Welcome!
System Requirements
Supported
File Formats
For a list of frequent troubleshooting issues, please see the Documents To Go technical support website at http://support.dataviz.com
Documents To Go allows you to view, edit, create, manage and synchronize Microsoft® Word, Excel®, and PowerPoint® *documents and attachments* on your iPhone™, iPad™ 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.
| Editing & Viewing Documents To Go can view, edit, and create the following file formats: |
View-Only Documents To Go incorporates Apple's built-in viewers for viewing the following file types: |
Word processing:
Spreadsheet:
Presentation:
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Word processing:
Presentation:
Adobe Acrobat Web:
Graphics:
iWork '08 & '09:
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To use files on your
device 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 device.
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 device.
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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In order to remove a folder from Documents To Go (and remove it from the device during the next synchronization) perform the following steps:
Note: Deleting a document from either the Documents To Go application on the desktop or the device 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.
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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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 in the "Documents" folder on a Mac.
In Preferences you can set the name of your desktop computer as it will appear in Documents To Go on your device. Preferences can be accessed through the "Preferences" menu item in the Documents To Go Desktop application.
Each time you synchronize,
Documents To Go will
automatically update your files on either your device or
desktop. In the case where updates occur to a document on
both the device and the desktop, Documents To Go will place a
duplicate of
each file on both the device and the desktop.
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:

Following synchronization,
it's easy to
open your files on the device. The following steps will
guide you
through opening, locating, and managing your important files in
Documents To Go
on the device.
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 bottom right corner of
the
screen from within Local, Desktop, or Online Files (Premium Only).
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
"Settings" icon.
*PowerPoint editing requires "Documents To Go Premium" edition.
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:
Tap and drag the document to scroll through the file.
To change the size of a document that you are viewing, simply pinch and zoom in any portion of the document to change the size of the document.
There are a few different ways to select text in Word To Go:
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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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 5 icons which act as menus to access more icons/features.
A number of menu options are available when accessing each icon on the toolbar:
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Save / Save As - Tap to save changes made to the document on the device. Save As allows choosing a new filename and location in which to save the file. |
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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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Character Formatting - Change font types, text color, highlight color, and text attributes of selected text. |
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Paragraph Formatting - Change
the alignment of the current paragraph
Increase/Decrease Indent - Change the indent level of the current paragraph. Advanced options are also available such as "First line" and "Hanging" Adjust Line Spacing |
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Bullets and Numbering - Create a basic bulleted, numbered, outline, or multilevel list |
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Tools - Find and Replace, Word Count, and Full Screen view |
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Find and Replace- Search for text in the current open document, and optionally replace found text. |
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Word Count - Provides the number of words, characters, characters with spaces, and paragraphs in the current document |
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Full Screen - Hide the toolbar and title bar to show more of the document |
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Undo/Redo - Shake the device to undo a change. Shake the device again to undo/redo |
Character Formatting
Select text to apply character or paragraph formatting.
Tap
the Character Formatting button
on the toolbar to show common formatting
options to
apply. Then, tap the desired
option to apply that formatting to the current selection.
Character formatting
includes: bold
, italic
,
underline
, text color
, highlight color
,
and font
type/size
.
Paragraph Formatting
Tap
to
show paragraph alignment options: left
,
center
, right
,
justified
, distributed
. You can also increase or decrease indent under paragraph formatting. Increase / Decrease Indent
- Change the indent level
of the current paragraph one level.Under "More..." you can adjust line spacing or view advanced indent options.
Bulleted and Numbered Lists
Tap
and
choose
between applying a bulleted
,numbered
, or outline list. Create new lists,
or select existing text to
apply list formatting. Under "More..." you can create multilevel lists.
Tap
the "Find and Replace"
icon
located under the tools 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' at the top right to end the find.
To
hide the navigation bar and toolbar to show more of the document, tap
the "Full
Screen"
icon located under the tools icon . To show the toolbar again, tap the floating "Full
Screen"
button
on the
screen.
Rotate the device 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.
Documents To Go supports "shake to undo" to undo and redo editing actions. Simply shake the device when you want to undo/redo an edit.
Tap and drag to pan around the screen to see more of the spreadsheet, just like in other iOS apps.
