`
`Handbook
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`35%
`
`SCEA Ex. 1014 Page 1
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`
`
`Copyright
`Copyright © 1997 3Com Corporation or its subsidiaries. All rights
`reserved. 3Com, the 3Com logo, and Graffiti are registered
`tiademarks and Hotsync, PalmPilot, Palm OS and the PalmPilot
`logo are tradema1‘ks of 3Com Corporation or its subsidiaries. All
`other brands and product names may be trademarks or registered
`trademarks of their respective holders.
`
`Disclaimer and Limitation of Liability
`
`3Com Corporation and its subsidiaries assume no responsibility
`for any damage or loss resulting from the use of this handbook.
`
`3Com Corporation and its subsidiaries assume no responsibility
`for any loss or claims by third parties which may arise through
`the use of this software. 3Com Corporation and its subsidiaries
`assume no responsibility for any damage or loss caused by
`deletion of data as a result of malfunction, dead battery or repairs.
`Be sure to make back up copies of all important data on other
`media to protect against data loss.
`
`IMPORTANT: Please read the 3Com End User‘ Software License
`
`Agreement contained in this handbook before using the
`accompanying software program(s). Using any part of the
`software indicates that you accept the terms of the 3Com End
`User Software License Agreement.
`
`3.5" Software Diskettes Available
`
`PalmPilot Desktop software is supplied on a CD-ROM disc. If you
`do not have access to a CD-ROM drive for your computer. you may
`obtain 3.5" diskettes. Refer to the section entitled “Accessories and
`Disk Fulfillment" that appears in Appendix A: Technical Support,
`S'er'v1'ce and Repair for the phone number to obtain these diskettes,
`or complete and mail (or FAX) the disk offer card supplied in the
`PaImPilot product package.
`
`Part Number: 423-U210-01B
`
`
`
`page if
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`PalmPilet Handbook
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`SCEA Ex. 1014 Page 2
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`
`
`Contents
`
`Chapteri ~The PalmPiint"“ Connected Organizer and its Contro!s......1
`Front Panel Buttons and Controls ........................................................... ..l
`
`PalmPilot Stylus ................................................. ..
`Back Panel Doors, Buttons and Connections...
`...... .. 4
`Battery Installation
`....5
`
`About the Backlight Feature ...... ..
`...G
`Safety, Care, and Maintenance................................................................. .. 6
`
`Chapter 2 ——- Working with the PairnPilot"“ Connected Organizer .......... 9
`Starting PalmPilot for the First Time ...................................................... ..9
`General Preferences ................................................................................ .. 11
`Format Preferences ................................................................................. .. 14
`Modem Preferences ................................................................................ .. 16
`Owner Preferences .................................................................................. .. 17
`Buttons Preferences . . . . . . . . . . . . . . ... . . . .. . . . ... . . .. . . . . .
`. . . .. 19
`
`
`
`. .. .. 22
`SliortCuts and Digitizer Preferences . . . . . . .. . . . _. . . . . . . . . . . .
`. . . .. 22
`PalrnPilot Applications . . . . .. . . . . . .. . . . . . . . . . .. . . .. .
`. . . . . . . . . . . . . . .. 24
`Using the Stylus to Write Text . . .. .
`. .. .. 33
`Using the On—Screen Keyboard . . . .. . .
`Using Menus...._
`.
`...................................................................... .. 35
`Online Tips .. . . . . . . . . .. . .
`. . . .. . . . . . . . . .. . . . . . . . . .. . . . .. . . . ..38
`Using Categories ....................................................................................... 38
`Attaching a Note to a Record .................................................................. ..43
`Private Records ........................................................................................ .. 44
`
`
`
`Chapter 3 — Date45
`Activating the Date Book ........................................................................ .. 45
`Time Display ............................................................................................ .. 46
`Scheduling an Event ................................................................. .. 46
`Choosing a Date........................................................................ .. 50
`Week View. . . . .. . . . . . . . . ..
