DataViz, Inc.

Documents To Go for iPhone Help

Welcome!
System Requirements
Supported File Formats

Documents To Go Desktop Application

Setup & Pairing with iPhone

Adding Folders & Files
Removing Folders & Files
Folder List
"My DocsToGo" Folder
Preferences

Synchronization

Syncing with Multiple Desktops

Documents To Go iPhone/iPod touch Application

Documents To Go Home Screen
Opening Files
Create New Documents

Delete Files & Folders

Working with Word Files

 

Navigating a document

Zooming

Text Selection & Cut/Copy/Paste

Using the Toolbar

Formatting

Find

Full Screen & Landscape

"Shake" to Undo/Redo

Working with Excel Files

 

Navigating a Spreadsheet

Zooming

Cell Selection & Cut/Copy/Paste

Using the toolbar

Formatting Cells

Freeze Area

Resize Rows & Columns

Inserting Formulas & Editing Text

Working with Sheets

Find

Full Screen & Landscape

"Shake" to Undo/Redo


Working with PowerPoint Files

 

Navigating a Presentation

Slide notes

Zooming

Using the toolbar

Editing Slides

Full Screen & Landscape

"Shake" to Undo/Redo

Working with PDF Files

Description
Navigating a PDF file
Page Rotation
Zooming
Using the Toolbar
Full Screen & Landscape

Google Docs

Description
Setup
Using Google Docs
Status Icons and Messages

Gmail & Exchange Email Accounts

Description
Setup (Gmail)
Setup (MS Exchange)
Synchronization
Downloading Attachments

Troubleshooting

For a list of frequent troubleshooting issues, please see the Documents To Go technical support website at http://forums.dataviz.com


Welcome!

Documents To Go allows you to view, edit, create, manage and synchronize Microsoft® Word, Excel®, and PowerPoint®* documents and attachments* on your iPhone™ or iPod touch®. In addition, you can view (but not edit) Adobe® PDF and other files and attachments.

*PowerPoint editing & Microsoft Exchange e-mail attachments support requires "Documents To Go Premium" edition.

 

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System Requirements

Device Requirement

Desktop Requirements

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Supported File Formats

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Documents To Go Desktop Application

Setup & Pairing with iPhone

To synchronize your desktop files with your iPhone/iPod touch, you will need to first download and install the Documents To Go Desktop application to your Windows or Mac computer.  To download the desktop application, go to this website:  http://www.dataviz.com/docstogodesktop

After installing the Documents To Go desktop application you will be automatically prompted to pair your computer with your device.  Before you begin the pairing process, please confirm the following:

If you do not see your iPhone or iPod touch listed in the "Add Device Wizard" or are having problems connecting, please see this technical support document for more troubleshooting tips:  http://support.dataviz.com/support.srch?docid=14351

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Adding Folders & Files

To use files on your iPhone/iPod touch you must first add them to Documents To Go on your desktop computer and then synchronize.  During the synchronization, a copy of the folder and file will be created in Documents To Go on your iPhone.

With the program opened on the desktop, you can add files by clicking the "Add folder" button to browse for and select the folder that contains the files you would like to synchronize to your iPhone/iPod touch.

After selecting the folder you would like to synchronize, you will be presented with a list of all the supported items that exist within that folder.  By default all items inside the folder will be synchronized, however you may uncheck any item that you don't want to sync to your device.

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Removing Folders & Files

In order to remove a folder from Documents To Go (and remove it from the iPhone/iPod touch during the next synchronization) perform the following steps:

  1. Open the Documents To Go Desktop program on your computer.
  2. Highlight the folder and click the "Remove Folder" button. 

Note: Deleting a document from either the Documents To Go application on the desktop or the iPhone/iPod touch will NOT delete the file from its original location on the computer.  It will only remove the link that was established between the file and Documents To Go.

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Folder List

All of the folders that you have added to the Documents To Go Desktop application will be listed in main application window.  A header above the list shows the Folder name, the directory path that this folder exists within and the size of the all of the items that are set for synchronization within the folder.

