Heredis 2018 - Help Knowledge Base - 01-24-2018
Total Page:16
File Type:pdf, Size:1020Kb
Heredis 2018 - Help Knowledge Base - 01-24-2018 - https://help.heredis.com Heredis 2018 Help Knowledge Base 1 / 350 Heredis 2018 - Help Knowledge Base - 01-24-2018 - https://help.heredis.com Table Of Contents System requirements .................................................... 4 How to download Heredis? ................................................ 5 How to find the downloaded software? ....................................... 6 How to install Heredis' software? ........................................... 7 How to update Heredis? .................................................. 8 How to reinstall Heredis? ................................................. 9 What can Heredis do? .................................................. 10 Launch Heredis ....................................................... 12 Presentation of the Heredis' interface ....................................... 13 Buttons ............................................................ 21 Customize Heredis .................................................... 25 How are structured the Heredis data? ....................................... 31 The different tabs ..................................................... 35 The different data fields ................................................. 37 Error-free data entry ................................................... 41 Create a new genealogy file ............................................... 46 Open an existing file ................................................... 48 Open a Chart file ..................................................... 50 Save a genealogy file ................................................... 51 Close and reopen a genealogy ............................................. 54 Create the first person .................................................. 55 Genealogy numbering .................................................. 59 Save time by inputting faster ............................................. 61 Add persons ......................................................... 63 Add parents ......................................................... 68 Add spouses ......................................................... 72 Add children ......................................................... 77 Add witnesses and participants ............................................ 82 Add other linked persons ................................................ 85 Add unrelated person .................................................. 91 Alternate names ...................................................... 93 Input events ......................................................... 95 Input a Family Group Data ............................................. 103 Input notes ......................................................... 105 Facts ............................................................. 108 Create and Edit a Book ................................................ 109 Create and Edit Sheets ................................................. 114 (PC) Create and Edit Reports ............................................ 118 (MAC) Create and Edit a Report ......................................... 126 Export a genealogy document ............................................ 131 (PC) Build tree charts ................................................. 133 (MAC) Build tree charts ............................................... 149 2 / 350 Heredis 2018 - Help Knowledge Base - 01-24-2018 - https://help.heredis.com Dates ............................................................. 162 Permanent control for duplicates & Merge two persons .......................... 167 Geolocation ........................................................ 181 Media ............................................................ 187 Slideshow .......................................................... 197 Slideshow .......................................................... 200 Photo Tool ......................................................... 203 My dashboard ....................................................... 208 XXL Family ........................................................ 228 Indexes ........................................................... 231 Sources ........................................................... 237 The different mode for Sources & Citations .................................. 247 Repositories ........................................................ 254 Places ............................................................. 261 Searching by type of information ......................................... 266 Smart Search & Modify series of data ...................................... 278 (MAC) Searching by theme (advanced searching) .............................. 291 (PC) Searching for persons .............................................. 296 Searching in Online Archives ............................................ 299 Searching Online Data ................................................. 304 Family Search ....................................................... 308 (MAC) Handling information found ....................................... 316 (PC) Handling information found ......................................... 318 Share your genealogy .................................................. 320 Heredis Online ...................................................... 324 Exchange your genealogy ............................................... 332 What is a GEDCOM file? ............................................... 334 What is an Heredis file? ................................................ 335 Import a GEDCOM in a new file .......................................... 336 Import a GEDCOM in an existing file ...................................... 338 Import Heredis data .................................................. 339 Export a GEDCOM ................................................... 340 Export Heredis data .................................................. 343 How to ask a question on the Heredis forum? ................................. 346 3 / 350 Heredis 2018 - Help Knowledge Base - 01-24-2018 - https://help.heredis.com | System requirements System requirements PC Windows from 7 to 10 500 MB disk space required Screen 1024×700 minimum Internet connection for research, publishing, integrated maps and dashboard MAC Yosemite (10.10), El Capitan (11.11), Sierra (10.12), High Sierra (10.13) 350 MB disk space required Screen 1366×768 minimum 64 bits only Internet connection for research, publishing, integrated maps and dashboard Other sofware to detain A text processor managing the RTF and DOCX format is necessary to edit documents such as sheets, lists or books. You can open easily those documents with the main freeware and software text processors. _______________________________________________ 4 / 350 Heredis 2018 - Help Knowledge Base - 01-24-2018 - https://help.heredis.com | How to download Heredis? How to download Heredis? Visit Heredis'shop to buy and download Heredis' software. You will receive an email with your license code and the link to the shop to download the software. (MAC users) You can also buy and download Heredis from App Store, the license is included, you will not see it. _______________________________________________ 5 / 350 Heredis 2018 - Help Knowledge Base - 01-24-2018 - https://help.heredis.com | How to find the downloaded software? How to find the downloaded software? (PC) Click on Cortana's toolbar (Windows 10) or the search field in the Start menu and write InstallHeredisWorld2018.exe, press Enter. (MAC) If you bought Heredis from the Heredis' shop, check your applications. If you bought from App Store, go to Download. _______________________________________________ 6 / 350 Heredis 2018 - Help Knowledge Base - 01-24-2018 - https://help.heredis.com | How to install Heredis' software? How to install Heredis' software? (PC) 1. Double-click on InstallHeredisWorld2018.exe file. 2. Follow instructions, it will guide you through the setup process. 3. When setup is over, double-click on Heredis 2018 icon on your desk or access through Windows explorer (Programmes – BSD Concept – Heredis 2018). (MAC) Click on the downloaded link. When the download of InstallHeredisWorld2018.dmg is over, the installation windows opens. If not, double-click on the downloaded file. In the Installation window: 1. Drop Heredis in Applications 2. Open the Applications folder and start Heredis. Drag and drop the Heredis icon to your dock to easily access Heredis. 3. Enter your license number (except if you bought from App Store). Heredis License Warning: you dispose of a personal and confidential license for 3 installations. Once the 3 installations made, you will have to buy a new license. Your license number has 20 alphanumerical characters. This unique number, personal and confidential, was sent to you in an email with the downloading link. License number will be asked everytime you install the software (even after a formatting). Note: Mac users, there is no license number if you bought Heredis from App Store. How to register your license? You have to be online to register your license and receive automatic updates. _______________________________________________ 7 / 350 Heredis 2018 - Help Knowledge Base - 01-24-2018 - https://help.heredis.com | How to update Heredis? How to update Heredis? Heredis updates are automatic. You do not need to bother with this. To be kept informed, simply be connected. (MAC) If you acquired the Heredis software via the Mac App Store, you will be notified of updates. Check the