User manual

Table Of Contents
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Index 147
Files
accounts
124
authorizing access for 134
authorizing access to protected files 13, 134
backing up 49
cloning 20
closing 20
converting 139
copying 20
creating 55, 56
described 16
duplicating 20
exporting to 119
opening 17
opening across platforms 19
planning 51
privilege sets 124
protecting 123
remote 18
saving 20
shared
on web
121
planning security 127
templates, described 55
Filtering records in portals 105
Find mode, described 21
Find requests
See also Finding records
adding new
38
broadening criteria 39
deleting 40
described 31
editing 40
mixing find and omit 39
multiple 38, 39
narrowing criteria 38
operators in 32, 36
order of 40
repeating 40
reverting 40
Finding and replacing field values 41
Finding records
See also Find requests, Quick finds
adding new request
38
all records 33
Boolean numbers 35
described 30
duplicate records 37
empty or non-empty fields 37
exact values 34
excluding records 39
invalid values 35
logical AND searches 38
logical OR searches 38
multiple criteria 38
omitting records 39
order of requests 40
partial or variable text 33
quick finds in Browse mode 30
ranges of information 36
related fields and records 37
saving and sending as snapshot link 12, 31
showing all records 33
symbols 34
today’s date 35
Footers, described 91
Form letters 84
Formatting
calculations
86
dates 87
export data 119
graphics 89
import data 114
layout objects 78
numbers 86
paragraphs 86
text 85
times 88
timestamps 88
Forms
See also Layouts
Standard form layout
72
viewing records as 22
Formulas, calculation fields 61
Found set
described
21, 31
saving and sending as snapshot link 12, 31
switching with omitted set 41
Four-digit years
in Date fields
27, 67
in Timestamp fields 28
fp7 filename extension 19