|Installing and Activating OrganizeMY™ Electronic Filing Cabinet for Dummies®|
Before you Begin!
Check that your computer meets the System Requirements:
Installation Instructions1. Insert the CD into your CD ROM.
The installation should begin automatically.
2. Follow the Installation Wizard to complete the installation process.
Automatic Start Not Working?1. Double-click the My Computer icon on your desktop or click Start and select My Computer.
2. Double-click the icon for your CD-ROM drive.
3. When the Installation Wizard displays, follow the instructions to complete the installation process.
Activating Your Product OnlineWhen you launch OrganizeMY™ for the first time, you will be asked to activate your product.
1. Complete the User Information fields and click Next.
2. Enter the serial number that you received via email. Once you have entered, click Activate to continue.
3. Click Continue to launch the Product Demo to view the great features and benefits of using OrganizeMY™.
4. This is the Online Backup option, the safest way to save you information. Click Continue to get to the next step.
5. In the last step, you install PDFcamp. This is a FREE tool for saving Web pages and documents to a PDF format. There is no document that you cannot save this way!
Installation / Activation / Setup FAQs
Q. I have the OrganizeMY™ CD in my CD drive but it will not accept the
serial number. What is causing this?
Q. I am trying to activate OrganizeMY™. I am online and can see my
Serial Number and Unlock Code, but the activation will not process.
What could be the problem?
Q. How can I use OrganizeMY™ to track another family member’s
information or another small business separately?
Please visit www.org-matters.com for more frequently asked questions about using OrganizeMY™ Electronic Filing Cabinet for Dummies®.
Technical support is available through phone and email. Telephone support is available by calling 1-877-734-9330. Hours are Mon. to Fri. - 8 am to 11 pm EST and Sat. and Sun. 10 am to 8 pm EST.
Email support is available at www.org-matters.com/support/report.
You can expect an email response within 24 hours.
Using Online Help
Click the Help Tool Bar button if you are not sure about how to use a feature of OrganizeMY™. There is a table of contents, search and index feature to help you find the information you need.
|Getting Started with OrganizeMY™ Electronic Filing Cabinet for Dummies®|
OrganizeMY™ Electronic Filing Cabinet for Dummies®:
Navigating the Home Page
You will see this Home Page every time you launch OrganizeMY™. From here, you can track all of the key elements of your life!
My Personal Information:
My Most Important Advisors:
My Financial Picture:
My Time-Saving Trackers:
My Password-Protected Information:
A Note for Small Business Users: The Small Business Home Page is accessed by clicking the Switch to Small Business Home Page link at the top of the Personal Home Page. This Home Page works the same way except it refers to your Small Business or Professional Practice.
About the Trackers
Trackers have been designed to record additional details about your assets and liabilities, budgets, insurance policies, home inventory, renovations, event planning, medical records and more. You have the flexibility to add as little or as much information as you like when creating a record with the option to add more details later. Trackers are available from three locations:
Using the Folders
The folders in OrganizeMY™ are preloaded and arranged logically to cover what is important in life. They are setup intuitively for the way you think. Each folder contains a section to store the following information on the folder’s subject including:
Click the Add Document button to file any document in OrganizeMY™. You have three options to file/add a document:
Adding emails is easy. Click the Add Email button and select the email you want to add from your Inbox. If you have attachments in the email, you have the option to save them to the Folders & Saved Documents section of the folder.
Reminders are a great tool to keep you organized. Whenever you launch OrganizeMY™, your Reminders for the next 30 days automatically display. Or, you can click the Reminder Tool Bar button for the same view. Reminders are created in one of two ways:
Adding Favorite Contacts
Simply click the Add Contact button to include the Key Contacts related to the folder topic, directly within the folder. You can add Contacts from your Outlook, Outlook Express or Windows Mail contact list, or create your own.
Adding Favorite Websites
You can store all of the favorite Websites that you frequently access for this folder topic. Simply click Add Website and either select from the list of existing Favorites in your Web browser or type in the URL.
Backing up your Files
Backing up your files has never been easier. Simply select the Backup Online link and take advantage of the free three month trial and then pay about $5 a month after that. Backup Online is a Web application that automatically encrypts your files and can back up ALL of the files on your computer over the Web to secure servers. If disaster should strike and you lose your PC files you can restore the files from the Backup Online service. If you decide not to use Backup Online, no problem! You can easily create a zipped file with all of your OrganizeMY™ information and then save that file to a CD/DVD.
Synchronize with Outlook
Synchronize your contacts and reminders with Outlook 2003/2007. After you click the Sync button, your contacts will be added in Outlook in the Contacts folder, the reminders with date will be added as Appointments, while the reminders without date will be added as Tasks.
Searching for Files and Emails
The Search feature allows you to search all of the folders in the _My Filing Cabinet folder which contains all of the files you have stored in OrganizeMY™. When you click the Search Tool Bar button in the OrganizeMY™ application, you are using the functionality of Microsoft's Windows Desktop Search.