Learning Centre

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PineSoft Video Tutorials and PDF Documents Enterprise Version 1

User Guide for Enterprise Web Version - Part 1

Logon, Main Menu, Help, Viewing & Editing, Toolbars & Filters, Company Form, Student Form, Jobs

 

User Guide for Enterprise Web Version - Part 2

Placements, Add New Placement, Student Photos, Health & Safety, Setup Options, Group Emails, Reports

 

User Guide for Enterprise Web Version - Part 3

Letters, Mail Merge, Export Options, Web Defaults, Connection Manager

 

Overview of Enterprise Web Modules

Find out about the PineSoft Enterprise Version and our new 'Web Access' modules.
Check the pdf document for a list of all PineSoft Enterprise Web tables and fields.

left click to view, right click to download pdf version


Importing Company Records (Enterprise Version)

Importing Company Data via Excel - Please see "Overview of Enterprise Web Modules" pdf for details of Tables, Field Names and maximum sizes.

 

Importing Student Records (Enterprise Version)

Importing Student Data via Excel - Please see "Overview of Enterprise Web Modules" pdf for details of Tables, Field Names and maximum sizes.

 

PineSoft Video Tutorials and PDF Documents Version 12.6

User Guide for Version 12.6 - Part 1

Introduction, Toolbars & Filters, Company Form, Student Form, Jobs, Placements, Student Photos
Check the pdf document for a list of all PineSoft Version 12.6 tables and fields.

left click to view, right click to download pdf version


User Guide for Version 12.6 - Part 2

Setup Options, Reports, Group Email, User Defaults.
Pdf document covers main application features

left click to view, right click to download pdf version


Overview of Version 12.6

Overview of new features introduced in Version 12.6

 

New features introduced in Version 12.6

Display Defaults, Group Email & Log, Action Required Status, Part-time Placements, Favourite Reports, Excel Timeline, Setup Options

 

Internal Mail-Merge Tutorial

Mail Merge using the PineSoft internal options - illustrated using Version 12.6, with sample pdf output

left click to view, right click to download pdf version


Microsoft Word Mail-Merge Tutorial Letter Option

Create a Customised Report or Letter using PineSoft data and the Word MailMerge_Letter option (Word 2007/2010)

left click to view, right click to download pdf version


Microsoft Word Mail-Merge Tutorial Directory Option

Create a Customised Compact Report using PineSoft data and the Word MailMerge_Directory option (Word 2007/2010)

left click to view, right click to download pdf version


Setup > New Session Roll-over options

Use at the start of a New Session to increase session and year fields in student records by 1 and delete old application & job details etc.

left click to view, right click to download pdf version


Setup > Archive Options

Use at the start of a New Session to Archive required student and/or placement records. Options to batch update the status field in placement records to : ON TARGET / COMPLETED / ACTION REQUIRED

left click to view, right click to download pdf version


Importing Student Data in Version 12.6

Import student data - see the video for details - view the pdf for PineSoft Table and Field details - download the Excel template to use when importing. IMPORTANT : You must browse through newly imported records one by one to create the necessary link between the three student database tables in Version 12.6

left click to open, right click to download the pdf of PineSoft Table Structure

left click to open, right click to download the Excel file


Log of Emails and Letters Update in Version 12.6

Version 12.6e (November 2011) introduces changes in the auto logging of emails and letters.

left click to view, right click to download pdf version


Tips on Updating Software to the Latest Version 12.6

The video explains how to update the PineSoft software from Version 12.* to 12.6 by manually copying the "front-end" application file Pinesoft_V12_6.accde and the data file Pinedat_V12_6,accdb (Only required if upgrading from an earlier "back-end" such as V12.0 or 12.5). The pdf lists the steps required to update the "front-end" files only (i.e. V12.6d to V12.6e).

left click to view, right click to download pdf version

PineSoft Video Tutorials and PDF Doc's Version 12.6 (Flash Required)

Overview of Version 12.6

Find out about the latest developments in PineSoft Version 12.6
Check the pdf document for a list of all PineSoft Version 12.6 tables and fields.

