Suppose that you choose Business Organiser as your document type, and you choese Folders with shortcuts.
Step 1
Your first step is to rename the New Tree Folder to a name of your choice. Let us assume
that you want to name it Tax Details. To do this you can do one of the following:
1 Place your mouse cursor on New Tree Folder. Right click the
mouse. In the pop out menu choose Rename Folder.
2 You can go to the Folders menu and click on Rename Folder
The background of the folder slot turns white and you can now delete New Tree Folder and
type in Tax Details. Your renamed folder is now ready.
Step 2
After renaming your folder you may wish to create a sub-folder called 1999-2000 for the
current financial year. To do this you can do one of the following.
1 From the vertical icon bar on the left of the folder area of the program window click
on the icon Insert new shortcut to the standard folder
2 From the Folders menu click on Shortcuts/new
Choose an icon of your preference and click OK. A new subfolder appears with the icon
you have chosen and a small text box. Into the text box enter 1999-2000 and press the
Enter key. The white area on the right of the black folder area is the area in which you
can start entering your data.
To create other similar folders you repeat the New Folder command from either the vertical
icon bar or from the Folders menu. Let us suppose that your other folders are Client
Details, Inventory, Employee Dossier and Investment. To each of these you can add
mini-documents. Thus, your Employ Dossier may contain the mini-documents New Employees,
Sales, Marketing, Finance and Research for each of these categories of employees.
In addition to these folders and sub-folders that you have created each Business Organiser
document that you open contains an Address Book with two shortcuts PhoneNumbers and
Birthdays. You can fill in these details in the white area of the program window.
Once you have begun using your Business Organiser with a shortcut structure your
window will look something like this.