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Palm 755P manual Your memos and documents, Manage Word, Excel Improve productivity by taking

Models: 755P

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CHAPTER

8

Your memos and documents

With its ability to store large amounts of important information, your Palm® Treo™ 755P smartphone lets you take your office with you—including your Microsoft® Office and PDF files. You can keep updated copies of the files on both your smartphone and your computer so that you can work on them in the most convenient location any time.

Leave your note pad and voice recorder at home. Use Memos to type notes. Use Voice Memo to record notes, agenda items, and other important thoughts, and play them back, right on your smartphone. You can even send your notes and voice memos to a friend or colleague by attaching them to an email or multimedia message.

Benefits
• Manage Word, Excel®,	•	Improve productivity by taking
PowerPoint®, and PDF files on your		important docs, spreadsheets, and
smartphone		presentations with you
	•	Capture thoughts on the fly

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Palm 755P manual Your memos and documents, Manage Word, Excel Improve productivity by taking

Contents

User Guide Intellectual property notices Contents 113 Using a phone headsetYour memos and documents 169 Documents To Go Professional 171 Memos 173 Voice MemoN T E N T S Terms Important safety and legal information 257 Index Welcome What’s in the box? Palm Software Installation CD included in the boxWhat do I need to get started? HardwareWhere to learn more E L C O M E Setting up This chapter Front view Palm Treo 755P smartphone overviewBack view Ringer switch Installing the batteryTop view Sound OnBattery contacts Smartphone contacts Charging the batteryA R G I N G T H E B a T T E R Y Battery icon Maximizing battery lifeMaking your first call Turn down the screen brightness see Adjusting the brightnessAdjusting call volume On , you hear three tones when programming is successfulVolume button Setting up your computerWhat’s my phone number? Upgrading from another Palm OS device System requirementsPalm may be replaced with palmOne or Handspring A P T E R Installing the desktop synchronization software Connecting your Treo smartphone to your computer Synchronizing information-the basics Press the sync button on the sync cable Sync button Moving around on your smartphone This chapter 5-way includes the following buttons Moving around the screenCenter Up Left Right Down Highlighting and selecting items Scrolling through screensHighlighting text Accessing command buttonsSelecting menu items Selecting options in a pick list Backlight Using the keyboardOption Return Shift/Find Menu Space Alt Entering lowercase and uppercase lettersEntering other symbols and accented characters Entering numbers, punctuation, and symbolsAre entered using the Alt key Alt Symbols and accented charactersOpening applications Using the quick buttonsPhone Option CalendarPress Applications Using Applications ViewYour phone This chapter Waking up the screen Turning your smartphone on and offTurning your phone on and off Dialing using the keyboard Press Phone Dialing using the onscreen Dial PadMaking calls Opening the Phone applicationSelect the number you want to dial Press Send to dial Dialing by contact nameDialing from a web page or message Press Center to make the callSelect the phone number on the web page or in the message Call, and then press Send again to dial Numbers From the Phone application’sSend and selecting Call Log from the Redial list Receiving calls Press Power/End Select Hang Up AllEnding a call Do one of the followingSend the call to voicemail Press Power Using voicemailSetting up voicemail To ignore a call, do one of the followingListening to voicemail messages Voicemail notificationWhat can I do when I’m on a call? Mutes the microphone so that you cannot be heard Switching applications during a callSelect Add Contact Saving phone numbersEnter the information for the entry Select Done Making a second call When the Dial another call prompt appears, select YesAnswering a second call call waiting To hang up the current call and answer Ignore with TextSend Making a conference callPress Power/End Forwarding calls Using Flash mode during a callPress Send from Active Call View While in Flash mode, do any of the followingFor example, to forward calls to Viewing minutes Defining favorite Usage Buttons724155551234 Press Send to turn on call forwardingPress Phone Use the 5-way to select a blank favorite button Creating a speed-dial favorite buttonEditing a favorite button Select OKSelect Edit Favorites Button on the Record menu Headset Using a phoneDeleting a favorite button Select Delete Select OKConnecting to a Bluetooth hands-free device Using a wired headsetPress Applications and select Select Hands-free SetupUsing a Bluetooth hands-free device Press Applications and select Prefs Select Hands-free Customizing advanced settings for your hands-free deviceCustomizing the Phone application’s Main View