Announcing a New iOS Quick Reference Card and How-to Video from Beezix

“Every once in a while a revolutionary product comes along that changes everything,” Apple CEO Steve Jobs said when unveiling the iPhone. Indeed, in the four years since its introduction, the way people collaborate, access information, and access the Internet has changed and evolved.

But it takes training to unlock the potential of Apple’s devices. Luckily, Beezix’s new iOS 5 quick reference card helps demystify Apple’s mobile operating system with step-by-step instructions and shortcuts for the iPad, iPhone, or iPod touch.

In addition to other innovations, Apple iOS has created a new sort of hand ballet that includes moves such as “swipe”, “flick”, “drag”, and “shake”. It can be a little unusual for those tethered to a mouse.

This is why we created a video on our new YouTube channel that shows some handy tips including how to navigate using gestures, delete emails, scroll through emails, and more.

Subscribe to our YouTube channel for more step-by-step guides and tips on getting the most out of your software and devices.

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Windows 7: Pulling Folders Together with Windows Explorer Libraries

One of the first things you will probably notice when you begin using Windows 7 is that Windows Explorer now opens in a place called Libraries. Over the years, we’ve become accustomed to opening My Computer when we open Windows Explorer, so this is definitely a different way of doing things.

What are Libraries?

Libraries provide a place for you to store a contextual collection of shortcuts to the various (real) folder locations throughout your file system. In other words, store your files wherever you like, then use Libraries to bring them all together into one combined unit, no matter where they might be “under the hood”.

 

 

 

 

 

As you can see in the screen capture, Library Folder One is located on the C Drive, and Library Folder Two is located on the E Drive. Here we have two entirely different folder locations brought together into one convenient place!

With the added ability to sort and view an entire set of files from multiple folders within Libraries in a variety of ways (e.g., by Author, by Rating, or by Type), we quickly see that this is indeed a very powerful feature of Windows 7.

Using Libraries

There are four Libraries already made available: Documents, Pictures, Music, and Video. You can work with these and add your own. Let’s just start using them.

To browse to a library:

  1. [Click] in the taskbar.
  2. [Click] in the Navigation Pane.

To change how a library displays its collection of files:

  1. Navigate to the library you wish to change the view for.
  2. Select an option from ARRANGE BY.

To return to the default view, select FOLDER.

To add a folder to an existing library:

[Right Click] the folder in Windows Explorer, select INCLUDE IN LIBRARY, then select an existing library. Or,

  1. [Right Click] the library you would like to add a folder to, then select PROPERTIES.
  2. [Click] INCLUDE A FOLDER, locate the folder you wish to add, then [Click] INCLUDE FOLDER.
  3. [Click] OK.

To remove a folder from an existing library:

  1. [Right Click] the library you would like to remove the folder from, then select PROPERTIES.
  2. Select the folder to remove, then [Click] REMOVE. [Click] OK.

Note: When removing a folder that is also the default save location, the save location will be changed automatically. The new location is determined by the order the folders were added. If no other folders remain in the library, a new folder must be added for a default save location to exist. See Using a Library’s Default Save Location below.

To add a new library:

Navigate to LIBRARES, [Click] NEW LIBRARY, type a name, then press <Enter>.

To add a new library using an existing folder:

[Right Click] the folder, select INCLUDE IN LIBRARY, then select CREATE NEW LIBRARY.

Note: This will create a new library using the selected folder’s name and set that folder as the default save location for that library.

To remove a library:

[Right Click] the library then select DELETE, or, select the library then press <Delete>. [Click] YES.

Note: This only deletes the library and does not delete any folders or files.

You can even set a default save location for each library, making it easier to manage your new files as well.

Using a Library’s Default Save Location

Each library also provides a default save location. This is the folder that gets the new files and sub-folders when they are saved or created at the top level of the library. The first folder added to a library will be used as the default save location.

To modify the default save location for a Library:

To set the default save location, a library must contain at least one folder. To modify:

Navigate to the LIBRARIES, then:

  1. [Right Click] the library, then select PROPERTIES.
  2. Select a location from LIBRARY LOCATIONS. The current save location is indicated by a checkmark.
  3. [Click] SET SAVE LOCATION.

