Lds Pcomp Manual

Personal Ancestral File
Companion 5.2
User Guide
2
Notice
The information contained in this document is subject to change without notice.
Progeny Software makes no warranty of any kind with regard to this material,
including, but not limited to, the implied warranties of merchantability and fitness
for a particular purpose.
In no event shall Progeny Software nor its licensors be liable for errors contained
herein or for incidental or consequential damages in connection with the
furnishing, performance, or use of this material.
This document contains proprietary information that is protected by copyright. All

rights are reserved. No part of this document may be reproduced or transmitted
in any form or by means for any purpose other than user s personal use without
the prior written consent of Progeny Software Inc.
This edition applies to version 5.2 of the Personal Ancestral File Companion
product, and to all subsequent releases and modifications until otherwise
indicated in new editions.
Corrections and suggestions for future revisions of this document are

appreciated. Please e-mail your comments to:
support@progenysoftware.com
Trademarks
Progeny Software is a trademark of Progeny Software Incorporated.
Personal Ancestral File is a registered trademark of the Church of Jesus Christ of
Latter-day Saints.
All other trademarks are the property of their respective owners.
Copyright © 2004 2005 Progeny Software Incorporated. All rights

reserved.
PAF Companion 5.2 User Guide Copyright ã 2004 2005 Progeny Software Inc. 03-Mar-2005
3
Table of Contents
Section 1 - Introduction ................................................................................................5
About Personal Ancestral File Companion ..................................................................5
Files and Records .......................................................................................................7
Where to Get Help.......................................................................................................8
Program Help ..........................................................................................................8
Customer Support ...................................................................................................8
Section 2 Getting Started.........................................................................................10
Installing & Uninstalling Personal Ancestral File Companion .....................................10
Open a File................................................................................................................11
Assigning Names to Your Files..................................................................................12
Setting Your Preferences ..........................................................................................13
Word Processor.....................................................................................................13
Treatment of Notes................................................................................................14
Substitutions..........................................................................................................15
Surnames..............................................................................................................15
Submitter...............................................................................................................16
Confidential Notes and Events...............................................................................16
Fonts .....................................................................................................................16
Status Bar..............................................................................................................18
Home Base............................................................................................................18
Show LDS Events..................................................................................................18
Ibid ........................................................................................................................19
Restoring Defaults.................................................................................................19
Exiting Personal Ancestral File Companion ...............................................................20
Section 3 Finding People.........................................................................................21
Name List ..................................................................................................................21
Go To ........................................................................................................................23
Search.......................................................................................................................25
Kin Search.................................................................................................................29
Section 4 Views ........................................................................................................32
Family Group View ....................................................................................................33
Ancestor View ...........................................................................................................36
Descendant View ......................................................................................................38
Hourglass View .........................................................................................................40
Bow Tie View ............................................................................................................42
View Options .............................................................................................................44
Section 5 Reports and Charts .................................................................................47
New Features............................................................................................................47
Color Charts ..........................................................................................................47
Customized Line Width..........................................................................................51
Family Group Record Options ...................................................................................54
Standard Family Group Record .................................................................................56
Standard Family Group Options ................................................................................58
Kinship Report...........................................................................................................60
Kinship Report Options..............................................................................................62
Hourglass Chart ........................................................................................................64
Hourglass Chart Options ...........................................................................................66
Pedigree Chart ..........................................................................................................70
4
Pedigree Chart Options .............................................................................................72

Ancestor (Box) Chart.................................................................................................74
Ancestor Chart Options .............................................................................................76
Fan Chart ..................................................................................................................79
Fan Chart Options .....................................................................................................81
Print Your Fan Chart to a Disk File ........................................................................83
Ahnentafel Report .....................................................................................................84
Ahnentafel Numbering Example ................................................................................87
Ahnentafel Options....................................................................................................88
Bow Tie Chart............................................................................................................91
Bow Tie Chart Options ..............................................................................................93
Descendant Chart .....................................................................................................96
Descendant Chart Options ........................................................................................98
Outline Descendant Report .....................................................................................101
Outline Descendant Report Options ........................................................................103
Register Report .......................................................................................................106
Register Numbering Example..................................................................................109
Register Options......................................................................................................110
Section 6 Creating & Sharing Charts ....................................................................113
Preparing your Chart ...............................................................................................113
Print Preview .......................................................................................................113
Re-size ................................................................................................................113
Publishing Reports ..................................................................................................115
Printing your Chart ..................................................................................................116
Printing Tips for Box Charts.....................................................................................116
Wall Charts..............................................................................................................117
Supported Printers ..................................................................................................118
Printer Drivers .........................................................................................................119
Section 7 Special Features ....................................................................................120
Compare to PRF Master Index ................................................................................120
Photos.....................................................................................................................124
History List ..............................................................................................................126
Running Personal Ancestral File .............................................................................128
Returning to the Companion................................................................................128
Saving a Copy of Your View Screen........................................................................129
Section 8 Home Base.............................................................................................130
Home Base Buttons and Windows ..........................................................................131
Section 9 Unlocking Companion...........................................................................132
Unlock .....................................................................................................................132
Section 10 Some Windows Terminology ..............................................................134
Window ...............................................................................................................134
Title Bar...............................................................................................................134
Menu Bar.............................................................................................................134
Scroll Bars ...........................................................................................................135
Icons and Toolbars ..............................................................................................135
Status Bar............................................................................................................135
Dialog Boxes .......................................................................................................135
Scroll Lists...........................................................................................................136
Using the Mouse..................................................................................................136
Glossary.....................................................................................................................137
5
Section 1 - Introduction
About Personal Ancestral File Companion
Personal Ancestral File Companion is an advanced charting program for Personal
Ancestral File versions 3, 4, and 5. It prints a variety of high quality genealogy charts
and reports directly from your Personal Ancestral File data files.
Þ You can create the following reports with the Companion:

§ Family reports
§ Family Group Record - Printed version of family group view in LDS format.
§ Standard Family Group - A variable format that will print all user-defined
events.
§ Kinship - Print all relatives of an individual with their relationship(s).
§ Hourglass Chart - A box chart that prints both ancestors and descendants for
an individual.
§ Ancestor reports
§ Pedigree Chart - Traditional LDS pedigree chart of an individual's ancestors.
§ Ancestor Chart - A box chart of an individual's ancestors.
§ Bow Tie Chart - A box chart showing an individual's paternal line (ancestors)
to the left and the maternal line to the right.
§ Fan Chart - A unique "fan" presentation of an individual's ancestors. You can

also print a full circle or quarter circle chart.
§ Ahnentafel - An individual's ancestors prepared in a book format together

with an index. Different from the other charts and reports, the Ahnentafel is
output directly to your word processor for further editing and printing.
§ Descendant reports
§ Descendant Chart - A box chart of an individual's descendants.
§ Outline Descendant - An outline report of an individual's descendants

indented by generation. This is a useful summary report because only one
line per person is printed.
§ Register - An individual's descendants prepared in a book format together

with an index. Like the Ahnentafel, the Register report is output directly to
6
your word processor for further editing and printing.
Many options are available for customizing the reports to suit your particular needs,
including colors and photos, which is now an option for several of these charts.
Another special option is "Cousin Smart", which ensures that common ancestors or
descendants for two distant cousins who marry are not repeated on the same chart
or report, thereby saving valuable space and paper.
The Companion allows you to print on any size of paper. Large charts can be
created by tiling many pages together or by printing on a large-scale plotter. These
charts and reports can be produced on printers supported by Windows, including ink
jet, laser, and even dot matrix printers.
The Register and Ahnentafel reports are automatically output to the word processor
of your choice. From there you can perform additional editing such as adding
graphics to your report before printing. Currently supported word processors include
WordPerfect, Microsoft Word, Microsoft Works, Lotus Ami Pro, and Microsoft
WordPad.
In addition, with the Companion you can preview your charts and reports before
printing, allowing you to save on printing costs. Fast "go to" and search functions are
also provided to make locating individual records easier. This is especially useful for
large files.
Þ Other useful features
· Run Personal Ancestral File. Run Personal Ancestral File conveniently from
within the Companion without exiting.
· Compare to PRF Master Index. Automatically find individuals in Pedigree

Resource File (PRF) who may match people in your .paf file and prints a
reconciliation report of all matches.
· Kin Search. Quickly find all the relatives of an individual.
· Home Base: Use this navigation center as an alternative to the menu bar and
toolbar.
· Save Screen Image. Save an ancestor, descendant, or hourglass view (when

displayed on screen) to a BMP file to use with other programs, paste into a
document, or simply print in color.
· Publish to PDF. With the Companion, you can save the charts and reports you
create in PDF format, making it easy to share them with others or publish them
on a web site.
Using the Companion with your Personal Ancestral File program will make your
genealogy research more exciting and rewarding.
TIP: You can run the Companion from within Personal Ancestral File (version 4 or
7
higher) by clicking on Tools, PAF Companion on the Personal Ancestral File menu
bar.
Files and Records

The files you use with the Companion are the same files used by Personal Ancestral
File. These files, with a *.paf extension, are composed of records that include
individuals, associated events, dates, photos, biographical notes, and sources.
These records can be selectively displayed in the Companion views and reports.
The first time the Companion is opened, it will ask if you would like to search for your
PAF files. If you select yes, the program will automatically scan your computer's hard
drive(s) for all your PAF files, versions 3.0 and higher. These files are then displayed
with their associated path (disk drive and folder location) in the Open dialog. You
must select a file before you can view the records or print reports. The Companion
will remember the last file you worked on, and all future sessions will start with that
file open.
Tip: If you choose not to scan when first opening the program, you can always do so
later by selecting File, Scan disk for files on the menu, or by clicking the Scan Disk
button in the Open dialog. You can also re-scan by following the same steps.
Note: When you first open the program, Companion will automatically put the
files you opened most recently in your PAF 4 or 5 program in your Recently
Used File List, located under File in the menu bar. If you use PAF 3 and would
prefer not to browse for your files you should choose the automatic scan for files
option.
The Companion also allows you to assign more meaningful names to your files
and rename them later if you wish. See Section 2, Getting Started, Assigning
Names to Your Files for more information.
Þ Naming your files for the first time and renaming them later are both
accomplished in the same way. These functions can be performed either from the
menu bar or Home Base.
8
Where to Get Help
Program Help
Program Help provides you with direct access to all the information you need to use
this product. Help can be accessed either by clicking the Help button in a dialog box
or from the Help selection on the menu bar. You may also display help for a menu
option by pressing the <F1> key.
When you select Help from the menu bar, you can select Contents to view the help
file s table of contents, or select Search for help on to search on a specific word or
subject.
The About option displays current product information, including the version number
of this program.
Customer Support
If you need to call Family History Support for this product, the service representative
will be able to give you better help if you (1) are at your computer and have the
Companion on the screen, (2) can describe what happened, (3) can give the exact
wording of any messages that appeared on your screen, and (4) can tell what you
have already done to solve the problem.
The telephone number for Family History Support is 1-800-346-6044 (or if you live in
the Salt Lake City area, 240-2584). When making inquiries or comments, please be
prepared to provide your name and telephone number. If you want to submit
comments, questions, or suggestions about this product in writing, send them to:
Family and Church History Department

ATTN: Family History Support
15 East South Temple Street, Room 5W22
Salt Lake City, UT 84150-3461
USA
You can also e-mail comments, questions, or suggestions to:
help@productsupport.familysearch.org
9
Computer System Requirements

Your computer system must meet certain requirements to properly install and run the
Companion. If you encounter any difficulty while installing or running the program,
check these minimum hardware and software requirements:
§ IBM or 100 percent compatible

§ Microsoft Windows® 95, 98, ME, NT, 2000, XP
§ Pentium® processor
§ 32 MB RAM
§ 12 MB hard-disk space
§ VGA or compatible display with at least a 256-color-capable video card
§ Windows compatible printer
§ Adobe® Acrobat® Reader® version 4.0 or higher (required for Publish to PDF)
10
Section 2 Getting Started

Installing & Uninstalling Personal Ancestral File
Companion
Before using Companion you must install the program files on your computer s
hard drive. All program files and sub-folders are copied into a default folder called
PCOMP5.
To install Personal Ancestral File Companion:

1. Insert the CD-ROM into the drive.
2. Click the Start button, then select Run.
3. Type the following where is the letter of your CD-ROM or floppy drive:
D:\SETUP.EXE
4. Click OK.
Follow the instructions displayed on your screen to complete your installation.
NOTE: You can install Companion on a drive of your choosing (default is the root
drive on your system), however, it is recommended that you install the program
into the suggested folder.
Companion also includes a handy uninstall program that permanently removes

the program from your computer system.
To uninstall Personal Ancestral File Companion:

1. Click Start and Control Panel, Add/Remove Programs.
2. Select Personal Ancestral File Companion 5.1 from the populated list.
3. Click the Add/Remove button.
4. Click Yes to complete the uninstall.
NOTE: Uninstall will not delete any folders which contain user or work files
created after the program was installed.
11
Open a File
The first time the Companion is opened, it will ask if you would like to search for your
PAF files. If you select yes, the program will automatically scan your computer's
hard drive(s) for all Personal Ancestral File (*.paf) files, versions 3.0 and higher. The
files are then displayed in the Open dialog list box.
Tip: If you choose not to scan when first opening the program, you can always do so
later by selecting File, Scan disk for files on the menu, or by clicking the Scan Disk
button in the Open dialog. You can also re-scan by following the same steps.
Note: When you first open the program, Companion will automatically put the
files you opened most recently in your PAF 4 or 5 program in your Recently
Used File List, located under File in the menu bar. If you use PAF 3 and would
prefer not to browse for your files you should choose the automatic scan for files
option.
When you start the Companion you must select a file before you can find an
individual, view your records or print reports.
Þ To select (open) a file:

From the menu bar
12
1 Select File and click Open.

