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`IERSPEC'I'IVE
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`' Handbook
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`SAMSUNG EX. 1004
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`SAMSUNG EX. 1004
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`
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`First Edition
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`November 1992
`
`Copyright
`©1992 Pensoft Corporation. All rights reserved. No part of this publication may be reproduced, transmitted,
`transcribed, stored in a retrieval system, or translated into any language in any form by any means without the
`written permission of Pensoft Corporation.
`
`Software License Notice
`
`Your license agreement with Pensoft Corporation, which is included with the product, specifies the permitted
`and prohibited uses of the product. Any unauthorized duplication or use of Perspective, in whole or in part, in
`print, or in any other storage and retrieval system is prohibited.
`
`Government Restricted Rights Legend
`Use, duplication, or disclosure by the Government is subject to restrictions as set forth in subparagraph
`(c) (1) (ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.227—7013 and
`paragraph (d) of the Commercial Computer Software — Restricted Rights at FAR 52.227 — 19. Subcontractor/
`Manufacturer is Pensoft Corporation, 275 Shoreline Drive, Suite 535, Redwood City, California 94065.
`
`Licenses and Trademarks
`
`Pensoft is a trademark of Pensoft Corporation. PenPoint and MiniText are trademarks of GO Corporation.
`Epicurean Rendezvous’ Fine Dining Guides are trademarks of Epicurean Rendezvous, Inc. Letter Express and
`Numero are trademarks of PenMagic Software, Inc. PenCrush is a trademark of Notable Technologies, Inc.
`PenCentral is a trademark of Sitka Corporation, a Sun Microsystems, Inc.- Owned Business.
`
`
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`Pensoft Corporation
`275 Shoreline Drive
`Suite 535
`
`Redwood City, CA 94065
`USA.
`
`Tel 415 802 6925
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`Printed in USA
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`SAMSUNG EX. 1004
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`SAMSUNG EX. 1004
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`. 27
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`Basic Gestures .
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`Entering Information .
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`Table of Contents
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`I
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`SAMSUNG EX. 1004
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`Additional Documents .
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`Data Provided with Perspective .
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`. 24
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`3 Perspective Basics
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`j
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`To Do List
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`Topic Index .
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`. 2O
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`Note index .
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`ProfileBook .
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`. 22
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`1 Welcome to Perspective ,
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`1
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`Organization of this Handbook .
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`For More Information About Perspective .
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`Conventions in this Handbook .
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`Perspective Concepts .
`How information is organized
`Documents and notebooks
`Working with documents, profiles and the ProfileBook
`Linking and the Associate
`Notes
`Topics '
`Embedding documents
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`2 Your Perspective Notebook
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`About the Perspective Notebook .
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`Day Planner .
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`Month Planner .
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`Address Book .
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`Entering information in a document
`Entering information in a profile
`Entering information in a note
`Entering phone numbers, dates and choices
`Creating a new item anywhere
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`Writing in Ink and Text
`Using the InkWeII
`Writing as ink or text
`Hints about writing in ink
`Translating ink later
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`Linking Information .
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`About the Associate .
`Associate
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`Let the Associate ask for Help
`Setting the Associate
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`Using the Associate to Create Links Automatically .
`Automatic linking of names in appointments, etc.
`Automatic linking of unknown names in appointments, etc.
`Automatic linking in link details
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`Backing Up Your Information .
`Archiving Information
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`4 Using Perspective
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`Creating a new link manually
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`Changing profile appearance
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`II
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`Perspective Handbook
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`SAMSUNG EX. 1004
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`Using Profiles to See All Details for an Item .
`Opening a profile
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`Changing Information .
`Moving and copying
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`More about Changing Information .
`Selecting information
`Changing the category of an item
`Undoing a change
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`Finding Information .
`Finding exact information
`Finding information easily
`Using the results of a find
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`Using Perspective for Communication .
`Using Perspective as the System Address Book
`Using Groups
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`5 Scheduling Your Day
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`About the Day Planner
`Turning to different days
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`Appointments
`Scheduling an appointment
`Changing how long an appointment lasts
`Rescheduling an appointment
`Entering regularly scheduled appointments
`Setting and removing alarms
`Dividing a time slot into shorter or longer intervals
`Scheduling multiple appointments at the same time
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`Entering to do’s
`Updating a to do’s status
`Changing a to do’s priority
`Changing how to do’s are sorted
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`Table of Contents
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`Changing the Day Planner .
