Pocket Outlook

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  1. Inbox
  2. Contacts
  3. Tasks
  4. Calendar
  5. Notes

In other versions of Windows, Outlook opens as a single program with links to sub-programs that appear on the Folders List. On the PAC Mate, these programs appear as separate programs in the Start Menu and include: Inbox, Contacts, Tasks, Calendar, and Notes.

Inbox

You can send and receive e-mail using any of the following methods:

For POP 3 and IMAP 4 you will need to set up an e-mail account. For more information about setting up an email account, see Connecting the PAC Mate, Setting Up an E-Mail Account.

To view a table of commands that can be used in Inbox, please see Appendix A: PAC Mate Commands.

Downloading E-mail Messages

If you have more than one account established for Inbox, press CRTL+Y to open the Show By menu. Make sure that the account is selected.

To download your e-mail messages, press ALT move to Connect and press ENTER. The messages on your PAC Mate and mail server are synchronized. This means that new messages are downloaded to the PAC Mate Inbox folder, while messages in the PAC Mate Outbox folder are sent. Also, messages that have been deleted from the server are removed from the PAC Mate Inbox.

Reading E-Mail

If you have more than one e-mail account set up, messages for each account are stored in separate folders. The names of the folders correspond to the names of the e-mail account.

To open a message, press ENTER on a message in the message list. With the message open, you can skip over the e-mail heading information and move directly to the body of the message by pressing CTRL+SHIFT+M.

If you read a message and decide that you need the full copy, press ALT, and press ENTER on Edit and select Mark for Download. Or while in the message list, press ALT, move to Accounts, and press ENTER. Move to Mark for Download and press ENTER again. This will also download message attachments if you selected those options when you set up the mail account. You can also choose to download full copies of messages by default.

When finished, press ALT, move to Accounts, and press ENTER. Then move to Disconnect and press ENTER again.

Composing and Sending a Message

  1. In the e-mail message list, press ALT, N to open a new blank message.
  2. To Expand Heads and press ALT and ENTER on Expand Headers to display more header information. Press TAB to move to about the Header area.
  3. Press TAB to enter the message area. Type in your message.
  4. Press TAB to move to the Send button and press ENTER. If you are working offline, the message is moved to the Outbox folder and will be sent the next time you connect.

Replying or Forwarding a Message

Open the message, press ALT, A to open the Action Menu. In the menu select and press ENTER on the action you want to perform (Reply, Reply All, or Forward).

In the message area, type in your response.

When you are done, press TAB to move to the Send button and press ENTER.

Note:  Selections in the Message page found under the Tools Menu in Options determine whether the original text is included.

To see more header information, press ALT, move to Expand Header, and press ENTER. Press it again to collapse the header area.

Attaching a File to an E-mail Message

With the message open, press ALT, move to Edit, and press ENTER. In the Edit menu, press ENTER on Add Attachment. Then, select the file you want to attach. OLE objects cannot be attached to Inbox messages.

Receiving Attachments

If your e-mail is set to get message headers only, then before you can recognize that an e-mail has an attachment, you must download the whole e-mail message. To do this from an open message, press ALT, move to Edit, and press ENTER. Move to Mark for Download and press ENTER again.

An attachment sent with an e-mail message or downloaded from the server is indicated with the following text at the bottom of the message, "Message truncated." Press ALT, move to Edit and press ENTER. Select Mark for Download and press ENTER again to get remaining portion. You can mark an attachment for downloading (IMAP4 service only) the next time you connect.

If you receive messages through synchronization, in ActiveSync on your PC, go to Tools (ALT+T) and press ENTER on Options. Then, press TAB to move to the Settings button, and press SPACEBAR. In the Mail Synchronization dialog, press TAB to move to the "Include File Attachments check box" and press SPACEBAR to check it.

If you receive messages through a remote mail server using the IMAP4 or POP3 mail protocol, you will need to configure your e-mail service to download attachments. To do this, press ALT, T to open the Tools Menu. From this menu, select Options and press ENTER. In the Options dialog, press DOWN ARROW to select the service whose settings you want to change and press ENTER. This opens the E-mail Setup Wizard. Move forward through the Wizard until you reach the Server Information page. On this page, press TAB to move to the Options button and press SPACEBAR.

