The Business Master (3rd Edition)

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Text File | 1991-12-15 | 19.7 KB | 380 lines

THE FOLDER SYSTEM for WordPerfect Ver. 4.0 8/91 PURPOSE THE FOLDER SYSTEM. There are two main parts parts: 1) THE FOLDER SYSTEM itself which is a method of keeping your documents in WordPerfect in file cabinets, file drawers and, finally, in file folders - just like you would do with paper copies of correspondence in an office. Files are kept by descriptive name, not short, usually, incomprehensible DOS file names like ZIPUGLUP.ZYT. Extensive help screens are available. 2) MAILLIST - a name, organization, address, telephone and FAX database sub-program that will print mailing labels directly on almost any dot-matrix printer, and, more importantly, generate MERGE files in both the WORDPERFECT merge and the ASCII [","] delimited formats. MAILLIST permits multiple lists of almost an indefinite number of address records. A variety of options are offered for listing, using and culling the records in each database file. 3) The only difference between the shareware version and the registered version initially (8/1991) are the two opening screens explaining the shareware concept. Subsequent updates will not necessarily be reflected in the shareware versions available on BBS and elsewhere. PROGRAM FILES File Name--- ---Purpose------------------------------------------------- AUTOINST.BAT -Automatic installation batch file for WordPerfect 4.2, 5.0 or 5.1 WPSTART.BAT -Batch file to start THE FOLDER SYSTEM. WPSTOP.BAT -Batch file to terminate THE FOLDER SYSTEM and return the DOS or shell program. FOLDERS.EXE -Main PROGRAM. FOLDERS.HLP -Help screen texts for main program. FOLDERS.SHW -SHAREWARE text - required for shareware versions only. MAILLIST.OVR -MAILLIST portion of program MAILLIST.HLP -Help screen text for MAILLIST portion. ALTQ.WPM -"Quit and Save" MACRO for WordPerfect 5.0/5.1 ALTX.WPM -"Start Summary - Clear Notice" MACRO for WordPerfect 5.0/5.1 ALTQ.MAC -"Quit and Save" MACRO for Word-Perfect 4.2. ALTX.MAC -"Start Summary - Clear Notice" MACRO for WordPerfect 4.2. WP4LOGIC.BAT -Customized starting batch file for LOGITECH mouse driver for WordPerfect 4.2. WP5LOGIC.BAT -Customized starting batch file for LOGITECH mouse driver for WordPerfect 5.0. WPM.BAT -Batch file for use with LOGITECH and WordPer- fect as originally issued (Replaced by either WP4LOGIC.BAT or WP5LOGIC.BAT. WP5.MNU -LOGITECH Mouse Menu for WordPerfect 5.0. WP5.DEF -LOGITECH Mouse Definition file for WordPerfect 5.0. WP4.MNU -LOGITECH Mouse Menu for WordPerfect 4.2. WP4.DEF -LOGITECH Mouse Definition file for WordPerfect 4.2. WPADFOLD.BAT -Customized starting batch file for PERFECT ADDITION menu program. SAMPLE.MRG -Sample of "mailmerge" document for use with MAILLIST SAVEQUIT.WPM -Special macro used in conjunction with MAILLIST. MANUAL.DOC -Abbreviated manual. MANUALS.ZIP -Compressed Full Shareware manual in WordPerfect 4.2 and 5.0/5.1 format for Epson/Panasonic 24 pin printer - may need some reformatting to adjust to your printer. UNZ.EXE -Decompressing utility [use: UNZ MANUALS.ZIP to decompress full text of manual. You may register to receive the latest version of THE FOLDER SYSTEM by completing the registration form contained in REGISTER.DOC and sending the appropriate amount of money to ELBEE ENTERPRIZES. Please feel free to distribute this SHAREWARE version of the program to computer clubs, bulletin boards, etc. No charge, other than a reasonable handling charge, should be made and the program should be distributed in its entirety, unchanged and unedited. THE FOLDER SYSTEM SECTION FOLDER MENU ......A FOLDER IS A COLLECTION OF RELATED DOCUMENTS | | ....DOCUMENT ╒════════════════╕| | ┌┐ │ A File Cabinet ││ /│ ││ │ is the equiva- ╞╧╧═╧═╡│╣........[The drawer is the equivalent of a │ lent of a hard ╞═════╡│ DOS directory] │ disk drive or │ └┘ │ a partition of │┐ │ a hard disk ││ │ drive, e.g. ││╣ │ "C:", "D:" ││ │ &tc. │┘ │ │┐ │ ││ │ ││╣ │ ││ │ │┘ ╘════════════════╛ █▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█ █ IN OPERATING SYSTEM TERMINOLOGY █ █▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀█ █ C: - [The Root Directory] █ █ ┌─┴───────────────────────────── █ █ WPFOLDER - [As many Directories as needed] █ █ ┌──────┴──┬─────────┬─────────┬────────── █ █ FOLDER1 FOLDER2 FOLDER3 FOLDER4 █ █ [up to 40 individual folders] █ █ ┌───────┴──────────────────────────┐ █ █ C:\WPFOLDER\FOLDER1\{doc} [unlimited