`Changing tiles and their arrangement
`Changing the look of tiles
`Changing row height
`Changing column appearance
`Adding and removing columns
`Adding and removing a day tab
`Changing the display for small screens
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`6 Planning Your Month
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`Turning to different months
`Seeing more information
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`Appointments & Events .
`Entering an event
`Scheduling an appointment
`Changing how long an event or appointment lasts
`Rescheduling an appointment or event
`Entering regularly scheduled appointments and events
`Setting and removing alarms
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`Obiectives .
`Entering an obiective
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`Changing which items are displayed
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`Changing the Month Planner .
`Changing tiles and their arrangement
`Changing the look of the Calendar Tile
`Changing the width of days in the calendar
`Changing the look of the Obiective Tile
`Changing row height for objectives
`Changing column appearance for obiectives
`Adding and removing Obiective Tile columns
`Adding and removing a month tab
`Changing the display for small screens
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`1
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`Perspective Handbook
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`SAMSUNG EX. 1004
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`
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`f
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`7 Listing Information
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`About Lists
`Lists to choose from
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`Turning to a specific page in a list document
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`Entering and Tracking Information in a List
`Entering an item
`Adding and removing Columns
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`Organizing Lists
`Using pages
`Paging
`Sorting
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`Changing which items are displayed
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`Changing row height
`Changing column appearance
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`Creating New Lists .
`v About handpicked lists
`Making a handpicked list
`Excluding items from a handpicked list
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`8 Notes & Embedded Documents
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`About Notes .
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`Taking and Linking Notes .
`Creating and linking a note
`Using the Associate in notes
`Linking a note
`Writing notes in ink or text
`Naming a note
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`Retrieving and Deleting Notes .
`Retrieving a linked note
`Retrieving notes From the Note index
`Viewing Profiles for notes
`Deleting a note
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`Table of Contents
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`Changing the Look of Notes
`Changing the look of text in a note
`Changing the look of notepaper
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`Embedded Documents
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`Creating and embedding a new document
`Embedding an existing document
`Opening an embedded document
`Moving, copying or deleting embedded documents
`Embedding a Perspective document in another document
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`9 Using the Profil'eBook
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`About the ProfiIeBook .
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`Getting around
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`Working with Categories‘and Details .
`Categories, subcategories and inheritance
`When to create new categories
`Types of details
`Instance details
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`When to use general links and when to define new links
`Working with multiple ProfiIeBooks
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`Using the ProfiIeBook .
`Adding a detail to a category
`Adding an instance detail to an item
`Deleting a detail
`Changing the definition of a detail
`Adding a new category
`Deleting a category
`Rearranging a profiIe’s layout
`Adding and editing items in the ProfiIeBook
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`10 Importing & Exporting
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`About Importing and Exporting Information .
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`Importing Information .
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`Import file Format
`Keeping information consistent
`Importing (part I)
`Importing (part 2)
`Importing (part 3)
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`Exporting Information .
`Exporting (part I)
`Exporting (part 2)
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`Sharing Documents
`Exporting a Perspective document
`Importing a Perspective document
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`189
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`I 1 Creating Custom Solutions
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`About Perspective and Creating Custom Solutions .
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`Step I: Defining Your Data ModeI
`Determining required Perspective categories and details
`Determining links
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`201
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`Step 2: Customizing Perspective's Categories & DetaiIs
`Working with the ProfiIeBook
`Modifying categories and details
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`Step 3: Creating Perspective Documents .
`Creating documents
`Adding additional data
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`Sharing information with Corporate Systems .
`Updating information in Perspective
`Routinely exporting information
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`Maintaining Your Sqution .
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`Gestures - Appendix A
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`Gestures .
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`Table of Contents
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`SAMSUNG EX. 1004
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`Address Book .
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`To Do List .
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`Month Planner .
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`Import and Export
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`ProIiIeBook .
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`. 242
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`Glossary
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`Index
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`I
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`VIII
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`243
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`261
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`List Paper
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`Categories
`Details for Each Category .
`Calendar Items
`Name Items
`Note Items
`Misc. Items
`
`213
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`. 2I4
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`2I5
`2I6
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`Troubleshooting - Appendix C
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`Associate .
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`Day Planner .
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`. 232
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`. 234
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`SAMSUNG EX. 1004
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`
`Perspective can help you manage your schedule, tasks, contacts, notes, and other
`important information. This chapter explains how to use the Handbook, the basic
`reference source for using Perspective. It also introduces the basic concepts needed to
`understand Perspective. This chapter covers:
`
`Organization of this Handbook .
`
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`For More information About Perspective .
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`Conventions in this Handbook .
`
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`Perspective Concepts .
