Q. Import an existing database? A. See the Import Wizard instruction sheet for instructions on how to import an existing database. Q. Create a new folder? A. The Getting Started Guide gives details on creating the various types of folders available within TCM. Scan in an image? A. See the Scanning Wizard sheet for instructions on how to scan in any images into TCM. Q. How do I link items from the pending trays? A. This is covered in the Scanning Wizard instructions. Q. Create a New Template? A. The 'New Template Wizard' sheet will give you details on how to create a New Template for use in TCM. Q. Set-up and edit a New Template? A. The 'New Template Wizard' sheet will show you how to 'set-up' your new template for use in TCM Q. I have received a Telephone call from a new contact, how do I enter the new contact from the Call screen. A. Click on the 'New' button that appears in the find information box. Enter the contact's details as normal then click on the 'OK' button when finished. You should now find yourself back in the telephone call screen with the new contact's name showing in the 'contacts name' box. Q. Where are the new contacts stored when created on the call screen? A. 'New Contacts' are stored by default in the New Contacts pending tray. This is accessible from the taskbar in the filing screen. Folders in pending trays are not indexed until incorporated within the Main Filing tree. You can change the path so that New Contacts entered in this way are stored in a folder in the Main Filing tree and are automatically indexed. Q. How can I make it easier to save my word processor files in the Work Files pending tray. A. Set the file 'Save to' path in your word processor, or other applications, to the Work Files path. Q. How do I move a new contact into the filing tree? A. By using the relocate (cut) and relocate here (paste) options from the 'Edit' menu. See the 'Quick Start Guide' for more instructions. Q. How do I view scanned items in the pending tray as thumbnails? A. Click on (button), click again to view items in a list. Q. Is it safe to throw away correspondence once it has been scanned into TCM? A. We suggest that you keep anything that is important filed away. Certain types of documents are required by law to be kept for specific periods of time. Q. How do I view a Word processed document, Spreadsheet, or Graphic file within TCM before linking it? A. On the linking screen you will see a button, if you click on the button the application with which the file is associated will start and show the item on screen. Q. What is PAF? A. The PAF (Postal Address File) is a file that contains 95% of all British postcodes. When used with TCM you can save a lot of time typing when entering a company or contacts address details. See our Web site for details. Q. What are the system requirements for TCM? A. We recommend that your computer has a Pentium P90 or higher processor, 32 Megabytes of ram, Microsoft Windows 95/98 or Windows NT4 Workstation, 15 Megabytes of free Hard Disk space, CD-ROM drive and to get the most use out of TCM a scanner. Q. What is the daily archive for? A. The daily archive makes a record of all documents linked each day. Q. Does TCM set-up the pending tray paths on my computer during installation or do I set them up myself? A. All the paths that need setting up in TCM will be set-up automatically during installation. If you do need to alter them, choose the Paths (Setup) option from the 'File' menu or change the path by clicking on 'properties' within each pending tray. Q. Can I change the path settings once they have been set-up? A. The path settings can be changed by choosing the 'Paths (Setup)' option from the 'File' menu. Choose the filing tray whose path you wish to change, highlight the existing path and click on the 'Delete' key. Now click on the 'Browse' button and select the new path on your system for the filing tray you want to change. Once you are finished click on the OK button. Q. What if I need further information or advice. A. Contact our web site, http://www.aptprojects.com. |
Q. Is help from a web site available? A. Yes. The web site address is http://www.aptprojects.com/ Q. Can I edit a document, spreadsheet, graphic, etc, once it has been stored and linked in TCM? A. Yes, when you have located the file you wish to edit just double click on the file in the company/contacts correspondence list using the left mouse button. Q. Is Scan and Link suitable for storing collections of items? A. TCM is ideal for storing collections. Once scanned into TCM you will no longer be wearing out the original by holding or by exposing to light. Q. What about copyright issues. Can I just store images from magazines into TCM for private viewing only without problem or do I need to seek permission before I go ahead and scan an item from a magazine? A. Strictly speaking, you should check the copyright details regarding all pictures and cuttings taken from any publications that you wish to store in TCM. Q. How often should I do a Back-up of my data? A. It depends how important your data is to you. Regular backups after each session will ensure that loss of data is minimised. Q. I click on a file but the application does not open to display the file. A. Make sure that you have the application on your computer and that the file type is associated with the application. Q. I have a small business, is TCM suitable as a business tool as well as for home use? A. TCM is well suited to business use, if you are fed up of losing contacts addresses and numbers, if you have ever dreamt of the paperless office TCM is perhaps the nearest you will ever get. Q. I have a 14" monitor that can only run at 640 x 480. Will TCM be usable at this resolution? A. Although TCM is useable at 640 x 480 we recommend that you use TCM at a minimum resolution of 800 x 600. Q. I would like to store my incoming emails in TCM, do I just have to set a path to my incoming email folder on my system and then link them to the correct contact in TCM.? A. To store your incoming emails in TCM you will need to point the relevant pending tray path at your existing incoming email folder. Q. What is the best resolution to save a scanned image at, I want to save disk space but also keep the image clear so it can be read? A. This is a matter of user preference, for letters and flyers we recommend that use a resolution of 150 dpi, for colour images, etc, a resolution of 300 dpi should suffice. You will find the settings best suited to your needs by trial and error. Q. Are scanned images compressed in any way? A. With the TCM Scanning Wizard you are able to save the scanned image as different file types, the file types available to save the scanned image as are BMP's and JPEG's although your own scanner software may provide you with additional file types offering different levels of compression.. Q. Can a template be altered once it has been created? A. Yes. To alter an existing template, use the right mouse button to single click on one of the template buttons and choose the 'Properties' option from the menu. Alter the template to suit your needs and then click the 'OK' button. Q. I have a computer with OS2 Warp v4 as the operating system, will TCM run on it? A. TCM is only available for Microsoft Windows 95, Windows NT 4 Workstation or later operating systems. Q. I have portable computer, is TCM suitable to be used on a portable? A. A portable computer is an ideal platform on which to run TCM and allows you to take your filing system with you. Because the TCM program doesn't use too much room on your hard drive you will be able to carry all your contacts around with you on your portable. Q. Windows 98 is going to be available soon, will I need to upgrade TCM as soon as they are released? A. No, TCM should work fine with the new Windows 98 operating system. Q. If I create a folder within the TCM Main Files folder in Windows Explorer will I be able to see it in the TCM filing tree. A. Although the folder will appear in the filing tree it will not be indexed correctly by TCM. We recommend that any new folders that you wish to use within the TCM filing tree are done from the Filing system toolbar. |
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Screen] [Properties setup]
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folder] [Making/Receiving telephone calls]
[Reschedule
a call back] [New Contact (Call Screen)]
[Relocating a Contact]
[Add
Contact to existing company] [Search]
[Diary Event]