documents] █ ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ Perhaps these two little diagrams can help explain how the FOLDERS program keeps WordPerfect records for you. You may have up to 40 folders (sub-directories) in each drawer and any number of drawers (directories) in the file cabinet. You may have virtually unlimited numbers of Documents in each folder. In brief, the functions available from the Main Menu are: # - Enter number of existing document to be edited. [F] Folder Menu - Select existing or create new files/folders. [D] Delete file by number shown on screen. If necessary, use "PgDn" key until document description shows on screen, then press "D". You will be prompted for document number then asked to confirm. [C] Create a new document - enter description of the document. If a particular folder has been selected under "F" above, the document will be automatically assigned to that folder. If all folders have been selected, you may enter the name of an existing folder or start a new folder as you create a new document. If you are using a macro in conjunction with the document, you may enter the name of that macro as you create the new document - each time the document is loaded, macro will be loaded with it. [R] diRectories - select, create or name/rename directories to be used. On start-up the directory where THE FOLDER SYSTEM is located will be used as an Inititial Directory. This initial directory may be either renamed or deleted once any other directory has been started. F1-Help - These screens. Q (or "Esc") - Quit THE FOLDER SYSTEM. UTILITY MENU [T] Transfer a document within one folder to another in the same directory. [F3] Create Back-up files of documents. Make sure document appears on your screen before use. Separate help screens available. [F4] Restore backed-up files of documents. Make sure you are in the directory to which you wish to restore the document. Spearate help screens available. [F5] WordPerfect may be set to created automatically back-up files of an edited document with filename extension of ".BK!". These can occupy a great deal of disk space. Make sure the document you wish shows on your screen. [S] Select start-up options for WordPerfect, change starting command, restore default set-up (in case you get lost), and turn clock and screen blanking on/off. [N] Rename a document - Be sure the document to be rename appears on the screen, press "N", modify description and/or macro to be used (if any) and press enter. THIS WILL NOT MODIFY THE IDENTIFYING DESCRIPTION OF THE FILE CONTAINED IN THE DOCUMENT ITSELF. [M] A database supplemental program that creates databases for names, address, telephone numbers which may be used directly to create merge files, address labels, etc. [F1] These screens. [R] Return Main Menu SET-UP MENU OPTIONS - Merely by entering the number of the option listed on the screen you may select the WordPerfect command line option. Before selecting any option you are urged to read your WordPerfect manual to understand the uses of these options. Until you do, leave the optionset at "0". [C] Default is "WP", the normal command for WORDPERFECT. If a special "front-end" program is being used with WORDPERFECT, the COMMAND should be changed to correspond. [K] Turn on or off the clock running on the main menu. Off will also disable the screen blanking ("SLEEPING") mode. Turning off the clock may be necessary for some DOS or other shells. Leave on unless you have difficulties. [D] Restore defaults to the orginal settings just in case you get lost. [R] (or "Esc") - Saves changes and returns to MAIN MENU. FOLDER SELECTION MENU The FOLDERS function keeps track of the folders that you have created in the directory and permits you to create new or limit the display individual folder. [S] Select the number of the individual folder in the directory to be displayed. No other documents in any other folders will be displayed. [A] Display all documents in all folders in the directory. [C] Create a new file in a new folder. This is essentially a short cut method of starting a new folder - as always you must start a a new folder by creating a new document entry. [F1] This help screen [R] ("Esc") return to Main Menu. DIRECTORY MENU Any number of different directories are possible under THE FOLDER SYSTEM and this menu allows you to create, change the description (name), or delete the directory where you can keep where you can keep your WordPerfect files. [C] create a