`How information is organized
`Documents and notebooks
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`Working with documents, profiles and the ProfileBook
`Linking and the Associate
`Notes
`
`Topics
`Embedding documents
`
`. 6
`6
`8
`
`9
`1 1
`12
`
`12
`12
`
`Note: This Handbook assumes you are familiar with PenPoint and your computer
`H running the PenPoint operating system. Most concepts, gestures, and actions
`in Perspective are the same as in any PenPoint application. If you have
`questions or need more information, refer to [15ng PmPoz'nt, the book you
`received with your pen—based computer.
`
`eAgpadSJad0;suitable,“_.r
`
`SAMSUNG EX. 1004
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`‘— Organization of this Handbook
`
`This Handbook is a reference book that explains how Perspective works using step—by—step instructions. Use this
`Handbook when you need to know how to enter, track and organize your information. If you need to install
`Pers ective on our PenPoint corn uter, see the “Installation” section of Gettin Started
`P
`y
`P
`g
`
`Pensoft strongly recommends you read and work through at least the first tutorial in Getting Started before you
`use the Handbook for reference. In addition, chapters 1—4 provide important information that you need to
`understand when you read or refer to the remaining chapters of the Handbook. You need nOt read the whole
`book, but only those sections or chapters you need for information on specific tasks. Use this Handbook’s Table
`of Contents and Index to locate the information you need. The chapters included in this book are:
`
`Welcome to Perspective
`
`Your Perspective Notebook
`
`Perspective Basics
`
`Using Perspective
`
`Scheduling Your Day
`
`Planning Your Month
`
`Listing Information
`
`Notes 85 Embedded Documents
`
`Using the ProfileBook
`
`Importing SC Exporting
`
`Creating Custom Solutions
`
`1
`
`2
`
`3
`
`4
`
`5
`
`6
`
`7
`
`8
`
`9
`
`10
`
`11
`
`2
`
`Perspective Handbook
`
`an overview of this book and how to find more
`information, as well as an overview of Perspective
`and basic concepts.
`
`an overview of the documents in your Perspective
`Notebook.
`
`the basic tasks, gestures and commands that work
`anywhere in Perspective.
`
`additional tasks, gestures and commands that work
`anywhere in Perspective.
`
`how to use and customize the Day Planner and
`other documents created from Perspective Day
`Planner stationery.
`
`how to use and customize the Month Planner and
`other documents created from Perspective Month
`Planner stationery.
`
`how to use and customize the Address Book,
`To Do List, Topic Index and Note Index, and
`other documents created from Perspective List
`Paper stationery.
`
`how and when to use notes and embedded
`documents.
`
`how to use the ProfileBook to customize
`Perspective categories and details.
`
`how to use import and export to share and enter
`information.
`
`tips for VARs, system integrators and corporate
`developers on how to use Perspective to create
`custom solutions.
`
`SAMSUNG EX. 1004
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`
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`Appendix A
`
`Gestures
`
`Appendix B
`
`Categories
`
`extensive list of gestures used in Perspective.
`
`list of standard Perspective categories and their details.
`
`Appendix C
`
`Troubleshooting
`Glossary
`Index
`
`advice on problem solving.
`definitions of terms and concepts.
`
`I
`
`Chapter 1. Welcome to Perspective
`
`3
`
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`‘— For More Information About Perspective
`
`Four additional sources of information about Perspective are:
`
`
`
`Quick Start
`
`Getting Started
`
`Quick Reference Guide
`
`Quick Help
`
`4
`
`an on—line tutorial available as a document in the Perspective
`Notebook.
`
`installation instructions and three tutorials which show you how to
`use and customize Perspective.
`
`a summary of how to use Perspective, in a compact format that you
`can keep with you.
`
`on—line information about something on the screen. There are two
`ways to get Quick Help:
`0 Draw a question mark ? on the item for which you need help.
`0 Tap
`the Help icon on the bookshelf, then tap the area for
`which you need help.
`
`Perspective Handbook
`
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`Conventions in this Handbook
`
`1ili
`
`The conventions in this Handbook are designed to make information easy to find.
`
`New terms are shown in italics when they are first introduced. Other words and phrases that need emphasis
`are also in italics. For example,
`
`You can choose to leave anything you write as ink (your own handwriting) or to have
`your writing translated to text (printed characters). The InkW/ell tells Perspective how to
`interpret your writing. Ifyou write in ink, you can have Perspective translate it to text at
`some later time.
`
`What you are supposed to write on your computer is displayed in a script font. For example,
`
`Meet with Donna
`
`Donna Cook
`
`Steps that you should follow in sequence to complete a task are numbered. For example,
`
`1 Do this first.