`. . . .. 52
`Month View .. . . . .. . . . . . . .
`. . . ..55
`Event Details . . . . . . . . . ... . . ... . . . . . . . . . .
`. . . .. 56
`
`Using the Repeat Function . . . . . . .
`Date Book Menu Commands...
`
`. . . . . . . . . . . . . . . . .. .. 58
`.................. .. 60
`
`
`
`Deleting an Event .................................................................................... .. 63
`
`Chapter 1: The Pa|mPiint“' Connected Organizer and its Controls
`
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`SCEA Ex. 1014 Page 3
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`
`
`Chapter 4 —- Address
`Activating the Address Book .................................................................. ..65
`Creating an Address Book Entry ....................... ..
`Working with Address Book Entries ............. ..
`Address Book Entry Detaiis ............................ ..
`Address Book Menu Commands ........................................................... .. 72
`
`
`
`Deleting an Address Book Entry ............................................................. 75
`
`Cliapter 5 —-— ToDo
`
`Activating the To Do List ..... ..
`
`Working with To Do Items ........... ..
`
`To Do Item Details .................................................................................. ..8D
`To Do List Menu Commands ................................................................. .. 83
`
`Deleting a To Do Item ............................................................................ .. 85
`
`Chapter 6 — Memo
`Activating the Memo Pad........................................................................ .. 87
`Working with Memos ............................................................................. .. 88
`Arranging Memos.................................................................................... .. 90
`Memo Pad Menu Commands ........................................... ..
`
`Deleting a Memo ..................................................................................... ..
`
`
`
`Chapter '1' —
`Activating Expense .................................................................................. ..96
`Creating an Expense Item ...................................................................... ..98
`Receipt Details ......................................... ..
`.......... ..100
`Show Options ............................................ ..
`Expense Menu Commands ..................................
`Transferring Your Data to Microsoft Excel ........................................ ..107
`Printing an Expense Report.................................................................. .. 111
`
`
`
`Chapter 8 —Additional
`Find Command
`
`.......... ..113
`
`
`
`. . .. . . . . . . ..l14
`. .. . . . ... . . . .. . . . .. . . . .
`Phone Lookup . .. . . . . . . . . . . . . . .. . . . .
`PalmPilot Calculator .............................................................................. ..116
`
`Memory Application .............................................................................. .. 118
`Security System ..................................................................................... .. 120
`G1affiti® ShortCuts ................................................................................ ..124
`Menu Commands ....................................................................................127
`Graffiti Strokes ....................................................................................... .. 129
`
`
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`page 2
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`PalmPi|ol Handbook
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`SCEA Ex. 1014 Page 4
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`Chapter 9 — Installing PalmPilot"" Desktop Software ..........................131
`About PalmPilot Desktop...................................................................... .. 131
`
`System Requirements .......... ..
`132
`Software Installation ............................................................................ .. 132
`
`135
`Chapter 10 — HotSync""
`The I*lotSync Process and the Hotsync Manager.............................. .. 135
`Conducting a Local HotSync ................................................................ ..135
`Selecting HotSync Options ................. ..
`139
`Customizing the Hotsync Feature ..... ..
`140
`User Profile .......................................... ..
`142
`
`
`
`Conducting a 1-[otSync via
`
`144
`
`Chapter11—InstaiEing Applications on your PalmPilot""
`Connected Organizer.....................................................................................14B
`
`Using the PalrnPilot Install Tool ........ ..
`149
`Games ..................................................................................................... .. 150
`
`Chapter '52 —— Reference
`
`151
`Troubleshooting ........................................................ ..
`Resetting the Palm13i1otm Connected Organizer .................................. 156
`
`Appendix A: Technical Support, Service and Repair ......................... 157
`
`Appendix B: Expense Templates ....................................................... ..160
`
`Appendix C: Creating a Custom Expense Report ............................ _.164
`
`3Com End User Software License Agreement ................................... .. 176
`Limited Warranty ................................................................................... .. 178
`
`FCC Statement .................. ..