Please note that if a large number of files are set to sync, you will be presented with a warning.  It is not recommended that you set your entire My Documents folder to sync, for example.

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"My DocsToGo" Folder

During your initial setup of the Documents To Go Desktop application, a shortcut/alias titled "My DocsToGo" was added to your desktop.  This folder is automatically setup for synchronization to your device.  This allows you to add individual files to this folder to sync without having to add an entire folder.  The "My DocsToGo" folder has been created in your "My Documents" folder on Windows and the "Documents" folder on a Mac.

 

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Preferences

In Preferences you can set the name of your desktop computer as it will appear in Documents To Go on your iPhone/iPod touch. Preferences can be accessed through the "Preferences" menu item" in the Documents To Go Desktop.

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Synchronization

Each time you synchronize, Documents To Go will automatically update your files on either your iPhone/iPod touch or desktop.  In the case where updates occur to a document on both the iPhone/iPod touch and the desktop, Documents To Go will place a duplicate of each file on both the iPhone/iPod touch and the desktop.

If a file that is added to the desktop application is stored on removable media or a disconnected server, make sure you log onto the server or insert the media before synchronization.

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Synchronization with Multiple Desktops

Documents To Go has the ability to synchronize with multiple desktop computers.  The files and folders synchronized with each computer are kept in their own library on the device.  These libraries are synchronized separately and are not shared between each desktop.  To synchronize a document from one library to another, you can save a copy to a folder synching with another desktop using the "Save As" option available when viewing a document.

To setup a new desktop, perform the following steps:

  1. In Documents To Go on your device, tap the Settings button:   
  2. In Settings, tap on the button labeled "Add New Desktop":
  3. On the desktop computer, follow the prompts through the pairing wizard that appears automatically during the Documents To Go desktop application installation.  You may also select the "Add Device" option available in the application menus.
  4. Pair the device with the computer by entering the passcode presented from the iPhone/iPod touch.

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Documents To Go iPhone/iPod touch Application

Documents To Go Home Screen

The Documents To Go home screen is the central location for accessing, managing and creating your files:

  1. Local Files
    These are files created on your device which are not synchronized with a corresponding document on your computer. To synchronize a local file with your computer, save the file into the "Desktop Files" location.
  2. Desktop Files
    These are files which are synchronized with a corresponding document on your computer. If a file is edited on your device or computer, any changes made are automatically merged with the corresponding document.
  3. Attachments
    These are Microsoft Exchange* e-mails OR Gmail emails containing supported attachments which are synchronized with your device. Supported attachments can be viewed or edited within Documents To Go. You can even reply, forward or send a new e-mail with an attachment.
  4. Google Docs
    These are files from your Google Docs™ account which can be downloaded, edited and synchronized directly within Documents To Go.

    *Microsoft Exchange e-mail attachments support requires "Documents To Go Premium" edition.

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Opening Files

Following synchronization, it's easy to open your files on the iPhone/iPod touch. The following steps will guide you through opening, locating, and managing your important files in Documents To Go on the iPhone/iPod touch.
 

  1. Open the Documents To Go Application
    To open Documents To Go on your iPhone/iPod touch, tap on the DocsToGo icon from your list of applications.
  2. Locate the File You Want to Open
    From the Documents To Go iPhone/iPod touch application you'll see options for Local Files or Desktop Files.  Select one of these locations and a list of all the folders or files that you have synchronized or saved in the application will be displayed.  For organizational purposes you may sort this list by category by clicking on the sort toolbar item.
  3. Open the File
    Once you have located the file you'd like to open, simply tap once on the file name and the file will open up for use on your iPhone/iPod touch.

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Create New Documents

Documents To Go gives you the ability to create new Microsoft Word, Excel and PowerPoint* documents on your device.  Your newly created documents can be synchronized back to your desktop after your next synchronization or saved locally on your device only.  To create a new document, tap the "new" button  in the upper right corner of the screen.


