies to all lines except
the first line, so that you can create a hanging indent by
applying different left and first line settings.
You can change the standard tab setting, and set up custom tab
stops for individual paragraphs by selecting the command from
the Paragraph menu.
Bullets & symbols
To emphasise paragraphs that are items on a list you can precede
each paragraph with a bullet.
• To add a bullet to a paragraph, tap
command from the Paragraph menu. Use the menu
command to change the bullet format, i.e. the size or colour
of the bullet character, or the character to use.
or select the
Special characters
You can insert foreign and other special characters in your file by
selecting the Special character command from the Insert
menu.
42Word
43Word
You can also insert non-printing characters which control word
wrapping on the screen and in the printed document:
• For a non-breaking space, press Shift and the Spacebar. This
will prevent a line breaking at the space.
• For a non-breaking hyphen or hard hyphen, press Shift
with the - key (i.e. Ctrl+Fn+O). This will prevent a line
breaking at the hyphen.
You can use the View preferences command on the Tools
menu to select which non-printing characters are displayed on
screen.
Line spacing
When you select a particular font size, Word automatically uses
an appropriate line spacing to make sure that there will always
be a gap between successive lines of text. You might sometimes
wish to override these settings, e.g. in a paragraph with different
sizes of text.
••
• To set line spacing: select the command from the
••
Paragraph menu and enter a point size. Set the spacing to
At least to ensure that lines of text never overlap, but will
move further apart to accommodate any larger text
appearing on the same line, or Exactly to ensure that lines
of text are always the same distance apart, even if larger
text appears on the same line.
• To insert extra blank space between paragraphs, enter point
sizes for the Space above and Space below.
Note: The other lines in this paragraph affect where page breaks
occur when the file is printed. See How the page looks later.
Paragraph borders
You can draw a border around a paragraph. You can also change
the background colour of a paragraph.
• To draw a border: select the paragraph(s) then tap
and select from the range of options. Or, use the command
on the Paragraph menu to apply the borders and set the
style and colour for each side of the border (i.e. Left,
Right, Top or Bottom) and how far you want the border to
be from the text. You can also set a background colour.
• Remember to set different background and text colours,
otherwise the text will be invisible.
Using styles
A style is a collection of formatting options which can be applied
to a whole paragraph using a single command or keypress.
Word has four built-in styles; Normal, Heading 1, Heading 2 and
Heading 3.
Style button
• To apply a built-in style: select the paragraph(s), then tap
the button on the Top toolbar and select the
style you want, e.g. Heading 1. You can also select the Style
gallery command from the Paragraph menu.
Note: The text on this button changes to display the style of the
current paragraph.
44Word
45Word
Defining styles
In addition to the built-in styles, you can create your own either from scratch or by modifying an existing one. Styles are
saved with the file, so each Word file can have different style
settings.
1. Select the Style gallery command from the Paragraph
menu and select New to create your own style, or select
Modify to change the currently selected style in the list.
2. Press the Format button, then modify text and paragraph
options as you wish.
If you are creating a new style, you can then name and assign an
outline level and shortcut key. Your new style will now appear in
the list of paragraph styles for the current file.
To delete a style you have created, select the Style gallery
command from the Paragraph menu, select the style name
from the list, and press Delete.
• You cannot delete or rename Words built-in styles, but you
can modify their settings for the current file. The built-in
styles in other files will not be affected.
Document outlines
You can view an outline of a document, with one line for each
paragraph style which has an outline level. The standard
Heading styles use a sequence of different outline levels:
Heading 1 is the highest with outline level 1, Heading 2 has
outline level 2 and so on.
You can choose which paragraph styles you want to display in
the outline, making it easier for you to see the structure of the
document and move between different sections.
Select Outline on the View menu to see the document
structure in outline. You can then:
• expand the outline to include other styles with a lower
outline level. Highlight a particular line and tap again or
press the right arrow to expand the level. Tap Open all to
show all of the outline levels. Styles which have an outline
level of zero are not shown.
• close the outline to show only the higher outline levels.
Highlight a line and tap again or press the left arrow to close
one level. Tap Close all to only show the highest outline
level.
• tap Done or press Esc to return to the document.
You can change the outline level for any style so that you can
display a document structure including your own headings or
other styles. See Using styles earlier for more about creating
styles.
Moving around the document outline
You can use the document outline to move quickly to other parts
of the document. To do this:
Document
outline levels
1. Select Outline on the View menu to display the document
structure in outline.
2. Move the cursor to the line representing the section of the
document that you want to move to (using the arrow keys
to display or hide other levels as necessary).
3. Ta p Go to or press Enter to return to the document with
the cursor at this section in the text.
46Word
47Word
Information from other programs
You can add pictures, graphs, spreadsheets and sounds to your
Word files by inserting information created by the other Series5
programs. When a piece of information is inserted, it is known as
an object.
Inserting an object
• To insert a sketch: tap the Insert Sketch button in the
Toolbar or select the command from the Insert menu. A
copy of the Sketch program will open where you can create
Graph inserted
from Sheet
your picture.
• To insert a table or graph: tap the Insert Graph button in
the Toolbar or select the command from the Insert menu.
A copy of the Sheet program will open. Word displays the
inserted Sheet object as a graph or a spreadsheet,
depending on the view displayed when you close the copy
of Sheet.
• To insert a sound or other object: select the Other
object command, and select from the programs which
support this feature, e.g. Record for a sound recording.
Close the program using the Done button at the top of the
screen to return to Word.
When you have inserted a sketch, table or graph you can select
it, then use the pen to drag one of the handles to resize it. You
can tap an object to edit it again. You can also format an object
to resize it, or crop the edges to control the amount of the
object displayed, by highlighting it and using the Object
commands on the Edit menu.