There are also other ways to get around quickly in your spreadsheet in Documents To Go:
Tap on the tools icon
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Find - Search within the open Excel file for text. Advanced search options are available by tapping on the arrow icon |
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Go To Cell - Navigate to a specific cell in the worksheet. |
Open
a different worksheet in the file by tapping the "Sheets"
button
at the top right next to the formula bar, and selecting the
sheet to view.
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 iOS apps.
The zoom level will be retained in between closing and opening documents.
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 iOS apps to allow for cut, copy, and paste of the selection to another spot in the document, or another app on the device.
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 5 icons which act as menus to access more icons/features:
A number of menu options are available when accessing each icon on the toolbar:
A number of options are available to manipulate an Excel document:
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Save / Save As - Tap to save changes made to the document on the device. Save As allows choosing a new filename and location in which to save the file. |
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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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Cell Formatting - Change font types and text attributes of selected cells. Number Formatting - Apply a variety of number formats to the selected cells. Horizontal Alignment - Change the alignment of text in cells. |
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Full Screen - Hide the toolbar and title bar to show more of the spreadsheet. |
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Find -Search within the open Excel file for text. |
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Go To Cell- Jump to specific areas of the spreadsheet. |
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Clear Cell - Clear text from selected cells (applied text formatting is not cleared from the cells, only the text). |
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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 |
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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. |
Select cells to apply character or number formatting; it is also possible to select rows or columns for formatting.
Tap
the Cell Formatting icon
on the toolbar button to show common formatting options to apply to
show all operations to change the cell, 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 and font size (under "More..."),
text color
,
highlight color
, and horizontal alignment (left,
center, right, justified).
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
. Also available: percentage, scientific, and
text (these can be accessed by choosing "More..." under the Cell Formatting icon
and choosing the number icon ![]()
located under the 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.

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, paste, or replace.
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 "Return" key on the iOS keyboard to save changes to the cell.
Open your Excel file from local, desktop, online (premium edition only), or recent files. Once the document is open you can pan through different sheets.
Tap
the
icon at the top right to view the different sheets within the file. You can switch to a different sheet within the Excel file, delete the sheet , or create a new
sheet
. To pan
across the different sheets in the file, slide your finger across the screen in either direction. Tap and slide the selector bar beneath the sheet preview to quickly jump to other sheets in the workbook.
Tap the "Edit" button at the top right of the sheet preview to rename the sheet (tap the name to edit), delete, or insert a new sheet. Tap "Done" at the top left 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.)
To find, tap the
icon from the tools menu . Type the text you want to search for and tap "Search" on the keyboard.Choose "Find Next" at the bottom of the workbook to find the next location.
Advanced search options are available by tapping on the arrow
. A find
operation may be limited to just the current
spreadsheet, or may also include all other sheets in the
workbook. Advanced search options also include "case sensitive" and "search entire cell."
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.
To
hide the navigation bar and toolbar to show the document in full screen mode, tap
the tools icon and choose "Full Screen." To
show the toolbar again, tap
the floating "Full Screen" button
on the lower right hand corner of the screen.
Rotate the device 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.
Documents To Go supports "shake to undo" to undo and redo editing actions. Simply shake the device when you want to undo/redo an edit. (deleting/inserting a row or column cannot be undone)
*PowerPoint editing requires 'Documents To Go Premium'
There are a few ways to get around quickly in your presentation in Documents To Go.
Tap the
Go to first slide – Jump to the top of the current presentation. |
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Go to slide numbe – Jump to a specific slide number in the presentation. |
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| Go to last slide – Navigate to the final slide in the presentation. | |
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Outline view – Allows you to edit presentation slides |
When
viewing a presentation, tap the "Notes" button to view/unhide a note for a given
slide. Tap the note text to edit the note then tap "Done" to
return to the slide. Tap on the "Notes" tab again to hide the notes.
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 iOS apps.
The zoom level will be retained in between closing and opening documents.
With a PowerPoint document
open, most actions that can be
performed are available in a toolbar that appears at the bottom of the
screen.
Each icon in the tool bar acts as a menu where you can access more features.