2 Double-click on a file listed in the File List dialog.
OR
From Home Base
1 Click on Select File.
2 Double-click on the file name listed in the center window (Choices).
Important: A list of your files will only appear in the Open dialog if you have
performed a hard drive scan. If you do not wish to scan, you will need to
manually find the file you would like to open by clicking the Browse button.
Tip: Once you've opened a file, it will appear in the Recently Used File List,
located under File in the menu. To open it again, just click on it in the list.
Companion will store up to six files in this list.
Assigning Names to Your Files

From the menu bar
1 Select File and click on Name Files.

2 Double-click on the file you wish to name (or rename).
3 Type the name you wish to assign the file.
4 Click OK to accept the new name.
OR
From Home Base
1 Click the Preferences button.
2 Double-click on Name Files.
Þ The newly assigned name now appears in the list of files. Note that this
operation does not select the newly named file.
Important: A list of your files will only appear in the dialog if you have performed a
hard drive scan. If you have not performed a scan, or would like to re-scan, you can
do so by selecting File, Scan disk for files on the menu, or by clicking the Scan
Disk button in the Open dialog.
13
Setting Your Preferences

The Companion lets you customize many features for the views and reports, as well
as deciding how you interact with the program. For your convenience, the following
options are available on the menu bar under File, Preferences, then Options:
§ Word processor
§ Treatment of notes (word wrap)
§ Substitutions
§ Surnames
§ Confidential events and notes
§ Fonts
§ Status bar
§ Home Base
§ LDS Events
§ Ibid
The settings you choose here are saved and used each time you reopen the
Companion. To restore your settings to the Companion default, see Restoring
Defaults.
Word Processor
The word processor preference tells Companion which word processor you want to
use for your Register and Ahnentafel reports. Supported word processing programs
are:
§ Microsoft Word
§ WordPerfect (DOS and Windows)
§ Microsoft WordPad
§ Microsoft Works
§ Lotus Ami Pro
The default is Microsoft WordPad, that comes free with Windows. If you have no
other word processing program, there is no need to change this setting.
If your word processing program is not listed here and you know that it can use rich
text format (RTF), choose Microsoft Word and specify the program name and
directory path.
Note 1: Microsoft Works and Lotus Ami Pro will not accept photos for the
Ahnentafel and Register reports.
14
Note 2: There are some known problems with WordPerfect version 9.0 which
may cause the following to occur:
1. Poor image quality when viewing on screen i.e. red dots on photos. This does
not occur in the printed report.
2. Image placement can be inconsistent i.e. photo is placed over text. You may
be able to manually move the photo by clicking and dragging the image when
viewing in Word Perfect.
3. Endnotes will not print. Solution is to choose footnote option.
4. Index will print as single column only. No known solution.
Þ To select the word processor preference:

§ From the menu bar, click File, then Preferences, and Options.
The options dialog box with the General tab will be displayed.
Þ To select your word processor:

1 Click the arrow to the right of the word processor scroll box.
2 Select your word processor from the list of choices.
3 Click OK.
The Companion will search your hard drive and attempt to locate the word
processing program you have chosen. However, it will search only for the standard
program name and path used by the word processor's install procedure. If you have
given your word processor a nonstandard program name or if the Companion cannot
find it, you must click the Browse button and specify the path and file name
(executable) for your word processor.
Treatment of Notes
The Companion allows you to determine how to print your notes. This affects only
the presentation of your notes in reports and does not change the files in any way.
Word Wrap
If you enable word wrap, the Companion will print your notes in one continuous line,
skipping to a new line only when the end of a line is reached or a new paragraph is
started. Otherwise, the Companion will print your notes line for line exactly as you
have entered them.
TIP: To print your notes exactly as entered in PAF, do not enable word wrap and
choose a True Type fixed pitch font, such as Courier New.
15
Þ To enable word wrap:

1 From the menu bar, select File, then Preferences, and click on Options.
2 Check the Enable Word Wrap box.
3 Click OK.
Do Not Print "!" in Notes
Select this to not print "!" in your Personal Ancestral File 2.31 style tag notes.
Otherwise the exclamation mark will print with your tags as originally entered in your
file.
Þ To disable printing "!" in notes:

2 Check the Suppress "!' mark in notes box.
3 Click OK.
Substitutions
The Companion will make the following substitutions in all applicable reports:
§ Substitute christening event information when birth is not known.

§ Substitute burial event information when death is not known.
This affects only the presentation of events in the reports and does not change
the files in any way.
Þ To disable substitution:
2 Deselect Substitute Chr. and Burial.
3 Click OK.
Surnames
There are two alternatives for printing and displaying surnames. You can choose:
§ As entered. For example, VanBuren will appear as VanBuren.

§ Uppercase. For example, VanBuren will appear as VANBUREN.
This user option affects the presentation of all surnames in the Companion but does
not change or update the files in any way. The only exceptions are the Register and
Ahnentafel reports, where you can select various surname formats for those reports
16
only.
Þ To change the way surnames are displayed or printed:

2 Choose As Entered or Uppercase.
3 Click OK.
Submitter
The submitter preference provides the Companion with personal information that can
be printed as a footer in your reports and charts.
The submitter information is initialized to the values defined in your Personal

Ancestral File program each time you run the Companion.
Important. If you wish to make a permanent change to your submitter information,

you should do it in Personal Ancestral File. The Companion will allow you to
temporarily change the submitter information to print on your reports; however, this
information is not updated in Personal Ancestral File.
Þ To change the submitter information:

2 Click on the Submitter tab.
3 Enter or change your personal information and comments.
4 Click OK.
Confidential Notes and Events

You can choose whether to print confidential notes and events in your charts. By
default, confidential notes and events print only if both these settings are enabled in
your Personal Ancestral File program. You can temporarily change this option in
Companion at any time. This will not affect your settings in Personal Ancestral File.
Þ To enable or disable the printing of confidential notes and events:

1 From the menu bar, select File, then Preferences, and click Options.
2 Click the Print confidential notes (~) and events box.
3 Click OK.
Fonts
This preference allows you to select font type, style, and size for your reports and
charts. This is a global option that applies to:
§ Ancestor, Descendant, Hourglass and Bow Tie views and charts, as well as the
Kinship and Outline Descendant reports.
17
§ Family Group Record, Pedigree and Fan charts (the font type is applied but not
the font size since these are fixed format reports).
Tip: You can use your word processor to change the fonts for the Register and
Ahnentafel reports.
Note: TrueType fonts are recommended for the Fan Chart ensuring that the rotated
text is printed properly along the radius.
Þ To change fonts:
§ From the menu bar, select File, Preferences; then click on Fonts.
The standard Windows font dialog will be displayed. Select from the list of available
fonts, style, and size; then click OK.
Þ Where font options are applied:

Type Style Size
Family Group Record yes yes no
Standard Family Group yes yes no
Kinship yes yes yes
Hourglass yes yes yes
Pedigree yes yes limits apply
Ancestor yes yes yes
Fan yes yes no
Ahnentafel no no no
Bow Tie yes yes yes
Descendant yes yes yes
Outline Descendant yes yes yes
Register no no no
Þ Maximum font size allowed for Pedigree Chart:
4 generations 10 cps
5 generations 8 cps
6 generations 7 cps
Tip: When using the Preview and Publish features, it is recommended that TrueType
fonts are used. Other font types, such as PostScript, may not be supported.
Important: The Companion does not allow the selection of some early Windows
18
System fonts, originally included for backward capability purposes, such as Modern,
Roman, Script and Terminal. If you would like to use one of these font styles, please
select a similar TrueType version.
Status Bar
The status bar can be turned off so that more of the screen is available for viewing
information.
Þ To turn the status bar on or off:
§ From the menu bar, select File, then Preferences, and click on Status Bar.
A check mark next to Status Bar indicates this option is on.
Home Base
Home Base is an alternative navigation center for the Companion. By default, all
program activity centers around the Family Group View where you access program
functions from the toolbar and the menu bar. However, you can change this default
setting so that Companion will always start with the Home Base.
Þ To change the Home Base default:
§ From the menu bar, select File, Preferences and click on Home Base ( Ö = on).
OR
§ From Home Base select Preferences, then Options, and double-click on Turn
Home Base On (or Off).
If you turn off the Home Base option, Home Base will still be available from the tool
bar, and you can change your preference at any time.
Show LDS Events

The Companion allows you to choose whether to show/print LDS Events. This
affects only the presentation of your database in the Companion and does not
change your PAF files in any way.
§ If the Show LDS Events box is selected, you will be able to include LDS Events
in all reports and charts.
§ If the Show LDS Events box is NOT selected, LDS events will not appear in any
views or reports. Also, the LDS Event option will be grayed out in all Options
dialog boxes.
Þ To show/not show LDS Events:

19
2 Check the Show LDS Events box.

3 Click OK.
Ibid
Companion lets you to choose to use Ibid. for repeating sources in your LDS-style
and Standard Family Group Records, as well as in your Ahnentafel and Register
reports. When this option is activated, repeating sources that follow directly beneath
each other will have the word "Ibid." appear in place of source title, author, repository
and so on, with citation (detail) text and comments following after. This allows you to
save valuable space and paper in your reports.
Tip: Due to the design of the report layout, Ibid is reset for each person in the LDS-
style and Standard Family Group Records.
Þ To use Ibid. for repeating sources:

2 Check the Use Ibid. for repeating sources box.
3 Click OK.
Restoring Defaults
You can set your own options for the views, reports, and user preferences. At any
time, you can restore these options to their original default values.
The exceptions are the following preferences which are always initialized to the
same values you set in your Personal Ancestral File program. This occurs each time
you run the Companion or press the Restore button:
§ Force surnames to uppercase

§ Include LDS ordinances in all charts and reports
§ Submitter information
§ Show submitter information on charts and reports
§ Select RIN, AFN, ID No. or none to print
§ Print confidential notes (~) and events
Þ To restore the default options:

1 From the menu bar, select File, Preferences, and click Options.
2 Click Restore under the General tab.
3 Click OK.
20
Exiting Personal Ancestral File Companion

You can exit the Companion at any time by selecting File from the menu bar and
then clicking Exit. Clicking the close button is another option.
21
Section 3 Finding People

The Companion provides three convenient methods for finding individuals in your
.paf file:
Name List. Use this option to browse all names in the file or go to a
specific individual.
Go To. Go directly to an individual record by entering a name, RIN1, or ID

number2 .
Search. Find individuals who meet certain match criteria.
You can also go to an individual you have already visited by selecting them from the
History List.
Name List
The Name List presents the entire list of individuals contained in the .paf file.
From the Name List you can search for specific individuals by surname and
given name (optional) or by RIN. The search function is recommended if you
want to search using criteria other than name.
TIP: If you enter a given name with no surname, the first person with that given
name and no surname will be displayed. Use the search function if you want to find
all the people with a specific given name.
For ease of browsing, the names are always displayed in alphabetical order
beginning with the "Home person" specified in your Personal Ancestral File program.
You can choose to show individuals (that is, names) with RIN, birth and death dates,
1
RIN (Record Identification Number). Personal Ancestral File assigns each individual record a record
identification number. This number is used to distinguish that individual from all others in the .paf file. Since
many people in the file may have the same name, this number helps you quickly find a specific individual.
2
ID number. This number is assigned by the original author or compiler(s) of this record. This number may not
be unique and can contain alpha characters or, as in many cases, nothing at all. It is another way individuals or
groups may be identified and found in the file.
22
spouse, or parents. Place-names, where available, will also be displayed with birth
and death dates. The dates, spouses, and parents will be displayed only if the
information is recorded in the file for the individual.
Þ To display the Name List:

§ From the menu bar, select View and click Name List.
§ From the toolbar, click on the Name List button.
Þ To select what to show in the Name List:

§ Click on the Show list box, and select a content option.
Þ To find individuals in the Name List, you can:

§ Browse - Use Page Up and Page Down, or the up and down arrows on the
keyboard to browse through the list.
§ Go To - Enter a name or RIN to go directly to the individual you want, and click
the Go To button. This is the fastest way to find someone in the Name List.
Þ Go To Name:
1 Enter the surname in the first box and the given name(s) or initials in the second
box, or
type the surname and the first letter of the individual's first name, or
type only a surname with no given names or initials, or
type the first few letters of the surname.
23
2 Click Go To or press Enter.