Customizing phone settingsSelecting ringtones Way Creating and managing ringtonesSelecting Phone alert tones Select alert tones from the following pick lists Adjusting ringer volumeAssigning a caller ID ringtone Assigning a caller ID photo Setting your dialing preferences Choosing your privacy settings Enabling TTY Turning on the HAC SettingWhat are all those icons? Manually selecting the wireless bandCheck the Hearing Aid Compatibility box Your phone is off Area, No Service, ExtendedO U R P H O N E U R P H O N E A P T E R Your email and other messages This chapter Want to… Use this app… Which application should I use?Check messages from multiple email addresses VersaMail How do I get started? Wireless Sync applicationPress Wireless Sync Setting up Wireless Sync to work with Internet emailPassword Enter the password for your Wireless Sync account Setting up Wireless Sync to work with corporate email When the Congratulations message appears, select DoneWhen the Congratulations message appears, select Done Press Wireless Sync VersaMail application SBC/PacBell SBC/Prodigy Speakeasy USA.net Verizon DSL Yahoo Apple.Mac AT&T Global AT&T WorldnetESMTP, SSL Your system administrator or ISP, and then select Next Creating and sending email messages Settings, select Advanced, and then enter those settingsEnter the subject and message text Attaching photos and videos Adding attachments to your email messagesRed paper clip icon in the upper-right corner Attaching ringtonesReceiving and viewing email messages Attaching other types of filesViewing attachments Deleting selected messages from the Inbox Managing your messagesCustomizing your email settings Switching accountsPress Menu Select Delete on the Message menu Deleting messages by dateSelect Auto Sync Set preferences for how and whenScheduling Auto Sync Select OK, and then select Get MailSelecting alert tones Setting preferences for getting messagesCheck the Alert me of new mail box Message Format Sets the format for messages you retrieve Unread messages Imap accountsAttaching a signature to a message Select Signature Check the Attach Signature box MessagingEnter your signature information, and then select OK Working with Microsoft Exchange ActiveSyncPress Applications and select Messaging Creating and sending a text messageSelect New Select the To field to address the message Videos Creating and sending a multimedia messageRingtones Sound clipsSelect Add Media Select NewReceiving messages Record new Record a sound clip of up to 1 minuteUsing links in messages Applications and selecting Pics&Videos Saved pictures later by pressingArranging your messages Deleting messagesMessage with the chat icon Chatting with MessagingCreate chats from messages Indicate Show timestamps in chats Indicate Even when roaming Indicate whetherDisplay my name in chat window as Automatically collect MMSWhat are all those icons? A P T E R Your connections to the web and wireless devices This chapter Viewing a web Web browserPress Applications and select Web E B B R O W S E R Creating a bookmark Goes to your homeViewing bookmarks or saved pages Saving aEditing or deleting a bookmark or saved Select Edit Bookmarks on the Bookmarks menuEnter a title for this page of bookmarks Select Edit Bookmarks from the Bookmarks menuDownloading files from a web Videos MP4, 3G2, ASF, WMV RingtonesPlay Streaming files from a webCopying text from a web Customizing your web browser settingsReturning to recently viewed pages Finding text on a webSelect General and set any of the following preferences Home Page Sets the page that appears when you selectSelect Advanced and set any of the following preferences Disable cascading style sheetsInstalling the VZAccess Manager software BroadbandAccess ConnectGetting help with VZAccess Manager software On the Installation Complete screen, click FinishTerminating a BroadbandAccess Connect Internet session Click the VZAccess Manager icon on your computer desktopOn your computer, go to the VZAccess Manager window Click DisconnectOn your smartphone, press Applications and select BluetoothSelect Trusted Devices Connections with Bluetooth devices Select Setup Devices Select Trusted Devices Press Applications and select Bluetooth Select Bluetooth On Accepting a connection from another Bluetooth deviceA P T E R A P T E R Your photos, videos, and music Camera and Camcorder Pics & Videos Pocket Tunes Taking a picture Camera CamcorderPress Applications and select Camera Press Applications and select Camcorder Recording a videoA P T E R Customizing your Camera settings Viewing a picture Pics & VideosPress Applications and select Pics&Videos Select the album that contains the picture you want to seeViewing a video Press Right or Left to scroll to the next item in the album3GP 3G2 MPEG-4 video + Qcelp audio + 3g2 file type MP4 Select the album that contains the video you want to seeSelect Share Sending pictures or videosCopying a picture or video Saving a picture as wallpaper Organizing pictures and videosAdding a picture to a contact entry Rotating a pictureViewing pictures and videos on your