Note
:  By default, the new documents you create will be in Microsoft Office 97-2004, X, XP format.  You can change this to default to the Microsoft Office 2007-2008/2010 format through the preferences available in the Documents To Go application settings.

*PowerPoint editing requires "Documents To Go Premium" edition.
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Delete Files & Folders

Files and folders can be deleted in the Documents To Go application.  When a file or folder is deleted on the device, the corresponding item will be removed from synchronization with the desktop; however the desktop copy of these items will not be deleted.   Files and folders may be deleted by performing the following actions:

  1. From the Documents To Go home screen, select either the "Local Files" or "Desktop Files" options.
  2. In the file list, tap the Edit button in the upper right corner and then "check" the file (s) you would like to delete and select the "Delete" button.
  3.  You can also swipe the filename from left to right to reveal a "Delete" button to remove individual files.

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Working with Word Files

Navigating a document      

In addition to tapping and dragging the document, there are also a few other ways to get around quickly (swipe the toolbar from right to left to see the next set of icons):

Tap "Go To"  on the toolbar and then,

Top - Jump to the top of the current document.

Middle - Jump to the middle of the current document.

Bottom - Navigate to the bottom of the current document.

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Zooming

To change the size of a document that you are viewing, simply pinch & zoom in any portion of the document to change the size of the document.

 

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Text Selection & Cut/Copy/Paste

There are a few different ways to select text in Word To Go:

  1. Double tap to select a single word.  (Tip: Double-tap and drag to select more text, including text that is off the current page)
  2. Triple tap to select an entire paragraph.
  3. Choose "Select" or "Select All" from the popup menu that appears when the cursor has been inserted and you tap the cursor a second time.

Once text has been selected, options to cut, copy and paste are displayed in a popup. 

Text with font and paragraph formatting may be cut/copy/pasted from one area of a document to another by selecting the option from the popup menu.  

Complex objects are not supported with paste; when copying and pasting text that includes objects such as images or tables, only text will be pasted.

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Using the Toolbar

With a Word document open, most actions that can be performed are available in a toolbar that appears at the bottom of the screen.  The toolbar contains several pages of icons, to access more icons you can swipe the toolbar to the left and right.

Tip:  Tap and hold on any toolbar button to see a tool tip describing the button.


A number of options are available to manipulate a Word document:

 

Save / Save As - Tap to save changes made to the document on iPhone.  Save As allows choosing a new filename and location in which to save the file.

Send - Compose an email with the current document as an attachment.  The document must be saved before it can be sent via email.

Character Formatting - Change font types and text attributes of selected text.

Paragraph Formatting - Change the alignment of the current paragraph.

Full Screen - Hide the toolbar and title bar to show more of the document.

Bullets and Numbering - Create a basic bulleted or numbered list.

Increase/Decrease Indent - Change the indent level of the current paragraph.

Find - Search for text in the current open document, and optionally replace found text.

Go To - Quickly navigate to specific areas of the current document.

Undo/Redo - Revert or reapply the last editing action.  Undo & Redo may be performed on most editing operations.

Word Count - Provides the number of words, characters, and spaces in the current document.

File Properties - Show details about the current open file.

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Formatting

Character Formatting

Select text to apply character or paragraph formatting.

Tap the Character/Paragraph Formatting buttons to show common formatting options to apply, or tap "More..."  to show all options.  Then, tap the desired option to apply that formatting to the current selection.

Character formatting includes: bold  , italic  , underline  , text color  , shading color  , and font type/size  .

Paragraph Formatting

Tap  to show paragraph alignment options: left  , center  , right  , justified  , distributed  .

Bulleted and Numbered Lists

Tap  and choose between applying a bulleted  or numbered  list.  Create new lists, or select existing text to apply list formatting.

Line and Paragraph Indent

Tap  and choose among different indent options:

 

Increase / Decrease Indent - Change the indent level of the current paragraph one level.

 

Increase / Decrease First Line Indent - Change the indent level of only the first line in a paragraph, rather than the entire paragraph.

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Find

Tap the "Find"  icon to enable find mode to search for text in a document.   

