Heredis Help

Heredis Help Heredis for Mac 2017 Release DISCOVER HEREDIS 5 3.4 Navigating 9 3.5 Adding and linking persons 10 1 What can Heredis do? 3.6 Illustrating your genealogy 10 3.7 Deleting 10 1.1 Entering data 6 3.8 Creating a tree chart 10 1.2 Family tree charts and other documents 6 3.9 Printing documents 11 1.3 Making your work known to others 6 3.10 Researching your genealogy 12 1.4 Exchanging 6 3.11 Sharing 12 2 Your software up-to-date 4 Going further 2.1 Being kept informed of all updates 7 4.1 Arranging your work environment 14 2.2 Reinstalling Heredis 7 4.2 Getting assistance during data entry 15 3 How to start? 4.3 Entering a type of event 16 4.4 Entering a family group 17 3.1 Launching Heredis 8 4.5 Exploring the Indexes 17 3.2 Creating a genealogy file 8 4.6 Managing the results of any search 18 3.3 Overall view 8 4.7 Searching for duplicates 18 Heredis 2017 for Mac 2 MANAGING HEREDIS 19 7.4 Children 35 7.5 Witnesses and participants 36 5 Heredis architecture 7.6 Other linked persons 38 5.1 Heredis files 20 8 Adding and changing information 5.2 Heredis data structure 22 8.1 Data entry mode 40 6 Work environment 8.2 Identity of persons 40 8.3 Placing persons 43 6.1 Menus and toolbar 25 8.4 Events 44 6.2 Display Tabs 25 8.5 Dates 47 6.3 Removable panels 26 8.6 Places 50 6.4 Adapting the workspace 26 8.7 Sources 52 7 Adding, linking and unlinking persons 8.8 Checking of data 54 7.1 Linking an existing person or creating a new 9 Illustrating your data individual 28 7.2 Parents 31 9.1 Media 57 7.3 Spouses 32 9.2 Searching media 59 Heredis 2017 for Mac 3 9.3 Unlinking, replacing or deleting media 60 11.2 Searching by theme (advanced searching) 80 9.4 Sharing media 60 11.3 Handling information found 82 9.5 Photo tool 61 11.4 Searching online data 82 9.6 The slideshow 64 11.5 Search in Online Archives 83 10 Overall management of data 12 Creating documents 10.1 Accessing Indexes 65 12.1 Editing sheets and books 87 10.2 Searching and sorting 65 12.2 Editing reports 90 10.3 Consulting usage 65 12.3 Saving a document 92 10.4 Modifying data throughout the file 66 12.4 Printing a document 92 10.5 Deleting data throughout the file 67 12.5 Exporting a genealogy document 92 10.6 Consulting Place maps 67 12.6 Constructing tree charts 93 10.7 Family Tree Mapping 68 13 Exchanging 10.8 Dashboard 69 13.1 Importing and exporting data 100 11 Searching for information 13.2 Share your genealogy with other devices 102 11.1 Searching by type of information 75 13.3 Synchronization via USB 103 Heredis 2017 for Mac 4 13.4 Transfering to a mobile device without WIFI 103 13.5 Publishing to Heredis Online 104 13.6 Publish group photos to Heredis Online 105 APPENDICES 108 Available buttons 108 DISCOVER HEREDIS Heredis 2017 for Mac 5 1 What can Heredis do? 1.3 Making your work known to others What could be more simple than the publishing free online of your work on the Internet? Wherever they may be, your family and friends 1.1 Entering data can visit your site and contact you to give you more details. With your family site hosted free on Heredis Online, your family bonds are facil- Data itated, your work valued and your data preserved. Who were your ancestors? Heredis will help you find them. Through guided and intuitive progression, you enter all the information which 1.4 Exchanging you have gathered on your family. You will note some odd facts: your grandfathers were cousins, a certain great-uncle was a witness to all Genealogy is an act of sharing. Heredis gives you all the tools which the marriages in the family, your great grandmother was very young you need to communicate with other genealogists, give and receive when she lost her parents, one couple had more than 50 years’ age information and have your work available everywhere, on all your difference... devices (desktop or laptop computer, Windows or Mac, iPhone, iPad). Illustrations You have found some photos or copies of acts? Every item of data will be shown directly in your genealogy. Unfamiliar with the area of origin of this family branch? Geolocation will show you that they all lived in neighboring towns. 