Folders at your fingertips, literally!

A clientís dossier is only as useful as it is complete. As you can see from the illustrations below, the Folderís design is so obvious youíll feel at ease immediately. Make and log calls, send faxes, write letters, send e-mail, drag-and-drop files, keep voluminous notes, schedule meetings, enter reminders ó endless opportunities for effective and productive communication with your clients, relatives, friends, and associates are at your disposal! Here is a brief overview of what you can do:

1. Folder tabs

2. Personal summary

3. Instant dialing

A click switches you over to another topic, and the corresponding subject tabs are revealed below. You can also turn them off and use the menus instead.

The View window lets you see all pertinent personal and business information at once in a concise, compact window. Think of it as an expanded business card.

To call any number displayed here, just click. If you have CallerID service, callersí folders will automatically pop up on the second ring when they call!

4. Internet-ready

5. Subject tabs

6. Picture perfect

A click on the e-mail address opens the Send to: window of any MAPI-compatible program. Another click takes you to their web site.

Open any other folder tab to edit or view information. You can also turn the tabs off, and use the menu commands instead.

Import, drag-and-drop, or scan pictures from TWAIN scanners and digital cameras directly into the folder.

 

FYI: Place them anywhere they deserve to be!

Drag-and-drop a personís name from Address Book to the Windows desktop or Explorer. Or drop the names of a projectís participants next to the relevant documents in a folder on your hard disk.

You can open important folders instantly just by clicking their icons, even when Address Book isnít running. Here, Kevinís folder is shown on the desktop, alongside Microsoft Word.

For utmost productivity and multitasking, you can have as many Folders open at once as you need, and manage them efficiently (cascade, select, close all) using the Windows menu.

The logic behind the subject tabs

The subject tabs logically group relevant information about a person or a company in one location, just like you would do in a file cabinet. Here is a brief description of each tab:

Subject tab

Description

All

When you are adding a new record, you can enter all the information about this person or company, including custom fields, in one window.

Business

All business-related information, including Internet addresses, notes, and telephones.

Home

All home-related information, including Spouse’s name, a home salutation, and a separate note area for directions or miscellaneous information.

User

You can define up to 32 custom fields. Here they are, all combined in one window.

Misc

The miscellaneous tab holds information that doesn’t fit neatly under any of the above categories, such as hourly billing rates, assistant’s name and telephone, etc.

Categories

You can assign up to 128 categories to each record. Assign or change categories here.

Dialing

Set such options as telephone names (for example, "boat"), dialing formats, whether or not to log calls to or from this person, CallerID priority and blocking, and so on.

Picture

You can import or scan a picture that is displayed in the folder, or show it full-screen. Realtors, for example, can use this tab to display houses.

Picture-perfect!

To transfer a picture from your digital camera into a personís Folder, just click the Acquire button, adjust the options, and click the OK button. Then, when you print the information about the person, you can include their picture.

[top]

How to get reminded without fail?

In short, by engaging DeskTop Set to keep track of countless critical and routine reminders related to the people and companies in your Address Book.

While the reminders keep you current, your Calendar stays uncluttered, and just a click toggles between the reminders and your schedule. Alarm Monitor notifies you about pending reminders, and you can see them alongside with your daily itinerary, all at once, or in a personís folder:

The reminders related to Kevin and his family are displayed in his folder above. You can edit a reminderís information right in the list, or double-click to edit it using the window below. Right-click to open a context-sensitive menu. A click on the tabs below lets you review a desired range.

FYI: Why not use the calendar for reminders?

 Reminders related to the people in your Address Book belong in their respective folders, not in your schedule or to-do list, and here are the reasons why:

ó Many of them are not significant enough to distract you, but are important to have;

ó Separate lists let you keep your schedule organized and manageable;

ó Have a friend with a large family? You may enter an unlimited number of reminders to account even for a family petís birthday.

ó A solitary work style may not justify the use of a Calendar, but you may still need reminders for things such as birthdays, lease renewals, bond maturities, etc.