You can also use the Format object command to display an
object as an icon of the program that created it to save space on
screen. To set a preference so that objects are always displayed
as icons when first created, use Object preferences on the
Tools menu.
Some objects, e.g. sounds from Record, are always displayed as
icons and cannot be formatted. Tapping the icon (or selecting it
and pressing Enter) opens a copy of Record so that you can play
the sound.
Important: Note that inserting objects into a file causes a
considerable increase in file size.
Spell checking
To check the spelling of a Word file, select the command from
the Tools menu (to check the spelling of a single word or phrase,
highlight it first). Spell will display any words that are not found
in the Spell dictionary, or included in the Personal dictionary (if
applicable). You can then:
correct the unrecognised word. Type in the correct spelling,
or choose from the list of suggested alternatives.
ignore the word and leave it unchanged in the Word file, or
ignore all instances of the word in the file.
add the word to Spells Personal dictionary.
See the Spell chapter for more about spell checking.
48Word
49Word
Creating a new file
To create a new Word file, use the Create new file command
on the File menu in Word or the System screen. If you do this in
the Word program you can enter a filename and location and
select a template for the new file.
File templates
A template is a document design that you can use as a starting
point for new documents. The template can include text,
paragraph styles and page layout information. When you create a
new document using a template, Word copies the information in
the template into the new file which you can then change as you
require. For example, you can use the standard Fax template to
create a fax - the template includes the coversheet text and you
can add the fax details and number.
You can select from a number of standard templates. When you
open a document using a particular template, you then work on
a document based on the template; you dont change the
template itself.
Creating a template
If you cant find a suitable built-in template, you can create your
own file template. To do this:
1. Create the Word file with the text, styles, page layout,
headers, footers, and so on that you want to include in the
template. Note that other settings such as the cursor
position and printer setup are also stored.
If you want to change an existing template, open a new
document using the template and make the changes to this
Word file.
2. Select Save as template from the More commands on the
File menu.
3. Enter a name for the template. If you are making changes to
an existing template, type the original templates name.
Word displays templates with (C) or (D) added to the
name, according to the disk you use to store the file.
You cannot change the standard built-in templates in Word,
although you can use them as a starting point for your own
customised templates.
You can use the Delete template command (from the More
commands on the File menu) to delete a template youve
created. You cannot delete the built-in templates.
Document
template
Setting the default template.
If you create a new Word document from the System screen, Word
uses the built-in Blank document template. If you want to start
documents in the System screen using a different template, create
a template as before but type the name Normal for the file.
Word will use the Normal template if it exists, otherwise it will
use the blank template.
50Word
Saving Word files
When you edit a Word file you are actually working on a copy of
the file stored in memory. When you close Word this file is
automatically saved to disk. If you do not specify a filename it will
be called Word, and subsequent files will be saved as Word(01),
Word(02), and so on. To save a file using a different name, or in a
different folder, select the Save as command from the More
commands on the File menu.
To create a new Word file, use the command on the File menu
and enter a filename and folder. The current file is closed and
automatically saved.
You can undo all changes since the last save using the Revert
to saved command on the File menu. This will re-open the
most recently saved version of the file.
Note: If you password-protect a file, it is immediately saved as
password-protected. If you revert to saved, you will need to
enter the password for the file.
51Word
How the page looks
When you create a new file, Word uses standard page settings to
control how your text will appear when printed. To change the
page setup for the current document, select the Page setup
command from the Printing commands on the File menu;
adjust the paper size, orientation and margins as appropriate.
Page breaks
Word automatically fits text to the paper size and continues on
to another page where necessary. If you want to have more
control over where new pages start, you can insert your own
page breaks and set page breaking options for individual
paragraphs.
• To start a new page, place the cursor at the desired point
and select the Page break command from the Insert
menu, or hold down Ctrl and press Enter.
To define how Word prints a specific paragraph, place the cursor
in the relevant paragraph, or highlight several paragraphs, then
select the Line spacing command from the Paragraph menu.
You can select from the following:
• Keep together to prevent a page break within the
paragraph.
• Keep with next to ensure that a paragraph always appears
on the same page as the paragraph that follows it.
• Start new page to ensure that a paragraph will always
appear at the top of a new page.
• Allow as widow/orphan to let a single line at the beginning
or end of the paragraph appear on a separate page from the
remainder of the paragraph.
You can display where page breaks will occur in a file by
selecting the Paginate command from the Tools menu. The
position of each page break is then shown with a dotted line.
Note that the dotted lines are not automatically updated if you
edit the document further, so you will need to select the
Paginate command again if you wish to repaginate and update
the position of the dotted lines.
52Word
53Word
Headers, footers & page numbers
Headers and footers are pieces of text (e.g. page numbers or a
chapter title) which appear at the top and bottom of each page
of a printed file. To add a header or footer, select the Page
setup command from the Printing commands on the File
menu, and select the Header or Footer page in the dialog. Enter
your text in the box and format it as desired.
To insert page numbers, the current time or date, or the file
name, press the Insert button and select from the options
available. Word automatically updates page numbering as you
edit your file.
Printing
If you have a printer ready for use with the Series 5, you can
print your Word files. You can preview how your printed file will
appear on paper and review all your page setup options
beforehand.
• To preview your printed document, select the command
from the Printing commands on the File menu. Word
paginates your file and displays the first page(s) on screen.
You can use the Setup options to control the number of
pages displayed in the preview and whether or not visible
margin lines are shown.
• To print the file, select the command from the Printing
commands on the File menu. You can choose to print the
entire file, or only a selection of pages. You can also print
multiple copies of the file.
See the Printing chapter for more details.
Page setup
54Word
55Sheet
SHEET
Sheet is the spreadsheet program. It has many of the features
and functions that you would expect from a fully-featured
spreadsheet.
