Upvise Mobile Client User Guide
The Upvise Mobile Client is a software application that you install on your mobile
phone and which enables you to access all your information and data on-the-go.
1. Getting started
2. Quick Tips
3. Settings
4. Exit and relaunch
5. Application update
1. Getting started
Download and Installation
Launch your phone's web browser and goto the Address: http://m.upvise.com
Note: you need a data plan from your provider to access the Internet
Click on Download to start downloading the application.
- Before the download you may get a message like "application is not from a
trusted supplier" or "not a signed application. Continue anyway?". This is a security disclaimer from the phone manufacturer and appears for almost
all third-party applications, including from major editors like Google Gmail mobile
- so you can safely click on Yes.
- If you get a message like "Version xx already installed. Replace?" click Yes.
- If the application details are displayed, click to accept
Open the application, and you can either Sign In, Create an account or Try Demo.
Create an account
You can create an Upvise account directly from your device by entering an email and password of your choice.
You can sign up for a Personal or a Business profile. With the Personal profile, your account is preloaded with Contacts, Notebooks, RSS News, Wikipedia, Shopping Lists, while the Business profile gives
you access to premium applications like Sales, Tasks, Projects. More details on Business and Personal applications.
Sign in
After you have created an account on the web or on your mobile, you can sign in with your email and password.
After you click on Sign In, the Home screen is displayed.
Home screen
This is the list of apps that are available in your account. You can add more apps from the catalog as well as your own custom apps. Learn more
See the Settings menu
2. Quick Tips
| Basic navigation: |
Use up and down navigation to select items in a list or scroll text.
Use left navigation or the Back menu button to go back to the previous page.
Use the center button or right key to navigate to the selected item in the list.
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| Filter any list: |
Filter any list by typing the first letters of a word on the numeric keypad of your mobile or using the keyboard on Windows Mobile, Blackberry, Android.
This is useful to quickly lookup a contact, search a note or even to launch your apps.
|
| Offline mode: |
By default, Upvise connects to your online account to get fresh data automatically. When there's no network coverage,
like in a plane or in the subway, or if you don't want Upvise to connect, you can change this setting to stay offline all the time. Select Settings/Mode/Offline.
You can still access all the data that you have already downloaded, as well as post new data. The latter will be uploaded to your web account when you are back in Online mode.
A cross displayed in the application title bar indicates that you are in Offline mode.
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| Refresh shortcut *: |
By default, Upvise uses a smart cache mechanism to ensure fast access to your data.
You can still force the refresh of the current page by pressing the * (star) key on your phone or with the Refresh menu item on Windows Mobile, Blackberry, Android.
This is useful when you have just entered some data in your web account and want to download it immediately to your phone.
|
| Goto Home shortcut #: |
Go back to the Home screen of Upvise from any screen by pressing the # (hash) key on your phone or with the Home menu item on Windows Mobile, Blackberry, Android.
|
| Next/Previous Article: |
Use left/right navigation to jump to the previous/next article e.g. in RSS News or Wikipedia.
Left and Right arrows in the title bar indicate when this function is available in any app.
This is faster then clicking Back and selecting the next article in the list.
|
| Edit a page: |
When you edit a page, you can add the following basic formatting:
- Enter a line break with your keyboard's Enter key
- Enclose text in two simple quotes to bold it: ''this is bold''
- A star * at the beginning of a line followed by a blank space is a bulleted list:
* this is a list item
|
| Text and list size |
You can change the font size of the list and the text in Upvise in Settings/Display/List or Text Size (except Android). The change applies to all
applications and is saved even after you exit and return to Upvise.
|
| Quick access to Upvise: |
To start Upvise easily and quickly on your phone, you can add a shortcut to the app from the Home screen of your phone (available on most phones).
Example on Nokia series 40: go to the Settings menu and select "My shortcuts". For other phones, please refer to the phone manual.
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3. Settings
| Mode: | Select Offline or Online mode. See above. |
| General: |
- Network usage: keeps track of the amount of Kbytes that you have downloaded with Upvise since the beginning of the month.
- Cache: amount of internal memory in Kbytes used by the Upvise software, to store e.g downloaded data for faster access. You can clear the cache if you need to free up memory space.
- Language: language used for the user interface
- Currency: default currency used in applications like Sales, Expenses
- Sales Tax: default tax applied to a product in applications like Sales.
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| Display: | Configure display options:
- List size: set your preferred font size for list items.
- Text size: set your preferred text size when displaying text.
- Animation: set the "curtain-like" animation in list navigation on or off.
- Left/Right keys: enable or disable left/right navigation. See above
|
| Home Screen: | Customize home:
- Start Page: select an application to launch directly at start-up of Upvise, or display list of all applications
- List of Home Screen Apps: select your favorite applications to be accessed directly from the Home Screen. Other apps are accessible through More Apps
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| Security (Premium Access accounts only): |
- Network: option to encrypt network transmissions between your mobile and Upvise servers
- Storage: option to encrypt data that is stored on your device
- Passcode Lock: set a passcode to be entered when Upvise is launched to locally protect access to your Upvise data.
This can be more convenient than signing out each time and does not require Online access.
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| User Account: | Displays the email of the account that is signed in. Allows to Sign Out, and Sign In again. |
| About Upvise: | Displays the Upvise application version, list of Installed Apps with version info, your phone model and free space remaining in phone memory. Click on Update to find if there is a new version of Upvise to download. |
4. Exit and relaunch
On the Home screen there is generally an Exit menu to quit the application. When you are in
other screens, click on Back until you reach the Home screen.
If you are using the Java version, Upvise is installed in the same location as your other Java applications.
On Windows Mobile it appears in the Start->Programs menu. To relaunch Upvise,
goto the Apps or Programs menu on your phone - please refer to your phone manual
for more information.
For quicker access to Upvise on Java phones, you can also
add a shortcut. See above.
5. Application update
The Upvise application automatically checks for version updates on a regular basis. If a new version is available, you are prompted at application start up to download the update.
You can also manually check for updates at any time in the Settings/About Upvise screen, select Update.
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