`
`2 Then do this.
`
`3
`
`Finally, do this.
`
`Alternative actions or related points that need not be followed in sequence are shown as bullet items.
`For example,
`
`0 This is one way of doing a task.
`
`0 This is another.
`
`5
`
`Tasks are accomplished by gestures when possible. Menu equivalents are listed in parenthesis. Using menu
`commands often requires selection before using. For example,
`
`Cross out X on the column’s title. (Edit Menu: Delete Column)
`
`Other actions that can be taken are written as hints. For example,
`
`Hint: If you select an event or appointment by mistake, tap it to deselect it.
`
`Additional information is written as notes. For example,
`
`k
`
`Chapter 1. Welcome to Perspective
`
`Note: When you move or copy an item, all links (including notes) and embedded
`documents are moved or copied too.
`
`SAMSUNG EX. 1004
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`
`
`i— Perspective Concepts
`
`You can use Perspective to track all of your daily information including meetings, to do’s, people and
`companies and notes. You can also track information such as products or promotions, and reference materials
`such as area codes. With Perspective, your information is coordinated so that you have access to relevant
`information in any Perspective document.
`
`I
`
`I
`
`
`
`l
`
`How information is organized
`
`Within Perspective information is organized into categories. Each category corresponds to a different type of
`information which you encounter everyday. Some examples of categories include:
`
`Appointments
`
`People
`
`To Do’s
`
`.
`
`Companies
`
`Phone Calls
`
`Notes
`
`Each category consists of several detailr. A detail is a piece of information which is part of the category. For
`example, details for the Person category include name, business phone, and address. Details for the
`Appointment category include description, date 86 time, and duration.
`
`Category
`
`Person
`
`Appointment
`
`
`
`date 8C time
`
`duration
`
`
`
`
`
`business phone
`
`address
`
`
`
`
`
`
`
`
`
`
`
`Perspective Handbook
`
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`Each occurrence of a category is an item. Dan, Donna, and John are each items in the Person category. Meet
`Dan, Staff Meeting, and Doctor’s Appointment are each items in the Appointment category.
`
`Person
`
`I
`
`Appointment
`
`Dan
`
`Donno
`
`John
`
`Meet Don
`
`Staff Meeting
`
`Doctor’s Appt.
`
`
`
`Within Perspective there are four groups of categories under which all other categories are organized. These
`top—level categories are:
`
`Calendar Items
`
`items which are displayed on your calendar. These include
`appointments, events, to do’s, phone calls, and objectives. Each of
`these items has a description and date 86 time detail.
`
`Name Items
`
`items which have a name, such as person, company, and topic. Each of
`these items has a name detail.
`
`Note Items
`
`contain all notes. Each note has a title and content detail.
`
`Misc. Item
`
`includes static or logged information that does not belong on your
`calendar and does not have a name. Examples include area codes,
`country codes, phone call logs, and call reports.
`
`Chapter 1. WelcometoPerspective
`
`L
`
`7
`
`
`
`
`
`
`
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`
`
`Documents and notebooks
`
`Within Perspective information is displayed in documents. A document is like a predesigned piece of paper with
`areas to hold a particular kind of information. Each document gives you a different view of your information.
`
`Documents are collected in a notebook. Perspective comes in its own notebook, the Perspective Notebook, with
`documents which have been set up for you. For more information on notebooks, see Using PenPoz'nt.
`
`The Perspective Notebook contains six standard documents:
`
`° Day Planner,
`
`' Month Planner,
`
`' Address Book,
`
`e To Do List,
`
`)
`
`0 Topic Index, and
`
`° Note Index
`
`You can also choose documents from the Additional Documents section of the Perspective Notebook. You can
`use any of the documents as they are, change them, create additional documents, or remove unneeded
`documents.For more information on the documents provided in the Perspective Notebook, see Chapter 2,
`
`“Your Perspective Notebook” on page 13.
`
`8
`
`Perspective Handbook
`
`
`
`SAMSUNG EX. 1004
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`
`
`
`Working with documents, profiles and the ProfileBook
`
`Each document specifies a set of items it displays. For example, the Address Book displays all items in the
`People and Company categories. The To Do List displays all items in the To Do category which have not been
`completed. Based upon where you enter items, Perspective automatically assigns the item to the appropriate
`category
`
`Within each document, information is entered into rows. Each row displays a different item. Each column
`displays a different detail for the item. For example, a row in the Address Book might include information
`about Michael Carter. The columns for that row display Michael’s business phone number, fax number and
`so on.
