FirstClass 8 Quick Reference
for ScreenReader
Contents
Copyright 2001, 2006 by Open Text Corp.
Open Text Corp.
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This version of the help applies to FirstClass Version 8.1 and all subsequent versions and modifications until otherwise indicated.
Logging into a server
2 Fill in your user ID and password for this server on the FirstClass Login form.
3 Click Login to open your FirstClass Desktop.
The FirstClass Desktop
Once you have connected to a server, your Desktop on that server opens. Your administrator determines which conferences you start with on your Desktop, and the general Desktop layout.
For each object on your Desktop there are two links, the object's link and an Options link. To open an object on the Desktop, click its link. To select an object for an action, such as a change of its properties or permissions, click its Options link.
Standard page elements
Summary information
This section details the container name and the path to this container, summarizes the container contents, and indicates the server, your user name, and how much free space you have left on the server.
List of standard objects
The standard Desktop objects are provided in a list with two links for each object, the object link and the object's Options link.
List of items saved
Documents and other items you save on your Desktop are presented in a separate list. There are two links for each item, just as there are for the standard Desktop objects, but this list also includes columns with details about the items such as their size and when they were last modified.
Toolbar fields
Each page has its own toolbar fields. Choosing an action at a toolbar field and clicking Go tells FirstClass to perform that command. Many toolbars contain the Create field, which lets you create an object.
Standard Desktop objects
Mailbox
Contains all messages sent to you, as well as copies of messages that you send.
Contacts
Contains your personal addresses and mail lists.
Calendar
Your personal calendar.
My Documents
Contains material that you don't want other users to see, such as work in progress.
My Web Site
Contains material that you want to display over the web.
My Shared Documents
Intended for use with the FirstClass client.
Bookmarks
Contains links that you have created to FirstClass objects and web pages.
Help
Contains online help.
Other objects on your Desktop may have been added by the administrator.
Working with messages
Messages work the same way whether you are in your Mailbox or a conference. An unread message is identified in the Flag column as Unread. To read a message, click its Go To link.
Creating a new message
1 Choose the message form at the Create field.
2 Click Go.
If you decide you want to use another form, with the form still open you can choose Delete at the Select field and click Go.
3 Address the message.
Tips for entering recipients' names:
� All users and conferences known to the server (including users you added as personal addresses and mail lists) are stored in the Directory. To address a message to any user or conference in the Directory, you can type a partial name, then click To. The whole name is filled in if what you typed is unique in the Directory. Otherwise, the Directory opens with a list of all names that match. Click the name you want.
� If you are in a conference, your new message is automatically addressed to that conference.
� You can click the Go To link of a sent message then click the Create Mail To link to create a preaddressed message.
4 Type the message text in the body section.
5 Attach a file to the message, if desired.
Click Browse at "Attachments" and select the file, then click Attach. To attach a FirstClass object, click On Server, then select the object.
6 Send the message by clicking Send.
Replying to a message
1 Open the message.
2 Choose Reply at the Select field.
3 Click Go.
The original message is quoted in the reply.
4 Type your reply in the body section.
5 Send the message.
Forwarding a message
1 Open the message.
2 Create a copy of the message (including any attachments) by choosing Forward at the Select field and clicking Go.
3 Address the message.
4 Make any changes you want to the message body.
5 Send the message.
Downloading an attached file
To download a file attached to a message, use your web browser's standard download feature.
To preview an attached file before you download it, click it. To return to the message, click your web browser's Back button.
Checking whether a message has been read
To check the history of a sent message, including who has read it, with the message open choose History at the Select field and click Go. Or, if the message is not open, click its Options link in the mailbox, choose History at the Operation field and click Go.
Saving addresses for future use
You can add your own addresses and mail lists to your Contacts folder.
These contacts will be included in your list of the Directory.
You can also create public contact databases that let you share contact information with other users.
Adding a personal address
1 Choose New Contact at the Create field.
2 Click Go.
If you want to add the address to a public contact database, open the contact database, then choose New Contact at the Create field and click Go.
You can also add an address in a message to your Contacts folder by clicking the Add to Contacts Folder link beside it.
3 Update the New Personal Address form.
Creating a mail list
1 Choose New Mail List at the Create field.
2 Click Go.
If you want to add the mail list to a public contact database, open the contact database, then click New Mail List.
