Insoft Technologies, Inc.
Insoft Technologies, Inc. Insoft Technologies, Inc.


Personal Document Organizer.




Q    Why PDO over a traditional Document/Storage management System?

A    Very few if any software packages are designed with the small office and individual user in mind that provide capabilities of both document as well as storage management.

Ÿ Document management systems do not manage other types of information, like web resources, cataloging of paper documents without actual conversion to electronic form etc.

Ÿ PDO makes large amounts of information accessible, whether it is on online media, on removable media like zip disks, floppies, CD ROM's or the web.  A user can locate and access the needed information quickly and easily.

Ÿ With large disk capacities, users can store large amounts of information.  Over a period of time, a lot of the information on a hard disk is rarely or not used at all.  It would be optimum if the space could be freed, but the documents and files are still accessible as if they were online.   The storage management features let you move less frequently used files to offline media, freeing up hard disk space and the document management features let you find the right information quickly.

Ÿ PDO makes locating and accessing information on CD ROM's and other removable media easy.  Cataloged files on removable media become an integral part of the information base.   They are located and accessed in a manner similar to information stord on hard disk.  PDO prompts you to mount the media with a volume name and label of the media on which the file is located.

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Q    Can I use PDO to backup files from hard disk?

A    The archive feature of PDO makes exact copies of a file on any other media.  With Archive you can maintain multiple versions of a file.  A particular version of a file can be restored using the restore feature of PDO.  Each time you archive a file you add a description for the archived file.   When you restore a particular version, PDO prompts you to mount the correct media with the volume name and label on the media.  The advantages to using PDO to backup files, first, the files are located as  any other file, secondly, the archived version information like date and description is maintained in the catalog making it easier to restore the right version quickly.

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Q    Can I use writable CD's to store files?

A    PDO will work best with CD ROM drives and software that support UDF packet writing to CD's.  CD-R/W media is supported by UDF packet writing software and will work best with PDO.

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Q    Can I use a mapped drive on the web?

A    As long as the drive is accessible by normal file system, you can use a mapped drive to the web or a LAN.

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Q    Why should I catalog the contents of a floppy or other removable media?

A    Once cataloged with a correct Volume Name and Label, locating any file on that media becomes easy.  You no longer need to load the media to look for a file.  All information about the file is cataloged and accessible as any other file on the hard disk.  On opening a file on removable media, PDO will automatically ask to mount the correct media.

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Q    What is the difference between a Reminder and a To Do item?

A    Though both of them have similar properties, a reminder is no longer  displayed as being active after the end date and time.   To Do's on the other hand continue to be displayed till you change its status through the properties dialog box.

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Q    What can I use Annotations for?

A    Annotations provide a convenient way to maintain a log with any item.  If you have purchased a piece of equipment, you can use annotations with that item to keep track of warranty information, repairs or maintenance to that item etc., another example, is you make a call to a company for customer service or support and sometimes you get the run around, you can use annotations to keep track of all conversations etc. associated with that call.  On a reminder for a birthday for instance, you could keep a history for what you did or what you got someone for a present, on a To Do item you could use it to log all the activities that occurred for that To Do.

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Q    Can I use Publish to move files from one computer to another?

A    When you publish items, it automatically creates a new catalog on the target media containing all the selected items that are published.   You can open the published catalog on any other machine which has PDO installed.

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Q    Can I use Publish to archive files that are no longer needed?

A    Since published files have an associated catalog, you can delete the items from your master catalog.  You could use this feature to archive all files for some period or on some topic to another media and then delete all the files from the master catalog.

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Q    Can I use PDO to archive my Email messages?

A    In your E-Mail software use the save option to save selected messages to disk.  Once the email messages are saved as electronic files, you can use PDO to catalog them and use the Archive/Migrate/Publish features to archive your email messages as any other electronic file.

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Q    How do I register an entire file folder or a floppy?

A    You can register an entire folder by using the "Scan for Files" feature.  You can scan a folder, floppy, CD-ROM, etc. To register files that are new and have not been registered, set the scan for "New Files".  This will display a list of all the files that have as yet not been registered.  Select the files or select all files, right click on the selected files pane and select the register option.  This will register all the selected files.