Note:  Embedded images and OLE objects cannot be received as attachments.

An embedded message can be viewed as an attachment when using IMAP4 to receive e-mail. However, this feature does not work if Transport Neutral Encapsulation Format (TNEF) is enabled so that you can receive meeting requests.

Receiving Meeting Requests

If you receive your e-mail messages through ActiveSync, you will automatically receive meeting requests. If you connect directly to a mail server, the server must be running Microsoft Exchange Server 5.5 or 2000 in order for you to receive meeting requests. If you are running Microsoft Exchange Server 2000, you will automatically receive meeting requests in your Inbox.

Opening a Meeting Request

Meeting requests that you synchronize with ActiveSync appear on the Today Screen as an appointment. Use the arrow keys to move to Appointments and press ENTER. If you want, you can include a written message with your response. The response will be sent the next time that you synchronize or connect to your mail server, and your PAC Mate Calendar will be updated.

Moving Messages

In the message list, select the message and press the Application Key. To select multiple messages, press SHIFT+DOWN ARROW. Then, press the Application Key on the selected messages.

On the menu, select Move to and then select the folder you want to move the messages.

Caution: When you move a message that you have received through POP3 or synchronization to a folder you created on your PAC Mate, the copy of the message on the server is deleted the next time you connect. This prevents duplicate copies of messages. Although the complete message is moved, message attachments will be deleted if you have not selected the option to download attachments. Once the message is moved, you will be able to access the message only from your PAC Mate.

Deleting Messages

To delete a message in the message list, select the message. To select multiple messages, press SHIFT+DOWN ARROW. Then, press ALT, move to Tools and press ENTER. On the menu, move to Delete. Messages are moved to the Deleted Items folder and deleted according to the option that you have selected in the Message tab. Press ALT, T to open the Tools Menu. Move to Options and press ENTER. Press CTRL+TAB to move to the Message page.

Note: If you are working offline, messages that have been deleted from the server will be deleted from the PAC Mate the next time you connect or according to the options you have selected.

To permanently delete messages in the Deleted Items folder, press ALT, T to open the Tools Menu. Move to Empty Deleted Items and press ENTER.

Clearing Messages and Folders

When receiving e-mail messages from a POP3 or IMAP4 server, select the service on the PAC Mate containing the folders and messages you want to clear, and then press ALT, move to Accounts and press ENTER. Move to Clear All and press ENTER again. All messages and folders that are linked to the selected account are cleared, and memory space is expanded on the PAC Mate without deleting messages on the server. The next time you connect, the messages and folders are downloaded again.

You cannot clear messages and folders from the ActiveSync folder.

Changing Message Options

In the message list, press ALT, T to open the Tools Menu. Move to Options and press ENTER. Press CTRL+TAB to move to the Message page.

To place a copy of the original message beneath your response text, press the SPACEBAR to check "When replying, include body" check box.

By default, e-mail messages you send are not saved on your PAC Mate. This helps conserve memory space. If you want to keep copies of sent e-mail messages, press the SPACEBAR to check "Keep copy of sent mail in Sent folder" check box.

Changing Storage Options

In the message list, press ALT, move to Tools and press ENTER. Move to Options and press ENTER again. Press CTRL+TAB to move to the Storage page.

To store attachments on a storage card rather than internal RAM, press the SPACEBAR to check the "Store attachments on storage card" check box. All attachments will move to the selected card.

Contacts

Maintain a list of your family, friends, and colleagues so you can easily find the information and stay in touch, regardless of where you are. You can enter both personal and business information.

Creating or Editing a Contact

To create a contact, press CTRL+N. When the Contact details page initially opens, the Name expand field is active. You type in the name of your contact and when you are done press ENTER to move out of the edit field or if you want to add a title, middle name or suffix, press ALT+F to expand the field. Press the DOWN ARROW to move to the next item in the expand field. To close an expand field, press ESC.

