Documents To Go for iPhone Help
Welcome!
System Requirements
Supported File Formats
Documents To Go Desktop Application
Adding Folders
& Files
Removing
Folders & Files
Folder List
"My
DocsToGo" Folder
Preferences
Syncing with Multiple Desktops
Documents To Go iPhone/iPod touch Application
Documents To Go Home
Screen
Opening Files
Create
New Documents
Text Selection & Cut/Copy/Paste
Cell Selection & Cut/Copy/Paste
Inserting Formulas & Editing Text
Documents To Go with Exchange Attachments
Description
Setup
Synchronization
Downloading
Attachments
For a list of frequent troubleshooting issues, please see the Documents To Go technical support website at www.dataviz.com/support
Welcome!
Documents To Go allows you to view, edit, create, manage and synchronize Microsoft® Word and Excel® documents and attachments* on your iPhone™ or iPod touch®. In addition, you can view (but not edit) PowerPoint®, Adobe® PDF and other files and attachments.
*Attachment support requires "Documents To Go with Exchange Attachments" edition.
System Requirements
Device Requirements
- A supported iPhone or iPod touch with:
- iPhone Software 3.0 or above
- 2.8 MB of free device memory to install
- 1.2MB of free device memory for included sample files
- Additional space required for documents
- Synchronization requires the iPhone or iPod touch to be Wi-Fi enabled
Desktop Requirements
- Windows XP, Vista or Windows 7
- Bonjour for Windows (typically installed with iTunes, but can be installed separately if needed)
- Mac OS X 10.4.10 and above (Note: PowerPC G3 Macs not supported)
- Desktop synchronization requires Wi-Fi connectivity
Supported File Formats
- Word 97, 2000, X, XP, 2003, 2007 for Windows
- Word 98, 2001, 2004, 2008 for Macintosh
- Excel 97, 2000, X, XP, 2003, 2007 for Windows
- Excel 98, 2001, 2004, 2008 for Macintosh
- PowerPoint 97, 2000, X, XP, 2003, 2007 for Windows
- PowerPoint 98, 2001, 2004, 2008 for Macintosh
- Adobe PDF
- Text
- HTML
- Graphics (jpg, jpeg, png, gif, svg, tif, tiff)
- iWork 08, 09 (pages, numbers, keynote)
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:
- Documents To Go is open on your device. The application must be running for your device to be found.
- Your iPhone/iPod touch is connected to the same network as your desktop computer (Note: Documents To Go cannot connect to a device via USB).
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
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:
- Open the Documents To Go Desktop program on your computer.
- 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.
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.
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.
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.
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:
- In
Documents To Go on your device, tap the Settings button:
- In
Settings, tap on the button labeled "Add New Desktop":
- 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.
- Pair the device with the computer by entering the passcode presented from the iPhone/iPod touch.
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:
- 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. - 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. - Attachments ("Documents To Go with Exchange
Attachments" edition only)
These are Microsoft Exchange e-mails 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.
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.
- 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. - 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. - 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.
Create New Documents
Documents To Go gives you the ability to
create new Microsoft Word and Excel 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 format
through the preferences available in the Documents To Go application settings.
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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:
- From the Documents To Go home screen, select either the "Local Files" or "Desktop Files" options.
- 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.
- You can also swipe the filename from left to right to reveal a "Delete" button to remove individual files.
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,
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Top - Jump to the top of the current document. |
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Middle - Jump to the middle of the current document. |
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Bottom - Navigate to the bottom of the current document. |
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.
Text Selection & Cut/Copy/Paste
There are a few different ways to select text in Word To Go:
- Double tap to select a single word. (Tip: Double-tap and drag to select more text, including text that is off the current page)
- Triple tap to select an entire paragraph.
- 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:
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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. |
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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 and text attributes of selected text. |
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Paragraph Formatting - Change the alignment of the current paragraph. |
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Full Screen - Hide the toolbar and title bar to show more of the document. |
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Bullets and Numbering - Create a basic bulleted or numbered list. |
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Increase/Decrease Indent - Change the indent level of the current paragraph. |
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Find - Search for text in the current open document, and optionally replace found text. |
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Go To - Quickly navigate to specific areas of the current document. |
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Undo/Redo - Revert or reapply the last editing action. Undo & Redo may be performed on most editing operations. |
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Word Count - Provides the number of words, characters, and spaces in the current document. |
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File Properties - Show details about the current open file. |
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:
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Increase / Decrease Indent - Change the indent level of the current paragraph one level. |
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Increase / Decrease First Line Indent - Change the indent level of only the first line in a paragraph, rather than the entire paragraph. |
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.
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.
"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 
.
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,
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Go To Home - Jump to the top of the current active column. |
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Go To End - Jump to the last populated cell in the current active column. |
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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 , and selecting the
sheet to view.
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.
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.
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:
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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. |
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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. |
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Number Formatting - Apply a variety of number formats to the selected cells. |
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Full Screen - Hide the toolbar and title bar to show more of the spreadsheet. |
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Horizontal Alignment - Change the alignment of text in cells. |
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Find - Search within the open Excel file for text. |
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Go To - Jump to specific areas of the spreadsheet. |
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Clear Cell Content - 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. |
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Delete Rows & Columns - Remove selected rows or columns from the
worksheet |
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Undo/Redo - Revert or reapply the last editing action. Undo & Redo may be performed on most editing operations. |
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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. |
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File Properties - Show details about the current open file. |
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.
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.
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.
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).
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.
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.
"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 .
Documents To Go with Exchange Attachments
Description
The "Documents To Go with Exchange Attachments" has all the same features and support as the "Documents To Go" version, but also supports downloading 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
attachment features of this version, you must be using a Microsoft Exchange
server for your email service; email services such as Gmail, Yahoo, or others
are not supported.
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Setup
To setup the Attachment support in this version, please follow these steps:
1. Open Documents To Go with Exchange Attachments 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.
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.
Synchronization
To sync your MS Exchange inbox attachments to Documents To Go, follow these steps:
1. Open Documents To Go with Exchange Attachments 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.
Downloading Attachments
To download attachments in Documents To Go, follow these steps:
1. Open Documents To Go with Exchange Attachments 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.
Troubleshooting
For a list of frequent troubleshooting issues, please see the Documents To Go technical support website at www.dataviz.com/support