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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
Google Docs
Gmail & Exchange Email Accounts
Description
Setup
(Gmail)
Setup
(MS Exchange)
Synchronization
Downloading
Attachments
For a list of frequent troubleshooting issues, please see the Documents To Go technical support website at http://forums.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™ 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.
Device Requirement
Desktop Requirements
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
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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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:
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.
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 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 iPhone/iPod touch. Preferences can be accessed through the "Preferences" menu item" in the Documents To Go Desktop.
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.
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:

The Documents To Go home screen is the central location for accessing, managing and creating your 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.
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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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:
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. |
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.
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 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. |
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. |
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.
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.
Documents
To Go supports "shake to undo" to undo and redo editing
actions. Undo/Redo may
also be accessed via the toolbar button
.
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.
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.
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.
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. |
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.
(swipe the toolbar from right to left to
see more icons) and choose either:
- Freeze row
- Freeze columnResize 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, 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.
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).
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.
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.
Documents
To Go supports "shake to undo" to undo and redo editing
actions. Undo/Redo may
also be accessed via the toolbar button
.
*PowerPoint editing requires 'Documents To Go Premium' and is not available in the non-Premium 'Documents To Go' version.
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”
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Go to first slide – Jump to the top
of the current presentation. |
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Go to slide
number… – 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. |
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.

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.
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:
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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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Previous/Next Slide – Advance to the
slide before or after the current slide, respectively. |
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Outline View – Switch to text
edit mode to edit slide titles or slide body text. |
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Full
Screen – Hide
the toolbar and title bar to show more of the presentation. |
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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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Go To
– Jump to
specific slides of the presentation. |
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Slide – Insert,
duplicate, or delete the current slide. |
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Find – Search
within the open PowerPoint file for text. (only available
in Outline View) |
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List – Promote
or demote a bullet. (only
available in Outline View) |
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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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File Properties – Show details about the current open file. |
With
a PowerPoint document open, tap the “Outline View”
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” 

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.
Tap
“Slide”
on
the title bar and
then:
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Insert slide – Insert a blank
slide after the current slide. |
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Duplicate slide – Create a copy of
the slide, and insert it after. |
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Delete slide – Navigate to the
final slide in the presentation. |
Tap
the
“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.

Tap
“Edit” and then tap a slide to perform an operation:
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Delete the slide. |
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Tap and hold, then drag the
slide to the desired position in the list. |
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Tap the slide title to add a
new blank slide, or duplicate the selected slide. |
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.
Documents To Go supports
“shake to undo” to undo and redo
editing actions.
Undo/Redo may also be
accessed via the toolbar button
.
There are a number
of
ways to get around quickly in
your PDF in Documents To Go:
Tap “Go
To”
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Go to first page – Jump to the top
of the current document. |
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Go to page
number… – Jump
to a
specific page number in the document. |
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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.
Top
to
show the "Rotate
Left" and "Rotate Right" options; each tap will rotate the page 90
degrees in the respective direction:
button to show more
preset zoom
options:

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Previous/Next Page– Advance to the
page before or after the current page, respectively. |
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Zoom – Choose among preset zoom levels. |
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Full
Screen – Hide
the toolbar and title bar to show more of the PDF. |
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Save As – Save
As allows choosing a new
filename and location in which to save the
file. |
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File Properties – Show details about the current open file. |
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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.
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.

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.* Multiple-mailbox and MS Exchange support requires 'Documents To Go Premium' and are not available in the non-Premium 'Documents To Go' version.
'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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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.
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.
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.
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.
For a list of frequent troubleshooting issues, please see the Documents To Go technical support website at http://forums.dataviz.com