You can use Sheet to create worksheets, and use PsiWin to
transfer worksheets to and from your PC.
Column heading
Row heading
Sheet has two views:
• The Sheet view, where information is displayed in cells on a
worksheet. Cells are referred to by their position in the grid
of columns and rows, e.g. D3. You can present information
in table form in Sheet, and perform calculations based on
sets of numbers stored in the worksheet.
• The Graph view, where you can create graphs based on
information stored in the worksheet.
Top toolbar
Moving around
The current cell is indicated by a dark border around a cell. The
information you enter in the input line applies to this cell.
• Tap any cell to select it, or use the arrow keys to move
around. You can use the scrollbars or the arrow keys to
move to other areas of the worksheet. Hold down the Ctrl
key and use the arrow keys to move by a whole screen at a
time.
• Use the Find commands on the Edit menu to move to
other cells. Use Find and Find next to move to cells if you
know their content, or Go to to jump to a specific cell.
Note: You can alter the number of cells displayed by using the
zoom commands, or by setting the zoom level using the
command on the View menu.
Highlight more than one cell to perform actions which apply to
an area:
• To highlight more than one cell: drag the pen from the
first cell in the block to cover the desired cells, or hold
down Shift and use the arrow keys.
• To highlight a whole column or a whole row: tap the
shaded column or row heading, e.g. C or 2.
• To highlight the entire worksheet: tap the square in the
top left corner of the worksheet headings.
Entering information
To enter information in a cell, select it and start typing. You will
see the information you are entering on the input line. The first
character you type tells Sheet what kind of information the cell
will contain:
• To enter numbers: begin with a number or with one of
these characters: . - + and (.
• To enter text: simply type it in. If your text starts with a
number, type a ' first, e.g. '24 Longton Road. If you want the
text itself to contain a ' at the beginning, type two of them,
e.g. ''97 sales figures.
• To enter a formula for a calculation: begin with a =. For
example, to make a given cell display the sum of the
contents of cells B1 and B2, type in =B1+B2.
• To edit the information in a cell: simply highlight the cell
and press Enter. You can then edit the contents on the input
line.
56Sheet
57Sheet
• To enter a date: type the day, month and year on the input
line, separating them with a space or the date separator
character as set in the System screen, e.g. 1 Oct 69 or 1 10
69, or 10 1 69 if you use this date format.
• To enter a time: type the hour, minutes and seconds,
separating them with a colon (or the time separator
character as set in the System screen).
You can also change the width of columns and the height of
rows, to suit the information contained in them. To do this:
• Drag the right-hand edge of the column heading to adjust its
width, and the lower edge of the row heading to adjust its
height.
• Use the commands on the Format menu to set the height
of a row in points and the width of a column in characters.
Note: If you enter more text than can be displayed in the
current cell, the information will run over into the next column if
that column is empty, so you may want to adjust the column
width. If you enter a number thats too long for the cell, you will
see a series of # signs in the cell, though the actual number will
still be stored.
• To freeze panes on the worksheet: type the information
you wish to freeze in the rows and columns, position the
pointer in the cell below the row to freeze, and to the right
of the column to freeze (this will often be B2). Tap the
button, or select the command from the View menu. The
frozen panes will stay on screen when scrolling through
the rest of the worksheet.
• To protect the worksheet from changes: select the
Protection command from the Tools menu.
• To allow changes to some cells only: highlight the area
you for which you wish to allow changes, select the
Protection command on the Tools menu and remove the
tick to unlock the highlighted cells. If you then protect the
worksheet, changes are only allowed to the cells that are
not locked.
Performing calculations
There are two ways to perform calculations:
• Type the calculation into a single cell. When you press Enter
or move to another cell, the result will be displayed on the
worksheet.
• Use a formula for a calculation; just type the different parts
of your calculation in separate cells and note their
references, e.g. income in B2 and tax in C2. In a new cell,
enter the formula, beginning with a =. Use the cell
Use = to
enter formulae
references for the components of the calculation rather
than the numbers themselves. For example, =C2-(B2*C2).
The value displayed in this cell is calculated for whatever
values you use in the component cells.
Note: If you have a row or column of cells and want to know
their sum, position the pointer in the cell at the end of the row
or column and tap the button. Sheet will insert the formula
for the sum of the preceding group of cells and calculate the
result.
58Sheet
59Sheet
There are two types of cell reference you can use in a formula:
• Relative references, such as A2. These get updated when
copied and moved elsewhere. For example, a reference to
cell A2 in a formula in cell B3 will change to B2 if the
formula is copied to cell C3.
• Absolute references, such as $A$2. These contain a $ sign in
front of the parts of the reference that you dont want to
change even if the formula is moved elsewhere. So, $A$2 in
cell B3 remains $A$2 when copied to cell C3.
• You can combine the two types of reference: A$5 in A6 will
become B$5 when copied to B8.
A formula which contains a reference to its own cell, either
directly or indirectly, is called a circular reference. You can find
any circular references in the worksheet using the Find
commands on the Edit menu. You should avoid making circular
references as they produce unpredictable results.
Recalculation
Sheet automatically recalculates your worksheet every time you
change part of a calculation. You may want to turn this feature
off if you are making a large number of changes in the
worksheet. To do this:
• Select the Preferences command from the Tools menu,
and set Auto recalculation to off. When Auto recalculation is
off, a
+?- symbol will be displayed at the right end of the
input line whenever you need to recalculate manually to
update results.
To make Sheet recalculate the worksheet, select the command
from the Tools menu.
Functions
Sheet has a large number of functions, e.g. mathematical,
financial and trigonometric functions, that you can incorporate in
your calculations. See the built-in help on the Series 5 for a full
list and details of syntax.
• To use a function in a calculation: just type it in.