Press DOWN ARROW again to move to the next edit field. Press ENTER to move into the field and type in the information. Press ENTER again to move out of the field and press DOWN ARROW to move to the next field. You enter information about a contact by using this command sequence of ENTER and DOWN ARROW.

When you move to the "Birthday" and "Anniversary" items, press ENTER and use the arrow keys to move between month, day, and year. As you move to each part of the date, type in the new month, day and year.

To add additional information about your contact, like when is it appropriate to call etc., press CTRL+TAB to move to the Notes page. When finished, press ESC to return to the contact list view.

To edit contact information, press ENTER on the name in the contact list view.

New contacts are added to the category that is currently displayed.

E-mailing a Contact

In the contact list, select the contact and press the Application Key. On the menu, press ENTER on "Send E-mail."

Finding a Contact

There are several ways to find a contact:

Tip: In the Find dialog, you can select from a list of contacts that you already looked for in the Find edit combo box. Use the ARROW keys to open the list.

Changing Options

In the contact list view, press ALT, move to Tools and press ENTER. Move to Options and press ENTER again. Choose the List View options of your preference.

PAC Mate does not support the "Use large font" item.

The area code and country/region for new contacts are automatically entered based on the information in Country/Region settings.

Tasks

You can use Tasks to help you organize and set your day’s schedule. You can create a list of things to do and prioritize them by their importance. Any task that needs to be accomplished today is displayed on the Today screen. 

To help you stay on task, ActiveSync automatically synchronizes your tasks between your PAC Mate and PC.

Creating a Task

To create a task, press CTRL+N. The Task details page initially opens with the Subject edit combo box active. You can type in the subject of your task or use the arrow keys to use one of the items in the combo box. When you are done press ENTER to move out of the combo edit box. Next, press the DOWN ARROW to move to the next edit field. Press ENTER again, but this time to move into the edit field. When you are done, press ENTER again to move out of the field and press DOWN ARROW to move to the next field. You enter information about a task by using this command sequence of ENTER and DOWN ARROW.

When you move to the "Start" and "Due" items, press ENTER to open the Date Selector. For more information on the commands associated with the Date Selector, please see Calendar, Using the Date Selector.

To add additional information about your task, press CTRL+TAB to move to the Notes page. When finished, press ESC to return to the task list view.

Note: New tasks are added to the category that is currently selected.

If you find that creating a detailed task is too time consuming, you can quickly create a task by pressing ALT, moving to Tools and pressing ENTER. Then move to and press ENTER on Entry Bar. This places an entry bar at the top of your task list where you can quickly enter a one-sentence task. Press TAB until you enter the field and type in your task. When you are done press ENTER to add the new task to the list view. If this is a task of high importance, then press ALT+H to move to activate the "High Importance" button. If this is a task of low importance, then press ALT+L to move to activate the "Low Importance" button.

Editing a Task

To change a task, select it in the Task list view and press DOT 8.

Tip: You can easily edit a task from the Today Screen by using the arrow keys to move to Task and press ENTER. When Task details page opens, edit your information.

Setting a Reminder for a Task

  1. From the task list, press ENTER to open the task. Press ALT, move to Edit and press ENTER.
  2. Press DOWN ARROW to move to the Due box and press ENTER. To set a due date, use the Date Selector Commands.
  3. Press ENTER again and use the DOWN ARROW to move to the Reminder combo box. Press ENTER and select Remind me. You will be reminded at 8:00 in the morning on the due date.
  4. Press ENTER again and change the reminder date by pressing ALT+D and changing the date.

Note: To be automatically reminded of new tasks with a due date, in the task list view, press ALT, move to Tools and press ENTER. Move to Options and press ENTER again, then check the "Set reminders for new items" check box.

To choose how you are reminded, for example by a sound, go to the Start Menu (Windows Key) and select Settings. On the Personal page, use the arrow keys to move to Sounds & Notifications and press ENTER. Adjust each control to your preference.

Adding a Note to a Task

You can add notes to a task.

  1. In the task list, open the task.
  2. Press ALT and select Edit. Press CTRL+TAB to move to the Notes page.
  3. Type in the additional information you want to include for that particular task.
  4. When finished, press ESC to return to the task list view.
  5. Later, when you open your task, the additional information is available for PAC Mate to read.

