for the iPad


HELPFILE v.2.4.0 - MAIN TOOLBAR OPERATIONS

Introduction & FAQ

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Files, folders and Dropbox

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FAQ

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FILES, FOLDERS & DROPBOX


  1. Basics
    1. Saving your screen image.
    2. Opening an existing file for editing.
    3. Opening an existing file as a background.
    4. Deleting and renaming a file.
    5. Creating, renaming and deleting folders.
  2. Dropbox Operations
  3. Multiple File Operations
  4. The Trash folder

Basics

Tap the FILES button (1) as shown in the first image below for file operations. File operations include saving your screen image, opening a file for editing (or as a background), organizing files in folders, copying, moving and deleting files and folders.

You can also transfer files to and from your Dropbox account.

Saving your screen image.

To save a screen image you have just started working on, tap the FILES button (1) on the MAIN TOOLBAR.

A popover menu appears.

Select (2) if you wish to save to a new file in the current folder. A timestamp file name will be automatically generated. Use this option to quickly save to a new file which you can rename or move later.

Select (3) if you wish to specify a folder and file name to save the screen image. You will be able to select a folder and type in a file name as described below. Use this option also to overwrite an existing file with the current screen image.

You could also use the QUICK ADD button (4) on the FILES NAVIGATION toolbar at the botton of the screen which has the same effect as selecting the first option above (2).

If you chose to specify a folder and file name, a popover appears (1) showing the list of folders (2) on the left and list of files in the selected folder is displayed on the right.

Tap to select a folder from the list of folders (2), otherwise the file will be "UNCATEGORIZED" (you can move it to a folder later).

You can also create a new folder here. Tap (3) to create a new folder.

Type in a file name in (4) or tap any file in the list (5) and tap the APPLY button to save your screen image using the selected folder and file name.

The system will ask you to confirm that you wish to overwrite an existing file if a file already exists with that name.

If you have opened an existing file and are making changes (see the next section below), an additional option is available (1) when you tap the FILES button.

Select this option to quickly save your changes and overwrite the original file. The original file name is displayed in the FILES NAVIGATION TOOLBAR (2).

You could also use the QUICK OVERWRITE button (3) on the FILES TOOLBAR to overwrite the current file with the screen image.

Or tap (4) to save the screen image to a new file in the current folder using automated file naming.

The file navigation buttons lets you open the next and/or previous files accordingly. Note that if you use these buttons, the existing screen image is replaced by the file image, but you can tap the UNDO button to restore the screen image if that was not intended.


Opening an existing file for editing.

To open an existing file for viewing or editing, tap the FILES button (1) and select the OPEN A FILE option (2).

A popover appears showing a list of folders (1) on the left panel. and a list of files in the selected folder on the right (2) panel.

Select a folder on the left panel (1) and the right panel refreshes accordingly.

Select a file to open for viewing or editing.

Note that you could also use the FILE MANAGER (3) to open files for viewing and editing and additionally, open the file as a background.

The selected file will be opened and displayed on the screen. The file name is displayed on the FILES NAVIGATION TOOLBAR at the bottom (1).


Opening an existing file as a background.

To open a file as a background, first tap the FILES button (1).

Then select the file management option (2).

Select a folder from the folders list (1), and then the file to be opened from the files list on the right (2).

Tap the FILE OPEN button (3).

When the popover appears, select the option to open the file as a background (1).

The selected file is then opened as a background and you can edit your screen image over it.

When done, remember to merge the background with the screen image. Also, to clear the background, tap the BACKGRD button or the NEW button on the MAIN TOOLBAR. (the latter clears the screen image as well).


Deleting and renaming a file.

To Delete or rename a file, tap the FILES button (1).

Then select the file management option (2).

A popover (1) appears displaying the folders and files.

Select a folder from the left panel (2) and a list of files in that folder is displayed on the right (3)

To delete a file, select a file from the list on the right (3) and then tap the DELETE button (4). You will be asked to confirm the removal of the file from the folder.

Deleted files are temporarily placed in the Trash folder. See below for more information on the Trash folder.

To rename a file, select a file from the list on the right (3) and then tap the RENAME button (5). A popover appears as shown in the next image.

Type in the new file name in the space provided (2) in the popover (1), and then tap the APPLY button (3).

The screen image will be saved with the new file name if it does not already exist. Otherwise, a warning will appear and the operation is cancelled.


Creating, renaming and deleting folders.

To create, delete and rename folders, tap the FILES button (1).

Then select the file management option (2).

Select a folder from the left panel (2) and a list of files in that folder is displayed on the right (3) with thumbnails for a visual check.

To delete the selected folder, tap the DELETE FOLDER button (2). You will be asked to confirm that you wish to delete the selected folder. Files in the folder to be deleted will be moved to the Trash folder (see the section on Trash folder below).