Tap the arrow button  to show or hide more find options, including replacing found text.

Document text may not be edited or formatted while in find mode; to return to the document to edit and format again, tap 'Done' to end the find.

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Full Screen & Landscape

To hide the navigation bar and toolbar to show more of the document, tap the "Full Screen"  toolbar button.  To show the toolbar again, tap the floating "Full Screen"  button on the screen.

Rotate the iPhone on its side to view the document in landscape and in full screen.  Landscape or portrait mode can be toggled while doing most operations in a document.

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"Shake" to Undo/Redo

Documents To Go supports "shake to undo" to undo and redo editing actions.  Undo/Redo may also be accessed via the toolbar button  .

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Working with Excel Files

Navigating a Spreadsheet

Tap and drag to pan around the screen to see more of the spreadsheet, just like in other iPhone apps. 

There are also a few other ways to get around quickly in your spreadsheet in Documents To Go (swipe the toolbar from right to left to see the next set of icons):

Tap "Go To"  on the toolbar and then,

Go To Home - Jump to the top of the current active column.

Go To End - Jump to the last populated cell in the current active column.

Go To Cell - Navigate to a specific cell in the worksheet.

Open a different worksheet in the file by tapping the "Sheets"  button , and selecting the sheet to view.

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Zooming

To change the zoom level of a document that you are viewing, simply pinch & zoom in any portion of the document to change the size of the document just like other iPhone apps. 

The zoom level will be retained in between closing and opening documents.

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Cell Selection & Cut/Copy/Paste

Single-tap a cell in the spreadsheet to select that cell.

Double-tap a cell and drag in the grid to select multiple cells; change the dimensions of the current cell selection by continuing to drag in the desired direction after the double-tap.

Continue to drag the selection near the boundaries of the screen, and the selection will extend in that direction and automatically scroll the sheet.  Dragging closer or farther away from the edge of the screen will result in a faster or slower selection, respectively.

Tap a column or row header to select that column or row.  Double-tap and drag on a column or row header to select multiple rows or columns.

After making a selection of cells, rows or columns, a pop-up appears as in other iPhone apps to allow for cut, copy, and paste of the selection to another spot in the document, or another app on the iPhone.

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Using the Toolbar

With an Excel document open, most actions that can be performed are available in a toolbar that appears at the bottom of the screen.  The toolbar contains several pages of icons, to access more icons you can swipe the toolbar to the left and right. 

Tip:  Tap and hold on any toolbar button to see a tool tip describing the button.


A number of options are available to manipulate an Excel document:

Save / Save As - Tap to save changes made to the document on iPhone.  Save As allows choosing a new filename and location in which to save the file.

Send - Compose an email with the current document as an attachment.  The document must be saved before it can be sent via email.

Cell Formatting - Change font types and text attributes of selected cells.

Number Formatting - Apply a variety of number formats to the selected cells.

Full Screen - Hide the toolbar and title bar to show more of the spreadsheet.

Horizontal Alignment - Change the alignment of text in cells.

Find - Search within the open Excel file for text.

Go To - Jump to specific areas of the spreadsheet.

Clear Cell Content - Clear text from selected cells (applied text formatting is not cleared from the cells, only the text).

Insert Rows & Columns - Insert a row or column.  Rows are inserted beneath the current selection, and columns are inserted to the right of the current selection.

Delete Rows & Columns - Remove selected rows or columns from the worksheet
(at least one cell must be selected in the row or column to be removed)
Note: This operation cannot be reverted with undo/redo.

Undo/Redo - Revert or reapply the last editing action.  Undo & Redo may be performed on most editing operations.

Hide/Unhide - Select a cell in a row or column to hide; select the cells around a hidden row and column, and unhide to show the row or column.

File Properties - Show details about the current open file.

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Formatting Cells

Select cells to apply character or number formatting; it is also possible to select rows or columns for formatting.

Tap the toolbar button to show common formatting options to apply, or tap "More..."  to show all operations to change the character or number formatting.  Then, tap the desired option to apply that formatting to the current selection.