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Q    What about Digital Photographs?

A    Photographs are electronic files and you can use PDO to catalog all  photographs that either are on your computer or on Photo CD's.   The search feature will enable you to locate any photograph quickly.   Secondly, you can create new folders and make links to photographs that share a common theme.  For instance you love nature photography and over a period of time you have photographs of birds, flowers that you wish you could group together.  Using PDO, you create a new folder for flowers and create links to all photographs that are cataloged as flowers. This not only saves you space as you do not have multiple copies of the photographs.  Thirdly, you could then use Publish to create a collection of all photographs of flowers to distribute to friends and relatives. 

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Q    Can I secure my documents and catalog?

A    The catalog can be password protected from access by others.  To secure your files and documents from access by others, you can migrate the files from your PC to an offline media.  When the try to open a file that is migrated it will ask you to mount the media.  This will protect your documents from access by others as well protect from being deleted inadvertently or corrupted inadvertently.

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Q    What is a Document Management System?

A    A traditional Document Management System is designed to provide online access to Paper Documents on a workstation.  The system consists of backend databases to index images of scanned documents, scanning software and tools to scan paper documents and convert them to images, and high capacity optical storage devices to store the scanned images.  This allowed paper documents to be stored and made accessible from a workstation.  Other features such as OCR, FAX, email, etc. provide a comprehensive set for managing documents on an enterprise level.

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Q    What is Storage Management?

A    A traditional Hierarchical Storage management system is designed to provide online storage for frequently used electronic files and documents.  Electronic files and documents that are not used frequently or have not been used lately are moved to slower access intermediate media and then moved off from intermediate media to offline media, based on some criteria for managing usage of different types of media.  Files and documents are still accessible, only that they may require operator intervention to make them accessible.

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Q   How do I Install PDO?

A    After you have downloaded the software to your computer, double click on the file pdosetup.exe.  This will begin the install process, accept the default choices presented to you or modify them to complete the install process.  Once the software is installed, you can use the software from the Start menu on your system.  You will be asked to accept the license agreement before you can use the software.  If you have purchased a license for the PDO, enter the Product Key in the product key field in the dialog box.  This will enable your software either as PDO Standard or PDO Lite.  PDO Basic with restricted functionality does not require a product key at the moment and you can continue to use the software as PDO Basic.  This may change in future versions of the software.

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Q    How do I enable my software as PDO Standard or PDO Lite?

A    You can access the software license dialog box from the view menu.  In the dialog box, enter the Product Key in the product key field.  This will enable your software either as PDO Standard or PDO Lite.  PDO Basic with restricted functionality does not require a product key at the moment and you can continue to use the software as PDO Basic.  This may change in future versions of the software.

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Personal Document Organizer.

Personal Document Organizer.

Version 3.6.1068 of PDO Standard and Lite released, 1/9/06

Version 3.4.992 of PDO Standard released, 8/23/05.

For student, academic and non-profit institution discounts contact sales.

Version 3.00 of PDO Standard released, 10/28/04.

Version 2.55 of PDO Standard released, 5/6/04.

Version 2.5 of PDO Standard released, 3/15/04.

Version 2.1 of PDO standard released, 7/12/03

Active Disk PDO released, 4/20/03

Active Disk PDOview  version of Iomega Active Disk released, 4/8/03

Version 1.32 of Personal Document Organizer released.  New features include compression and auto creation of folders to map explorer heirarchy, 3/16/03.

Insoft releases Personal Document Organizer version 1.2, with drag and drop support. 

Insoft introduces PDO, an easy to use software, to organize, manage and locate documents, electronic files, digital photographs, email messages, reminders, to-do, notes, links to web resources, and other important information.

The software is available free for thirty day trial. After the trial period the software can still be used to manage notes, reminders, paper documents, miscellaneous items etc.


Insoft Technologies Inc. PO Box 1316 Westford, MA 01886-1873
Copyright 2002-2003 Insoft Technologies Inc.