3 Update the New Personal Mail List form.
Files stored in containers
You can upload a file to a container on the server. Uploaded files can be previewed and downloaded just like files attached to messages.
Uploading files to containers
To upload a file to a container:
1 Open the container.
2 Choose Upload at the Create field.
3 Click Go.
4 Click Browse.
5 Select the file on your computer.
6 Click Upload.
Working with calendars
You can use a personal calendar (which can record both calendar events, such as meetings, and tasks, such as submitting a report), and access other users' calendars and public calendars. To open your personal calendar, click Calendar. To open another user's calendar, select the user in the Directory or Who's Online list, then click Open User Calendar.
Organizing calendars
You can organize your calendar to list contents by month, week, or day.
To change the organization, choose View by Month, View by Week, or View by Day at the Go To field and click Go.
To scroll from one month, week, or day to the next (or previous), click the Previous and Next links.
To go to the current month, week, or day, click This Month, This Week, or Today.
To go to a specific date, specify the date using the dropdown fields, then click Go.
To view details of an event or task, click it.
Creating a calendar event
1 Open the calendar.
2 Choose New Event at the Select field.
3 Click Go.
4 Update the basic information on the New Calendar Event form.
5 Update the other sections on this form as required.
To invite participants and/or book resources that are in the Directory, check for conflicts, or reschedule, update the Scheduling section.
To make the event show up repeatedly on the calendar, update the Repeat section.
To generate reminders, update the Reminders section. Participants can change the reminders on their own copies of the event.
6 Attach files or add content just as you would for a message, if desired.
You can open an event to change its details.
Creating a calendar task
1 Open the calendar.
2 Choose New Task at the Select field.
3 Click Go.
4 Update the basic information on the New Calendar Task form.
5 Update the Reminders section, if you want to generate reminders for a task with a due date.
6 Attach files or add content just as you would for a message, if desired.
You can open a task to change its details. To change the task status, choose the appropriate value at "Task state" (and "Completed on", if the task is completed). You can also change the status of an unopened task to Completed by clicking the task's Options link, choosing Toggle Completed Status at the Operation field, and clicking Go.
Instant messaging
An instant message is an online conversation among users who are currently connected to a server.
Responding to an instant message invitation
If you are invited to an instant messaging session, you will hear a chime and an Instant Messaging Invitation link will be added to your Desktop. Click the link to open the invitation form. The invitation form tells you the name of the user who invited you. To decline the invitation, click Decline. To join, click Accept. The Instant Message page opens and your name is added to the "Participants" list.
Contributing to an instant message
To contribute to an instant message, type your input in the message section of the Instant Message page. You can embed files in your input by clicking Browse, selecting the file, then clicking Embed Object. To add your input to the transcript, click Send.
You can also:
� attach files to the instant message by clicking Browse at "Attachments", selecting the file, then clicking Attach
� invite others to join by clicking Invite
� tell people you are temporarily unavailable by clicking Pause
� use the Setup section to name an instant message that you started, moderate it, or save the transcript
� change how frequently FirstClass looks for new input from participants by updating "Check for updates every", or force an immediate check by clicking Check Now.
Joining a public chat room
A public chat room is accessed through a link inside a container. When a chat room contains new content, it is identified as Unread.
To join the chat room, click it.
Starting a private instant message
1 Choose Instant Message at the Go To field.
2 Click Go.
Shortcut
If you are in the Directory or Who's Online list, select the user, then click Invite User to Chat. If you use this method, skip steps 3 and 4.
3 Click Invite to invite someone to your instant message.
4 Select the user you want to invite.
5 Contribute to the instant message as you would to any other instant message.
Definitions
Container
A conference, folder, calendar, or any other FirstClass object that contains items.
Directory
A storage area on the server that contains addresses for user accounts, conferences, public calendars, and other objects known to the server.
Download
1) Save a copy of a file stored on the server or a FirstClass object to your own computer.
2) Send stored files or FirstClass objects to your computer temporarily for viewing.
Dropdown fields
A field with a down arrow that you can click to open a list of choices for the field.
Mail list
A list created by you that contains selected users. This list acts as an address so that you can create just one message and it will be sent to all users in the list.
Upload
Copy a file to the server.
URL
Uniform Resource Locator. An address for a web page or a FirstClass object.
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