computer Deleting a picture or videoWindows MacPocket Tunes Setting up Windows Media Player for MP3Applications and select pTunes On your computer, open Windows Media Player, and then clickSelect Preferences Setting up iTunes for MP3Transferring MP3 files from your computer Select Rip Music Transferring music from a CD to your smartphoneListening to music on your Treo smartphone Choose Song and select a song from the list Press Applications and select pTunesSelect Save List Creating a playlistEditing a playlist Press Applications and select pTunes Your personal information organizer Contacts Calendar World Clock Tasks Press Phone Select the Contacts favorite button ContactsSelect New Contact Adding a contactWith private entries for more info Select Photos to add an existing picture to this contactAfter you enter all the information, select Done Viewing or changing contact informationDeleting a contact CalendarDefining your business card Displaying your calendar Creating an event Select OK Type of time units Number of time units Adding an alarm to an eventCreating an untimed event Create an event, and then select it Select Details Scheduling a repeating eventSelect Other to define a custom IntervalEditing or deleting an event Color-coding your scheduleSelect the event you want to edit or delete Select Details Delete Removes the event from your calendar Select OKSelect Day and set any of the following Day View options Customizing display options for your calendarSelecting alarm tones World Clock Default Alarm The default timeframe for the alarm fieldSelecting cities Press Applications and select World Clock Setting an alarmAdding cities Tasks Setting task priority, due date, and other detailsAdding a task Press Applications and select Tasks Checking off a task Organizing your tasks Today, Last 7 Days, Next 7 Days, or Past DueCustomizing Tasks Deleting a taskManage Word, Excel Improve productivity by taking Your memos and documentsDocuments To Go Professional Voice Memo Memos Documents To Go Professional Documents Opening a documentSelect the document you want from the list Voice Memo MemosCreating a memo Press Applications and select Memos Enter the text you want to appear in the memo Select DonePress Applications and select Voice Memo Creating a voice memoPress Center to pause or stop playback O U R M E M O S a N D D O C U M E N T S Your application and info management tools This chapter Viewing and using the alerts Using FindContinue the search Calculator Basic Mode Advanced Mode-MathSelecting functions in Advanced Calculator Mode Installing applicationsLength Length conversions for metric and English values Installing applications from the Internet Installing bonus software from My Treo on your smartphoneMy Treo Installing other third-party applications from a computer Installing bonus software from My Palm on your computerRemoving applications Manually deleting applications Viewing application infoPress Menu Select Info on the App menu Sending info over a Bluetooth wireless connection Sending information with Bluetooth wireless technologyPress Applications and select Bluetooth Select Bluetooth On Beaming information If the Ringer switch is set to SoundBeaming an application Beaming an entryReceiving beamed information Changing which applications sync Synchronizing information- advancedMAC only Setting up a Bluetooth connection for synchronization Synchronizing over a Bluetooth connection Select Setup Devices Select HotSync SetupPress Applications and select HotSync Applications and select HotSync Synchronizing over an infrared connectionSynchronizing using Wireless Sync A P T E R Inserting an expansion card Using expansion cardsRemoving an expansion card Open the door of the expansion card SlotOpening applications on an expansion card Accessing items stored on an expansion cardPress Applications Card Info Viewing expansion card informationSelect Card Info Formatting an expansion cardPress Menu Select Format Card from the Card menu Select OK A P T E R Your personal settings This chapter Slide the Ringer switch to Sound System sound settingsSetting system volume levels Silencing soundsAdjusting the brightness Display and appearance settingsChanging the screen font Small Setting display formatsLarge bold Press Applications and select PrefsPress Applications and select Prefs Select Touchscreen Applications settingsSelect a color scheme from the list Select Done Arranging applications by category Select default applications for specific tasksPress Menu Select Category on the App menu Displaying applications by categoryReassigning buttons Changing default applicationsLocking your smartphone and info Press Applications and select Prefs Select Default AppsLocking your keyboard Keyguard Screen when the phone rings. You must Incoming calls received DisablesLocking your screen Select Keyguard Check any of the following boxesEnter your lock code to change this setting Select OK twice Uncheck the On phone power off boxSelect one of the following Phone Lock options Locking your smartphonePress Applications and select Security Select the