Cell formatting includes: bold  , italic , underline  , font type, font point size, text color  , background color  , and horizontal alignment (general, left, center, right).

Number formatting includes several categories of formats as well as additional options for some types (select a given format type to see these additional options).  For example, for formatting type "Number", both the number of decimal places and representation of negative numbers may be changed.

Number formatting includes: general  , number  , currency  , date  , time  , percentage, scientific, and text.

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Freeze Area

Single and multiple rows or columns may be frozen in a spreadsheet (currently, only a selection of rows OR columns may be frozen).

To freeze a row or column, pan the sheet so that your frozen area will be on the left or top of the current view.  Select a cell beneath the row you wish to freeze, or to the right of the column to be frozen.

Then, choose to either freeze the column or row via the "Freeze Area" button  (swipe the toolbar from right to left to see more icons) and choose either:

- Freeze row

or

- Freeze column

Once the chosen area is frozen, that area will remain on screen while you're able to pan the rest of the unfrozen document.

It isn't possible to select multiple cells in the frozen area; in order to do this, you'll need to unfreeze the area.

Zooming is disabled while there are frozen areas on the current sheet; you can zoom by either switching sheets or by unfreezing the area on the current sheet.

Resize Rows & Columns

Resize a row or column by tapping and holding the divider between the rows or columns.  A dotted line will appear on screen allowing you to drag in the desired direction and change the size of the row or column.

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Inserting Formulas & Editing Text

To edit text in a cell, select the cell and tap the formula text field, or double-tap the cell to begin editing.

Double-tap text in the formula text field to: select text, cut, copy, and paste .

To insert a formula, select a cell, and tap the "Formulas"  button to insert a formula into that cell.  Choose a category of formulas and then select the desired formula.  Formulas may also be entered manually via typing while editing a cell. 

The formula will then appear in the formula text field along with a preview showing the arguments for that particular formula (some or all may be required; refer to Excel help for more information on formulas).  The current argument will be highlighted and underlined in the popup to show which part of the formula is being edited.

While editing a formula, tap a cell in the grid to input a reference to that cell in the formula.  Double-tap and drag to selection a region of cells to use in a formula (the selected region will appear red while being selected).

When formula or cell editing is complete, tap "Done" or press the "Enter" key on the iPhone keyboard to save changes to the cell.

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Working with Sheets

Tap the "Sheets"  button to view thumbnail previews of the sheets in a workbook, and also to rename, delete, or insert new sheets into the Excel file.

Pan across the different sheets in the file, and then tap to select and view a particular sheet.  Tap and hold the selector beneath the sheet preview to quickly jump to other sheets in the workbook.

Tap the "Edit" button to rename (tap name to edit), delete , or insert a new sheet  .  Tap "Done" once editing is finished to select a different sheet, or return to the previously viewed sheet by tapping "Cancel" (sheet edits will still be saved if "Cancel" is chosen).

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Find

Tap the "Find"  icon to enable find mode to search for text in a workbook.  A find operation may be limited to just the current spreadsheet, or may also include all other sheets in the workbook. 

Tap the arrow button  to show or hide more find options.

Cells may not be edited or formatted while in find mode; to return to the document to edit and format again, tap "Done" to end the find.

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Full Screen & Landscape

To hide the navigation bar and toolbar to show more of the document, tap the "Full Screen"  toolbar button.  To show the toolbar again, tap the floating "Full Screen"  button on the screen.

Rotate the iPhone on its side to view the document in landscape and in full screen.  Landscape or portrait mode can be toggled while doing most operations in a document.

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"Shake" to Undo/Redo

Documents To Go supports "shake to undo" to undo and redo editing actions.  Undo/Redo may also be accessed via the toolbar button  .

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Working with PowerPoint* Files

*PowerPoint editing requires 'Documents To Go Premium' and is not available in the non-Premium 'Documents To Go' version.

Navigating a Presentation

There are also a few other ways to get around quickly in your spreadsheet in Documents To Go (swipe the toolbar from right to left to see the next set of icons):

Tap “Go To”  on the toolbar and then,


Go to first slide – Jump to the top of the current presentation.