`180
`Canadian RFI Statement ....................................................................... .. 181
`
`Index .............................................................................................................. .. 182
`
`
`
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`Citapter1:Tl1e Pa|mPilot'onnected Organizer and its Controls
`page 3
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`SCEA Ex. 1014 Page 5
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`
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`Chapterl
`
`The PalmPilot“‘ Connected Organizer and its Controls
`
`that come with it.
`
`Congratulations on your purchase of the PalmPilot
`connected organizer. This handbook describes how
`/ to use your Pa[mPilot organizer and the applications
`
`This chapter explains the physical buttons and controls of your
`PalmPilot, how to install the batteries, and safety and care tips.
`
`Front Panel Buttons and Controls
`
`The following diagram shows the screen, buttons and controls
`located on the front panel of the PalmPilot:
`
`
`
`PalmPi|ot screen
`
`Graffiti? handwriting
`recognition software
`writing area
`
`Contrast
`control
`
`Power button, Backitght
`onloff control
`
`Scroll buttons
`
`Application buttons
`
`
`
`
`.. ,
`,
`,
`,
`_.
`..
`..
`,,
`,
`,
`,,
`.. Hadhuok
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`SCEA Ex. 1014 Page 6
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`
`
`Paln1Pilot screen. The PalmPilot screen displays the
`information stored in your PalmPilot, and is touch—sensitive to
`respond to the stylus. The PaimPilot screen also displays
`controls and settings that you use with your applications.
`
`GralIiti® handwriting recognition software writing area.
`The Graffiti handwriting recognition software writing area is
`the area where you write pen strokes of the Graffiti alphabet.
`Refer to the section entitled “Using the Stylus to Write Text”
`that appears in Chapter 2: Working witii the PaImP1'l'otm
`Connected Organizer for information about how to write
`Graffiti character strokes.
`
`Scroll buttons. The scroll buttons are used to review text
`
`and other information that extend beyond the area of the
`PalmPilot screen. The lower scroll button is used to “scroll
`
`down“ to review information, and the upper scroll button is
`used to "scroll up" to view the earlier information “above the
`screen.”
`
`In the Date Book, these buttons are used to increment the
`day, week or month views.
`
`Power button. The power button is used to turn your
`PalmPilot on or off. If PalmPilot is turned off, pressing the
`power button will turn the unit on, and immediately activate
`the last application that was in use (return to the last screen
`you were viewing).
`
`If your PalmPiiot is turned on. pressing the power button will
`turn the unit off, helping to conserve battery life.
`
`The power button also controls the PalmPilot organizers
`backlight feature. Hold the power button down for about two
`seconds to turn the hacklight feature on or off.
`
`Application buttons. The application buttons are used to
`activate the individual PalmPilot applications, and each button
`has a distinctive icon that corresponds to its application. Four
`application buttons appear on the front panel of your
`PalmPilot: Date Book, Address Book, To Do List, and Memo
`Pad. These buttons can be reassigned to activate any
`application stored on your PalmPilot organizer.
`
`h 1: The Pa|mPilot"‘ Connected Organizer ads Controls
`
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`" 5
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`SCEA Ex. 1014 Page 7
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`
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`Note: If your PalmPilot is currently turned off, pressing any of
`the application buttons will activate PalmPilot. and
`innnediately display the corresponding application.
`
`I Contrast control. The contrast Control is used to adjust the
`appearance of the Paln1Pilot screen for the clearest screen
`display. Depending on the lighting conditions or temperature
`of the environment where you use the Pal1nPilot, you may
`need to adjust the setting of the contrast control.
`
`PaEmPilot Stylus
`
`The stylus is stored in a silo molded into the 1‘ight«hand side of
`PalmPilot. To use the stylus, slide it out from the silo, and grasp it
`in your fingers as you would a pen or pencil.
`
`
`
`Important.‘ Always use the point of the stylus for tapping, or
`making strokes on the PalmPilot Screen. Never use an actual pen,
`pencil or other sharp object to write on the PalmPilot screen.