Alternatively, tap the function button or select Function
from the Insert menu. Choose the function you require.
Using ranges
A range is a rectangular block of cells. The reference for a range
consists of the cell references of the top left and bottom right
corners of the block, separated by a colon, e.g. B2:C6. You can
use ranges to define areas of the worksheet for applying
formatting, creating graphs, or include range references in
formulae, e.g. =SUM(B2:C6).
• To select a range: highlight all the cells you want to be a
part of your range.
• To use a range in a formula: highlight the range to be
inserted while entering the formula. For example, type
=SUM( then drag the highlight to cover the appropriate
range, type a ) and press Enter.
Naming ranges
• To name a range: highlight the range and add a name using
the Add name command from the Name commands on
the Insert menu. You can use this name in sums and
formulae, e.g. =AVERAGE(Bills). You can edit the range
name using the Edit name command.
Changing how information is displayed
You can format the information in the worksheet in a number of
ways, e.g. to differentiate the parts of tables and calculations.
Formatting is applied to the currently selected cells.
• To change the alignment of information: tap
the horizontal alignment, or use the command on the
Format menu to set both the horizontal and the vertical
alignment.
• To change the font: use the buttons in the Top toolbar to
change the font or font size. Alternatively, use the command
on the Format menu to select the font, font size and other
attributes, e.g. bold, superscript, strikethrough etc.
• To add bold, italic or underline: use the
buttons, or use the Font command as described above.
• To add a border: tap or select the command from
the Format menu and select a border style for the each
side of cell.
• To add shading: tap
Format menu, and select the shading you want to apply.
or select the command on the
to set
60Sheet
61Sheet
Sorting information
You can sort rows in a list based on values in a single column or
in several columns. You can also sort columns based on values in
rows, if your list is set up that way. In either case, you can sort
using more than one row or column. For example, if you want to
sort a table based on a surname column, but have more than
one entry for each surname, you can also sort again using a first
name column.
Sorting from top to bottom
You can sort information in order from highest to lowest value,
or into alphabetical order, according to the information in a
particular column. Use this type of sorting if you want to change
the order of the rows in a table, e.g. to sort entries in a table
into the order specified by an Amount column.
To sort from top to bottom:
1. Highlight the range of information that you want to sort.
Sheet will only sort information inside this range.
2. Select Top-to-bottom from the Sort commands on the
Tools menu.
3. In the dialog, select the column that you want to use to
order the rows, and specify the way that you want to sort.
Click Options if you want to make the sort case sensitive.
Sorting from left to right
You can also sort from left to right. Use this type of sorting if you
want to change the order of the columns in a table.
To sort from left to right:
1. Highlight the range of information that you want to sort,
rows and columns. Sheet will only sort information inside
this range.
2. Select Left-to-right from the Sort commands on the Tools
menu.
3. In the dialog, select the row that you want to use to order
the columns, and specify the way that you want to sort.
Click Options if you want to make the sort case sensitive.
Changing the number format
Select the Number command from the Format menu to
change the number format. You can set the formats for the
current highlighted range or all cells in the worksheet.
The number formats include general, triad (e.g. 3 000 000) and
scientific number display, as well as special formats for displaying
text, currency, dates and times, percentages, and also for a
format for hiding the contents of cells.
Note: Some settings for the way numbers are displayed, e.g. the
thousands separator, are set in the System screen.
Number
formats
62Sheet
63Sheet
Graphs
You can use Sheet to create, format and print graphs based on
information on the worksheet, for example to show annual sales
figures, or the distribution of revenue.
You can create many types of graphs including line graphs, bar
and column graphs, scatter charts and pie charts, and can add to
or alter many aspects of the graphs appearance by tapping on
the area of the graph you wish to change.
Creating a graph
To create a graph:
1. Highlight a column or row of numbers in the Sheet view.
This will be the first range that your graph depicts. You
can add other ranges later on to build up your graph.
2. Tap the Graph button on the Toolbar to move to the graph
view. You will see your graph displayed on the screen.
Use the Sheet and Graph buttons on the Toolbar to switch
between the two views.
Graph view
Replacing the graph range
When you create a graph, it is set to the range you first
specified. It will reflect changes to the data within that range, but
will not reflect other ranges you highlight on the worksheet. To
replace the current graph range (or ranges) with a new one:
1. In the Sheet view, highlight the new range you want the
graph to use.
2. Switch to the Graph view, then press the Set ranges
button. The new range(s) will replace the old one(s) as the
subject of the graph.
Adding a range to a graph
You can add further ranges to graphs to display additional
information, e.g. to include a previous years sales figures as well
as the current ones.
• To add a range to a graph: select the range you want to
add to your graph in the Sheet view, switch to the Graph
view and then select the command from the Ranges menu.
Graph type & appearance
When you first create a graph, it will be a column graph. Change
the type using the button, or the Graph settings
command. The graphs types include line graphs, bar and column
graphs, scatter graphs and pie charts.
• To change the graph from 2D to 3D and back: use the
3D button on the Top toolbar, or the Graph settings
command.
• To change the pattern used for a range: select the
Change range command from the Ranges menu, then
choose the range and the fill colours and styles for each
range.
• To change the background, text and line colours of a
graph: use the Colours and Styles pages in the Graph
settings and Change range dialogs.
Note: You can alter many aspects of the graph appearance by
tapping on the area of the graph you wish to change.
64Sheet
65Sheet
Adding titles, labels and grid lines
• To add a title to a graph: select the Graph settings
command from the Graphs menu and insert the title. You
can change the style and font of the title using the Title
font command on the Graphs menu.
• To add axis titles: use the Format X-axis and Format
Y-axis commands. You can also use these commands to
format the X and Y axes, e.g. to add grid lines, tick marks,
add or remove axis labels, alter the axis position and scale,
or hide them completely.