Go to slide number… – Jump to a specific slide number in the presentation.


Go to last slide – Navigate to the final slide in the presentation.


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Slide Notes

When viewing a presentation, tap the note button to view a note for a given slide.  Tap the note text to edit the note; tap "Done" to return to the slide.

notes

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Zooming

To change the zoom level of a document that you are viewing, simply pinch & zoom in any portion of the document to change the size of the document just like other iPhone apps. 

The zoom level will be retained in between closing and opening documents.

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Using the Toolbar

With a PowerPoint document open, most actions that can be performed are available in a toolbar that appears at the bottom of the screen.  The toolbar contains several pages of icons, to access more icons you can swipe the toolbar to the left and right. 

Tip:  Tap and hold on any toolbar button to see a tool tip describing the button.


A number of options are available to manipulate a PowerPoint document:

Save / Save As – Tap to save changes made to the document on iPhone.  Save As allows choosing a new filename and location in which to save the file.

 

Previous/Next Slide – Advance to the slide before or after the current slide, respectively.

 outline view

Outline View – Switch to text edit mode to edit slide titles or slide body text.

Full Screen Hide the toolbar and title bar to show more of the presentation.

Send – Compose an email with the current document as an attachment.  The document must be saved before it can be sent via email.

 Go To Slide

Go To – Jump to specific slides of the presentation.

 slide

Slide – Insert, duplicate, or delete the current slide.

Find Search within the open PowerPoint file for text. (only available in Outline View)

 list unselected

List Promote or demote a bullet. (only available in Outline View)

Undo/Redo – Revert or reapply the last editing action.  Undo & Redo may be performed on most editing operations.

File Properties Show details about the current open file.

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Editing Slides

Editing slide text

With a PowerPoint document open, tap the “Outline View outline  button to show slide titles and text in an editable format; text can be selected and cut/copy/pasted.
Bulleted text can be promoted or demoted in indent level by tapping the “List”   button and choosing the respective operation.
Tap the “Find”  icon to enable find mode to search for text in a presentation.  Tap the arrow button  to show or hide more find options.

Text may not be edited while in find mode; to return to the document to edit and format again, tap “Done” to end the find.

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Inserting and deleting slides

Tap “Slide”   on the title bar and then:

insert slide

Insert slide – Insert a blank slide after the current slide.

duplicate slide

Duplicate slide – Create a copy of the slide, and insert it after.

delete slide

Delete slide – Navigate to the final slide in the presentation.

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Sorting slides and slide previews

Tap the “Slides” Slides button on the titlebar to view all of the presentation’s slides in a thumbnail preview with slide titles.  Tap a slide in the list to jump to that slide.

 SlideSorter

Tap “Edit” and then tap a slide to perform an operation:

Delete

Delete the slide.

Sort

Tap and hold, then drag the slide to the desired position in the list.

Title

Tap the slide title to add a new blank slide, or duplicate the selected slide.

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Full Screen & Landscape

To hide the navigation bar and toolbar to show more of the document, tap the “Full Screen”   toolbar button.  To show the toolbar again, tap the floating “Full Screen”  button on the screen.

Rotate the iPhone on its side to view the document in landscape and in full screen.  Landscape or portrait mode can be toggled while doing most operations in a document.

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“Shake” to Undo/Redo

Documents To Go supports “shake to undo” to undo and redo editing actions.  Undo/Redo may also be accessed via the toolbar button  .

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Working with PDF Files

Description

The most common formats of PDF files including those which require a password to open are supported for viewing.  Some added functionality to make using PDF documents easier include:

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Navigating PDF Files

There are a number of ways to get around quickly in your PDF in Documents To Go:

Tap “Go To”   on the toolbar and then,


Go to first page – Jump to the top of the current document.


Go to page number… – Jump to a specific page number in the document.


Go to last page – Navigate to the final page in the document.