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Hide & Seek: Where’s My Spreadsheet?

It happens to each and every one of us eventually. It’s quite simply a matter of working with Excel long enough that one day you find yourself zipping right along opening up a workbook when nothing seems to happen. That is, Excel appears to be working. You wait; nothing. Maybe you even close and reopen the workbook; still nothing. So what gives? Where’s all the data!?

You calmly reassure yourself, possibly out loud, “Surely I didn’t delete anything!?”

We hope no one heard you, or can see that look in your eyes right now. How did we know? We understand, and we have most certainly been in this situation exactly. So, where did that workbook go, why can’t you see any of the sheets, why is Excel so quiet about it, and should you prepare yourself to receive CPR? With exception to the last question, we can answer all the others quite simply.

The workbook is just hidden for whatever reason, and the remedy to that is this:

  1. Excel 2007 or 2010: Open the workbook, choose VIEW, then [Click] .
    Excel 2003, 2008, or 2011: Open the workbook, from the WINDOW menu, choose UNHIDE.
  2. Select the hidden workbook in the UNHIDE dialog box, then [Click] OK.

Now, the answer to the last question in the above series depends on two things. Whether or not the above two steps solved the problem, and how current your most recent backup was.

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What can the Quick Access Toolbar (QAT) do for you?

Of all the time saving features available in modern Office applications, shortcut keys are one of the easiest to leverage. However, as applications evolve, the list of available commands grows, and there are only so many key combinations or places to include the function within the interface. Take the Home Ribbon for example; these are the most common commands, but what if the one you want isn’t among them?

Fortunately, there is an easy way to provide one click access to your commonly used commands in any Office application, and they come equipped with their own direct keyboard combinations. No, it’s not too good to be true; it’s the Quick Access Toolbar!

Adding “Switch to HTML” to an Outlook Email

Today we’re going to talk about using the Quick Access Toolbar with an Outlook  email message so that we can change the format to HTML with a single click, or keystroke combination. The toolbar is available in all the Office applications, for any command available, so the steps we take for Outlook apply to any Office window featuring the QAT.  Now, onto our email message:

First of all, we need an email message window open in Outlook 2010. By default, the commands SAVE, UNDO, REDO, PREVIOUS ITEM, and NEXT ITEM are available.

 

Adding a Ribbon Command to the QAT

With the email message window selected, find which Ribbon contains the command you’re going to need regularly. It can be any command available, but remember that some Ribbons require context in order to display their commands. Since we want to add the HTML format command:

  1. Choose FORMAT TEXT, then [Right Click] .
  2. Select ADD TO QUICK ACCESS TOOLBAR.

Adding a non-Ribbon Command to the QAT

To add any command, even ones that aren’t displayed on a Ribbon:

  1. [Click]  on the right side of the Quick Access Toolbar, then select MORE COMMANDS.
  2. Select which commands to show from CHOOSE COMMANDS FROM.
  3. To add a command, [Click] the command in the left panel, then [Click] ADD. Or, to remove a command, [Click] the command in the right panel, then [Click] REMOVE.
  4. When finished, [Click] OK.

Using Quick Access Keyboard Shortcuts

Now you’ve got a custom Quick Access Toolbar with all the trimmings, and we haven’t even told you the best part of the deal yet! Not only are these shortcuts available with a single click, but they’re also available by pressing <Alt+Number>, where the number corresponds to the shortcut’s position on the toolbar. That means you can also plan to have whatever commands, in whatever order you like for easy access. We know! It doesn’t get any easier, or quicker than that!

To see tooltips for the numbers assigned to your QAT shortcuts, press <Alt>:

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How to Use Windows 7 and Excel on Multiple Monitors: Windows 7, Taskbar Shortcuts, and More

Alright, so you’ve got your workbook open, but now you would like to have another one up on the screen right alongside it. Or, maybe you want to have that second one over on one of your other screens (lucky you!). Well, here’s the thing; no matter what you do to get that second book opened up, Excel is going to use the already running instance to open it. Sure, you can maximize the application, and then reduce each of the two books, then [Drag] each book…nevermind! We want to work smart, and Windows 7 lets us do just that with a little help from the new taskbar features.