• To add labels to each range: use the Change range
command to specify the type of label you want and the cells
in which your labels are stored.
• To add a legend to a graph: tap the Legends button and
select the desired position for the legend. Alternatively, use
the Graph settings command.
Working with more than one graph
You can create more than one graph for a worksheet and switch
between them easily.
• To create a new graph: highlight the first range for the
new graph, then switch to the Graph view. Select the New
graph command from the Graphs menu, and specify the
settings for the new graph.
• To switch between the graphs you have created: tap
the Graph button on the Top toolbar or use the command
on the Graphs menu.
Printing from Sheet
You can print a range of pages, the entire worksheet or a graph
from Sheet using the Printing commands on the File menu. You
need to set up the page layout and printer first, using the Page
setup and Print setup commands. You can use the Print
preview command or the Print button in the Toolbar to display
a preview.
See the Printing chapter for more details.
66Sheet
67Contacts
CONTACTS
You can use the Contacts program to store information about
your contacts, such as those found in an address book. Each
contact includes labels for details such as names, addresses,
email addresses, telephone and fax numbers.
Adding a contact
You can add contact details in any order. To add a contact:
1. Tap the New contact button or select the command from
the File menu.
2. Type the contact information next to the appropriate labels.
• Tap on a label or use the arrow keys to move between the
boxes. Use the scroll bar to see labels which are not
currently displayed.
• Tap on the page headings to move between the personal
and work pages.
3. Tap the Save button when youve finished typing in the
contact details.
Note: If there is no suitable label for the information you wish to
enter, you can add a new label. See Contact labels later.
Looking at your contacts
Contact details are displayed as a single page, with the contacts
list shown alongside.
• To sort contacts alphabetically by first name, last name or
company name, use the Sort button on the Toolbar or the
command on the View menu.
• To adjust the width of the list and contact details, use
Preferences on the Tools menu.
How do I dial a telephone number?
You can dial a contacts telephone number by selecting the contact
and tapping the Dial button on the Toolbar. See the Dialling
chapter for details of how to dial numbers directly from Contacts
and other programs.
Finding contacts
You can find contacts by typing part of the name, or search for
text contained anywhere within the contact details.
• To search for a contact by name, simply type the first few
letters of the name in the Find: box and press Enter. Only
the name and company name are searched.
• To search for text contained anywhere within a contacts
details, e.g. text in an address, email or notes label, use the
Find in all text command on the Edit menu.
List of contacts
Search tips.
Type a ? for a single unknown letter or a * for any number of
unknown letters (known as wildcards), e.g. typing ?ath would
find cath and kath, whereas typing *ath would also find
goliath.
After a search, only those entries including the search text will
be displayed. To display all the contact entries again, tap on the
Find: box.
Label
Details of
selected contact
68Contacts
69Contacts
Editing & deleting contacts
To change a contacts details:
1. Select the contact you wish to edit, then tap on the Edit
contact button on the Toolbar or select the command from
the File menu.
2. Change the contact details as required, and tap the Save
button to save your changes.
To delete a contact, select the command from the File menu.
Note: If you delete a contact accidentally, select Undo delete
on the Edit menu to get it back again.
Contact labels
If the current contact labels are not suitable for the information
you wish to enter, you can add, remove and rename the labels
used by all new contacts. It is best to set up the labels you want
before you start to type in your entries.
Note: If you wish to store different types of information, you can
use the Data program to create a custom database. See the
Data chapter for more information on creating your own
databases.
Changing labels
Each individual contact can have different labels to other contact
entries. To add a label to a single contact:
1. Open a contact by adding a new contact or editing an
existing entry.
2. Tap Add item and select the label to add to the contact.
Note: The label you select will only be added to this individual
contact.
You can add, remove, rename and change the order of labels
used for all new contacts. To do this, select Set up labels on
the Tools menu.
• To add a new label, tap Add item and select a label type.
• To change the name of a label, select it and tap Rename.
Label
• To change the order of a label in the list, select it and use
Move up and Move down.
• To delete a label, select it and tap Delete.
Note: You cant delete labels from existing contacts, but you
can prevent a labels title appearing by deleting its contents.
Page label
appears on
70Contacts
71Contacts
Exchanging contacts
You can exchange contact details with other programs and
machines which support the vCard standard. You can also
exchange contacts using Infrared with other machines which
support the vCard and IrObex standards (see Infrared for
more details).
To do this, use the More command on the File menu to:
• import information from a vCard file into Contacts.
• export contacts as a vCard file for use with another
program.
Note: You can choose to export only the selected contact, or all
contacts currently in view (e.g. the result of a search).
Printing contacts
You can print all your contacts, or choose a set of contacts to
print by using a search.
• Before you print, refer to the instructions in the Printing
chapter to select a printer.
To print contacts:
1. Display the contacts you wish to print.
Note: If you do not wish to print all the contacts, select a contact
or use the find commands to display a selection of contacts (see
Finding contacts).
2. Use the Printing commands on the File menu:
• Use the Page setup command to control the page size,
margins, and add headers and footers. See the Printing
chapter for more details.
• Use the Print setup command to specify which contacts to
print, and the number of copies.
• Use the Print preview command to see how your printed
copy will look.
••
• Use the Print command to print your entries.
••
Search results
Search clue
Dial dialog
Dial
Toolbar button
72Contacts
73Agenda
AGENDA
You can use the Agenda program as a time manager, for
recording appointments, events, birthdays, anniversaries and lists
of things to do.
When you first open Agenda, youll see a planner for the current
week, or the Week view. You can start adding your
appointments and other entries straight away by moving to the
appropriate day and typing them in.
Handwritten
entry
To-do entries
What if I already use a PC scheduler?