`
`< 4-)
`
`if?"
`
`
`Document Edit Options Actions Create
`/
`
`To“? “Aii PéfsBFfi Company uéffi?
`
`
`
`
`
`Detail
`
`Detail Detail
`
`Detail
`
`Detail
`
`Each item has a profile. Profiles are forms which display all the details for an item. You can open the profile for
`any item displayed in any Perspective document.
`
`Person: Dan Costa
`
`415 663 7003
`
`“bikflgéi.
`[fllfififififll‘lfl
`
`Chapter 1. Welcome to Perspective
`
`9
`
`*
`
`SAMSUNG EX. 1004
`
`
`
`
`
`[619] 2364699
`
`(415) 663-7003
`' [303) 7767654 I
`
`“tn-'55-‘11‘53
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`Item
`
`Item
`
`Item
`
`
`
`
`
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`
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`[415) 668-7024
`
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`SAMSUNG EX. 1004
`
`
`
`Every item entered into a Perspective document is stored in a ProfileBoo/e. Each document is connected to a
`specific ProfileBook which serves as a central storage place for your information. This allows several documents
`to display the same items. For example, the Day Planner and the Month Planner can both show your
`appointments. The Address Book and the Company List both show companies.
`
`Because documents share a single ProfileBook, details changed in one document are changed in all documents,
`so your information is always consistent. For example, rescheduling an appointment in the Day Planner
`reschedules it in the Month Planner. Updating a company’s address updates it in all Perspective documents.
`
`Most people use a single ProfileBook, which contains all of their personal information. You may create
`additional ProfileBooks, each of which is a separate storage place for information. Pensoft recommends that
`you keep all of your information in one ProfileBook.
`
`There are three kinds of documents that display information within Perspective:
`
`Perspective Day Planner
`
`a daily calendar showing appointments, events, to do’s and notes for
`each day.
`
`Perspective Mont/J Planner a monthly calendar displaying appointments, events and objectives for
`each month.
`‘
`
`Perspective List Paper
`
`used to create various lists such as an Address Book and a To Do LiSt.
`You can create your own lists such as a Voice Mail Log or a Product
`List.
`
`
`
`10
`
`Perspective Handbook
`
`SAMSUNG EX. 1004
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`SAMSUNG EX. 1004
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`
`
`Linking and the Associate
`
`A link represents a relationship between two items. For example. people are employed by a company, so there is
`a relationship between person and company. Links tie related information together. For example, while looking
`a: an appointment it is useful to know the phone number ofthe person with whom you are meeting. so you
`can call to confirm the meeting. Links can also track the history ofall your interactions. While looking at the
`information for a person, you can also see a lisr of all the meetings with that person.
`
`Meeting
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`Documents
`
`Links can be established severalwars-—
`
`—ou can also manually link me items. To get
`information from those links. you can open the profile for any linked item. Links are displayed as bold text in
`documents and profiles, so you can find them easily.
`
`Chapter
`
`I WelcOme lo Perspective
`
`1 I
`
`SAMSUNG EX. 1004
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`SAMSUNG EX. 1004
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`
`
`Embedding documents
`
`Perspective helps you organize your documents. as well as your information. Any Pcnl’oint document can be
`embedded in an item in Perspective. You have access to this embedded document from every Perspective
`document that displays this item. For example, you might want to embed a faxed map in a person’s item, or
`embed a proposal in a company’s item. While looking at an appointment with a person you can then get quick
`access to the proposal.
`
`
`
`I 2
`
`Perspective Handbook
`
`SAMSUNG EX. 1004
`
`Notes
`
`You can create notes in Perspective and retrieve them from several places.—
`
`Within Perspeccive, each note is an item. Notes can be easin retrieved at any time.
`
`Topics
`
`In addition to establishing links between related items, you can also cross-reference or group items using the
`Topic category. Once you have entered topics such as marketing, proposal ideas, or financiols, you can quickly
`
`link all related items to the topic.
`'
`'
`'
`
` _ ' : ou can also float e Topic Index and manually link the items. The
`
`Topic Index gives you quick access to all items related to the topic.
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`SAMSUNG EX. 1004
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`Perspective comes in its own notebook to track your schedule, tasks, contacts, notes
`and other important information. You can customize these documents to meet your
`specific needs.
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`This chapter introduces the documents in your Perspective Notebook and explains
`when to use them. The chapters that follow explain how to use or customize any of
`these documents, and how to create your own documents. This chapter covers:
`About the Perspective Notebook .
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`Day Planner
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`Month Planner .
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`Address Book .
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