Heredis Help

Heredis Help Heredis for Mac 2015 Release DISCOVER HEREDIS 5 3.3 Overall view 8 3.4 Navigating 9 1 What can Heredis do? 3.5 Adding and linking persons 10 3.6 Illustrating your genealogy 10 1.1 Entering data 6 3.7 Deleting 10 1.2 Family tree charts and other documents 6 3.8 Creating a tree chart 10 1.3 Making your work known to others 6 3.9 Printing documents 11 1.4 Exchanging 6 3.10 Researching your genealogy 12 2 Your software up-to-date 3.11 Sharing 12 3.12 Synchronizing 13 2.1 Being kept informed of all updates 7 2.2 Reinstalling Heredis 7 4 Going further 3 How to start? 4.1 Arranging your work environment 14 4.2 Getting assistance during data entry 15 3.1 Launching Heredis 8 4.3 Entering a type of event 17 3.2 Creating a genealogy file 8 4.4 Entering a family group 17 4.5 Exploring the Indexes 17 Heredis 2015 for Mac 2 4.6 Managing the results of any search 18 7.2 Parents 31 4.7 Searching for duplicates 18 7.3 Spouses 33 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 41 6 Work environment 8.2 Identity of persons 41 8.3 Placing persons 44 6.1 Menus and toolbar 25 8.4 Events 46 6.2 Display Tabs 25 8.5 Dates 49 6.3 Removable panels 26 8.6 Places 51 6.4 Adapting the workspace 26 8.7 Sources 53 7 Adding, linking and unlinking persons 8.8 Checking of data 56 7.1 Linking an existing person or creating a new 9 Illustrating your data individual 28 Heredis 2015 for Mac 3 9.1 Media 59 11.1 Searching by type of information 72 9.2 Searching media 61 11.2 Searching by theme (advanced searching) 77 9.3 Unlinking, replacing or deleting media 62 11.3 Handling information found 79 9.4 Sharing media 62 11.4 Searching online data 80 9.5 Photo tool 63 11.5 Search in Online Archives 80 9.6 The slideshow 66 12 Creating documents 10 Overall management of data 12.1 Editing sheets and books 85 10.1 Accessing Indexes 67 12.2 Editing reports 86 10.2 Searching and sorting 67 12.3 Saving a document 88 10.3 Consulting usage 67 12.4 Printing a document 88 10.4 Modifying data throughout the file 68 12.5 Exporting a genealogy document 88 10.5 Deleting data throughout the file 69 12.6 Constructing tree charts 89 10.6 Consulting Place maps 69 13 Exchanging 10.7 Family Tree Mapping 70 13.1 Importing and exporting data 96 11 Searching for information 13.1 Importing and exporting data 96 Heredis 2015 for Mac 4 13.2 Synchronizing with other devices 98 DISCOVER HEREDIS 13.3 Transmitting without synchronizing 99 13.4 Publishing to Heredis Online 100 13.5 Publish group photos to Heredis Online 101 APPENDICES 104 Available buttons 104 Heredis 2015 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 1.1 Entering data work on the Internet? Wherever they may be, your family and friends 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 Data facilitated, 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 Genealogy is an act of sharing. Heredis gives you all the tools which to all the marriages in the family, your great grandmother was very you need to communicate with other genealogists, give and receive young when she lost her parents, one couple had more than 50 information and have your work available everywhere, on all your years’ age 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 2015 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 2015 for Mac 7 3 How to start? identified in this GEDCOM file and modify if necessary the import options then 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 Command S press (⌘)- , so you can revert to previous versions of Double-click the Heredis icon to launch the application. your genealogy. For a quick access to Heredis, select You can exit Heredis at any time. When you reopen the file, it will the icon in the Applications fold- open your genealogy as it was at when last saved er, drag it to your dock, wherever it is convenient, or drag it to the Reopen a family tree Launchpad icon. Select your genealogy from the Open Recent submenu or double-click the file in the Finder. 3.2 Creating a genealogy file 3.3 Overall view Create a new tree New Family File Click . The main Heredis screen Save your new genealogy: give it a At the top, menus and buttons provide access to all functions of the name and specify the desired loca- software. tion for the file. Some buttons allow access to more detailed choices: Add (> Click in the center of the square to create the first person. Unrelated Person), Find (> Search Number), Indexes (> Given Names). The toolbar may be modified at any time to meet your work The proposed data entry screen is ready and easy to fill in. Enter all needs: click Customize Toolbar to add, remove or rearrange but- known information and thus you have created the individual who is tons on this bar. at the base of your genealogy: the root person. The central part of the screen displays four tabs. Import a genealogy file The Family tab allows you to choose between different views of the You have already created a immediate family of the primary person. It develops as and when genealogy file or you have been you enter data, each person taking his/her place in the organization given one created on anoth- of the family. er application? Importing a Data GEDCOM file, the recognized The tab allows you to add information at any time concerning standard in the world of geneal- the primary person and his/her immediate family. ogy, is very simple. The Lineage tab displays the ancestors or descendants of the pri- Choose File > Import > mary person and allows you to navigate speedily through the gener- GEDCOM file. Read the data ations. Heredis 2015 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: select a child and drag to the grandfather box. If this person is indeed a grandfather, a new Immediate family appears. The Search tab provides a helpful research tool to assist you in reviewing your work and evolving your genealogy. Drag any person shown in the removable panels or on any data entry tab input or from one panel to another: a bookmarked indi- On both sides of the main screen, there are removable panels which vidual as the primary person, an uncle to the bookmarks, a person provide access to data lists or tools.

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