Welcome! It is important to us that we
provide as much help as possible to assist in a smooth transition for you
to begin using D-List in your everyday work. We provide sample graphics as
well as instructions to help you understand each function of the software so you
can take advantage of all it has to offer. If there is something not
included in the user manual here that you would like clarified, please write to
us at SUPPORT. Also,
D-List Tutorials
are available for viewing, which give a demonstration of how the features
work.
9/12/04: This page does not
list all of the features for Version 2.0; however, the major features
are shown. We are in the process of updating this page, and we
thank you for your patience.
Table of
Contents
I. TOOLS--how to:
II. MAIN BUTTONS--how to:
III. INSERTING INTO REPORT--how to:
IV. PLACES OF INTEREST--how to:
TOOLS—How to
create a table
1.
Click on the Tools button.
2. In the Create New Table field, type in the name of the table you would like
to create.
3. Click the Create button.
4. "Table Created" will appear if created successfully. Click the OK
and
Close buttons.
TOOLS—How to rename a table
1. Click on the Tools button.
2. Click the down arrow for the Source Table field and select which table to
rename.
3. In the Rename As field, type in the new name of the table.
4. Click the Rename button. "Table renamed" will appear. Click
OK and
Close buttons.
TOOLS—How to delete a table
1. Click on the Tools button.
2. Click the down arrow for the Existing Tables field. Select the table
name that you want deleted.
3. Click the Delete button. Confirm deletion by clicking
Yes.
4. "Table Deleted" will appear. Click OK and
Close.
TOOLS—How to export/import a table
TO
EXPORT:
1. Click on the Tools
button.
2. Select the Export button to export a table to another D-List user.
3. Use the drop-down button to select which table to export.
4. In the Export to this file box, give the file a name.
5. Click on the "…" button to specify a location to save the exported file.
Click Export.
6. Send the exported file to another D-List user (cut/paste, via email, etc.)
TO IMPORT:
1. Click on the Tools
button.
2. Select the Import button to import a table from another D-List user.
3. Click the "…" button to locate the saved file. (It will have a .dxp file
extension.)
4. Assign a table name to the file.
5. Click the Import button.
TOOLS—How to
import list from a spreadsheet
1. In the spreadsheet
program, click Save As and in the Save As Type box, click the drop-down
button and choose file extension .CSV
(comma delimited). Click Save.
2. In D-List,
create a new table name for the imported file.
3. Select the Tools button, then select Import Spreadsheet.
(instructions continue below)
4. Select the drop-down
button to select the newly created table.
5. Browse to find the .csv spreadsheet file and click Open. Click
Next.
6. De-select (uncheck) any rows that you do not want imported, such as
column headers, etc..
7. Map the columns. (see instructions below)
Each column in the
spreadsheet needs to be mapped to a corresponding column in D-List. Begin with
the first column by clicking
on <Click to Map> and select from the drop-down list which column in D-List that
information will correspond to. For example, if the first column appearing in the spreadsheet
are titles, select Title from the drop-down list. You will need to
scroll to the right to see the remaining columns as only the first 4 columns are
displayed.
8. Repeat step 8 until all
chosen columns have been mapped to the D-List columns.
9. Select the drop-down arrow for Select Table Name and choose the
table that you want the spreadsheet imported to. Click Finish.
TOOLS—How to
change columns
TO HIDE
COLUMNS: If you don't use all of the
columns available in D-List, then you can choose to hide columns.
1. Click Tools. Choose
Select Columns.
2. De-select any columns that you do not wish to have showing in the tables.
This can easily be reversed or changed by selecting the columns
and adding a checkmark next to them.
3. Click OK and Close when finished.
Note: You can also
change the columns in the Places tab by selecting places in the drop-down menu
where it says Doctors.
TO SHUFFLE COLUMNS: You can choose
to have columns in D-List appear in a different order.
1. Click Tools. Choose Select Columns.
2. Highlight the field you wish to relocate by clicking on it. Use the
 arrow
keys to move the field either up or down. The topmost field
in the list will appear as the first column in D-List.
3. Repeat Step 2 until all columns are in their desired order. Click
OK when
finished.
TOOLS—How to create custom formats
1. Click Tools. Choose Formats.
2. Click the Available Fields links (Title, LastName, etc.) to insert into
the custom format.
3. Arrange fields exactly how it is to be displayed in the document, i.e.,
adding punctuation between fields, adding any text, spaces, etc.
4.
By default, you will be creating a custom format for medical providers. (The
radio button for Doctors is automatically highlighted.) To
create a
custom format for the Places of Interest tables, highlight the radio button that
says Places.
5. Click Save and specify a name for the format that will help you
remember which format it is, i.e., letters, memo, etc. Click OK.