If you already keep your schedule on your PC, you can use PsiWin
to synchronize your PC scheduler with a new Agenda file to quickly
bring all your PC entries across. You can then synchronize regularly
to keep the information up to date in both places. See the PsiWin
on-line help for more details.
Change view
Entry crossing
midnight
Moving around
• Use the arrow keys to move around the days.
• Press the Today button on the Toolbar, or the Spacebar to
go to todays date. Press the Spacebar again to move back
to the day you were on.
• Tap on the dog ears in the bottom corners of the pages to
move between pages.
• To move between dates, tap on the title of the view or
press Ctrl+J to see a calendar (you can also press Tab in
some views). Move the highlight to the date you want and
press Enter.
Note: The Agenda has a number of other views, e.g. a Day view
and a Year view. You can set preferences to change which view
you see when you first open the Agenda program, and customise
other aspects of the way Agenda works. See Customising
Agenda later.
Adding appointments & events
Agenda has 3 types of entries for appointments and events:
• Timed day entries for appointments that you wish to give
a duration, e.g. a meeting or dental appointment. The
duration can be displayed in the Agenda views so that you
can see when you are busy. A timed entry can have any
duration (up to 31 days).
• Untimed day entries for an appointment without a
duration.
• Events for entries that you wish to last a specified number
of days, which do not have start and end times, e.g.
holidays.
74Agenda
75Agenda
Timed & untimed entries
To enter a timed or untimed day entry:
1. Move the cursor to the date of the appointment and start
typing. As soon as you start typing the New entry dialog is
shown where you can set the start time and duration of the
appointment. If the appointment does not need a start time,
remove the tick from the Timed entry box.
• A timed entry appears with a start time, and can also be
displayed with a duration. Entries which cross midnight are
marked with « on subsequent days.
• An untimed entry appears with a bullet and is displayed in
the time slot where you type it in.
2. You can set the duration or end time of a timed entry in the
New entry dialog, or tap the Alarm/More button and
move to Details page to enter a duration longer than 23
hours.
Note: Each view has a standard entry type that is created when
you start to type. To add other types of Agenda entry, select
Create new entry from the Entry menu, and then select the
type of entry you want. You can change the standard entry type
for each view. See Customising Agenda later.
Note: You can add a handwritten entry by writing the entry as a
sketch; see Attaching a sketch later.
Events
• To enter an event: select the command for creating a new
event from the Entry menu. Type in the details of the
event, e.g. Holiday in Spain and set the start date and
duration in days. Event entries are marked with a flag
symbol (
).
Pencilling in a tentative entry
• To pencil in an Agenda entry, e.g. to reserve a time slot for
an appointment that has not been confirmed: press the
Alarm/More button in the New entry dialog, move to the
Other page and tick the tentative entry box. The entry will
be displayed as grey text in the Agenda views.
• To confirm a tentative entry: highlight the tentative
entry, then select the command from the Entry menu to
remove the tick from the menu command.
Viewing entries
Agenda has the following views, for looking at Agenda entries in
different ways:
• Day view - shows all the entries for one day, hour by hour.
• Week view - shows the entries for the whole week.
• Anniversary view - shows birthdays, anniversaries, etc.
• Busy view - showing your free and busy time over a four
week period.
• To-do view - shows lists of things to do.
• Year planner - shows an overview of entries for the year,
and displays entry symbols.
Switch between the views by tapping on the View button or by
selecting the view from the View menu.
You can set preferences to change the way the views look. See
Customising Agenda later.
Event entry
Untimed
day entry
Timed day entry
76Agenda
77Agenda
Entry symbols
You can group entries together using entry symbols. An entry
symbol is a letter you can use to identify particular entries, for
example, M for meetings. The entry symbol can also be used to
show entries in the Year planner.
Birthdays and anniversaries
1. Move to the Anniversary view and just start typing, or select
the command for creating a new anniversary entry from the
Entry menu in any view.
2. Type in the details of the anniversary, e.g. Janes birthday
and set the day and month of the anniversary.
3. Press the Alarm/More button if you wish to specify other
details about the anniversary, e.g. the start year and
whether you want to see the start year (e.g. a persons year
of birth) and/or the number of years since the start year
(e.g. their age).
Anniversaries are marked with a candle symbol (
).
Reminders for entries - alarms
To set an alarm for an Agenda entry:
1. Move the cursor to the entry.
2. Set the alarm using the command from the Entry menu.
You can also set an alarm while adding an entry, by pressing
the Alarm/More button in the New entry dialog and then
moving to the Alarm page.
3. Set the amount of warning that you want, or the time at
which you want the alarm, and the alarm sound you want.
Initially you will see the list of standard alarm sounds, but you
can add your own sounds for alarms using the Record program.
See the Customising your Series5 chapter for more details.
Entries which have alarms are marked with a bell symbol (
• To remove an alarm, select the Set alarm command from
the Entry menu and remove the tick from the alarm box.
).
Will alarms still ring if I close Agenda?
If you close an Agenda file, the Agenda informs the Series 5 clock
to ring the next Agenda alarm at the appropriate time. However,
the Series 5 will not be able to ring any further Agenda alarms from
that file until you open it again.
If you use alarms a lot in your Agenda, it is therefore a good idea to
leave the Agenda file open when you are not using it, even when
the Series 5 is switched off.
Alarm warning
If you do need to close the Agenda file, do not set an alarm and
then immediately close the file or switch off. This is because the
Agenda program needs a certain amount of time to calculate when
the next alarm should ring, and if you switch off before the
calculation is complete, the Series 5 clock will not have been
informed to sound the alarm.
78Agenda
79Agenda
Finding entries and dates
You can search through the Agenda entries for a particular piece
of text or for entries with particular settings, or a particular
entry symbol.