The Name List will jump to the person you are seeking and highlight the individual in
blue. If the name is not found, the next closest person (in alphabetical order) will be
displayed. If you entered only a surname, the first person with that surname will be
highlighted.
TIP 1: Entering a single letter in the surname box will take you to the first surname
that begins with that letter. For example, enter T to jump to the surnames that begin
with T.
TIP 2: Enter nothing in the boxes to take you to the very top of the Name List.
TIP 3: Click on the Clear button to reset the boxes.
Þ Go to RIN:
1 In the first box, enter the individual's RIN.
2 Click on Go To or press Enter.

The Name List will jump to the person you are seeking and the individual in blue. The
message saying "Not found" will appear if no one in the file matches the RIN you
entered.
Þ To select an individual from the list:

1 Make sure the individual is highlighted.
2 Double-click on the name or click View or press Enter.
The Family Group View for the selected individual will be displayed.
Remember, you can always go back to an individual you have already examined in
the Family Group View by selecting them from the History List.
Go To
Similar to the "go to" in the Name List, you can use this function to find an
individual using his or her full name, first initial and surname, or simply a
surname. You can also find someone with a RIN or ID number.
TIP: Use the Search feature to find all the people with the same given name.
Þ To access the Go To dialog box, select one of the following:

§ From the menu bar, select Find, then click on Go To.
24
§ From the toolbar, click on the Go To button (only available when viewing the
Name List).
The Go To dialog box will now be displayed.
Þ Go to Name:
1 In the top box, enter the full name (this must be spelled exactly as it appears in
the .paf file)
or
type the individual's first initial and surname (for example, D Vernest)
or
type only a surname.
2 Click OK.
The Name List will display with the person you are seeking highlighted in blue. If the
name is not found, the next closest person (in alphabetical order) will be displayed. If
you entered only a surname, the first person with that surname will be highlighted.
TIP 1: Entering a single letter in the name box will take you to the first surname that
begins with that letter. For example, enter T to jump to the surnames that begin with
T in the Name List.
TIP 2: Enter nothing in the Go To dialog box to take you to the top (beginning) of the
Name List.
Þ Go to RIN:
1 In the top box, enter the individual's RIN.
2 Click OK.
If you are in the Name List, the person you are seeking will be highlighted in blue. In
any other view, you will be brought directly to the individual's Family Group View. A
message saying "Not found" will be displayed if there is no one in the database with
that RIN.
Þ Go to ID number:
1 In the bottom box, enter the individual's ID number.
2 Click OK.
The Family Group View will display for the first person in the database with that ID
number. A message saying "Not found" will be displayed if no one in the database
has that number.
Note: Go To will only find ID numbers which contain numbers and/or

UPPERCASE letters. ID numbers which contain lower case letters will not be
found by the Go To function.
25
Search
The Companion offers a powerful search capability to help you find
people in your .paf file. You can search using as little or as much as
you know about an individual in any of seven categories.
For example, if you know that the individual's last name is Pothier, you can search
for Surname = Pothier. This search will find all individuals in the file with the surname
Pothier (potentially a long list).
You can search using multiple criteria. For example, if you add Person = Male, only
males with the surname Pothier will be listed. If you further specify Event = Birth and
Date after 1860, only male Pothiers born after 1860 will be listed.
You can also include a keyword search for one or more words in a name, title, place,
or note. The more information you specify, the shorter the match list will be and the
easier it will be to find the person you are seeking.
Tip: The information you enter in the search screen is not case sensitive. This
means there is no difference between uppercase (A) and lowercase (a)
characters or any combination of upper- and lowercase. For example, POTHIER
is the same as Pothier.
Þ To initiate the search function, you have two options:

· From the menu bar, select Find and click Search.
· From the toolbar, click on the Search button.
Þ You can perform a search based on:

§ Person. This refers to gender (the default is Any person). The choices are Male
or Female. A third option, Relatives, allows you to find all relatives of a person. If
you select Relatives, all other search options are disabled. See Kin Search for
more details about finding all relatives.
· Name. This option allows you to enter search criteria for the individual's name
(the default is Any name).
Surname. Enter any character string that, as entered, matches the surname
exactly.
Contains. Enter one or more keywords (such as names) that match the surname
or one of the given names.
Sounds Like. Enter any character string that resembles the surname in sound.
Note: For names that contain a non-alpha character (a diacritic), substitute
the closest character in the alphabet. For example, searching for UMANA will
find Umaña.
· Title. Search for the person's title (the default is Any title).
Contains. Enter one or more keywords that appear anywhere in the title, for
example, Capt.
26
· Event. Search for an event type by selecting from the list of available event types
(the default is Any event).
· Place. Search for a place-name where the event occurred (the default is Any
place).
Contains. Enter one or more keywords that appear anywhere in the place-name.
Sounds Like. Enter any character string that resembles the place-name in sound.
· Date. Search for the date an event occurred (the default is Any date).
On. Enter the exact date the event happened.
Before. Enter a date after the event happened.
On or Before. Enter a date on or after the event happened.
After. Enter a date before the event happened.
On or After. Enter a date on or before the event happened.
Range. Enter a date range during which the event happened.
Important: Any common date format with a four-digit year will be accepted.
The program converts the date you enter to the format dd_mmm_yyyy. For
example, the following date formats would all be interpreted as 23 Mar 1956:
Mar 23 1956, 23/3/1956, 3/23/1956, 1956/3/23. 4/5/1953 would convert to
April 5, 1953, not May 4. B.C. dates must have a four-digit year plus a BC
suffix, for example 2046 BC.
· Notes. Search for keywords in the biographical notes for an individual (the default
is Any word).
Contains. Enter one or more keywords that may appear anywhere in the notes,
for example, probate.
Þ To search for matching records:

1 Select an appropriate search category.
2 Enter known information (criteria) in the box opposite the category.
3 Click OK.
The program will now search for all records that match your search criteria, stopping
when the entire file has been examined or when 32,000 matches have been found,
whichever comes first.
TIP 1: You can cancel a long search at any time and review the results (partial
match list) by clicking on View and then Matches on the menu bar.
TIP 2: Click the Reset button to reset your search criteria to the default settings.
Search Example 1
Suppose you want to find all men with the surname Pothier.
1 Click the Search button on the toolbar.

The Search screen will be displayed.
27
2 Click the down arrow in the Person box.

3 Select Male.
4 Click the down arrow in the Name box.
5 Select Contains.
6 Type POTHIER (Note: The search is not case sensitive. Any words typed in the
search fields will appear as upper case letters.)
7 Click OK.
The program will now search the file for all individuals that match the criteria you
have supplied and will show you a list of matches.
28
Þ To select an individual from the list of matches:
§ Double-click on the individual you want, or highlight the individual and click
Select.
See Section 7, Using the Match List, for more information about displaying,
browsing, saving, and printing this list.
Þ Keyword Search for Name Contains, Title Contains, Place Contains, Notes
Contains.
You can perform even more powerful searches by looking for multiple keywords
contained within a name, title, place, or note.
These keywords can contain alphabetical or numeric characters only. Keywords that
are all numeric will be ignored.
Multiple keywords must be separated by a blank space. Do not use periods,

commas, quotation marks, or punctuation of any kind.
Keywords can be entered in any order. For example, entering ARLINGTON

NATIONAL CEM will return the same results as entering CEM NATIONAL
ARLINGTON.
Search Example 2
Suppose you want the names of all persons buried in the Arlington National
Cemetery.

The Search screen will be displayed.
29
2 Click the down arrow in the Event box.

3 Select Burial.
4 Click the down arrow in the Place box.
5 Select Contains.
6 Type ARLINGTON NATIONAL CEM.
7 Click OK.
Kin Search
Kin Search is a powerful feature of the Companion that allows you to find all relatives
(kinship) of an individual and browse through this list, selecting only those you are
interested in. You can also print reports for individual relatives and their relationship
with the subject. The alternative is to print an entire kinship report, that can be very
long for some files and completely impractical if you are interested only in the
relationship between two specific individuals.
Note: The Kin Search, like the kinship report, may take a long time to produce,
depending on the size of the file and the number of relatives for the selected subject.
To keep search time to a minimum, Kin Search stops at the first relationship it
encounters between the chosen individual and another individual in the file. This may
or may not be the closest relationship between the two individuals.
Þ To perform a Kin Search from the toolbar:

1 Click the Find button.
2 Select Relatives.
Þ To perform a Kin Search from search screen:
30
2 Click the down arrow in the Person box.

3 Select Relatives.
4 Click OK.
The Companion will now search for all relatives of the selected individual and display
a list of relatives.
When you select a name in the left box, the relationship and common ancestor
appear in the right box. You can move your selection up and down the list using the
arrow keys. You can also use the scrollbar to view the list.
You can select a new individual from this list or print a short kinship report showing
only the highlighted individual and his or her relationship with another individual.
Þ To select an individual (relative) from the list:

1 Select (point and highlight) a relative on the list.
2 Double-click on the name, or click Select.
31
The family group view for the selected individual will be displayed behind the list.
Þ To preview the short kinship report:

2 Click Preview.
The default PDF viewer will open, displaying a short report showing only the
selected relative, his or her relationship with the subject and their common
ancestor.
When the PDF viewer is closed, the Relatives dialog will still be active for further
browsing.
Þ To print the short kinship report:

2 Click Print.
A short report showing only the selected relative and his or her relationship with
the subject will print.
The results of your Kin Search will be maintained in this list of relatives until you
perform another Kin Search or until you close the program. You can redisplay the
relative list at any time.
Tip: To view the list of relatives at any time, select View from the menu bar, and
click Relatives.
Þ To publish the short kinship report:

2 Click Publish.
3 The "Publish As" dialog box will appear. Assign a file name to your report, and
choose where you would like to save the report, then click Save.
This will save the short kinship report in PDF format for further use. The default PDF
viewer will then open, displaying the newly published report.
Þ To view the list of relatives at any time:

§ Select View from the menu bar, and click Relatives.
32
Section 4 Views
There are five different views for displaying information about an individual:
§ Family Group View

§ Ancestor View
§ Descendant View
§ Hourglass View
§ Bow Tie View
Once you have selected an individual, each of these views are available from the
toolbar or the menu bar.
Þ To select a view, there are three options:

§ From the menu bar, select View and click on your choice.
§ From the toolbar, the Charts view button, and select Ancestor, Descendant,
Hourglass, or Bow Tie.
§ From Home Base, click the View button and select your choice of view.
33
Family Group View

The Family Group View is designed to display complete information about
an individual's immediate family on one screen. This includes all spouses
with their respective children, the subject's father and mother, the recorded
events in his or her life, and where available, all recorded notes and
sources. The individual's "default" photo will also always be displayed in this view.
There are no user-defined options for this view.
Convenient Browse buttons allow you to display family groups in the order they
appear in the Name List.
Þ General
§ The RIN3 for the individual is shown to the right, preceded by a #.
§ Long text dates may be truncated in the events box, however the entire date will
print in the reports.
3
34
§ Long place-names will be displayed on as many lines as necessary (i.e. they will
not be truncated).
§ When the contents of any list box exceeds the capacity of the box, it becomes a
scroll list.
§ The Notes list box is limited to displaying approximately 50,000 characters. If
more notes exist, you will see the message <<MORE NOTES THAN CAN BE
DISPLAYED>>. To see all notes, print a Family Group Record report, where this
limitation does not exist. See Section 2, Treatment of Notes for more information
about how notes are displayed on this screen.
Þ Spouses and Children

§ Spouses are left justified; children are indented under each spouse.
TIP: Simply double-click on any individual in the family group to see that individual's
family view.
Þ To display source citations:

1 Click on the Source button. This button appears only when there are one or
more source citations for the individual or his or her events.
2 Select a tab for the source citation you want to examine. The citation details will
be displayed.
Note: The tabs are labeled with the event name if the source is for an event;
otherwise the tab is labeled "Life" for sources attached to the individual whose
name appears at the top of the screen.
TIP: Source citations exist if a superscript number 1 is displayed after the
individual's name or on any event.
Þ To change the current subject, select one of the following:

§ Double-click on a spouse, child, father, or mother.
§ Click on the Matches arrows (if you have done a search previously).
§ From the menu bar, select a new individual from the History List (if you have
viewed other individuals previously).
§ Perform a new Search or Go To command.
35
Þ To browse by family group:
Click the Back or Forward browse button located in the lower

right side of the Family Group View screen.
Family groups will be displayed for individuals in the same order as

they appear in the Name List.
Þ To view the subject s ancestors or descendants, select one of the following:

§ Click the desired Views button on the toolbar,
OR
§ Select View on the menu bar, and click on Ancestors, Descendants,
36
Ancestor View
The Ancestor View allows you to see an individual's ancestor chart on your
screen. Many options are available to format the content and layout of the
Ancestor View, including the number of generations you want displayed,
photos, colors and more.
Ancestors: A solid red arrow indicates there are additional ancestors for an
individual. To see these ancestors, simply click on the arrow.
Descendants: An outlined arrow indicates there are descendants for an

individual. Simply click on this arrow to see the descendants.
Þ To see all of an Ancestor view (if larger than your screen):
§ To view up or down, use the scroll bar on the right. Press the up - and down ¯
arrow keys to move one line at a time. Press Page Up or Page Down to move a
complete screen.
§ To view to the left or to the right, use the scroll bar on the bottom, or press the
left ¬ and right ® arrow keys. Pressing <Ctrl> left arrow ¬ will pan an entire
screen to the left, and <Ctrl> right arrow ® an entire screen to the right.
37
Þ To change to a different view:

§ Click the desired View button on the toolbar (Family Group or Views),
OR
§ select View on the menu bar, and click on Family Group, Descendants,
Þ Here's a neat trick!