new directory - you must enter: _:\________\________. a) b) c) a) Enter letter of the hard disk drive to be used (normally "C" if you have only one hard disk drive without partioning. b) DOS directory in which to place the Folders Directory. c) DOS sub-directory in which to place the Folders Directory (optional). ("Esc" aborts the creation of a new directory but then you must select a directory to be used for document creation and/or retrieval.) [N] Name/Rename an existing Folders Directory. The name may be up to 20 characters in length. [D] Delete Directory listing, but not related document files. May be used as a method of hiding document files. Recreate directory with same name and document listings will reappear. PgDn - Permits listing of additional directories. At end of listing, PgDn will return to beginning of the list. (Only appears on menu when more than 10 directories have been created.) [F1]-help these help screens [R] (or "Esc") return to main menu. Restore a document file from special WPFBAKUP directory for use by THE FOLDER SYSTEM. Actual restoration of this special directory from floppy disks or tape to the hard disk must be done with the back-up software of your choice. CAREFUL - Restored files may over-write existing files. MAILLIST MAIN MENU This is the MAILLIST portion of THE FOLDER SYSTEM designed to work with your WordPerfect program. It will keep any number of records (information on individuals or companies) from which you can create directly address labels and, indirectly through the merge function of your word processing program, letters addressed to individuals by name and address, create and maintain telephone books, etc. Most of the elements controlled from this screen are self evident. The following need some explanation: [L] Labels - a simple program to print 3 1/2" x 15/16" labels on a dot-matrix printer. Selection by order (Name, ZIP/PostCode, Office Tel. or Home Tel.) is possible, and then by specific criteria (a ZIP code, a telephone area code, etc.). [M] Merge - permits creation of either ASCII or WordPerfect (4.2 thru 5.1) merge files from record. [O] Other - create/retrieve/delete new files (collection of individual records). [X] Reindex - The records maintained by MAILLIST are found by using indexes rather than by sorting of the records. This greatly accelerates the finding of individual or a series of records. Indexes sometimes, but rarely, get corrupted and must be recreated. In large files, this can take a great deal of time, so use the utility sparingly. NEVER INTERRUPT SINCE THE INDEXES WILL SURELY BE CORRUPTED. Read your manual in case of accidental interruption. [E] Export - Create ASCII disk file on contents. - See Manual. [I] Import - Bring into this file other records from a matching ASCII file. [R] (or "Esc" key) Return to THE FOLDER SYSTEM. [F1] This help screen - each screen has its own context sensitive help screen. Database files created by the MAILLIST portion of THE FOLDER SYSTEM will be in a special sub-directory called MAILLIST - for example, if The Folder System is install in directory C:\WP51, the database files will be in sub-directory C:\WP51\MAILLIST. These files are (using a database called PERSONAL MAILLING RECORD as an example): C:\WP51\MAILLIST\PERSONAL.DAT {data file} C:\WP51\MAILLIST\PERSONAL.HTX {home telephone index file} C:\WP51\MAILLIST\PERSONAL.MAX {file mark index file} C:\WP51\MAILLIST\PERSONAL.NAX {name index file} C:\WP51\MAILLIST\PERSONAL.OTX {office telephone index file} C:\WP51\MAILLIST\PERSONAL.ZIX {ZIP/Post Code index file} The program finds these files through the use of a small database called C:\WP51\NAMEFILE.DTA and its index C:\WP51\NAMEFILE.INX. FINDER MENU From this screen you may select a particular search method for the name records in your file. You select by: [N] Name - Find/Browse records for a particular record by name order starting, if you wish, at a particularly name by entering full last and first name information. Leave the Last Name and First Name fields blank to search company records without associated personal names. [O] Office Telephone Number - Find/Browse records starting at a particular area code or enter full telephone number (area code + number) to find a particular number. [H] Home Telephone Number - same as above but for home telephone numbers. [Z] ZIP or Postal Code - Find/Browse records at a particular ZIP/Postal Code number - entries with the same number will be listed alphabe- tically by name