1. Select the Find command from the Edit menu.
2. Type the text you want to find (you can leave the line blank
if you want to list all of the entries). Select the dates you
want to search using the range lines. Select any other
settings as appropriate; press the Options button to select
the entry types you want to find.
A list of matching entries is shown. Move the cursor to an entry
in the list and press Enter to display it in full.
Use the commands from the Edit menu to go to the previous or
next entry or to go to a specific day.
Using the calendar
You can also go to a specific day using the built-in calendar. Tap
on the date titles or press Tab to display it in the Day, Week, or
Anniversary views; alternatively select the Calendar command
from the View menu in any view. Todays date is circled, and the
currently selected date is highlighted. In a calendar you can:
• Press the buttons in the top of the calendar to see a 1, 3 or
12 month calendar.
• Tap on the dog ears in the bottom corners of the calendar
to move between the calendar pages.
• Use the left and right arrow keys to move between days.
Use Shift at the same time to move between dates in a
month, Ctrl to move to the same day in the previous or
next month, or Fn to move to the first or last date on the
page.
When the highlight is on the day you want, press Enter to move
to that day.
Changing and deleting entries
• To move or copy an entry: use the Cut or Copy
commands from the Edit menu to move or copy an entry.
Move the cursor to the new entry position and paste the
entry. All entry details are transferred to the new location;
alarm settings are adjusted accordingly.
• To change an entrys type, e.g. to change a day
entry to an event: highlight the entry you want to change
and select the command from the Entry menu. Select the
new entry type, and complete the settings for the new
entry type.
• To change the entry text: highlight the entry you want to
change and tap on it, or press Enter. Now you can edit the
text, making use of the normal text selection and emphasis
keys. If you wish to change the font, letter size, etc. press
the Alarm/More button, then move to the Text page. You
can also move an entry by editing the entry in this way and
changing the entry time or date.
Deleting entries & crossing out
To remove an individual entry from the Agenda, select it and
press Del or use the command from the Edit menu.
• You dont have to delete individual entries in the past, these
can be removed automatically by tidying the Agenda file.
See Tidying an Agenda file later.
• If you want to mark an entry as completed, without
removing it from the Agenda, move the cursor to it and
cross it out using the command from the Entry menu. The
entry will now appear in the Agenda views with a line
through it, and any alarm for this entry will be cancelled.
80Agenda
81Agenda
Repeating entries
You can set an entry to repeat automatically, e.g. a monthly
meeting.
1. Move the cursor to the entry and set the repeat using the
command on the Entry menu.
2. Set up the repeat type as appropriate, e.g. Daily, Monthly,
Weekly etc. You can also set the repeat to Monthly by
date, e.g. the 7th of each month, Monthly by days, e.g. the
first Monday of each month, Yearly by date, e.g. once
every year on the same date or Yearly by day of week, e.g.
the third Tuesday in March every year.
3. Press the Alarm/More button to set up the days and dates
for the repeats (except for Daily repeats). Set the interval
for how many days, weeks, months or years you want
between repeats.
• If you only want the entry to repeat a few times, remove
the tick from the Repeat forever line and set the number
of occurrences, or type in the date of the last occurrence
on the Until line.
• If you only want to see the next occurrence of a repeated
entry, you can choose to show Next only.
Entries which are set to repeat are marked with ».
Note: If you select Next only and the last occurrence has
passed, you will not see the entry any more. Use the Find
command from the Edit menu to be able to see them.
Lists and things to do
You can use a to-do list to note down tasks or items you want
to remember. Initially you have two to-do lists, and you can add
more lists later.
You can also give each item on a to-do list a due date, and assign
priorities to to-do entries to control the order they appear in the
Agenda views.
To-do entries are marked with a circled T symbol (
).
Crossed out
entry
To-do priotity
Adding a to-do
1. Move to the To-do view and just start typing, or create a
new to-do entry using the command from the Entry menu.
2. Type in the details of the to-do, e.g. Buy paper. The
Priority can be used to determine the order in which todo entries are listed in the to-do list, priority 1 is highest.
3. If the to-do entry has a deadline, press the Alarm/More
button and tick the Dated box. Then set the due date to
the deadline date. If you want advanced warning of the
82Agenda
83Agenda
deadline, set up warnings as appropriate. You can set how
due dates are shown, e.g. Date, Days or Auto (date, days
and tomorrow) if you want to see when the to-do is due.
Creating a new to-do list
You can create new to-do lists so that you can categorise the
things you want to remember, for example you can keep a
private to-do list and a work to-do list. Each to-do list is
displayed on a page in the To-do view. Move between the todo list pages by tapping on the dog ears in the bottom corners,
or using the left and right arrow keys. Tap on the to-do list title
to see a list of available lists.
1. Create a new to-do list using the command from the To-do
lists menu.
2. Type in a name for the list, e.g. Wedding plans. You can
rename the list later if you need to using the command from
the To-do lists menu.
3. Specify the page number that you want this to-do list to
appear on, and which to-do list you want to base the
settings of the new list on.
4. Press the OK button to save the new list, and youll see the
new list in the To-do view.
You can delete an unwanted to-do list and all its entries, using
the command from the To-do lists menu.
Customising a To-do list
You can change the way the to-do list looks and how to-do
entries are shown in the Day and Week views.
Select To-do list preferences from the To-do lists menu.
• Each to-do list is displayed on a page; the page number
controls the order in which the to-do lists are displayed. If
you want to move the to-do list to another page, set the
page number as appropriate.
To-do entries
(standard
position at 8am)
• If you want to be able to arrange to-do entries on the list
yourself, set the sort order to Manual. New entries you add
to the list will appear at the cursor position, and you can
cut, copy and paste to-do entries to put them in the order
you want.