Additionally, you can also preview the pages in a document in a thumbnail view and jump to a specific page:

Tap the "Thumbnail" button  on the title bar to open the thumbnail view.  

Once in thumbnail preview, pan up and down throughout the document to select a specific page, or use the toolbar shortcuts to jump to top, a specific page, or the last page in the document, respectively.  

Tap  to return to current page.

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Page Rotation

The PDF may be rotated  for better viewing  depending on the screen orientation and the document's page layout.

Tap the "Rotate Page" button  to show the "Rotate Left" and "Rotate Right" options; each tap will rotate the page 90 degrees in the respective direction:




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Zooming

Pinch-zooming and double-tap zooming is available when viewing PDF documents as in other iPhone apps.

Tap the "Zoom"  button to show more preset zoom options:



(left to right):

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Using the Toolbar

With a PDF document open, most actions that can be performed are available in a toolbar that appears at the bottom of the screen.  The toolbar contains several pages of icons, to access more icons you can swipe the toolbar to the left and right. 

Tip:  Tap and hold on any toolbar button to see a tool tip describing the button.



 

Previous/Next Page– Advance to the page before or after the current page, respectively.

 

Go To – Jump to specific page of the PDF.

 Zoom – Choose among preset zoom levels.

Full Screen Hide the toolbar and title bar to show more of the PDF.

Rotate Page Change the orientation of the visible page by 90 degrees, clockwise or counter-clockwise.

 Save As – Save As allows choosing a new filename and location in which to save the file.

File Properties Show details about the current open file.

 

Send – Compose an email with the current document as an attachment.  The document must be saved before it can be sent via email.

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Full Screen & Landscape

To hide the navigation bar and toolbar to show more of the document, tap the “Full Screen”   toolbar button.  To show the toolbar again, tap the floating “Full Screen”  button on the screen.

Rotate the iPhone on its side to view the document in landscape and in full screen.  Landscape or portrait mode can be toggled while doing most operations in a document.

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Google Docs*

* This functionality requires 'Documents To Go Premium' and is not available in the non-Premium 'Documents To Go' version.

Description

Documents To Go Premium supports document synchronization to Google Docs.  Documents in Google Docs may be downloaded directly to iPhone and edited in DocsToGo; after editing, changes are synchronized back to the document in Google Docs.

Files that are edited can immediately be synced back to Google Docs after saving and closing the file, or synced at a later time if a data connection is not available.

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Setup

A Google Docs account is required to use this functionality in Documents To Go.  To set up a free account, visit: http://docs.google.com/

To setup Google Docs in Documents To Go Premium, please follow these steps:

1.      Open Documents To Go on your iPhone/iPod touch.

2.      Tap the Settings button in the upper left corner.

3.      In Settings, select the "Add New Account" option under the Google Docs area, and input the following settings:


Email:  Your Google Docs email address

Password:   Your Google Docs password

Max Cache Size:   The maximum amount of space used to store downloaded copies of your Google Docs files

4.      After entering your Settings, you are ready to sync.  Tap "Save", then return the home screen in DocsToGo and tap the Google Docs button to access your files.


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Using Google Docs

Folders in Google Docs

Folders that exist in your Google Docs account may be browsed by tapping "My Folders".  All starred items may be viewed in a single list by tapping the "Starred" option.

The "Pending Sync" folder contains a list of all documents which have been edited, but not yet synchronized to Google Docs.

The "Sync Problems" folder contains a list of files that were not successfully uploaded to Google Docs.  Tap the filename to view details on the problem.

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Starring and deleting items

Documents that have been starred on the desktop in Google Docs will also be starred in DocsToGo.  Documents may also be deleted from the cache in DocsToGo (the actual document in Google Docs is not deleted).

You can add or remove the starred status of the document, by changing it in the document list.

While viewing the list of your documents, tap the "Edit" button and then tap the star icon to the right of the file size, then tap "Done".  To delete a document, tap the check to the left of the filename instead of the star icon.



The document will now be starred; the next time you sync the document in Google Docs will also be starred. 