1 Place the mouse pointer anywhere inside an individual s box.
2 Click the right mouse button.
3 Select a new view option for the individual.
TIP: If your mouse has only one button (such as on a Power PC), hold down the
<shift> key when you click the mouse button.
Note: In order to show color boxes, your color display setting in Windows must be higher
than 256 colors. Otherwise, boxes will be displayed with a white background.
38
Descendant View
The Descendant View allows you to see an individual's descendant chart on
your screen. Many options are available to format the content and layout of
the Descendant View, including the number of generations you want
displayed, photos, colors and more.
Descendants: A solid red arrow indicates there are additional descendants to be
viewed for an individual. To see these descendants, simply click on the arrow.
Ancestors: An outlined arrow indicates there are ancestors for an individual.

Simply click on this arrow to see the ancestors.
39
Þ To see all of a Descendant view (if larger than your screen):
§ To view up or down, use the scroll bar on the right. Press the up - and down
arrow ¯ keys to move one line at a time. Press Page Up or Page Down to move
a complete screen.
left ¬ and right arrow ® keys. Pressing <Ctrl> left arrow ¬ will pan an entire
screen to the left and <Ctrl> right arrow ® an entire screen to the right.
TIP: To navigate through the descendant tree, click on any solid red arrow
or click on an individual's box. Doing this makes the selected person the new
subject of the chart without having to do another "go to."

OR
§ Select View on the menu bar, and click on Family Group, Ancestors,

1 Place the pointer anywhere within an individual s box.
3 Click on a new View option for the individual.
40
Hourglass View
The Hourglass View allows you to see both ancestors and descendants
for a selected individual. By default, ancestors are shown to the left of
the subject and descendants are shown to the right.
Many options are available to format the content and layout of the Hourglass
View, including the number of generations you want displayed, photos, colors,
and an option to change the orientation so that descendants are shown to the left
and ancestors are to the right.
Þ To see all of an Hourglass view (if larger than your screen):
complete screen.
left ¬ and right ® arrow keys. Pressing <Ctrl> left arrow ¬ will pan an entire
screen to the left, and <Ctrl> right arrow ® an entire screen to the right.
41

OR
Descendants, or Bow Tie.

42
Bow Tie View

The Bow Tie View allows you to easily follow an individual's paternal and
maternal ancestor lines on your screen. Many options are available to format
the content and layout of the Bow Tie View, including the number of
generations you want displayed, photos, colors and more.
A solid red arrow indicates there are additional ancestors for an individual. To
see these ancestors, simply click on the arrow.
Þ To see all of a Bow Tie view (if larger than your screen):
complete screen.
§ To view to the left or to the right, use the scroll bar on the bottom, or press
the left ¬ and right ® arrow keys. Pressing <Ctrl> left arrow ¬ will pan an
entire screen to the left, and <Ctrl> right arrow ® an entire screen to the
right.

OR
43
Descendants, or Hourglass.

44
View Options
The Companion remembers your view option settings (Ancestor,
Descendant, Hourglass, and Bow Tie) from the last time you ran the
program. If you regularly use the same options and do not want to see the
options screen each time, disable the Always show options before
viewing check box.
Þ Contents Tab
§ # of Generations. Choose from one to as many generations as are in the file. The
maximum number of ancestor or descendant generations that can be displayed
is 160.
§ Numbers to print. Select RIN4, AFN5, ID No. 6, or None to display after the
individual's name. The default is the same as that specified in your PAF program.
§ Date format. Select Long Date (4 Jul 1776), Short Date (1776), or No Date.
§ Events. Select one or more of the following events to include in your chart: Birth,
Christening, Marriage, Death, Burial, LDS Ordinances7 or Check All to
display every available event8, including user-defined events9.
*Note: LDS Ordinances will be grayed unless the Show LDS Events option has
been activated. Go to File/Preferences/Options and check Show LDS Events
to activate this option.
§ Print place names. Select this to print the name of the place where an event
occurred.
§ Include siblings. Select this to include the brothers and sisters of each individual
in your chart (ancestors only). If using colors in the view, siblings will be
assigned a lighter shade within the chosen color scheme. When the chosen line
width is 2 pt or over sibling lines will reduce to 1/2 pt.
4
5
AFN (Ancestral File number). A number used to identify each record in Ancestral File, a program in
FamilySearch(TM) containing millions of names from throughout the world that are organized into family groups
and pedigrees.
6
7
LDS Ordinances. Religious events unique to the LDS Church, including:
Bapt/L - Baptism (LDS) , Endow Endowment, Seal/P - Seal to parents, Seal/S - Seal to spouse
8
Events with no date or place appear only in the Family Group View, Standard Family Group Record,
Ahnentafel Report and Register Report. They do not print in charts.
9
user-defined events. These events, defined by you in Personal Ancestral File, will be included in your report if
you check the Check All (events) box in the report options dialog. Now with PAF Companion version 5.2, event
description, if available, will be included in your report.
45
§ Female lines. Select this to display female as well as male descendant lines
(descendants only).
§ Cousin Smart. Select this to ensure that duplicate ancestors or descendants are
not repeated for distant cousins who marry. The common ancestor will be printed
in a box with horizontal gray line fill. (Not available for the Bow Tie view.)
§ Include photos. Select this to display a photo for each individual who has a
photo.
Þ Layout Tab
§ Chart scale. Enter a value greater than 100 to increase the size of the chart. A
value less than 100 will shrink the size of the chart. All boxes, lines, and text will
be scaled accordingly.
§ Chart Orientation. Select Ancestors on left and descendants will be displayed
on the right. Select Descendants on left and ancestors will be displayed on the
right (Hourglass view only).
Þ Box Tab
§ Box style. Select from one of three box types: simple box, drop shadow, or no
box.
§ Line width. This option sets the line width of the box outline and the connecting
lines between boxes.
§ Box width. Set minimum and maximum widths10 for the boxes. Note: The
program may override the box widths you specify to ensure that no box is split
between two screens when it is displayed.
§ All boxes same width. Select this if you want all the boxes in the same generation
to be the same width; otherwise individual boxes will be separately sized to fit the
text in each box.
§ New line after name. Select this to start a new line for each event displayed in
the box; otherwise the program will attempt to display the events on the same
line, even with the name if they fit. Turning this option off can reduce the length of
your chart.
New line = OFF
New line = ON
10
Units of Measure. The Companion will automatically adjust to U.S. (inches) or metric (centimeters) units of
measure depending on the regional settings in your Windows operating system. This applies to chart and box
sizes, as well as margins and indent options for your charts and reports.
46
Þ Color Tab
§ Color style. Choose from three color options: Gender, Generation, and Lineage.
Or, select "None" to view as a standard black and white chart. For sample charts
see Section 5 Reports and Charts, New Features, Color Charts.
Tip: When coloring the Descendant View by Lineage, the box color of the
subject is taken from the color selected in Generation 1 of the Generation color
style. This is also true for the subject of the Hourglass View. To change the
subject color of an Hourglass View click on the Desc. Color tab, select
Generation and change the color of Generation 1.
§ Gradient. Select this to have the color of each box in the chart fade from the
color you choose on the left to white on the right.
§ Fill, Text & Outline colors. To change the fill, text or outline color within a style,
click on the corresponding box and choose the color of your choice.
Tip: To change your font type, style or size, see Setting Your Preferences,
Fonts.
§ Default colors. To return to the program's default colors for all color styles within
a view dialog click the Default colors button.
§ Copy colors to Printed Chart. Copies colors currently in view to the
corresponding option in the chart dialog. For example, when the Copy colors to
Printed Chart button is selected within the Ancestor View options dialog, with
color by Gender in view, the Gender colors in the Ancestor Chart will be changed
to match.
Here s a Neat Trick!!

You can quickly and easily change your colors within a style to be shades of the
same color, in ascending or descending order. Although the following
instructions use fill color as an example, they can be applied to fill, text and
outline colors.
1) Select your starting fill color by clicking on the first
box and choosing the desired color.
2) Press the Ctrl key on your keyboard and left click on
the first box. This copies the color.
3) Press the Shift key on your keyboard and left click
on the bottom fill box. This pastes the color.
4) Change the color to a lighter or darker shade.
5) Press the Ctrl & Shift keys, then click on the bottom
fill box. All boxes in between will become a shade of
the color chosen.
47
Section 5 Reports and Charts

There are three categories of reports that can be printed with the Companion.
Family reports
§ Family Group Record
§ Standard Family Group Record
§ Kinship Report
§ Hourglass Chart
Ancestor reports
§ Pedigree Chart
§ Ancestor (Box) Chart, plus a variation with siblings
§ Fan Chart
§ Ahnentafel Report
§ Bow Tie Chart
Descendant reports
§ Descendant (Box) Chart
§ Outline Descendant Report
§ Register Report
New Features
With version 5.2, Companion introduces some brand new customization features
that will give your charts the look and feel you've always wanted!
Color Charts
Companion now offers three color styles for your ancestor, descendant, bow tie,
hourglass and fan charts; choose to color by gender, generation, or lineage. Use
our professionally selected default colors or choose your own - it's up to you! Of
course, we still offer our traditional black & white (no color) option as well. As an
added bonus, a gradient option can be applied to any color chart. Colors can
also be applied to chart views.
48
Color by Gender
Choose this option to color each box according to the gender of the individual.
Color by Generation
When the Color by Generation option is selected each generation of ancestors or
descendants is assigned its own color.
49
Color by Lineage
Color by Lineage is really two options in one, and can look quite different,
depending on whether it is applied to a descendant or ancestor chart. If in a
descendant chart, Companion will assign a different color to each of the subject's
children and their descendant line.
50
If the Lineage option is selected in an ancestor chart, this option will assign a
different color to the following four lines:
1. Father of the Father

2. Mother of the Father
3. Father of the Mother
4. Mother of the Mother
Gradient
Choose this option to have the color of each box in the chart fade from the color
you choose on the left to white on the right.
51
Customized Line Width

PAF Companion 5.2 allows users to specify the line width of the box outline and
the connecting lines between boxes. Choose a smaller size for charts to be put
in binders or books, and a heavier point for wall charts or emphasis.
Sample Chart - 3 pt line width
52
Family Group Record
The Family Group Record is a fixed format (that is, LDS format) report
similar to the one produced by the Personal Ancestral File program.
Although the default options will satisfy most users, the options screen
allows you to specify the content and layout of the report, including events,
notes, and sources, before printing.
53
Þ To preview the Family Group Record:

1 Click the Family reports button on the toolbar.
2 Double-click on Family Group Record.
3 Click Preview at the bottom of the options screen.
Your default PDF viewer will now open with a preview of your report.
Þ To print the Family Group Record:

3 Click Print at the bottom of the options screen.
4 Click OK to print.
Your Family Group Record will now print.
Þ To publish the Family Group Record:

3 Click Publish at the bottom of the options screen.
4 In the Publish As dialog box, assign a name to your chart.
5 Select Save.
This will save the report in PDF format for further use. The default PDF viewer will
then open, with your newly published report in view.
54
Family Group Record Options