To rename the folder, tap the RENAME FOLDER (3) button. A popover will appear for you to type in the new folder name.

You can also create new folders here. Tap the CREATE FOLDER button (4) to create a new folder. A popover will appear for you to type in the name of the new folder.


Dropbox Operations

To back up your files to Dropbox, you must first have a Dropbox account and be able to link to it (1) over the internet.

If you are successfully linked, the Dropbox account name is displayed in (2).

Select the Dropbox option in (2) to transfer files to or from Dropbox.

The Dropbox popover (1) appears as well as a status box (2) showing the connection activity with Dropbox.

You can cancel the Dropbox operation anytime by tapping the CANCEL button (2).

After successfully connecting with your Dropbox account, a list of folders will be displayed in the the Dropbox popover.

Local folders on the iPad are displayed on the left (1) and Dropbox folders on the right (2).

Tap and select any folder from either the iPad list or the Dropbox list to display the files in selected folder and its counterpart (if it exists).

For example, if you select a folder from the iPad list, a list of files will be displayed in (1). A corresponding list of files on Dropbox with the same folder name will be retrieved and displayed in (2).

Similarly, if you select a folder from the Dropbox list, a list of files in the Dropbox folder will be retrieved and displayed in (2) and a list of files in the corresponding iPad folder will be displayed in (1).

Note that the list of folders and the list of files may differ when you compare the list on the iPad and Dropbox, since files and/or folders may exist on your iPad but not on Dropbox and vice versa.

Tap to select one or more files to be transferred.

Select files from the iPad list (1) if you wish to transfer these to Dropbox as shown in the image on the left.

Similarly, tap to select files from the Dropbox list (1) to transfer files from Dropbox to the iPad.

If you select the iPad files, the selection in the Dropbox list if any, will be cleared. And vice versa, if you select files from the Dropbox list, the selection in the iPad list if any, will be cleared.

You can also select or de-select all files in the list by tapping one of the buttons at the bottom of the list (1).

Once you have your selection, you can either delete the selected files (2) or transfer them (3). The image shows the buttons when iPad files are selected to be transferred. Similar buttons appear at the bottom for the Dropbox panel if you select Dropbox files for transfer.

If a corresponding folder does not exist when you attempt to start the transfer (1), you will be prompted (2) to create one.

If corresponding files (files with the same name) exist, these will be overwritten. A warning (2) appears for you to confirm and continue with the copy operation.

Note that the overwritten files may be recovered if you have inadvertently begun the transfer.

Overwritten iPad files are placed in the TRASH folder. Overwritten Dropbox files may be recovered by visiting the Dropbox website and logging into you Dropbox account.

The status box (1) appears and transfer activity is displayed in the box as well as the internet activity indicator (2).

You can cancel the transfer by tapping the CANCEL button (3). However, the transfer may be incomplete and may result in corrupt destination files. You may need to access the Dropbox folder using the Dropbox app or visit the Dropbox website to remove the corrupted files.

Access Dropbox using the Dropbox iPad app (1) to view and maintain your Dropbox files.

Note that the epiNote files and folders are located in the _epiNote folder in Dropbox.


Multiple File Operations

To create, delete and rename folders, tap the FILES button (1).

Then select the file management option (2).

Select a folder from the folders list (1) and the list of files in the folder will be displayed on the right panel (2).

At this point, you can select a single file to delete or rename.

To select multiple files for deletion, copying or moving, tap the MULTIPLE SELECT button (3).

You can now select multiple files. As you select files, the selection indicator is changed (1). Tap a file to select, tap the file again to de-select.

Once you have a selection, you can tap (2) to delete the selection. You will be asked to confirm the deletion. Deleted files are temporarily placed in the Trash folder for retrieval if necessary. See below for more information on the Trash folder.

You can also tap (3) to copy the selected files to another folder, or tap (4) to move them instead.

If you select the COPY or MOVE options, a popover (1) appears for you to select a destination folder.

After you select the destination folder, you will also be asked for the action to be taken if a file with the same name exists in the destination folder.

Select (2) if you wish to overwrite the destination files if they exist.

Select (3), the skip option if you wish to prevent the destination files from being over written if a file with the same name exists. Files with the same name in the destination folder will not be overwritten.

You can also have the system prompt (4) you as it encounters a file with the same name in the destination folder and you can make individual decisions then.

Tap (5) to cancel the operation.


Trash Folder

Deleted files are placed temporarily in the Trash folder (1) and a timestamp prefix is added to the file name.

The maximum number of files (default 100) in the Trash folder can be set in SETTINGS. As the maximum number is reached, the earliest files are removed accordingly.

To manually empty the Trash folder, tap (2).

You can also select multiple files in the Trash folder to copy or move to another folder, or to remove permanently. Tap (3) to select multiple files for these operations (as described above in Multiple File Operations).