Making a Task Recurring

  1. From the task list, open the task, and then press ALT, move to Edit and press ENTER.
  2. Press DOWN ARROW to move to the Occurs edit combo box and press ENTER. Select a pattern from the list or create a new pattern by choosing Edit pattern from the list. Then follow the steps in the wizard.

Completing a Task

To mark a task completed, in the task list view, press the SPACEBAR to check the box next to the completed task.

Changing Options

In the task list, press ALT, move to Tools and press ENTER. Move to Options and press ENTER again.

Calendar

Although very similar to Tasks, the Calendar is meant to help you with scheduling and keeping your appointments. The Calendar View, used for setting each appointment, lets you schedule for a day, a week, a month and a year. To remind you of your appointments, the PAC Mate will play a sound and open a dialog with your appointment information. You can choose to dismiss the appointment or be re-notified within a time interval that you can set.

The Calendar is easy to use. You can access the Calendar directly off the Today Screen or directly from the Start Menu (Windows Key), press C to move to Calendar and then press ENTER. Once you have opened Calendar you are in the Calendar list view, which lists the appointments you have created. If you have not created any appointments, you will hear "No Appointments." From the list view, you can preview your daily appointments for any particular day by pressing ALT and choosing the appropriate menu item listed below.

When you press ALT in the Calendar list view, the following menu items are listed:

When you are in the Calendar list view, press ALT+S followed by a number 1 through 7 to jump to a specific day of the week. Appendix A lists all the commands for jumping to each day in the week. You must be in the Calendar list view in order for these to commands to work.

Creating or Editing an Appointment

To create an appointment, press CTRL+N. The appointment details page initially opens with the Subject edit combo box active. You can type in the subject of your appointment or use the arrow keys to use one of the items in the combo box. When you are done press ENTER to move out of the combo edit box. Next, press the DOWN ARROW to move to the next edit field. Press ENTER again, but this time to move into the edit field. When you are done typing the appointment information, press ENTER again to move out of the field and press DOWN ARROW to move to the next field. You enter information about an appointment by using this command sequence of ENTER and DOWN ARROW.

When you move to the "Start" and "End" items, press ALT+D to open the Date Selector. For more information on the commands associated with the Date Selector, please see Calendar, Using the Date Selector.

To change the time in the "Start" and "End" items, press ENTER on the item and type in the new time or use the arrow keys to select a time.

To add additional information about your appointment, press CTRL+TAB to move to the Notes page. When finished, press ESC to return to the Calendar list view.

Note: When entering a time, you can type military and abbreviated time forms, such as 2300 (becomes 11:00 PM), 913pm (becomes 9:13 PM), 911 (becomes 9:11 AM), and 9p (becomes 9:00 PM).

To edit an appointment, select it in the Calendar list view and press ENTER to open it. Change any appointment detail by pressing DOWN ARROW to move to the item. Then press ENTER and type the new information.

Viewing Appointments

To see a list of available actions for an appointment, select the appointment in the Calendar list and press the Application Key.

To view the information of an appointment, select it in the list view and press ENTER to open it.

Note:  To quickly access your appointments for the day, press the Windows Key and press ENTER on Today.

Creating an All Day Event

Appointments can span an hour, several hours, all day or even all week. Those that span all day or all week are considered an All Day Event. Examples include trade shows or training seminars. To schedule an all day event, follow the steps above to create an appointment or select and open an existing appointment from the appointment list. Press ALT and select Edit. In this dialog, press DOWN ARROW until you hear, "Type combo box." Press ENTER and use the arrow keys to select All Day. You can also schedule a birthday or anniversary as an all day event. However, for this you will want to press DOWN ARROW to move to the Status combo box, press ENTER and use the arrow keys to select Free. This way the time will not show as busy in your calendar.

PAC Mate indicates an All Day Event by announcing it in the appointment list.

Note:  You can create an all day event on the PAC Mate, however you cannot create or modify an all day event to include attendees on the PAC Mate. To do this, you must create all day events with attendees on your PC, and use ActiveSync to copy these events to the PAC Mate. Then, view them in Calendar. To schedule an appointment with attendees lasting all day on the PAC Mate, set type to Normal, then adjust the date and time appropriately.