`
`page 6
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`Pa|mPiiot Handbook
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`SCEA Ex. 1014 Page 8
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`Chapter 5
`
`To Do List
`
`'
`The To Do List is designed as a convenient location
`9 where you can create reminders, aI1d prioritize the
`things that you "have to do."
`
`With the To Do List, you can:
`
`I Make a quick and convenient list of things to do.
`
`I Assign a priority level to each individual task.
`
`I Optionally assign a clue date for any, or all of your To Do
`items.
`
`I Optionally assign a Category for any, or all of your To Do
`items. You can then view your To Do List based on Category
`(Business, Personal, etc.)
`
`I
`
`Sort your To Do items either by due date, priority level, or
`Category.
`
`I Attach notes to individual To Do items, for a description or
`clarification of the task.
`
`Activating the To Do List
`
`Push the To DoList button on the front panel of the PalmPilotT"
`connected organizer. The Paln1Pilot screen will change to show
`the To Do List screen.
`
`
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`Chapter 7: Expense
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`SCEA Ex. 1014 Page 9
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`To Do List bulion
`
`
`
`Note: When working with the To Do List, you can immediately
`change to any other application (Address Book, etc.) of your
`PalmPilot by using the front panel buttons. Any work you have
`done with the To Do List wiil be saved, and will reappear when you
`return.
`
`Working with To Do Items
`A To Do item is a reminder of some task that you have to
`complete. Your Pa1mPilot gives you considerable flexibility in the
`appearance, level of detail, and the sort order of To Do items.
`
`To crea te a To Do 1' Item:
`
`1. Tap the New button, as shown in the following diagram:
`
`0 | ’Efl.;|§'£ESE.
`{§I|_»_‘-._
`____
`
`.
`
`--— tap New
`
`-
`
`To Do Item
`
`2. Anew To Do item appears on the screen. When you create a
`new To Do item, its Priority is automatically set to level "1”, the
`highest (most important) level. However, if you have a To Do
`item selected, the new item appears beneath the selected item
`and is given the same priority as the selected item.
`
`A cursor is displayed at the beginning of the new To Do item,
`representing the point where new text will appear. Enter the
`text you want to appear in the To Do item. Note that the text
`you enter for the To Do item can be more than one line in
`length.
`
`
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`SCEA Ex. 1014 Page 10
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`
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`3. Tap anywhere on the screen to deselect the To Do item.
`
`Repeat the previous procedure any time you want to create a new
`To Do item.
`
`Note.‘ If no To [)0 item is currently selected, writing in the
`Grafi‘1ti® writing area automatically creates a new To Do item.
`
`Setting Priority
`Priority settings for To Do items enable you to arrange the tasks in
`your To Do List according to relative levels of importance. You
`may assign a Priority level of 1 (most important) through 5 (least
`important). The Priority feature of the To Do List is optional.
`
`To set a Priority level for a T0 Do item:
`
`1. Tap the Priority number that appears on the left side of the To
`Do item, as shown in the following diagram:
`
`lap here
`
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`I !VO?k thejgzge, (ed-zk
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`/
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`
`tap to select Priority '
`
`2. A pick list of Priority numbers appears. Tap the Priority
`number that you want to set for the To Do item.
`
`Note: The default setting for the To Do List is to arrange To Do
`items according to their priority setting and due date, with priority
`1 items at the top. If you have a number of To Do items in your
`list, changing an item's priority setting may move its position in the
`list. You can also change the Priority setting for a To Do item with
`the To Do Details dialog, as described later in this chapter.
`
`Streaking Off a To Do Item
`The To Do List makes it easy to mark tasks that you have
`completed.
`
`
`Chapter:e P
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`P
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`SCEA Ex. 1014 Page 11
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`To check off a To Do item:
`
`-
`
`Tap the To Do item check box that appears at the far left of the
`To Do item, as shown in the following diagram:
`
`VFAI
`f; 1).n Ya: J‘.e;‘5Irat‘>:‘n (urd'_
`
`_ To Do item checked ——~
`
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`Mk the dog lefue dzk.