A number of options are available to manipulate a PowerPoint document:
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Save / Save As –Tap to save changes made to the document on the device. Save As allows choosing a new filename and location in which to save the file. |
| Open in - Select this option to open the current document within another program (if there is currently another app loaded to the device for such purposes) | |
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Send – Compose an email with the current document as an attachment. The document must be saved before it can be sent via email. |
| Outline View Go To First Slide Go To Last Slide Go To Slide Number |
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Full Screen– Tap the tools icon and choose "Full Screen" to hide the toolbar and title bar to show the presentation in full screen mode. You can use this in both slide view and outline view. Slide Picker- Tap the tools icon and choose "Slide Picker" to view thumbnail images of your slides. |
| Previous/Next Slide – Use the arrow buttons at the top right hand corner of the screen in slide view to scroll through your slides |
With
a PowerPoint document open, tap the "Go to" icon and tap on Outline View to show slide titles
and text in an editable format.
Bulleted
text can be promoted or demoted in indent
level by tapping the “List” icon
and choosing the respective operation.
Tap
the
“Find & Replace" icon under the tools menu icon
to enable find
mode to search for text in a
presentation.
Tap the arrow button
You cannot edit text while in find mode; to return to the document to edit and format again, tap “Done” to end the find.
Tap the
“Slide”
on
the tool bar and
then:
| Insert slide – Insert a blank slide after the current slide. | |
| Duplicate slide – Create a copy of the slide, and insert it after. | |
| Delete slide – Navigate to the final slide in the presentation. |
While in slide view, tap the tools icon then tap
the
“Slide Picker” icon 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.
While in the Slide Picker view, you can do the following:
Delete slides: Open the Slide Picker, Tap "Edit" and tap on the red circle to the left of the slide. Choose "delete" once the option appears
Sort Slides: Open the Slide Picker, Tap "Edit" press and hold on the icon to the right of the slide name and drag up or down in the slide list.
To hide the navigation bar
and toolbar to show more of the
document, first tap the tools icon then tap the “Full Screen”
icon.
To show the toolbar again,
tap the floating
“Full Screen”
Rotate the device 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.
Documents To Go supports “shake to undo” to undo and redo editing actions. Simply shake the device to undo/redo an edit.
TopThere are a number of ways to get around quickly in your PDF files in Documents To Go:
Tap the“Go
To” icon
| 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" icon on the
title bar to open
the thumbnail view.
Once in thumbnail preview, the toolbar changes to the following:
In the thumbnail view, you can 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 the bottom right icon to return to page view.
TopWith 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 5 icons. Each icon contains menu options for other features.
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Save As– 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 Send- Open the current document in another program (if an alternate program is installed) |
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Go To
–
Go to the first page Go to specific page number Go to last page |
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Zoom – Choose among
preset zoom levels:
Zoom to fit Fit to Width Actual Size Full Screen – Hide the toolbar and title bar to view in Full Screen mode |
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Rotate Left/Rotate Right – Change the orientation of the visible page by 90 degrees, clockwise or counter-clockwise. |
| Previous/Next Page– Use these buttons at the top right hand corner of the main screen to scroll through your slides |
To hide the navigation bar
and toolbar to show more of the
document, first tap the zoom icon then tap the “Full Screen”
menu item.
To show the toolbar again,
tap the floating
“Full Screen”
Rotate the device 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.
To setup an online account in Documents To Go Premium, please follow these steps:
1. Open Documents To Go on your iPhone/iPod touch/iPad.
2. Tap the 'Online' icon from the main screen tool bar.
3. In the next window select the cloud service you wish to setup and proceed with entering the required information. If the list of account types do not appear, tap on the plus sign at the top right
Email: Your login email address
Password: Your login password
The maximum amount of space used to store downloaded copies of your online files
4.After entering your Settings, you are ready to sync. Tap "Save" and tap on the name of your account.
5. Then select the 'sync' icon within your online files account (this icon appears at the bottom left when you are in your cloud account)
Some of your online files in DocsToGo may have certain icons
associated with them. Tap the "More" arrow to the right of the file size 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.
At times there may be problems trying to communicate with the online account's server and an error may occur; typically performing another sync
will allow the sync to complete successfully.
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On an iPad, iPhone 4 or other iOS 4 device, the built-in "Mail" app can open attachments in supported third party apps such as Documents To Go. This is a feature of the OS which is supported by Documents To Go 3.3 and higher. In order to open email attachments in Documents To Go directly from the Mail app:
To save the attachment to a location in Docs To Go, use the "Save As"
icon from within the file when viewing in Docs To Go.
For a list of frequent troubleshooting issues, please see the Documents To Go technical support website at: http://support.dataviz.com