6. Clicking New will simply erase whatever fields are in the
template area, for you to begin fresh.
FORMATS—How
to edit/delete/rename custom formats
1. Click Tools. Choose Formats.
2. Click the arrow in the drop-down list for Available Formats.
Select which format.
3. To Edit: Make necessary changes and click Save.
4. To Delete: Click Delete. Click OK.
5. To Rename: Click Rename. Specify new format name and
click OK.
FORMATS—How to
insert custom formats
1. Make a selection from the database to insert.
2. From the main screen, click Custom Formats.
3. From the list, select which format to use for inserting data. (see
below)
1. In the fields at the top
of D-List, type in the information for a medical provider. Tab to move between
fields. Shift+tab to move back
one field. You can skip fields where you do not wish
to add information. Not all fields are visible; as you tab through the fields,
the window
scrolls over to reveal new fields.
2. When finished typing in the information into the fields, click the Add New
button. Each new entry will be added to the list below in alphabetical
order sorted by Last Name.
3. If the exact entry already exists and you try to duplicate it, an error
message will appear of "Record Already Exists!"
1. Highlight the entry
from the list to
be edited.
2. Click the Edit button.
3. The information will appear in the entry fields. Make any necessary
changes. Click the Update button. (This is the same button as Edit; it
changes between modes.)
4. If you wish not to edit an entry after clicking the Edit button, simply
click Cancel Edit. It will ask you to confirm.
1. Highlight the entry to be
deleted.
2. Click the Delete
button. You will be asked to confirm deletion.
(See graphic above. Delete
button located next to Add New button.)
1. Use the entry fields at
the top to search. Keep the Use Wildcard Search box checked to allow
searching by a limited number of characters.
2. Use the * character to
substitute for any string of unknown characters.
3. However, you do not have to insert a wildcard character (*) if you type
any beginning portion, if the Use Wildcard Search box is checked; only
use this character if inserting the wildcard character
into the middle or end portion of an entry search.
Examples: Typing
Jo in the Last Name field might yield results such as Johns, Johnson, Jones.
Typing *son in the Last Name field might yield results such as Carson,
Hanson, Johnson.
You can use a wildcard search
for more than one field at a time, placing the wildcard (*) in any location—the
beginning, middle, or end of a name/word in any of the fields. If no match is
found, the screen appears blank.
*Use the "Clear" button to
erase any information in the entry fields.
Note:
To view the entire database
again, make sure the entry fields above are cleared, then hit Search.
INSERTING INTO REPORT—How to insert
Last Name.
1. After you have searched
and located the entry to insert, simply click on the entry to highlight it.
2. Click the Last Name button to insert only the last name. The name inserts
into the report where your mouse cursor is located.
INSERTING INTO REPORT—How to insert
Full Name (with or without middle initial).
1. After you have searched
and located the entry to insert, simply click on the entry to highlight it.
2. Click the Full Name button to insert both the first & last names
into the report. You can choose whether or not to include the middle initial
by checking the w/ initial box located beneath the
Full Name button.
INSERTING INTO REPORT—How to insert
Last name, First name.
1. After you have searched and located the entry to insert, simply click on the
entry to highlight it.
2. Click the Last, First button. Choosing this button will format the name,
for example, as "Smith, John" in the report.
INSERTING INTO REPORT—How to insert
Name & Address.
1. After you have searched and located the entry to insert, simply click on the
entry to highlight it.
2. Click the Name & Address button. The entry is inserted into the report in
one line, such as:
Stuart Johnson, M.D., 111 Anywhere Street, Anycity, ST 11111
If you require different formatting, you can simply hit enter to bring part of
the entry down to the next line and delete the commas, such as:
Stuart Johnson, M.D.
111 Anywhere Street
Anycity, ST 11111
INSERTING INTO REPORT—How to do Other
Inserts.
1.
After you have searched and located the entry to insert, simply click on the
entry to highlight it.
2. Click the Other Inserts button and choose from the list which
entry you would like inserted.
PLACES OF
INTEREST—How to open Places of Interest table
1. Click on the Places tab on the main screen of
D-List to open up the Places table. Each table created in D-List has a
corresponding table
for Places of Interest. You can use this to add places
of employment, hospitals, schools, virtually any place that is mentioned in
reports that
you will need to remember for next time.
PLACES OF INTEREST—How to manage
Places of Interest table
1. The entry fields are located at the top—Place,
Address, City, State, Zip, Details, Phone, Fax, and Misc1. Enter the information here.
2. Use the buttons the same as the main screen—Search, Add New, Delete, Edit,
Clear.
3. Choose to either Insert Place, both Place & Address, Other Inserts,
or Custom Formats.
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