`
`You can set the To Do List to either show or hide To Do items that
`you have checked off (completed). You can also have the To Do
`List record the date that you completed the To Do item. Refer to
`the section entitled To Do Show Options that appears later in this
`chapter.
`
`To Do Item Details
`
`The To Do Item Details dialog enables you to make settings that
`relate to individual To Do items.
`
`To activate the To Do Item Details dialog:
`
`1.
`
`In the To Do List screen, tap anywhere on the text of a To Do
`item.
`
` l 2. Tap the Details button. The To Do Item Details
`dialog appears, as shown in the following diagram:
`To Doltem Details 0
`Priority:
`1
`(utegory: V Lhffied
`Due Date: V N) Dale
`
`Private: El
`
`The following sections describe the features and settings that are
`available in the To Do Item Details dialog.
`
`
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`SCEA Ex. 1014 Page 12
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`
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`Choosing a To Do Category
`Categories are used to file individual To Do items into groups for
`easy review. You can assign and edit categories by using the
`Categories pick list in the Details dialog (refer to Chapter 2:
`Working wit}; the Pa1nIP.r'Iotm Connected Organizer‘ for a complete
`description of categories).
`
`Setting a Due Dare
`
`You can associate a due date with any To Do List item. You can
`aiso sort the items that appear in the list based 011 their due date.
`
`To set 3 Due Date for a To Do List Item:
`
`1.
`
`In the Details dialog. tap the “No Date" text. The Due Date
`pick list appears, as shown in the following diagram:
`
`Tap here
`
`Tn Du Item Details
`
`5 I]
`Priority:
`Category: 7 Un fled
`Due Date: -vita Dale
`Private: D
`
`
`
`
`(E)
`
`
`
`
`Due Date pick Hat
`‘'0 DI! ICEIII Details
`
`B
`
`
`
`
`
`
`
`
`2. Tap the Due Date that you want associated with the To Do
`item. The following choices are available:
`
`I Today. Assigns the current date.
`
`I Tomorrow. Assigns tomorrow's date.
`
`I One week later. Assigns the date exactly one week from the
`current date.
`
`I No Date. No due date is associated with the To Do item.
`
`I Choose date. Enables you to chose any due date that you
`want to be associated with the To Do item. If you tap the
`Choose date item, the Due Date dialog appears. Tap to select
`the due date.
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`Elia 7: Epense
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`page 85
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`SCEA Ex. 1014 Page 13
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`7
`l
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`i 3 l3
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`3. Tap the OK button to confirm your selection, and close the To
`Do Details dialog.
`
`Note: If you have the Show Due Dates option activated in the To
`Do Show options, you can bypass the Details dialog. Tap directly
`on the due date area of the To Do List to display the pick list
`shown in step #2 of the previous procedure.
`
`If you choose to show the due dates in the To Do List, any To Do
`item that has a due date (and is not checked as completed) will
`change to show an exclamation mark after the date passes.
`
`To 00 Show Options
`Once you have assigned due dates to one or more To Do items,
`you should activate the dates so they appear in the To Do List.
`The Show Options dialog contains the control to activate the dates,
`as well as other options for the To Do List application.
`
`To display the Show Options dialog:
`
`I
`
`Tap the Show button in the To Do List screen. The To Do
`Preferences dialog appears, as shown in the following
`diagram:
`To Do Preferenies
`Sort lay; v P:i:rit)r,Du-1 Date
`[if Shaw Comyleteulltems
`EI Show only Due Items
`El Record Completion Date
`El Shaw Duabates
`E’ Show Priorities
`
`0
`
`El Slum Categories
`
`The following settings are available in the T0
`Do Preferences dialog:
`
`I
`
`Sort by: The settings in this pick list enable you to sort the
`To Do items in four different ways, as shown in the following
`diagram:
`Pu’-:-Iit
`,. Due Dale
`
`
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`page 86
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`PalmPi|ut Handbook
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`SCEA Ex. 1014 Page 14
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`
`
`I
`
`I
`
`Show Completed Items. This setting Causes the To [)0
`application to show the To Do items that you have completed.
