Initialization

1. Select Tools$>$Initialize from the menu to display the "Initialize" screen (see figure 3.1).

   Figure 3.1: DocPoint Initialization

   

2. Configure your database:
   • To use a SQL database:
     1. Select the 'SQL' radio button.
     2. Define the SQL server name in the 'Name of SQL Server' field.
     3. Define the Data Source Name in the 'DSN' field.
     4. Define the Database name in the 'Dbase Name' field.
   • To use a MDB database:
     1. Select the 'MDB' radio button.
     2. Press the '...' button under 'MDB' to select where you want to store the MDB database file.

3. Select the short date format that suits your regional setting by selecting dd/MM/yy or MM/dd/yy. You can press the 'Open Regional Settings' button to access Window's regional settings screen.

4. Press the 'Link to Dbase' button to initialize DocPoint.

After successfully initializing DocPoint, return to the 'Initialize' screen and press the '...' button under 'Name of Outlook Folder' to configure your Outlook contacts folder (see figure 3.2). Select the folder that contains your contact details and press 'OK'.

Figure 3.2: Configure Outlook Contacts Folder