Making an Appointment Recurring

Appointments that occur on a regular basis, such as a weekly team meeting can be entered once and set with a recurring pattern. To do this, follow the steps above to create an appointment or select and open an existing appointment from the appointment list. Press ALT and select Edit. In this dialog, press DOWN ARROW until you hear, "Occurs combo box." Press ENTER and use the arrow keys to select a pattern. If the default patterns in the list are not what you need, select <edit pattern…> to create your own pattern using the wizard.

Setting a Reminder for an Appointment

You can set a reminder for an appointment by following the steps above to create an appointment or by selecting and opening an existing appointment from the appointment list. Then press ALT and select Edit. In this dialog, press DOWN ARROW until you hear, "Reminder combo box." Press ENTER and use the arrow keys to select Remind me.

You can also change how many minutes before the appointment you are reminded. To do this, press ALT+T to access the Minutes combo box and use the arrow keys to make a selection.

Note:  To set a reminder for all new appointments in the calendar, press ALT in the appointment list, move to Tools and press ENTER. Press ENTER on Options and select "Set reminders for new items."

If you want to be reminded about your appointments using a distinctive sound, go to the Start Menu (Windows Key) and press ENTER on Settings. On the Personal tab select and press ENTER on Sounds & Notifications. Press CTRL+TAB to move to the Notification page. Press TAB until you hear, "Play Sound check box," then press the SPACEBAR to check this box. Last, press TAB again to move to the combo box that lists all the sounds available on your PAC Mate.

Adding a Note to an Appointment

You can add additional information about an appointment if necessary.

  1. To add or edit a note, in the appointment list, select and press ENTER on the appointment.  
  2. Press CTRL+TAB to move to the Notes page.
  3. Type in the additional information you want to include for that particular appointment.
  4. Press ESC to close the notes page and return to the Calendar list view.
  5. Later, when you open your appointment, the additional information is available for you to read.

Sending a Meeting Request

Use Calendar to schedule meetings with people who use Outlook or Pocket Outlook. When attendees receive a meeting request, they can accept or decline the meeting. If they accept, the meeting is automatically added to their schedule. In addition, their response is sent back to you, and your calendar is updated.

Note:  Before you can send a meeting request, you must enter e-mail addresses for the Contacts you want to include in the meeting and set up Inbox to send and receive messages.

  1. From the Appointment list you can either create a new appointment or edit an existing appointment.
  2. In the Appointment page enter or edit the information and press DOWN ARROW until you hear, "Attendees button."
  3. Press the ENTER to activate the button.
  4. Use the arrow keys to move to the contact you want to invite. (Only those contacts with e-mail addresses will be displayed.)
  5. Press the SPACEBAR to select the contact.
  6. When you are done press ENTER to return to the Appointment details page. To close the Appointment details page and return to the Calendar list view, press ESC.
  7. Before you return to the Calendar list view, you will be asked whether you want to send an e-mail to inform the attendees of the meeting. Press ENTER to activate either the Yes button or No button.

Inbox automatically creates a meeting request along with any textual notes entered in the Notes page and sends it to the attendees the next time you synchronize with your PC.

Note:  If you cannot synchronize with a PC, then you can send the meeting request through a connection to an ISP or the network. Press ALT, move to Tools and press ENTER. Move to Options and press ENTER again. In the "Send meeting requests via," select the account you want to use to send the meeting request.

Changing Options

You can change Calendar options such as the first day of the week or when exactly do you want to be reminded of a new appointment, etc. To enter the Options dialog, press ALT, move to Tools and select Options. Choose the settings that you want for your Calendar.

Note:  PAC Mate does not support Appointment icon indicators or "Use large font."

Using the Calendar View

The Calendar View allows you to easily check for appointments. The commands for Calendar View are listed in Appendix A.

When navigating by the smaller date changes, if the month, year or day of week changes, that component of the date is spoken. The PAC Mate announces when a date has an appointment associated with it.