Pinning Excel

The first thing we’re going to do to make our lives easier is pin Excel to the taskbar. If you’re doing a lot of work with Excel, you’ve probably already done this. Great! If not, it’s very easy to do:

  1. Run Excel.
  2. [Right Click] Excel Icon, or Excel Icon Taskbar in the taskbar, then select PIN THIS PROGRAM TO TASKBAR.

Positioning Excel on the Taskbar

Now that you’ve got Excel on the taskbar, we need to make sure it’s in a position that’s suitable for using the Windows 7 taskbar shortcuts we are going to need. That is, we want to have Excel pinned between the first and tenth position. To do this, simply [Drag] Excel’s taskbar icon from right to left until you’ve got in the desired position, within the first and tenth spot.

Windows 7 Taskbar Example

Using Windows 7 Taskbar & Keyboard Magic

With a little help from our friend Windows 7, we can now operate Excel like all the other Office applications that support one window per document (also known as Single Document Interface; Excel is an MDI, or Multiple Document Interface application). Here’s the magic:

  • To launch Excel, press <Windows-Number>, where number corresponds to Excel’s position on the taskbar. In our example image, that is position 7.
  • To toggle through multiple open workbooks, hold down <Windows>, then press <Number> repeatedly.

Excel Multiple Document Interface (MDI)

  • To start another instance of Excel (required to use Excel across multiple monitors, or to use the screen position shortcuts), press <Windows-Shift-Number>.
  • To place an instance of Excel on the right half of the screen, or the left half of the screen, select the instance, then press <Windows-RightArrow>, or <Windows-LeftArrow>.
  • To move an instance of Excel one screen right, or one screen left when using multiple monitors, select the instance, then press <Windows-Shift-RightArrow>, or <Windows-Shift-LeftArrow>.

That’s it! With a few keystrokes we’ve managed to get Excel to open up workbooks in their own windows, and move them around quickly, and easily. Even across multiple monitors!

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Welcome to the Beezix Blog!

If you’ve already experienced our Quick Reference cards, you know that we are masters of the succinct. Our cards are designed to give you all the steps you need to get the job done quickly & easily, right at your fingertips. However, sometimes it helps to expand a little on the details, maybe click through some pictures, even reference a video or two. Well, fear not – the Beezix Blog was created to fill those very needs. Now we have you covered both in the details, and in the bigger picture.

When our cards are handed out in the classroom, a trainer is supplying context and examples for the instructions on the sheets. But more and more people are receiving these cards outside of the training environment, and they could likely benefit from a little more explanation.

In addition, you will find the blog filled with excellent training examples that we and all our training associates have collected over the years in the classroom. If you are a software trainer, you can look forward to benefiting from the “aha!” moments of many of our experts, when they finally discovered the perfect situation to use that obscure feature in.

Bookmark us, subscribe, or wander back from time to time. This may just become your favorite training and end-user resource, as our top trainers and product specialists help you explore Microsoft Office, Windows, Mac OSX, Lync, and more. And don’t forget to follow us on Twitter for the tip-of-the-day!

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Out Of The Box: A Walkthrough Of The iOS 5 Setup Wizard

Out Of The Box: A Walkthrough Of The iOS 5 Setup WizardYou finally have that new iPad, iPhone, or iPod Touch that you’ve been waiting for, and now you’re ready to start using it. So what’s first? Well, Apple has included a handy setup wizard that will automatically launch the first time you turn on the device, walking you through making a few important decisions and setting things up for you.

The first thing you’ll see when you turn on your new device is the lock screen, inviting you to “Slide to Set Up.” Just slide the slider to the right to begin the process.

Now you’ll choose which language your device will use. Tap the one you want, then tap NEXT. Depending on what language you choose, you may be asked to specify a country or region as well.

LOCATION SERVICES

Next you’ll be asked whether you want to enable or disable the device’s location services. Location services allow certain apps to determine your current location, which enables a whole bunch of terrific, location-based features, such as directions to nearby businesses, or automatically updated local information, news, movie times, or weather.

If you’re worried about that information getting into the wrong hands, you’ll be glad to know that enabling location services doesn’t automatically give location information access to any and all apps. Whenever an app is installed that wants access to the location services, you’ll be asked whether or not to allow access to that specific app.

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