`If this setting is turned off, your To Do items are removed
`from the list when completed (checked). You can change this
`setting at any time to display or hide the To Do items that you
`have completed.
`
`Show Only Due Iten1s. This setting causes the To Do
`application to Show only the To Do items that are Currently
`due, past due, or have no due date specified. When this
`setting is activated, To Do items that are not yet due do not
`appear in the list until their due date.
`
`a Record Completion Date. The due date automatically
`changes to the completion date when you check (complete)
`the item. if you have not assigned a due date to an item, the
`completion date is still recorded when you check the item.
`
`I
`
`I
`
`I
`
`Show Due Dates. This setting causes the To Do application
`to display the due dates associated with To Do items in the To
`Do List screen.
`
`Show Priorities. This Setting causes the To Do application to
`show the priority numbers for the To Do items in the To Do
`List screen.
`
`Show Categories. Activating this setting changes the list
`view to show the category of each To Do item. The category
`appears at the far right of the screen.
`
`To Do List Menu Commands
`
`The To Do List includes menu commands to perform common file
`and editing tasks. Refer to Chapter 2: Working wit}: the Pa1mP1‘1or'"
`Connected Organizer‘ for information about menu commands that
`are common to all PalmPilot applications.
`
`Record Menu
`
`When you select the Record menu, its menu commands appear on
`screen as shown in the following diagram:
`
`Chapter 7: Expense
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`page 87
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`SCEA Ex. 1014 Page 15
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`i iE E l[
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`SCEAEX.1014Page16
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` [Record
`I'D
`
`
`
`I Delete Item. The Delete Item command displays an alert
`dialog, prompting you to confirm that you want to delete the
`current To Do item. You must first select a To Do item before
`
`it can be deleted. If you tap the OK button, the To Do item is
`deleted from the memory of your PalmPilot. If you tap the
`Cancel button, the alert dialog closes and you are returned to
`the To Do list.
`
`The default setting for the Delete Item alert is to "Save archive
`copy on PC." This will remove the item from the To Do list,
`but retain a copy of the item and transfer it to an archive file on
`your desktop computer the next time you perform a HotSync
`operation.
`
`I Attach Note. The Attach Note command will open the To Do
`Note dialog. where you can create a note that will be attached
`to the currently selected To Do item.
`
`I Delete Note. The Delete Note command displays an alert
`dialog, prompting you to confirm that you realty want to delete
`the note attached to the To Do item. You must first select a To
`
`Do item before its note can be deleted. If you tap the Yes
`button, the Note is deleted from the memory of your
`PalmPilot. If you tap the No button, the alert dialog closes and
`you are returned to the To Do List.
`
`I Purge. The Purge command is used to delete To Do items
`that you have completed (checked). All completed To Do List
`items will remain in the To Do List until you use this command.
`
`The Purge command displays an alert dialog. and the default
`setting is to “Save archive copy on PC." This will remove
`completed To Do items from the To Do List, but retain copies
`and transfer them to an archive file on your desktop computer
`the next time you perform a HotSync operation.
`
`I
`
`K
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`7
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`7’ PalmPilolHandlJn0k
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`SCEA Ex. 1014 Page 16
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`
`
`Options Menu
`When you select the Options menu, its menu command appears on
`screen as shown in the following diagram:
`
`
`
`I Phone Lookup. The Phone Lookup command activates the
`Phone Lookup feature, which is described in Chapter 8:
`Additional Features.
`
`I About To Do List. The About To Do List command shows
`version (revision) information about the To Do List.