Password boxSelect the Auto Lock Device box Working with private entries Select Lock & Turn Off to lock your smartphone immediatelyHiding or masking all private entries Viewing all private records Select Lost PasswordSecurity and Palm Desktop software Windows Entering owner informationSetting the date and time System settingsPress Applications and select Prefs Select Date & Time On a call, dim backlight after Optimizing power settingsConnecting to a virtual private network Connection settingsCommon questions This chapter On your computer, click UpgradingStartProgramsPalmSafe HotSync P G R a D I N G Desktop software installation Performing a soft reset Resetting your smartphonePerforming a system reset Performing a hard resetS E T T I N G Y O U R S M a R T P H O N E Replacing the battery Screen appears blank ScreenThere’s a blinking bell in the upper-left corner SynchronizationPalm Desktop info is damaged, you can Can’t find my user folder Make sure that HotSync manager is running Palm Desktop software does not respond to a sync attemptHotSync Manager \Program Files\Palm\device name Synchronization starts but stops without finishingMac HD/Users/user name/Documents/ Palm/Users/device name Palm Desktop software, and then click Change/Remove SynchronizeHave duplicate entries in Microsoft Outlook after I sync Calendar, Contacts, Notes, and Tasks to be available offlineClick Change If you’re using Microsoft Outlook sold separatelySelect Desktop overwrites handheld, and then click OK My appointments show up in the wrong time slot after I syncCalendar If you’re using Palm Desktop softwareUncheck the New events use time zones box if it’s checked Phone Signal strength is weakMy smartphone won’t connect to the mobile network Other person hears an echoHear my own voice echo My smartphone hangs up when I hold it to my earMy voice is too quiet on the other end Hear static or interferencePreferences Select Clear Voicemail Icon My phone seems to turn off by itselfConfirm all the following Hands-free devicesCan’t send or receive text messages Can’t tell if data services are availableCan’t send or receive multimedia MMS messages WebMy smartphone won’t connect to the Internet Can’t access a webEither of these icons, press It takes a long time for a web page to load An image or map is too small on my screen CameraSecure site refuses to permit a transaction Making room on your Treo smartphone Third-party applications Getting more help Error messagesO M M O N Q U E S T I O N S Terms Dial-up networking DUN Device nameDialog box Evdo Evolution Data OptimizedPalm Quick Install NationalAccessMMS Multimedia Messaging System Option keyPix Place SMS Short Messaging ServiceSlide StreamingFCC Notice Important safety and legal informationBattery safety information Waste disposal Page Specifications Specification S Specification S Specification S Index 188, 236 accessing215 Calls 72, 76 104180 129143 To 60 168109 Installing 181-183 211208 189 185122 PlayingBeaming Bell 179187 Service 75, 124186 248212 Restoring factory defaults forCalculator icon 180 calculator modes 180 calendar 203210 Tasks and 166, 167 102216 150 104124, 253 222183 For 5487, 124 219103 205 Coverage area 19, 44, 69Photos 136, 143 Email 96233 Albums 143Events 67, 156, 161 Dial Pad 37, 45 123Dialing 45-48, 53, 71 Photos 135, 138171 Troubleshooting 244 viewing attachments138 Attaching voice memos toErrors 235, 242 Passwords 51, 217 162Displaying 67, 156 For 156From Viewing information about Extended Network message 200, 249 opening files on 172 renamingFeedback 240 fields 32, 35 file types FindingFormatting 217202 Email 95, 96 forwarding phone calls 57 freeing disk space123 Entering 21, 36-37 Text 33 139Saving 107 Losing 202, 217198 123, 124, 25336-37 22, 183145, 146, 148 uninstalling desktop M4V files 140 Mac systems Installing applications fromLinks Treo smartphone 216Masks 214 173Memory 123, 160 181196 82, 83, 101, 153116 79, 94Mute button Names 145117 116, 122 Note button 154 notes157 Installing 22, 183, 227 Microsoft Exchange218 Forgetting 83, 217CD 8 213, 216Dialing 45-48, 53 Ending 49, 52, 55Making 45, 53, 55 61, 6472, 73 161 Entering 45-48, 66Sending 93, 135, 136 Photo albums 135, 139149 182 181 Pausing 120, 138Stopping 107, 149 Music 120Redialing most recent number 251 136 Renaming expansion cards93, 103 SavingText 121 Contacts 46, 66Text 33, 107 Disabling 53, 214Email 92, 106 Passwords 51, 217Box 67 241 186 Messages 49, 101 168213 Resetting 217Naming 24, 63 Screen 162Sounds 103, 163 Information 23, 177 185 Symbols 37, 38 197 Static 241191-193 Photos 133Setting preferences for Viewing due dates for 167 System resets 225, 228, 24227 Tasks button Tasks list 33, 156, 166, 167Trusted Devices button 127 250-251third-party utilities 23, 219 third-party VPN clientUntimed events 158, 159 Untimed Events check box Updating From Setting up accounts for 89, 90USB ports Message 75 VersaMailPlaying 120, 138 Adding 136173-175 Sending 135, 138124-126 Volume button 13, 20, 69 volume conversionsSelecting home page for 208121 Accessing 115, 11783, 85 121-123Wrap Search check box Year View N D E