left click to view, right click to download pdf version


User Guide for Version 12.6

Eleven separate topics included in this "New User Guide", Intro, Toolbars & Filters, Company & Student Forms, Jobs, Placements, Student Photos, Setup Options, Reports, Group Email, User Defaults - a good starting point or topic refresher. Pdf document covers main application features

left click to view, right click to download pdf version


Internal Mail-Merge Tutorial

Mail Merge using the PineSoft internal options - illustrated using Version 12.6, with sample pdf output

left click to view, right click to download pdf version


Microsoft Word Mail-Merge Tutorial Letter Option

Create a Customised Report or Letter using PineSoft data and the Word MailMerge_Letter option (Word 2007/2010)

left click to view, right click to download pdf version


Microsoft Word Mail-Merge Tutorial Directory Option

Create a Customised Compact Report using PineSoft data and the Word MailMerge_Directory option (Word 2007/2010)

left click to view, right click to download pdf version


Setup > New Session Roll-over options

Use at the start of a New Session to increase session and year fields in student records by 1 and delete old application & job details etc.

left click to view, right click to download pdf version


Setup > Archive Options

Use at the start of a New Session to Archive required student and/or placement records. Options to batch update the status field in placement records to : ON TARGET / COMPLETED / ACTION REQUIRED

left click to view, right click to download pdf version


Importing Student Data in Version 12.6

Import student data - see the video for details - view the pdf for PineSoft Table and Field details - download the Excel template to use when importing. IMPORTANT : You must browse through newly imported records one by one to create the necessary link between the three student database tables in Version 12.6

left click to open, right click to download the pdf of PineSoft Table Structure

left click to open, right click to download the Excel file


Log of Emails and Letters Update : November 2011

Version 12.6e (November 2011) introduces changes in the auto logging of emails and letters.

left click to view, right click to download pdf version


Tips on Updating Software to the Latest Version 12.6

The video explains how to update the PineSoft software from Version 12.* to 12.6 by manually copying the "front-end" application file Pinesoft_V12_6.accde and the data file Pinedat_V12_6,accdb (Only required if upgrading from an earlier "back-end" such as V12.0 or 12.5). The pdf lists the steps required to update the "front-end" files only (i.e. V12.6d to V12.6e).

left click to view, right click to download pdf version


Development Test Video

Test Video (Development Resolution Tests)

 

PineSoft Video Tutorials and PDF Doc's Versions 11/12 (Flash Required)

Import Company Data Tutorial

Importing Company Data via Excel - illustrated using Version 12. Check the compdat table in the pdf document for a list of field names and maximum sizes.

left click to view PineSoft Data field Listing, right click to download pdf version


Import Student Data Tutorial

Importing Student Data via Excel - illustrated using Version 12. Check the studdat table in the pdf document for a list of field names and maximum sizes.

left click to view PineSoft Data field Listing, right click to download pdf version


Task & Hyperlink Tutorial

Using the Task & Hyperlink options to define tasks or reminders and filter or report on items outstanding etc.

 

Initial Setup Overview Tutorial

Overview of Company and Student Forms and Setup options using Version 11.3

 

Internal Mail-Merge Tutorial

Mail Merge using the PineSoft internal options - illustrated using Version 12, with sample pdf output

left click to view, right click to download pdf version


Microsoft Word Mail-Merge Tutorial

Create a Customised Report or Letter using PineSoft data and the Word MailMerge letter option (Word 2002/XP)

 

left click to view, right click to download pdf version


Microsoft Word MailMerge Directory Tutorial

Create a Customised Compact Report using PineSoft data and the Word MailMerge Directory option (Word 2002/XP)

 

left click to view, right click to download pdf version



PineSoft continues to be a first class tool. I don't know what I'd do without it.
I am delighted to be able to have the records of so many students at my fingertips...it certainly makes life easier.
Thanks once again for everything... I can't tell you how useful Pinesoft has been to the running of our office
GENIUS!!!! Just tried it and it worked and I'm so happy now! Sounds silly to get this excited I know, but this is a very useful feature to the software.

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