• Tick the boxes according to what you want to see in the
To-do view and other views.
• If you want to see to-do entries in a specific time slot in the
Day view, for example personal to-do entries in the
evening, set the time as the standard position.
Customised
time slots
84Agenda
85Agenda
Information from other programs
You can use the Paste command to insert text copied in other
programs straight in as an Agenda entry. For example, copy
some text in Word using the Copy command, move to Agenda
and to the position you wish the Agenda entry to appear and
select Paste.
You can also insert information from other programs into an
Agenda entry, e.g. add a sketch of a map to the entry for a
meeting appointment. This information is called an object.
Inserted
Word objects
Attaching Word documents to entries
You can attach a Word document as a memo to any Agenda
entry, for example a list of things you want to discuss at a
meeting. To do this:
1. Highlight the entry to which you want to attach the Word
document.
2. Select the Word command from the Edit object
commands on the Edit menu.
3. This takes you to a new Word document where you can
Inserted
Sketch object
type in your text. See the Word chapter for more about
using Word. When you have finished editing the document,
close it to return to Agenda.
• To see or edit the document later, select the entry with the
attached memo and then select the Word command again.
Attaching a voice note
You can attach a spoken memo (a voice note) or another
sound to any Agenda entry. To attach a voice note:
1. Select the entry to which you want to attach the voice note.
2. Select the Voice note command from the Edit object
commands on the Edit menu.
3. This takes you to a Record file where you can make the
recording in the normal way. See the Record chapter for
more about using the Record program. When you have
finished making the recording, close Record to return to
Agenda.
• To listen to the voice note later, select the entry with the
attached voice note and then select the Voice note
command again. Play the sound in Record and close Record
to return to Agenda.
Attaching a sketch
You can add a sketch in one of 2 ways:
• by adding a sketch as an entry using the Sketch button in
the Toolbar. You can add a picture, or handwritten note in
this way. Just create the picture in Sketch and close the
Sketch program to return to Agenda.
• by attaching a sketch to a text entry as an icon. Select the
entry to which you want to add the sketch, then select the
Sketch command from the Edit object commands on the
Edit menu.
In either case, to see or edit the picture later, select the entry
with the attached picture and then select the Sketch command
from the Edit object commands from the Edit menu.
86Agenda
87Agenda
Customising Agenda
You can change the view that you see when you open the
Agenda and set preferences for inserted objects by selecting the
General preferences command from the Tools menu.
You can change the way each view looks by selecting View
preferences from the Tools menu, while in the view.
• In the View preferences, you can select which type of entry
you will add if you select an empty day or time slot and just
start typing, press Enter or tap on an empty slot.
• You can also select which types of entry you want to show
in the Day, Week and Year planner views.
• If you want to change the times shown in the day view to
suit your working day, change slot definitions in the Day
view preferences.
• If you only want to show one entry symbol in the Year
planner, set the Show which symbols line in the Year
planner preferences to One. Then select the entry symbol
you want to show.
You can change the standard settings for entries by selecting
Entry preferences from the Tools menu, and then selecting the
entry type.
Agenda files
You may wish to keep separate Agenda files for business,
hobbies and so on.
Create a new Agenda file for your information (using the
command on the File menu).
• You can now add entries to the new Agenda file. You can
use cut, copy and paste to move entries between Agenda
files.
• If you have two Agenda files and want to combine them,
use the Merge command from the File menu.
Tidying an Agenda file
You should tidy the Agenda on a regular basis to stop the file
from getting too large. To do this:
1. Select the Tidy/archive file command from the More
commands on the File menu.
2. You can select whether you want to copy or move old
entries to a new file, or delete them. If you move or copy
them to a new file, you must specify the name and location
of the new file.
If you copy them to a new file, the entries are not removed
from the current Agenda file.
3. Select which entries you wish to tidy, e.g. crossed out
entries, and select the entry types you want to tidy by
pressing the Entry types button.
4. Select the range of entries you want to tidy.
Note: If you have moved or copied entries to a new file, you
should see the file on the System screen and be able to open it
like any other Agenda file.
Printing Agenda entries
You can print all the Agenda entries, or limit the range you print
to certain dates of interest, for example only the coming week.
• Before you print, refer to the Printing chapter; this tells
you how to set up the printer and page.
Select the Printing command from the File menu:
• Use the Page setup command to specify how the entries
will appear in the printed copy. You can control the page
size, margins, and add headers and footers. See the
Printing section for more about this.
• Use the Print preview command to display pages showing
how the printed copy will look.
• Use the Print command to print the entries.
When you select Print or Print preview, youll see a dialog in
which you specify the date range of the entries you want to
print.
Press the Entry types button to set:
• Whether you want to print all repeat entries or only the
next one.
• Whether you want to print crossed out entries.
• Whether you want to print only entries with a specific entry
symbol.
88Agenda
89Agenda
Synchronising with a PC Scheduler
You can synchronise the Agenda with the PC agenda on your PC
using PsiWin, to ensure that both agendas are kept in step with
each other.
Note: Refer to the PsiWin on-line help for details of how to
synchronise your diaries.
Synchronising entries with a PC scheduler
You can specify for each entry, whether you want to synchronise
it with your PC agenda. Entries that arent synchronised are
marked with a
1. When adding or editing an entry, press the Alarm/More
button in the entry dialog, then move to the Other page.
2. Tick the Synchronise box if you want to synchronise the
entry with the PC agenda. Tick the Private on
synchronised agenda box if you want to keep the entry
confidential in the PC agenda.
To change the settings of a whole To-do list, select Agenda
synchronisation from the To-do lists menu. If the To-do list is
not synchronised, none of the individual To-dos will be. If the
To-do list is set to Private, so are all individual To-dos.
, private entries are marked with a .
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