`
`Deleting a To Do Item
`
`There are three ways to delete a To Do item: simply delete the text
`of the To Do item, use the Menu Command (as described in the
`previous section, about the Record Menu), or use the To Do
`Details dialog.
`
`To delete a T0 Do item with the To Do Details
`
`dialog:
`
`1. Tap to select the To Do item that you want to delete. Tap
`anywhere in the text area of the item.
`
`2. Tap the Details button, and then tap the Delete button. The
`Delete To Do alert appears.
`
`3. Tap the OK button to confirm that you want to delete the To
`Do item.
`
`
`
`Capxp
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`pageae
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`SCEA Ex. 1014 Page 17
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`
`
`Chapter 6
`
`Memo Pad
`
`® The Memo Pad provides a place to take notes that are
`
`not associated with Date Book, Address Book, or To Do
`items.
`
`With the Memo Pad, you can:
`
`I Take notes, or write any kind of message on your Pa1mPilot"'
`connected organizer.
`
`I Drag and drop memos into popular desktop applications like
`Microsoft Word, when you synchronize using PaIn1Piiot
`Desktop software and HotSync"‘ technology.
`
`I Assign categories for memos. This enables you to quickly
`View just your business-related memos, personal memos, or
`any other category that you define.
`
`n Quickly jot down phone numbers and other types of
`information. Later, you can copy and paste this information to
`other applications.
`
`Activating the Memo Pad
`
`Push the Memo Pad button on the front panel of the PalmPi1ot
`connected organizer. The screen will change to display the Memo
`Pad screen.
`
`Memo Pad button
`
`
`
`SCEA Ex. 1014 Page 18
`
`
`
`Note: When working with the Memo Pad, you can immediately
`change to any other application (Address Book, etc.) of your
`PalmPiEot by using the front panel buttons. Any work you have
`done with the Memo Pad will be saved. and will reappear when
`you return.
`
`Working with Memos
`
`A memo is the screen of your PalmPiiot where you enter, review,
`and modify the individual entries of the Memo Pad. A memo can
`contain up to four—thousand characters; the number of memos you
`can store is dependent only on the memory available in your
`PalmPilot.
`
`To create a new memo:
`
`1. With the Memo Pad application running on your PalmPilot,
`tap the New button, as shown in the following diagram:
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`new Memo
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`
`ote: In the Memo List screen, you can also begin writing in
`the Grafiiti® writing area to create a new memo. The first
`letter will begin your new memo, and will automatically be
`capitalized.
`
`2. The new memo appears on screen. A cursor is displayed at
`the upper—left of the memo. representing the point where new
`text wiil appear.
`
`3. Enter the text you want to appear in the memo. Use the
`carriage return stroke to move down to new lines in the
`ITl€I1"10.
`
`4. When you are finished, tap the Done button to return to the
`Memo List screen.
`
`
`
`
`
`Chapter 7: Expense
`
`page 91
`
`SCEA Ex. 1014 Page 19
`
`
`
`Each time you create a new memo, the first line of text from the
`memo page appears in the Memo List. This makes it easy to
`locate and review any of your memos.
`
`Reviewing Memos
`
`All of the memos that you create appear in the Memo List screen.
`
`To review the conten ts of a memo:
`
`1. Tap the text of the memo that appears in the Memo List
`screen. The memo appears on the screen, as shown in the
`following diagram:
`
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`2. R29 to any text onyca: F-.'aL
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`
`review Its contents
`
`- Tap any memo to
`
`2. You can now View or edit the text in the memo. Tap the Done
`button to save your changes to the memo, and return to the
`Memo List Screen.
`
`Memo Font Size
`
`When working with a memo, you have the option of changing the
`screen display to show a larger font (text) size.
`
`To Change the memo font size:
`
`I With the memo displayed on the screen, tap the Font button,
`as shown in the following diagram:
`
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`
`
`
`=M:-In-ufinfi
`totes froraaJ£a:_ess9oon
`
`’£.»_r’§—’z.-’
`
`-- Tap the Font button
`to change size
`
`pg
`
`H
`
`K
`
`7
`
`7
`
`N
`
`K
`
`PalmPi|ot Hand
`
`SCEA Ex. 1014 Page 20
`
`
`
`Tap the Font button again to revert to the normal size font in tile
`memo. The font size that you select will be used when viewing all
`memos.