1.2 Family tree charts and other documents Your work is taking shape, you cannot wait to print the results of your research. Print trees Heredis Family trees trace ancestors or descendants in a variety of different forms and adapt to all formats. Print reports, sheets, or fully illustrated books All documents which the genealogist needs are available: working papers for refining your research, person or family sheets for your filing system and even illustrated books for preparing a family mono- graph which will bring you pride and happiness to your family. Heredis 2017 for Mac 6 2 Your software up-to-date 2.1 Being kept informed of all updates Heredis updates are automatic. You do not need to bother with this. To be kept informed, simply be connected. If you acquired the Heredis software via the Mac App Store, you will be notified of updates. Check the App Store icon in the dock. It shows the number of application updates available. Click to access the App Store then follow the instructions to update. 2.2 Reinstalling Heredis If you acquired the software through the Heredis store or that of one of its resellers, you may reinstall the application after downloading the demo version via the www.heredis.com site. You just have to enter your license number in order to continue your work. Heredis 2017 for Mac 7 this GEDCOM file and modify if necessary the import options then 3 How to start? click Start Import. You can now work on your genealogy, add to it, edit anything in it. 3.1 Launching Heredis Heredis records all inputs every time you use the Save button or press Command ( )-S, so you can revert to previous versions of your Double-click the Heredis icon to launch the application. genealogy. For a quick access to Heredis, select the You can exit Heredis at any time. When you reopen the file, it will icon in the Applications folder, drag it to open your genealogy as it was at when last saved your dock, wherever it is convenient, or drag it to the Launchpad icon. Reopen a family tree Select your genealogy from the Open Recent submenu or dou- 3.2 Creating a genealogy file ble-click the file in the Finder. Create a new tree 3.3 Overall view Click New Family File. Save your new genealogy: give it a The main Heredis screen name and specify the desired loca- At the top, menus and buttons provide access to all functions of the tion for the file. software. Click in the center of the square to create the first person. Some buttons allow access to more detailed choices: Add (> Unrelated Person), Find (> Search Number), Indexes (> Given The proposed data entry screen is ready and easy to fill in. Enter all Names). The toolbar may be modified at any time to meet your work known information and thus you have created the individual who is at needs: click Customize Toolbar to add, remove or rearrange buttons the base of your genealogy: the root person. on this bar. Import a genealogy file The central part of the screen displays four tabs. You have already created a gene- The Family tab allows you to choose between different views of the alogy file or you have been given immediate family of the primary person. It develops as and when you one created on another applica- enter data, each person taking his/her place in the organization of tion? Importing a GEDCOM file, the family. the recognized standard in the world of genealogy, is very sim- The Data tab allows you to add information at any time concerning ple. the primary person and his/her immediate family. Choose File > Import > GEDCOM The Lineage tab displays the ancestors or descendants of the prima- file. Read the data identified in ry person and allows you to navigate speedily through the genera- tions. Heredis 2017 for Mac 8 Their presentation is customizable. Open and scroll the panels, move them to improve your personal organization, add columns to the panels, choose how they appear (one at a time or all visible at once) or hide them. At the bottom of the Heredis screen, you find the management button for the panels and all the key information concerning the genealogy which is open. 3.4 Navigating Explore all the family branches and display the people you want to view, edit or print documents concerning to them. Drag any person displayed on the screen to change their position: The Search tab provides a helpful research tool to assist you in select a child and drag to the grandfather box. If this person is reviewing your work and evolving your genealogy. indeed a grandfather, a new Immediate family appears. On both sides of the main screen, there are removable panels which Drag any person shown in the removable panels or on any data entry provide access to data lists or tools.

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