or company name. Enter ZIP and name information to find a particular record. [F] File Mark - Find/Browse records starting at designated file mark letter. [F1] this help screen. [R] (or"Esc" key) Return to Main Menu. SELECT MENU From this screen you may select a particular search method for the name records in your file. You select by: [N] Name - Find/Browse records for a particular record by name order. If you wish to start at a particularly name, enter full last and first name information. Leave the Last Name and First Name fields blank to search company records without associated personal names. [O] Office Telephone Number - Find/Browse records in office telephone number order starting by entering a particular area code or enter full telephone number (area code + number) to find a particular number. [H] Home Telephone Number - same as above but for home telephone numbers. [F] File Mark - Find/Browse records in File Mark order starting at designated file mark letter. [F1] this help screen. [R] (or "Esc" key) Return to Main Menu. BROWSE MENU This screen permits you to browse through the records in the database, select one for editing or deletion. The functions are: [PgDn] key on the cursor control pad - show the next record in sequence. The sequence is controlled by whatever you selected on the Finder Menu, i.e. name order, office telephone order, home telephone order, ZIP/Postal Code order, or File Mark order. [PgUp] key on the cursor control pad - show the previous record in sequence. The sequence is controlled by whatever you selected on the Finder Menu, i.e. name order, office telephone order, home telephone order, ZIP/Postal Code order, or File Mark order. [E] Edit any of the information on the screen. Once edited the program will return to the first record in the file. [D] Delete this one record entry. You wil be asked to confirm that you really wish to delete the entry. [F1] this help screen. [R] (or "Esc" key) Return to Main Menu. LIMIT MENU The output may be limited to a specific ZIP/Postal Code, an office or home telephone area code or a File Mark. This method of selection, for example, permits you to select all residents of Maryland by selecting the home area code of 301, or all resident of Bedford, PA by selecting ZIP/Postal Code 15522. If no limitation selection is desired, select ALL. MERGE MENU Two type of merge formats are available - ASCII (sometimes called Mail- Merge) and WordPerfect (4.2 thru 5.1). Many wordprocess programs use the ASCII format - even Word Perfect can use it. The Word Perfect format is particular to that program. In either case, a merge file will be created in a sub-directory call MERGE with same name as the datafile, i.e C:\WP51\ MAILLIST\PERSONAL.DAT will create a merge file called C:\WP51\MERGE\ PERSONAL.MRG. Each time you update the merge file a replacement for the C:\WP51\MERGE\PERSONAL.MRG will be written. Each merge format is a re-compilation of the data entered for each record for an output in the following style: Mr. Joseph Q. Jones {MERGE FIELD #1 President, JJ Widget Company {MERGE FIELD #2} Suite 007 {MERGE FIELD #3} 1101 1st. Ave. {MERGE FIELD #4} Bedford, PA USA {MERGE FIELD #5} ZIP/Postal Code {MERGE FIELD #6} (814) 623-000 {MERGE FIELD #7 - Office Telephone} (814) 623-5555 {MERGE FIELD #8 - Home Telephone} (814) 000-0000 {MERGE FIELD #9 - FAX Telephone} [contents of remark entry] {MERGE FIELD #10} Joe {MERGE FIELD #11 - Salutation} OTHER FILES MENU From this screen you may: [A] Add an entire new series of name records, [D] Delete an existing series, or select by number a different one from the one you are currently using. For example, you may have several different name databases with different uses such BOB'S PERSONAL NAME FILE, ELBEE ENTERPRIZES' CUSTOMERS, CHURCH MEMBERS, BOY SCOUT TROOP NO. 99, etc. As you create new database files, the numbered list appearing on your screen in alphabetical order will grow until it reaches "9". If you have more than ten (0 thru 9) files, additional file listings may be obtained by pressing the "PgDn" key. The listing will cycle through all available until the end, then start recycling. Deletion of a database listing deletes not only the listing from The Folder System, but also the files of individual names and related index records. Prior to deletion a screen will appear showing the file to be deleted and the number of records in the file. You will asked to confirm your intention to delete at this point. USE WITH CARE.