`
`Scroll Arrows
`
`If you create a memo that has more text than will fit on the screen,
`scroll arrows appear. These arrows enable you to scroll up or
`down to review the entire contents of the memo. as shown i11 the
`following diagram:
`
`__ Scroll up
`
`SCION clown
`
`Scroll up one page
`
`Scroll down one page
`
`Note that the up and down scroll buttons on the front panel of your
`PalmPilot move the memo a page at a time, and can be used to
`review the contents of a long memo.
`
`Arranging Memos
`
`The Memo Preferences dialog enables you to sort your memos
`alphabetically, or to rearrange your rnenlos so they appear in any
`order that you want.
`
`Chapter 7: Expense
`
`page 93
`
`SCEA Ex. 1014 Page 21
`
`
`
`To activate the Memo Preferences dialog:
`
`1.
`
`In the Memo List view, tap the Menus button. and then tap
`Preferences in the Options menu. The Memo Preferences
`dialog appears, as shown in the following diagram:
`
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`
`Sortby: Jps¢r.;tex'~c
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`
`2. Tap the Sort by pick list. Choose Manual or Alphabetic
`(memos sorted alphabetically).
`
`3. Tap the OK button to close the Memo Preferences dialog and
`activate your setting.
`
`Rearranging the Memo list
`If you choose the Manual option for the Sort
`by setting, you can manually rearrange the
`order of the memos in the Memo List View.
`
`To rearrange the order ofyour memos:
`
`I
`
`In tl1e Memo List view, tap and drag the memo to a new location
`in the list. When you lift the stylus from the Pa|mPilot
`organizer’s screen, the memo appears in its new location.
`
`When you rearrange the order of your memos, all memos are
`renumbered to reflect the new order.
`
`Note: You cannot rearrange the order of your memos if the Sort by
`Alphabetic option is activated in the Memo Preferences dialog.
`Also. the Manual setting of the Memo Preferences is not
`transferred to PalmPilot Desktop. If you choose to View your
`memos alphabetically on PalmPilot Desktop and then perform a
`HotSync operation, the arrangement of the memos on the
`PalmPilot will still be in the order defined in the Memo
`
`Preferences setting.
`
`
`
`pg .
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`.
`
`.
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`. ..
`
`Pampiltndhnk
`
`SCEA Ex. 1014 Page 22
`
`
`
`Choosing 3 Memo Category
`
`Categories are used to file individual memos items into groups for
`easy review, You can assign and edit categories by using the
`Categories pick list (in the upper—right corner of the screen), or in
`the Details dialog (refer to Chapter 2: Working w1'th the Pa1n1P1'i‘oi"'
`Connected Organizer for a complete description of categories).
`
`Memo Pad Menu Commands
`
`The Memo Pad includes menu commands to make it fast and easy
`to perform common file and editing tasks. Refer to Chapter 2:
`Working Wm’; the Pa1rnP1'1ot"' Connected Organizer‘ for information
`about menu commands that are common to all PalmPilot
`
`applications.
`Record Menu
`
`When you select the Record menu, its menu commands appear on
`screen as shown in the following diagram:
`
`|Recm'd Edit Options
`Newhlernn
`IN
`Deletememo...
`{D
`
`I New Memo. The New Memo command creates a new
`memo.
`
`I Delete Memo. The Delete Memo command will display an
`alert dialog, prompting you to confirm that you want to delete
`the current memo. If you tap the OK button, the memo is
`deleted from the memory of your PalmPilot. If you tap the
`Cancel button, the alert dialog closes and you are returned to
`the memo.
`
`The default setting for the Delete Memo alert is to “Save
`archive copy on PC." This will remove the memo from t