The Companion remembers your report option settings from the last time you ran the
program. If you regularly use the same options and do not want to see the options
screen each time you run this report, disable the Always show options before
printing check box.
Þ Contents Tab
maximum number of generations that can be printed is 160.
§ Numbers to print. Select RIN/MRIN11, AFN12, ID No. 13, or None to print after the
§ Notes to print. Select All notes or None or only those preceded by "!" to print.
See also Section 2, Treatment of Notes.
§ Sources to print. Select Full sources, None, or Title only to print.
§ Multiple marriages. Select which spouse to print (if multiple spouses), and check
if you wish other marriages to print with the notes.
§ Events. Choose to print LDS Ordinances14 or not.
§ Print "biological". De-select this to not print the "Biological" label for a child's
parent link.
§ Print submitter. Select this to print the submitter's name and information as a
footer of the report.
Þ Layout Tab
11
12
and pedigrees.
13
14
Bapt/L - Baptism (LDS), Endow Endowment, Seal/P - Seal to parents, Seal/S - Seal to spouse
55
§ Print space for additional children (work sheet). Select this to print blank space
for additional children. This is most useful if you need to write additional children
on the family group record during your research.
§ Print notes and sources on separate page. Select this to print notes and sources
on a new page.
§ Pedigree chart reference number. Enter the chart and position number for the
selected individual as they appear on his or her pedigree chart. These chart
numbers will print in the report title following the individual's name.
§ Left margin. Enter the desired space15 for the left margin.
15
56
Standard Family Group Record

The Standard Family Group Record is a variable length report that provides
family information for an individual and his or her immediate family including
spouse(s), parents, children, notes and sources. In addition, all user-defined
events can be printed with this version of the family group sheet. Although the
default options will satisfy most users, the options screen allows you to specify the
content and layout of the report, including events and notes before printing.
57
Þ To preview the Standard Family Group Record:

2 Double-click on Standard Family Group.
Þ To print the Standard Family Group Record:

2 Double-click on Standard Family Group.
Your Standard Family Group Record will now print.
Þ To publish the Standard Family Group Record

2 Double-click on Standard Family Group..
5 Select Save.
58
Standard Family Group Options

printing check box.
Þ Contents Tab
§ # of Generations. Choose from one to as many generations of Descendants or
Ancestors as available. The maximum number of generations that can be
printed is 160.
§ Numbers to print. Select RIN/MRIN16, AFN17, ID No. 18, or None to print after the
§ Notes to print. Select All notes or None or only those preceded by '!' to print. See
also Treatment of Notes.
§ Events. Select one or more of the following events to include in your report:
Birth, Christening, Death, Marriage, Burial, LDS Ordinances19 or Check All
to print every available event, including user-defined events20.
§ Include photos. Select this to print a photo for each individual who has a photo.
§ Print submitter. Print the submitter's name and information as a footer of the
report.
16
17
and pedigrees.
18
19
Bapt/L - Baptism (LDS), Endow Endowment, Seal/P - Seal to parents, Seal/S - Seal to spouse
20
user-defined events. These events, defined by you in Personal Ancestral File, will be included in your report
if you check the Check All (events) box in the report options dialog. Now with PAF Companion version 5.2,
event description, if available, will be included in your report.
59
Þ Layout Tab
§ Margins. Select Top, Bottom, Left, and Right margins21 for your printed chart.
§ Paper Orientation. Select Portrait or Landscape mode. This has the same effect
as changing the paper orientation in your printer setup options.
§ Page break at notes. Select this if you wish to print notes on a new page.
§ Print worksheet. Select this to print a worksheet with blank entry fields for
missing individuals and missing event information. This will be useful for data
collection during your research.
21
60
Kinship Report
The Kinship Report prints, for a selected person, a list of all relatives
together with their relationships. This is a great report to capture all the
people (ancestors, descendants, and cousins) related to an individual you
are researching.
Using the options screen you can further customize the contents and layout of your
report before printing. For example, you can choose the number of generations, only
the closest or all relationships, types of events, and the date format.
Þ To preview the Kinship Report:

2 Double-click on Kinship Report.
Your default PDF viewer will now open with a preview of your chart.
61
Þ To print the Kinship Report:

Your Kinship Report will now print.
Þ To publish the Kinship Report:

5 Select Save.
62
Kinship Report Options

printing check box.
Þ Contents Tab
§ # of Generations. Choose the number of generations of ancestors, descendants,
and cousins you want included in the report, to a maximum of 160 generations.
§ Relationships. Many individuals can be related in more than one way. Select
Print all relationships or print Only closest relationship for each person in the
report.
TIP: If you select Only closest for large kinships that take a long time to process,
your report will run faster.
§ Numbers to print. Select RIN22, AFN23, ID No. 24, or None to print after the
§ Events. Select Birth and Death events to include in your report.
§ Print common ancestor. Select this to print the ancestor the subject individual
shares with each person in the report.
Þ Layout Tab
· Title. Enter your own title to print at the top of the report, or skip this field to use
the default title.
· Margins. Select Top, Bottom, Left, and Right margins25 for your printed report.
22
23
and pedigrees.
24
25
63
§ Print report date. Select this to print the date on the bottom right corner of each
page.
64
Hourglass Chart
The Hourglass Chart is a box chart that prints both ancestors and
descendants for an individual. By default, ancestors are shown to the left of
the subject and descendants are shown to the right. Photos can be
included in this chart.
Many options are available to format the content and layout of the Hourglass Chart,
including an option to change the orientation so the descendants are to the left and
ancestors are to the right. Many printed pages can be tiled together to create large
charts. You can also use Re-size to help define the layout and size of your chart
65
before printing.
Note: Unlike the Ancestor and Descendant charts, boxes may be split over a
page break on large charts.
Þ To preview the Hourglass Chart:

2 Double-click on Hourglass Chart.
Þ To print the Hourglass Chart:

Your Hourglass Chart will now print.
Þ To publish the Hourglass Chart:

5 Select OK.
This will save the chart in PDF format for further use. The default PDF viewer will
then open, with your newly published chart in view.
66
Hourglass Chart Options

The Companion remembers your report option settings from the last time you ran
the program. If you regularly use the same options and do not want to see the
options screen each time you run this report, disable the Always show options
before printing check box.
Þ Contents Tab
· # of Generations. Choose from one to as many generations as are in the file. The
maximum number of ancestor and descendant generations that can be printed is
160.
· Numbers to print. Select RIN26, AFN27, ID No. 28, or None to print after the
· Date format. Select Long Date (4 Jul 1776), Short Date (1776), or No Date.
· Events. Select one or more of the following events to include in your chart: Birth,
Christening, Marriage, Death, Burial, LDS Ordinances29, or Check All to print
every available event30, including user-defined events.31
· Print place-names. Select this to print the name of the place where an event
occurred.
· Include siblings. Select this to include the brothers and sisters of each individual
in your chart (ancestors only). If using colors in the chart, siblings will be
assigned a lighter shade within the chosen color scheme. When the chosen line
26
27
and pedigrees.
28
29
30
Ahnentafel Report and Register Report. They do not print in any charts.
31
67
width is 2 pt or over sibling lines will reduce to 1/2 pt.

· Female lines. Select this to print female as well as male descendant lines
(descendants only).
· Cousin Smart. Select this to ensure that duplicate ancestors are not repeated for
distant cousins who marry. The common ancestor will be printed in a box with
horizontal gray line fill.
· Include photos. Select this to print a photo for each individual who has a photo.
footer.
Þ Layout Tab
§ Chart scale. Enter a value greater than 100 to increase the printed size of the
chart. A value less than 100 will shrink the size of the chart. All boxes, lines, and
text will be scaled accordingly.
§ Chart Orientation. Select Ancestors on left to display an individual's ancestors
on the left and descendants on the right. Select Descendants on left to switch
the order.
§ Paper orientation. Select Portrait or Landscape mode. This has the same effect
as changing the paper orientation in your printer setup options. Note: This is the
orientation of the paper, not the orientation of the chart. In other words, your
chart will still print in successive generations from left to right.
§ Full page border. Select this to print a full border around the edge of the page;
otherwise the border will print only around the chart.
§ Print page numbers. Select this to print a page number in the lower right corner
of each page.
Þ Box Tab
§ Box Style. Select from three box types: simple box, drop shadow, or no box.
32
68
§ Box Width. Set minimum and maximum widths for the boxes.
§ All boxes same width. Select this to make all the boxes in the same generation
the same width; otherwise individual boxes will be separately sized to fit the text
in each box.
§ New line after name. Select this to start a new line for each event printed in the
box; otherwise the program will attempt to print the events on the same line, even
with the name if it will fit. Turning this option off can reduce the length of your
chart.
New line = OFF
New line = ON
Þ Color Tab
Tip: The color of Generation 1, the subject of the chart, is taken from Generation
1 of the Generation color style on the Desc. Color tab. This is also true when
coloring by Lineage. To change the subject color select the Desc. Color tab,
select Generation and change the color of Generation 1, then, if desired,
choose another color style (i.e. Lineage) and create your chart.
Fonts.
§ Copy colors to View. Copies colors currently in view to the corresponding option
in the view dialog. For example, when the Copy colors to View button is
selected within the Hourglass Chart options dialog, with color by Gender in view,
the Gender colors in the Hourglass View will be changed to match.
69
You can quickly and easily change your colors within a style to be shades of the same
color, in ascending or descending order. Although the following instructions use fill
color as an example, they can be applied to fill, text and outline colors.

2) Press the Ctrl key on your keyboard and left click on
the first box. This copies the color.
4) Change the color of this box to a lighter or darker
shade.
the color chosen.
70
Pedigree Chart
The Pedigree Chart prints an individual's direct-line ancestors, which include
parents, grandparents, great-grandparents and so on. All spouses for the
subject individual will also be printed. The chart does not show siblings,
cousins, aunts, or uncles.
You have a choice of printing 4, 5, or 6 generations per page. If you request more
generations than will fit on one page, the program continues the pedigree chart on
71
additional pages, numbering the pages for you. To ensure that the number of
generations you selected per page actually fits on one page for your data, the
program will reduce the text font size until it fits. For large pedigree charts this may
result in slower printing. For faster printing choose a smaller font size to begin with.
Using the options screen helps you further customize the contents and layout of your
chart, including printing associated family group records and an index.
Þ To preview the Pedigree Chart:

1 Click Ancestor reports button on the toolbar.
2 Double-click on Pedigree.
Þ To print the Pedigree Chart:

Your Pedigree Chart will now print.
Þ To publish the Pedigree Chart:

5 Select OK.
This will save the chart in PDF format for further use. The default PDF viewer will then
open, with your newly published chart in view.
72
Pedigree Chart Options

options screen each time you run this report, then disable the Always show
options before printing check box.
Þ Contents Tab
§ # of Generations. Choose from one to as many generations as exist in the file.
Although you can print up to 160 generations, 12 is the advisable maximum if
you want them to fit on a standard-sized page using the default font size. The
program will tell you if you are trying to print too many generations on the report.
§ Print pedigree index. Select this to print an alphabetical list of everyone on the
Pedigree Chart.
§ Print LDS ordinance information. Choose this to print LDS Ordinances36.
§ Pages to print. Select the beginning and ending chart numbers to print. Leave it
blank to print all charts (that is, pages).
TIP: You can print just an index, without the chart, by setting the beginning chart
number to 99 and ending chart number to 99.
§ Print associated family group records. Select this to print a family group record
for each person in the pedigree chart.
33
34
and pedigrees.
35
36
73
Þ Layout Tab
§ Number of generations per page. Select from 4, 5, or 6 generations to be printed
on each page.
§ Chart numbering. Specify the beginning chart number only if you are reprinting
sections of a pedigree chart. You must also enter the first individual's position
number and chart number on the original pedigree chart.
§ Print sequential numbers. Select this to print sequential chart numbers for each
pedigree chart so no gaps occur in the assigned chart numbers. De-select this to
skip numbers for missing pedigree charts.
§ Left margin. Enter the desired space37 for the left margin.
37
74
Ancestor (Box) Chart

The Ancestor Chart is a box chart that prints an individual and his or her
ancestors from left to right across the page. Photos can be included in this
chart.
Although the default options will satisfy most users, the options screen allows you to
further customize the contents and layout of your chart before printing. For example,
you can customize events, date formats, and print size and include as many
generations as you wish. Many printed pages can be tiled together to create large
before printing.
Þ To preview the Ancestor Chart:

1 Click the Ancestor reports button on the toolbar.
2 Double-click on Box Chart.
75

Þ To print the Ancestor Chart:

Your Ancestor Chart will now print.
Þ To publish the Ancestor Chart

5 Select OK.
76
Ancestor Chart Options

printing check box.
Þ Contents Tab
Christening, Marriage, Death, Burial, LDS Ordinances41 or Check All to print
every available event42, including user-defined events43.
§ Print place-names. Select this to print the name of the place where an event
occurred.
in your chart. If using colors in the chart, siblings will be assigned a lighter shade
within the chosen color scheme. When the chosen line width is 2 pt or over
sibling lines will reduce to 1/2 pt.
§ Cousin Smart. Select this to ensure that duplicate ancestors are not repeated for
38
39
and pedigrees.
40
41
42
43
77
distant cousins who marry. The common ancestor will be printed in a box with
Þ Layout Tab
chart. A value less than 100 will reduce the size of the chart. All boxes, lines, and
of each page.
Þ Box Tab
§ Box Width. Set minimum and maximum widths for the boxes. Note: The program
may override the box widths you specify to ensure that no box is split between
two pages when it is printed.
in each box.
chart.
New line = OFF
New line = ON
44
78
Þ Color Tab
Fonts.
selected within the Ancestor Chart options dialog, with color by Gender in view,
the Gender colors in the Ancestor View will be changed to match.
1) Select your starting fill color by clicking on the

first box and choosing the desired color.
2) Press the Ctrl key on your keyboard and left click
on the first box. This copies the color.
3) Press the Shift key on your keyboard and left
click on the bottom fill box. This pastes the color.
shade.
5) Press the Ctrl & Shift keys, then click on the
bottom fill box. All boxes in between will become a
shade of the color chosen.
79
Fan Chart
The Fan Chart is a fan-style representation of the current individual and his
or her ancestors. This chart prints the individual's name, birth year, and
death year. The program will print the christening year if the birth year is not
known, and the burial year if the death year is not known.
You can choose a traditional semicircle Fan Chart, a quarter circle, or a full circle.
The Fan Chart will print on ink jet and laser printers but is not guaranteed to print on
dot matrix printers.
One unique feature of the Fan Chart is that it will automatically scale to fit on one
sheet of paper according to the paper size you have selected. For more information
about printing a Fan Chart, refer to Fan Chart Options.
Please note: The maximum number of generations you can print is 16. The program
will alert you if you try to print more generations than can fit on the paper size you
have chosen. If this occurs, choose fewer generations per page.
Þ To preview the Fan Chart:

2 Double-click on Fan Chart.
Þ To print a Fan Chart:

80

Your Fan Chart should now print.
Þ To publish the Fan Chart:

5 Select OK.
81
Fan Chart Options

printing check box.
Þ Contents Tab
§ Generations. Choose from one to sixteen generations. Eight or nine generations
is the most that can be practically printed on an 8.5" x 11" page.
Þ Layout Tab
§ Fan Style. Choose a half circle (180°), full circle (360°), or quarter circle (90°).
§ Output To. Typically you would choose Windows Printer and use only the HP-GL
option if you encounter printing problems or for special printers such as plotters.
Select from:
Windows Printer. Choose this option to print to any laser, ink jet printer, or
plotter for which you have a Windows driver. If you have a dot matrix printer,
you should also choose this option, although printing is not guaranteed. This
option allows you to choose the paper size in the Print Setup dialog box. The
chart will print whatever font you have chosen.
Laser (HP-GL). Choose this option to print to a printer that supports the Hewlett
Packard Graphics Language (HP-GL). This option prints faster than the
Windows printer option. You must also specify the width and height of your
chart (see the Chart Size option below). The chart will print using the default
font (Arial).
Plotter (HP-GL). Choose this option to print to a plotter that supports HP-GL.
This will be faster than using the Windows printer option but will print only the
default font (Arial).
§ Chart Size. Select the size45 of the paper used by your printer. This option is not
available if you choose to print to the Windows printer since the paper size is
selected in the Printer Setup dialog box.
§ Paper Orientation. Choose Landscape or Portrait layout; the default is landscape.
§ X Offset. Adjust the horizontal positioning of the chart as related to the left page
margin; the default is 0.
§ Y Offset. Adjust the vertical positioning of the chart as related to the bottom page
45
82
margin; the default is 0.

Note: The Fan chart, unlike Ancestor and Descendant charts, will always be
scaled to print on one sheet of paper. You can specify the paper size, but the
Fan Chart will never spill over to a second page.
If you choose an HP-GL printing option and still cannot print, click the Print to
File button. Provide a file name with the .hgl extension, and click OK. The
program will now save your chart to a print file. You can then go to the DOS
prompt and copy the print file to your printer.
TIP: If you select six or more generations, activate the page protect feature on
your printer (refer to your printer s instruction manual for instructions) to ensure
that your entire chart will print. Page protect is not required for plotters.
Note: TrueType fonts are recommended for the Fan Chart ensuring that the
rotated text is printed properly along the radius.
Þ Color Tab
Fonts.
83
1) Select your starting fill color by clicking on

the first box and choosing the desired color.
2) Press the Ctrl key on your keyboard and
left click on the first box. This copies the
color.
3) Press the Shift key on your keyboard and
left click on the bottom fill box. This pastes
the color.
4) Change the color of this box to a lighter or
darker shade.
5) Press the Ctrl & Shift keys, then click on
the bottom fill box. All boxes in between will
become a shade of the color chosen.
Print Your Fan Chart to a Disk File

If your printer/plotter can handle HP-GL codes, but its printer driver can not, you
can get around this by printing your fan chart to a disk file, then using the DOS
copy command to print the chart. See Section 6, Printer Drivers, for more
information.
Þ To print to a disk file:

1 Click the Layout tab in the Fan Chart Options dialog
2 From the Output To dropdown window, select either the HP-GL printer or
plotter. This will activate the Print to File button.
3 Click the Print to File button at the bottom of the Options screen.
4 Type in a name for the file and select a location on your hard drive, then click
Save.
Note: This disk file will contain the printer control codes, not an image of the fan
chart. To print the chart you must use the DOS copy command.
Þ To print the disk file:

1 Go to the DOS prompt.
2 Type cd followed by the path to the folder where you saved the file.
3 Type COPY /B filename.HGL LPT1:
4 Press Enter.
Your Fan Chart should now print.
84
Ahnentafel Report
The Ahnentafel (Book) Report produces a narrative report of successive
generations of ancestors for an individual. Many options are available to
customize the appearance and content of the Ahnentafel Report. You can
also print a sample page with an explanation of the numbers and symbols
used in the report. Photos can be included in this report, for all supported word
processors except for Microsoft Works and Lotus Ami Pro.
85
The options screen is similar to the other Companion reports, but notice that this
report does not go directly to your printer! The program saves the Ahnentafel Report
as a word processor file so you can edit or save it for future work (generate an index,
change fonts, add graphics, and so on). To print the report, simply use the print
menu of your word processor.
Þ To create the Ahnentafel Report:

2 Double-click on Ahnentafel Report.
The program asks you to supply a file name for the Ahnentafel Report. You can use
whatever name you wish as long as you do not change the file extension (the last
three characters following the period).
Þ To save the Ahnentafel Report as a word processing file:

4 Provide the path and file name (the appropriate file type/extension will be
displayed according to your selected word processor). Do not overwrite or
change the file extension.
5 Click Save.
86
The Ahnentafel Report will be formatted for your selected word processor, which
automatically starts so you can view, edit, and print. If your word processor does not
start automatically, check to see that your word processor options are set up
correctly.
Þ To create an index (automatically done for Microsoft WordPad and Works):

1 Go to the very end of the ahnentafel document (the end of the last page).
2 Create the index:
In Microsoft Word select Insert on the menu bar; then select Index and Tables,
and click OK.
In WordPerfect 5.1 press <ALT> <F5>, select option 6, and then select option 5.
In WordPerfect for Windows select Tools on the menu bar, select Generate, and
click OK.
Note: Microsoft Works and WordPad do not have the ability to create indexes. To
compensate for this, the program automatically creates an index based on paragraph
numbers. This index is created when the Ahnentafel Report is prepared.
Þ To print the Ahnentafel Report:

§ Use the print menu of your word processor (in Microsoft WordPad and most
other programs, select File on the menu bar and click Print).
Your Ahnentafel Report should now print.
Note: The word processor may be set to a different printer than Companion.
Double check the selected printer in your word processor before printing.
Þ To return to Companion:
· Exit your word processor. You will automatically return to the Companion.
87
Ahnentafel Numbering Example

The following example shows the most common numbering conventions that can
appear in the ahnentafel (ancestor) report. Your ahnentafel report may print some or
all of these numbers and symbols, depending on the report options you select.
Note: Numbers shown in blue normally print as superscripts in your report.
2. John2 Smith6 [17], b. 17 Feb 1849 in New York, NY, d. 3 Jan 1930, son of 4.
Herman Smith and 5. Margaret Sampson. He married 30 Jun 1870 3. Mary Jones,
daughter of 6. Albert Wiggins and 7. Samantha Wiggins.
Their children were:
i Bobby1 [43]
1 ii Susan1 [44], b. 25 Dec 1871.
_________________________
6Smith Family Bible, p. 2
7U.S. Social Security Death Index
Explanation
John2 John Smith is an ancestor of the second generation.
Smith6 The number 6 is a footnote referring to an information

source.
[17] This is a Record Identification Number (RIN).
died 3 Jan 19307 The number 7 is a footnote referring to an information

source.
4. Herman Smith The number 4 indicates that paragraph where you will find
ancestor Herman Smith.
1 ii Susan1 [44] The number 1 indicates the paragraph where you will find
Susan. The ii shows that Susan is the second child in the family, and the small 1
after her name tells you that she is of the first generation. Susan's RIN is 44.
88
Ahnentafel Options
printing check box.
Þ Contents Tab
· # of Generations. Choose from one to as many generations as available. The

· Events. Select one or more of the following events to include in your report:
Birth, Christening, Death, Burial, LDS Ordinances49 or Check All to print
every available event50, including user-defined events51. Marriages always print in
the ahnentafel report.
· Notes to print. Select All notes, None or only those preceded by '!' to print. See
also Section 2, Treatment of Notes.
· Sources to print. Select Full sources, None, or Title only.
· Print sources as Footnotes or Endnotes. Footnotes are printed at the bottom of
each page. Endnotes are printed as a group at the end of the document. Note 1:
WordPad does not support printing footnotes and endnotes, therefore these
sources are printed after the notes in the body of the report. Note 2: Endnotes
will print as footnotes in WordPerfect 9.0.
46
47
and pedigrees.
48
49
50
51
89
· Cousin Smart. Select this to ensure that duplicate ancestors are not repeated for
distant cousins who marry.
Note: Microsoft Works and Lotus Ami Pro will not accept photos for the
· Print submitter. Select this to print the submitter's name and information as a
· Include (print) sample page with explanations. Check this box to print an example
page with explanations of the numbers and symbols as the first page of your
ahnentafel report. You can use your word processor to move or delete this
sample page.
Þ Layout Tab
· Word processor. Select your word processor from the list of choices. The location
of the word processor will be displayed in the Location box if it is found. If the
program cannot find your word processor, click the Browse button and then
select the program and path.
· Numbering scheme. Choose Ahnentafel or Sequential numbering to be
assigned to the direct-line ancestors (ancestor numbers).
· Child numbers. Print a sequential roman numeral for each child in a family.
· Bold numbers. Print the ancestor number in bold font.
· Indent notes. Indent the first line of each note.
· Margins. Select Top, Bottom, Left, and Right margins52 for your printed report.
· Tabs:
To ancestor #. This specifies the distance from the left margin to the ancestor's
sequence number.
To child #. This specifies the distance from the left margin to the child's
sequence number (roman numeral).
To text. This specifies the distance from the left margin to the printed text.
Þ Names Tab
· Select the font weight (bold or normal) with all upper- or all lowercase letters for
each type of individual included in your report.
1 Click the arrow to the right of the appropriate name box.
52
90
2 Select a font weight (or click Omit if you don t want the item to print).
3 Click Print.
Note: A married woman s maiden name is always printed in parentheses (if not
omitted).
91
Bow Tie Chart

The Bow Tie Chart is a unique alternative to the standard Ancestor Chart.
With an individual in the center, paternal ancestors are printed to the left and
maternal ancestors are printed to the right. Photos can be included in this
chart.
before printing.
Þ To preview the Bow Tie Chart:

2 Double-click on Bow Tie Chart.
Þ To print the Bow Tie Chart:

Your Bow Tie Chart will now print.
92
Þ To publish the Bow Tie Chart:

5 Select Save.
93
Bow Tie Chart Options

options screen each time you run this report, disable the Always show options
before printing check box.
Þ Contents Tab
occurred.
in your chart. If using colors in the chart, siblings will be assigned a lighter shade
within the chosen color scheme. When the chosen line width is 2 pt or over
sibling lines will reduce to 1/2 pt.
53
54
and pedigrees.
55
56
57
58
94
Þ Layout Tab
chart. A value less than 100 will shrink the size of the chart. All boxes, lines, and
of each page.
Þ Box Tab
§ Box Width. Set minimum and maximum widths for the boxes. Note: The program
in each box.
chart.
New line = OFF
New line = ON
59
Units of Measure. The Companion will automatically adjust to U.S. (inches) or
metric (centimeters) units of measure depending on the regional settings in your
Windows operating system. This applies to chart and box sizes, as well as
margins and indent options for your charts and reports.
95
Þ Color Tab
Fonts.
selected within the Bow Tie Chart options dialog, with color by Gender in view,
the Gender colors in the Bow Tie View will be changed to match.
1) Select your starting fill color by clicking on the

first box and choosing the desired color.
3) Press the Shift key on your keyboard and left
click on the bottom fill box. This pastes the color.
shade.
5) Press the Ctrl & Shift keys, then click on the
bottom fill box. All boxes in between will become a
shade of the color chosen.
96
Descendant Chart
The Descendant Chart is a box chart that prints an individual and his or her
descendants from left to right across the page. Photos can be included in
this chart.
before printing.
97
Þ To preview the Descendant Chart:

1 Click the Descendant reports button on the toolbar.
Þ To print the Descendant Chart:

Your Descendant Chart will now print.
Þ To publish the Descendant Chart:

5 Select Save.
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Descendant Chart Options

screen each time you run this report, then disable the Always show options before
printing check box.
Þ Contents Tab
occurred.
§ Female lines. Select this to print female as well as male descendant lines.
§ Cousin Smart. Select this to ensure that duplicate descendants are not repeated
for distant cousins who marry. The common ancestor will be printed in a box with
60
61
and pedigrees.
62
63
64
65
99
Þ Layout Tab
· Chart scale. Enter a value greater than 100 to increase the printed size of the
chart. A value less than 100 will shrink the size of the chart. All boxes, lines and
· Margins. Select Top, Bottom, Left, and Right margins66 for your printed chart.
· Paper orientation. Select Portrait or Landscape mode. This has the same effect
· Full page border. Select this to print a full border around the edge of the page;
· Print page numbers. Select this to print a page number in the lower right corner
of each page.
Þ Box Tab
· Box Style. Select from three box types: simple box, drop shadow, or no box.
· Line width. This option sets the line width of the box outline and the connecting
· Box Width. Set minimum and maximum widths for the boxes. Note: The program
· All boxes same width. Select this to make all the boxes in the same generation
in each box.
· New line after name. Select this to start a new line for each event printed in the
chart.
New line = OFF
New line = ON
66
100
Þ Color Tab
Tip: When coloring by Lineage, the box color of the subject of the chart is taken
from the color selected in Generation 1 of the Generation color style.
Fonts.
selected within the Descendant Chart options dialog, with color by Gender in
view, the Gender colors in the Descendant View will be changed to match.

shade.
the color chosen.
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Outline Descendant Report

The Outline Descendant report prints an individual's descendants indented
by generation. This is a useful summary report since it prints each person
on their own line.
customize the contents and layout of your report before printing. For example, you
can choose to print vertical generation lines, preceding child numbers, a recap at the
top of each page, and an index of all individuals in the report.
102
Þ To preview the Outline Descendant Report:

1 Click the Descendants reports button on the toolbar.
2 Double-click on Outline Report.
Þ To print the Outline Descendant Report:

4 Click Print.
Your Outline Descendant Report will now print.
Þ To publish the Outline Descendant Report:

5 Select Save.
This will save the report in PDF format for further use. The default PDF viewer
will then open, with your newly published report in view.
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Outline Descendant Report Options

printing check box.
Þ Contents Tab
· # of Generations. Choose from one to as many generations as you have in your

database. Although you can print up to 160 generations, 12 is the advisable
maximum if you want them to fit on a standard-sized page using the default font
size. The program will tell you if you are trying to print too many generations on
the report.
· Date format. Select Long Date (4 Jul 1776), Short Date (1776), or No Date.
Birth, Christening, Marriage, Death, Burial, LDS Ordinances70 or Check All
to print every available event71, including user-defined events72.
· Print place-names. Select this to print the name of the place where an event
occurred.
· Print spouse. Select this to include spouses for the individual descendants.
· Cousin Smart. Select this to ensure that duplicate descendants are not repeated
67
68
and pedigrees.
69
70
71
72
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for distant cousins who marry.
Þ Style Tab
§ Recap. This feature prints the direct descendant line, which takes you to the first
person on each page. This is especially useful for large reports. Select none,
box only, or shaded box.
§ Indent each generation. Each generation in the report is indented by the number
of character spaces specified in this box, to a maximum of 30 spaces.
§ Event format. Select one per line to print each event on a separate line or select
word wrap to print all events consecutively.
§ Print vertical generation lines. Select this to print vertical lines denoting each
generation in the report.
§ Name Format. Select bold to print each descendant and spouse in bold. Select
Print child number (prefix) to print a sequential number just before the name of
each child in the family. Select Generation number (superscript) to print a
generation number for each descendant as a superscript after the name.
§ Print child number. Select this to print a sequential number for each child in a
family. This number prints as a prefix to each child's name.
§ Generation number. Select this to print a superscript generation number for each
descendant.
Þ Layout Tab
§ Title. Enter your own title to print at the top of the report, or skip this field to use
the default title.
§ Margins. Select Top, Bottom, Left, and Right margins73 for your printed report.
§ Print report date. Select this to print the date on the bottom right corner of each
page.
73
105
Þ Index Tab
§ Choose the type of index to print for the report. You can choose from no index, a
one column person index, a two column person index, or a name index.
A person index sorts individuals by a surname and given names. Two different
people with the same name would be indexed separately.
A name index is a condensed index of names, not individuals. It shows where all
the given names for each surname are located in the report.
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Register Report
The Register (Book) Report produces successive generations of
descendant families for a given individual (progenitor). Although the default
options will satisfy most users, many options are available to customize the
appearance and content of the Register Report, allowing you to match the
NGS Quarterly (default), Register, or Henry systems. You can also print a sample
page with an explanation of the numbers and symbols used in the report. Photos can
be included in this chart for all supported word processors except for Microsoft
Works and Lotus Ami Pro.
107
The options screen is similar to the other Companion reports, but notice that this
report does not go directly to your printer! The program saves the Register Report as
a word processing file so you can edit or save it for future work (you can generate an
index, change fonts, add graphics, and so on). To print the report, simply use the
print menu of your word processor.
Þ To create the Register Report:

2 Double-click on Register (Book).
The program will now ask you to supply a file name for the Register Report. You can
use whatever name you wish as long as you do not change the file extension (the
last three characters following the period).
Þ To save the Register Report to a word processor file:

4 Provide the path and file name (the appropriate file type/extension will be
displayed according to your selected word processor). Do not overwrite or
change the file extension.
5 Click Save.
The Register Report will be formatted for your selected word processor, which
automatically starts so you can view, edit, and print. If your word processor does not
108
start automatically, check to see that your word processor options are set up
correctly.
Þ To create an index (automatically done for Microsoft WordPad and Works):

1 Go to the very end of the register document (the end of the last page).
2 Create the index:
In Microsoft Word select Insert on the menu bar; then select Index and Tables,
and click OK.
In WordPerfect 5.1 press <ALT> <F5>, select option 6, and then select option 5.
In WordPerfect for Windows select Tools on the menu bar, select Generate, and
click OK.
Note: Microsoft Works and WordPad do not have the ability to create indexes. To
compensate for this, the program automatically creates an index based on
paragraph numbers. This index is created when the Register Report is prepared.
Þ To print the Register Report:

§ Use the print menu of your word processor (in Microsoft WordPad and most
other programs, select File on the menu bar and click Print).
Your Register Report should now print.
Note: The word processor may be set to a different printer than Companion. Double
check the selected printer in your word processor before printing.
Þ To return to Companion:
§ Exit your word processor. You will automatically return to the Companion.
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Register Numbering Example
The following example shows the most common (excluding Henry numbers)
numbering conventions that can appear in the register report. Your register report
may print some or all of these numbers and symbols, depending on which report
options you select.
Note: Numbers shown in blue normally print as superscripts in your report.
1. John3 Smith6 [17] (Robert2, Scott1) b. 17 Feb 1849 in New York, NY, d. 3 Jan
19307. He
married 30 Jun 1870 Mary Jones, daughter of Albert and Samantha Wiggins.
Their children were:
+ 2 i Bobby4 [43]
3 ii Susan4 [44], b. 25 Dec 1871.
_________________________
6 Smith Family Bible, p. 2
7U.S. Social Security Death Index
Explanation
John3 John Smith is a third generation ancestor.
Smith6 The number 6 is a footnote to an information source.
[17] This is a Record Identification Number (RIN).
died 3 Jan 19307 The number 7 is a footnote referring to an information

source.
(Robert2, Scott1) These numbers refer to Robert's lineage: John is Robert's

son. Robert is Scott's son.
+ 2 i Bobby4 [43] The plus sign (+) indicates that Bobby had children. His
paragraph number is 2. He is the first (i) child in the family, and he is of the fourth (4)
generation. Bobby's RIN is 43.
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Register Options
printing check box.
Þ Contents Tab
· # of Generations. Choose from one to 160 generations.

Birth, Christening, Death, Burial, LDS Ordinances77 or Check All to print
every available event78, including user-defined events79. Marriages always print in
the register report.
· Notes to print. Select All notes, None or only those preceded by '!' to print. See
also Section 2, Treatment of Notes.
· Sources to print. Select Full sources, None, or Title only.
· Print sources as Footnotes or Endnotes. Footnotes are printed at the bottom of
each page. Endnotes are printed as a group at the end of the document. Note 1:
WordPad does not support printing footnotes and endnotes, therefore these
sources are printed after the notes in the body of the report. Note 2: Endnotes
74
75
and pedigrees.
76
77
78
79
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will print as footnotes in WordPerfect 9.0.

· Print events for continued children. Select this to include births and spouses for
all individuals even if they are continued later in the report. Normally this
information is printed only for children with no issue.
· Female lines. Select this to print female as well as male descendant lines.
· Cousin Smart. Select this to ensure that duplicate descendants are not repeated
for distant cousins who marry.
Note: Microsoft Works and Lotus Ami Pro will not accept photos for the
· Print submitter. Select this to print the submitter's name and information as a
· Include (print) sample page with explanations. Check this box to print an example
page with explanations of the numbers and symbols as the first page of your
register report. You can use your word processor to move or delete this page.
Þ Layout Tab
§ Word processor. Select the word processor you use on your computer
system from the list. The location of your word processor will be displayed in
the Location box if it is found. If the program cannot find it, click Browse and
select the program and path.
§ Numbering scheme. Choose Roman numerals, Henry system, or no
Roman numerals for numbering the children within each family.
§ Continuation. This prints a unique identifying number (paragraph number) for
each child and a "+" symbol for each child who has children and is included
later in the report. If continuation is turned off, paragraph numbers are
assigned only to children who have children.
§ Bold numbers. This option prints the identifying number in bold font.
§ Indent notes. This option indents the first line of each note.
§ Margins. Select Top, Bottom, Left, and Right margins80 for your printed
report.
§ Tabs:
To Paragraph #. This specifies the distance from the left margin to the
paragraph number or Henry number.
To Roman numeral. This specifies the distance from the left margin to
the child's sequence number (if selected).
To text. This specifies the distance from the left margin to the printed
text.
80
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Enter the tab settings in the appropriate box.
Þ Names Tab
§ Select the font weight (bold or normal) with all upper- or lowercase letters for
each type of individual included in your report.
1 Click the arrow to the right of the appropriate name box.
2 Select a font weight (or select Omit if you do not want the item to print at all).
3 Click OK.
Note: A married woman s maiden name is always printed in parentheses (if not
omitted).
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Section 6 Creating & Sharing Charts

Preparing your Chart
Many options are available for customizing your reports to suit your particular
style or needs. One special feature is Cousin Smart, which ensures that common
ancestors or descendants for two distant cousins who marry are not repeated on
the same chart or report, thereby saving space and paper. For your
convenience, separate customization instructions are included after each report
in Section 5 Reports and Charts.
Print Preview
All charts and reports, with the exception of the Ahnentafel and Register reports,
can be previewed in PDF format. This allows you to evaluate the presentation of
the chart before printing.
Þ To preview a chart or report:
§ From the options dialog, select Preview

Your default PDF viewer will now open with a preview of your chart or report. It
can then be printed from your PDF viewer, or you may return to the Companion
and print from the options dialog.
Re-size
The Re-size feature is available for Ancestor, Descendant, Hourglass and Bow
Tie charts. With Re-size you can determine the chart size, number of pages,
number of people, and number of generations the will go to the printer. You can
change the chart options, number of generations, and scaling until you get the
results you want. The preview option is available here as well, allowing you to
view the effects of your changes on the overall appearance of your chart.
Once you are satisfied with the results, you can print or publish directly from the
Re-size screen by clicking the corresponding button.
Note: Re-size is not required for the Fan chart because it has a fixed format and
automatically scales to fit on a single sheet of paper.
TIP: Re-size is useful for sizing both tiled and single page charts.
Þ To access Re-size
§ Click on the Re-size button in the lower right corner of the Ancestor,
Descendant Hourglass or Bow Tie Chart options screen, and the following
dialog will appear:
114
The above example shows that this ancestor chart of 29 people would require
two pages if printed at 100 percent scale.
Þ To change the scaling, select one of the following:

§ Enter a new scale percentage in the Scale box.
OR
§ Return to the Chart Options screen, and change the scaling there.
Tip: Charts with photos do not scale well when reduced to less than 40%.
Þ To change the chart options:

§ Click on Chart Options to return to the chart options screen. Make your
changes, and then return to Re-size. You can switch between the two
screens as often as you wish.
Note: Each time you return to Re-size, the program automatically recalculates
the preview. However, when you change your printer or your scaling in this dialog
box, you must always press the Calculate button.
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Publishing Reports
The Publish feature in Companion makes it easier than ever before to share your
charts with others by allowing you to save them in PDF format. This option is
available for all charts and reports, with the exception of the Ahnentafel and Register
reports.
What is PDF?
PDF, or Portable Document File, is a compact, universal file format that preserves
document formatting, such as font, color, graphics, and layout, regardless of what
type of software or operating system the document was originally created in.
With PDF you can:
§ Easily share documents electronically. Because PDF files are compact, they
can be sent through e-mail or saved to diskette.
§ Create files that can be viewed by anyone with PDF viewing software, which,
in many cases, can be obtained for free. This means others can see your
document without having to buy any special programs and without incurring
any costs to themselves.
§ View documents on almost any operating system, with no conversion hassles
or system compatibility worries. PDF files can be viewed in Windows,
Macintosh, Linux, Unix and even Palm OS.
§ Include your document in a web page.
Þ To publish a chart or report:

§ From the options dialog, select Publish
This will save the document in PDF format for further use. After saving, the default
PDF viewer will open, with your newly published chart or report in view.