ó Daily plans change, but birthdays donít... Reminders follow you wherever you take you Address Book.

ó Reminders are better suited for birthdays and anniversaries than recurring events - as soon as this yearís birthday passes, the reminder automatically advances to next yearís date.

ó And, even more importantly, you still have the flexibility to see all your reminders alongside your schedule, and you can always drag a reminder onto your calendar when it becomes an Event.

Quick, easy, no limits...

Reminders are quick and easy to enter. Just select the Schedule/Reminder... command from any DeskTop Set menu, click on the appropriate template, and the date and time. That's it... Here is what you will see:

Kevin's birthday is January 23rd. The tickler is set to January 20th, to allow time to send a birthday card or purchase a gift. The alarm is set 30 minutes in advance of the party time to allow for travelling time to the restaurant.

[top]

Limitless Attachments

When a document is worth keeping, it is worth attaching. Instead of searching your entire hard drive for letters to your clients, you can use Folders to see them all in one place. Attaching documents is as simple as dragging them from Explorer onto the personís folder or shortcut, or by using the Log/Attach file... command. And when you write a letter or fax in Word or WordPerfect, it is named, saved, categorized, and attached to the folder automatically! Here is how:

Kevinís folder above displays all attached documents. The bottom tabs (Projects, Letters, and Faxes, etc.) help Kevin zoom in on a particular group of documents with just a click.

1. Attachment list

2. Just click to edit

3. Associated program

All attachments are displayed along with their related applications. Double-click the file to open it in its related application for instant editing.

Drag-and-drop one or more files right from Explorer into the folder. If you would like to change any comments, just click on the field for in-place editing.

MS Office-compatible documents contain a wealth of useful information about the file, including a title, subject, keywords, category, authorís name, etc.

 

FYI: "If I could just locate that letter..."

When the outcome of a dispute depends on a letter you wrote several years ago, where do you look? In the attachments database, of course!

Even if the document has been moved to a backup, the reference will remain in the database, which you can search by time, date, document name, directory, keywords, categories, etc.

Just drag-and-drop any document onto any of the DeskTop Set modules to attach them. Thatís it!

That's a neat trick... Why doesn't everybody else do it?

Weíre referring to these pesky document information summaries that should be filled in when a letter or fax gets written, but rarely are. Would you rather have them completed automatically? Well, why not... Here is how DeskTop Setís amazing integration with Word and WordPerfect works on your behalf:

The document template is set up well in advance


Granted, it takes few minutes to set up these straightforward options, which match Wordís information fields with DeskTop Setís merge fields. But thatís only once:

The fields in brackets are replaced with the corresponding Address Book information whenever you use these templates to create a new document. You can even convert your existing templates to work with DeskTop Set.

That is it... Just write what you want to say...


With just one menu command ( Compose letter/Select template... ) the document is created, Wordís Properties window is filled in, the document is attached to John Walterís folder, and is on its way out.

Kevin added Okna's logo and corporate style to all of his templates, so he no longer needs to toggle the printer trays. Talk about productivity...

DeskTop Set helps preventing repetitive stress injuries


Just like most software industry pioneers, Kevin is suffering from carpal tunnel syndrome, acquired from years of endless typing. He's using a voice recognition program that lets him dictate directly into his PC.

With DeskTop Set, Word, and voice dictation software, he doesnít need to type, doesnít err, is tremendously prolific and immensely productive, and his hands are pain-free.

If your fingers need a reprieve too, download DeskTop Setís free trial now to start enjoying the benefits of keyboardless computing!

   

View all
You can display all contact information in a single window. Great for rapid data entry and editing. The tabs at the top reveal related logs, notes, file attachments, reminders, and calendar events.

On this page

Picture-perfect

Endless reminders

Limitless attachments

 


Support FAQ

Related modules


Address Book


Calendar


Dialer


Integration

Download


Download DeskTop Set


Folder's User Guide (PDF)