Press ENTER, TAB, or SHIFT+TAB while in the Calendar View to return to the Calendar list view on the new date.

Notes

With Notes you can quickly capture your ideas and thoughts. In the Notes list view you can use the recording feature. You can also share your notes with others through e-mail, infrared, and synchronization with your PC.

Note: To create documents with advanced formatting or templates, such as bulleted lists and tabs, use FSEdit.

Appendix A lists the commands that are specific to the Notes program.

Viewing Notes

The Note list view displays a list of your notes and recordings. If you have a long list, press CTRL+T (Sort By) and select the option you want to sort on. To open a note or play a recording, press ENTER on it. To see a list of available actions for a note or recording, select the note in the list view and press the Application Key.

Creating or Editing a Note

  1. To create a note, ALT and press ENTER on New.
  2. Type your note.
  3. When finished, press ESC to return to the Notes list view.

Note:  You can insert the date in a note. In an open note, press the Application Key and then select Insert Date.

Creating a Template

  1. Create a note as you normally would.
  2. In the Notes list view, move to the note with the arrow keys and select it with the SPACEBAR.
  3. Press the Application Key.
  4. On the menu, select Rename/Move.
  5. Press TAB to move to the Folder list box, select Templates. The template is stored in the Templates folder under the All Folders list.

Creating a Note with a Template

  1. Press CTRL+Y to open the Show By menu and then select Templates.
  2. Press ENTER on the template you want to use and make your changes.
  3. Press ESC to close the note.
  4. In the notes list, select the note and press the Application Key, choose Rename/Move. Enter a new name and location for the note.

Note:  To create a new folder, in the Note or document list view, press CTRL+Y to open the Show By Menu, then press ENTER on Add/Delete.

If you want to store the item on a storage card, insert the card into your PAC Mate and select Storage Card from the Location combo box in the Rename/Move dialog.

Creating a Recording

Your PAC Mate has a voice recording feature that has multiple sound and transmission rate settings. These settings reflect the quality and size of the recording file. Typically, a high sample size (Bit) and rate (Hz), equals a larger file size, which equals better fidelity. Since the PAC Mate has 64 MB of RAM, a recording set to 44,100 Hz, 16 Bit, Stereo (172 KB/s) is going to give the best recording quality, but with the least amount of recording time.

Tip: This setting is ideal if you are going to use audio editing software on the recording.

You can synchronize recordings between your Pocket PC and your desktop PC. If you are unable to play them on your desktop PC, it may be due to the setting on your Pocket PC. In this situation, it is best to set your voice recording format to "8,000 Hz, 8 Bit, Mono (8 KB/s)." This gives you compatibility with your desktop sound player, acceptable voice recording fidelity and relatively small file sizes.

Your PAC Mate is also equipped with an internal microphone, which is the round prominence above the F3 button. If you are truly concerned about recording fidelity, you can also purchase a high quality external microphone to fit into the 1/16 inch audio input jack.

You can create a stand-alone recording from the Notes list view, using these recording commands.

  1. While in the notes list view, move the PAC Mate's microphone near the source of sound.
  2. When you are ready, press ALT+V, R to record. You will hear a single beep, which is your signal that recording has begun.
  3. When you are ready to stop, press S. You will hear a double beep, which indicates the recording has stopped.
  4. To play a recording, press ENTER on the recording in the Notes list view.
  5. To stop playing the recording, press ALT+V, S.

Or you can access the recording feature from anywhere on PAC Mate with the default hotkey command, JAWS Key+SPACEBAR, 1. No other commands are necessary as this immediately starts the stand-alone recording. When you want to stop the recording, press S. Your recording is then saved in the Notes list view. To play the recording, just select it and press ENTER. To learn more about hotkey commands, please see Setting Up PAC Mate, Buttons

Attaching a Note to E-mail

In the Notes list view; select the note or recording and press the Application Key. To select multiple notes or recordings, use the SHIFT+UP/DOWN ARROW. Then, press the Application Key. From the Context Menu, choose Send via E-mail.

A new e-mail message is created with the note attached.

If you are working offline, the message with the attached note is moved to the Outbox folder and will be sent the next time you connect.

 

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