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Native and Translated Documents

Documents To Go can edit both native (the format of files how they're found in Office) or the translated Google Docs version of a document.  Native files loaded to Google Docs from your desktop may not be edited in Google Docs; as a result, native documents stored in Google Docs that are edited in DocsToGo cannot be uploaded back to Google Docs afterwards*.  These files can either be emailed or synced via desktop.

Not all features in Word, Excel, and PowerPoint are supported by the Google Docs translated formats; as a result of this limitation,  files uploaded from DocsToGo to Google Docs may lose some formatting in the conversion to the Google Docs format.

*Google Premier accounts allow native files to be uploaded to Google Docs.

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Shared Documents

Documents which have been shared with other users in Google Docs are read-only, and cannot be directly edited and synchronized back to Google Docs.  In order to edit a shared document, you must first save the document to a new filename.  The newly named file may then be edited and synced to your Google Docs account.

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Status Icons and Messages

Some of your Google Docs files in DocsToGo may have certain icons associated with them:



Tap the "More" button  to see more details about the file and status.  The next screen will show the document's owner and email address as well as document details; documents may also be starred in this screen.

At times there may be problems trying to communicate with the Google Docs server and an error may occur; typically performing another sync will allow the sync to complete successfully.

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Gmail & Exchange Attachments*

* Multiple-mailbox and MS Exchange support requires 'Documents To Go Premium' and are not available in the non-Premium 'Documents To Go' version.

Description

'Documents To Go Premium' also supports downloading email attachments into Documents To Go.  The attachments can be viewed or edited.  You can also reply or forward to an existing email with an attachment.  You can also create a new email and attach a file and send it off directly from within Documents To Go.

To use the email attachment features of this version, you must be using either a Gmail email address ( i.e. yourname@gmail.com or yourname@googlemail.com ) or a Microsoft Exchange server for your email service; email services such as Yahoo or others are not supported.

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Setup (Gmail)

To setup Gmail attachment support, please follow these steps:

1.      Open Documents To Go on your iPhone/iPod touch.

2.      Tap the Settings button in the upper left corner.

3.      In Settings, select the "Add New Account" option under the Microsoft Exchange area, tap Gmail and then input the following settings:


Username:  your gmail.com email address

Password:   your gmail.com password


4.      After entering your Settings, you are ready to sync.


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Setup (MS Exchange)*

*Requires "Documents To Go Premium" edition

To setup MS Exchange attachments in the Premium version, please follow these steps:

1.      Open Documents To Go on your iPhone/iPod touch.

2.      Tap the Settings button in the upper left corner.

3.      In Settings, select the "Add New Account" option under the Microsoft Exchange area and tap "MS Exchange".

4.      Enter your Microsoft Exchange email settings.  (You may be able to get some of these from the general Settings on the iPhone/iPod touch (go to Mail, Contacts, Calendar and choose the Exchange Account, if you have set one up already).

Check this link for more help in determining your Exchange settings:
http://support.dataviz.com/support.srch?docid=13629

5.      After entering your Settings, you are ready to sync.

 

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Synchronization

To sync your MS Exchange inbox attachments to Documents To Go, follow these steps:

1.      Open Documents To Go on your iPhone/iPod touch.

2.      Tap on "Attachments" under My Files.

3.      Tap the "Sync" button   in the lower left corner.  This will initiate a sync and any Exchange emails with supported attachments will be listed.

 

Note:  If you do not see emails, please check your date range (in Documents To Go > Settings > Exchange account) and be sure any emails have supported attachment types.

 

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Downloading Attachments

To download attachments in Documents To Go, follow these steps:

1.      Open Documents To Go on your iPhone/iPod touch.

2.      Tap on "Attachments" under My Files.

3.      Tap on an email to open it.

4.      The attachment will be displayed at the top of the email.  Tap to download the attachment to the device.  Once the attachment is downloaded, the icon color will change and you will be able to open the attachment.

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Troubleshooting

For a list of frequent troubleshooting issues, please see the Documents To Go technical support website at http://forums.dataviz.com

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