You can easily cut and paste charts from your PDF documents into word
processing documents, emails and so on. To do so:
1. Create your chart in Companion and publish it in PDF format.

2. Open your document in your PDF viewing software.
3. Select the Graphics Select Tool on the toolbar.
4. Click and drag the mouse to draw a box around your chart, or select Edit,
Select All
5. Select Copy from the menu bar.
6. Paste into your word processing document, email, etc.
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Printing your Chart

The Companion allows you to print on any size of paper. Large charts can be
created by tiling many pages together or by printing on a large-scale plotter.
Charts and reports can be printed on any of the vast number of printers
supported by Windows, including dot matrix, ink jet, and laser printers.
Note: The Fan Chart has special requirements that are available only on laser
and ink jet printers. For more information, see Supported Printers.
The Register and Ahnentafel Reports are automatically output to the word processor
of your choice. From there you can perform additional editing before printing, such as
adding photographs to your report. Supported word processors include WordPerfect,
Microsoft Word, Microsoft Works, Lotus Ami Pro and Microsoft WordPad. WordPad
is included free in your Windows accessories group.
For many charts and reports, you can select the font. Font selection is a global
option and must be selected before you choose a report to print. The exceptions are
the Register and Ahnentafel Reports, where you must change the font within your
word processor.
Þ There are three ways to print a report from Companion:

§ From the menu bar, select Reports and click on your choice of report.
§ From the menu bar, select File and click Print.
§ From the toolbar, click on the Family, Ancestor, or Descendant reports
button and select the appropriate report from the samples shown on the
screen.
Selecting any of the twelve reports will present an options screen followed by a
print dialog screen. This is a standard Windows print dialog. For help setting up
your printer in Windows, you should consult your Windows user guide.
Printing Tips for Box Charts

The Companion will print the Ancestor, Descendant, Hourglass, and Bow Tie Charts
on as many pages as necessary and ensure that no box is split between two pages.
A fine dotted line and crop marks will also print to aid in aligning two adjoining pages.
TIP: For dot matrix printers using continuous fan-fold paper, you can create a
continuous vertical chart with no gaps by specifying zero (0") for the top and bottom
margin in the Report Options.
One of the program's more powerful features is the ability to present a chart on as
few pages as possible. Often you can print your chart on even fewer pages by trying
one or more of these suggestions:
117
§ Turn on Cousin Smart81.

§ Choose the short date format.
§ Select fewer events.
§ Turn off place-names for events.
§ Turn off New Line after Name.
§ Choose landscape instead of portrait.
§ Choose a different or smaller font.
§ Scale down the chart (that is, print it at less than 100 percent)
§ Specify smaller margins82.
Some of these tips may also apply to other reports, including the Outline Descendant
and Kinship.
Wall Charts
A wall chart is any large-scale genealogy chart that exceeds the paper size capacity
of a typical dot matrix, ink jet, or laser printer. For more information on printing wall
charts, please visit:
http://www.progenysoftware.com/PAF-Companion-wallcharts.html
Conventional Method
The Companion allows you to print ancestor and descendant charts of any size. If
your chart exceeds the size of the paper, it will print on multiple pages. This is called
tiling. With the aid of printed alignment marks and crop marks, you simply cut and
paste the individual pages to create the large (tiled) chart.
Wall Chart Printing Alternatives
The Companion provides two additional options for printing wall charts on a
single large sheet of paper:
Þ Option 1: Print directly to a plotter attached to your PC.

If you own or can borrow a large-scale plotter, this option provides the quickest
and most direct results.
81
Cousin Smart. This option ensures that common ancestors or descendants for two distant cousins who marry
are not repeated on the same chart, resulting in a smaller chart on less paper.
82
118
Note: You must have the appropriate Windows printer driver for the make and
model of your plotter.
§ Ensure that your plotter is selected in the printer setup, and click OK from the
chart options screen, or
Click on Print in the Re-size screen.
Þ Option 2: Print to a disk file (print file).

You can direct your chart to a disk file that can be given to a local print shop for
output to a large-scale plotter there.
Important: This disk file can only be used for printing the chart to a printer. It
cannot be used by a graphics or HTML viewer.
Note: You must have the appropriate Windows printer driver installed on your
system for the make and model of the plotter used by the print shop.
1. Print the chart as you normally would, except when the print dialog screen is
displayed, check the Print to File option.
2. You will be asked to supply the disk drive and file name to save your chart file
to a disk.
3. Take the disk to the print shop for printing.
The Re-size option makes it easy for you to define the content and size of your
wall chart before you print it. This way you know how it will print because you
designed it!
Supported Printers
Reports will print on any printer that is compatible with Windows. This applies to
most laser and ink jet printers. The exception is the Fan Chart, that prints on laser
and ink jet printers but is not guaranteed to print on dot matrix printers.
The number of generations you can print on a Fan Chart depends on how much
memory (RAM) your printer has (not to be confused with your computer s memory). If
you prefer to use the HP-GL option, which is a vector code (all laser and ink jet
printers are raster devices), the HP-GL must be translated to raster in the printer s
memory. The more generations you print per chart, the more memory required. For
example, a five-generation Fan Chart can be printed on an HP LaserJet III with 1 MB
of memory.
If you are attempting to print too many generations, the HP printers display error
code 20 (memory overflow) or 21 (print overrun). To overcome this problem, activate
the page protection feature on your printer. Page protection forces the printer to
rasterize the whole image in memory before the page starts traveling through the
print engine. Page protect requires memory above the minimum configuration and
119
may require you to install additional memory in your printer.
Refer to your printer s instruction manual to activate the page protection feature.
Printer Drivers
Using HP-GL to print the Fan Chart
Even if your printer or plotter is physically capable of understanding and printing HP-
GL, this compatibility may not be built into the printer driver. In this case the HP-GL
codes will not be passed to the printer, and the Fan Chart will not print. There is a
simple solution to this problem: When generating the Fan Chart, choose the Print to
File button on the Fan Chart options screen (this is different from "print to file" on the
printer setup dialog). Once you have provided a file name, click OK to write the Fan
Chart to a disk file instead of going directly to the printer. Then print the file from the
DOS prompt using the Copy command. Your printer should now print the Fan Chart.
Where to get up-to-date printer drivers
Contact your printer supplier for the latest drivers. If you have a full Internet
connection, Hewlett Packard drivers can be downloaded from HP s site at:
www.hp.com
Other vendors also make drivers available from their web sites.
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Section 7 Special Features

Compare to PRF Master Index
Important: You must have a Pedigree Resource File Master Index CD to
perform this function.
This automated feature of the Companion finds individuals in the Pedigree Resource
File (PRF) who may match those in your .paf file. The Companion does this by
comparing one or more individuals in your file to all individuals on a PRF Master
Index CD-ROM (note: the Master Index must be for Discs 1-50 or newer). The
results are presented in a WordPad document that you can print or save for later
use.
What is Pedigree Resource File?

Pedigree Resource File (PRF) is CDs which contain lineage-linked pedigrees that
have been submitted to the Family and Church History Department of The Church of
Jesus Christ of Latter-day Saints. Each CD contains more than one million
individuals and includes unedited notes and sources. Charts and reports can also be
printed from this data.
Pedigree Resource File CDs and the latest Master Index CD can be ordered directly
from the Salt Lake Distribution Center.
Phone numbers:
800-537-5971 (240-3800 Salt Lake area)

TTY 801-240-6149, or 800-453-3860, ext. 6149
Phone Hours (Mountain Time):
Monday and Friday 8 A.M. to 5 P.M.

Tuesday, Wednesday, Thursday 8 A.M. to 6 P.M.
Saturday 9 A.M. to 4 P.M.
You can also order online at www.familysearch.org, and click on Order Family
History Resources.
Although this automated comparison may take some time if you select the all
persons in file option, this is still much faster than manually performing Master
Index searches for each person in your .paf file.
Basic matches are done on surname and given names for the current subject only,
end-of-line individuals, or all persons. For an advanced comparison, you can also
121
match on dates and place-names. In many cases this will significantly reduce the list
of matches to a manageable size.
Note: If you choose to match on dates and place-names, an event must match both
the date and the place-name in order for an individual to be considered a match. It is
not a match if the date matches one event and the place-name matches another
event.
TIP: Select the date and place-names options to reduce the list of potential matches
to a manageable size.
Þ Name match
The Companion will match surname and given names for:
§ Current subject only. Perform a comparison for only one individual in your
.paf file. Note: The selected individual must have a surname.
§ End-of-line individuals. Perform a comparison for all individuals in your .paf
file who have no parents.
§ All persons in file. Perform a comparison for every individual in your .paf file.
For this option, it is recommended that you include dates and place-names to
significantly reduce the list of matches to a manageable size.
Caution: The All persons in file option may take an hour or more, depending on
the size or your .paf file and the speed of your CD-ROM drive. You may want to
schedule this when you do not intend to use your computer for an extended
period of time.
Match rules: Only individuals with an identical surname and one or more identical
given name(s) will be considered a match. For example, Mary Ellen Brown will match
with Mary Brown, Sarah Mary Brown, Ellen Brown, and Sarah Ellen Brown. Initials
are ignored in the name match. Individuals with no surname will be excluded from
the matching process.
Þ Date match
Select this option to match individuals with events that occurred the same year.
Match rules: Only the four-digit year is used for matching, not the month or the day.
Individuals with an event that occurred in the same year or within a specified range
of years will be considered a match.
This option will help reduce the number of potential matches, narrowing the results to
those individuals who have a greater probability of being the same person.
Otherwise, without matching on dates, Mary Chalmers born in 1790 would be a
match for Mary Chalmers born in 1860.
Þ Place-Names match
Select this option to match individuals with events that have the same place-name.
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Match rules: This is an identical, full- word match. Only place-names with the exact
same sequence of characters, including spaces will be considered a match. For
example, Orange County Florida does not match Orange Co. Florida.
Þ To perform a compare:
1 Make sure the subject individual is displayed in the Family Group View.
2 Load an installed PRF Master Index CD in your CD-ROM drive.
3 From the toolbar, click the Compare button.
OR
From the menu bar, select Find and click on Compare to Pedigree Resource
File.
4 Select one or more match options.
5 Click the Start button.
Note: The menu bar option will not be available (grayed out) until you install a PRF
Master Index CD-ROM on your computer.
Important: If you have more than one Master Index CD you must repeat the
compare function for each CD in the set.
Once the compare is finished, the results will be displayed in a WordPad window
showing the person identification number (PIN) and PRF CD number for each
possible match. You then have the choice of printing or saving this reconciliation
report to a disk file.
TIP: Always print the reconciliation report unless it is very long, in which case you
could save it to a disk file for browsing later. You will need this information to find
these individuals (by PIN) on their respective PRF CD.
Þ To suspend and resume a compare:

This is a useful feature if you need to use your computer but cannot wait for the
compare to finish. You can suspend the matching process and resume later. Once
you resume, Companion will continue where it left off.
To suspend:
1 Click the Suspend button.

2 The reconciliation report with a partial list of matches will be displayed (you can
print this partial list if you wish).
3 Close the WordPad window.
To resume:
1 Make sure the same PRF Master Index CD is loaded in your CD-ROM drive.
2 From the toolbar, click the Compare button.
123
OR
From the menu bar, select Find and click on Compare to Pedigree Resource
File.
3 Click the Resume button.
Þ To print the reconciliation report:

§ On the WordPad menu bar, select File and click Print.
Þ To save the reconciliation report to a disk file:

1 On the WordPad menu bar, select File and click Save As.
2 Enter a file name other than the default name assigned by the Companion.
3 Click Save.
Important: The reconciliation report will be lost if you close the WordPad window
without printing or saving to a disk file. If you save the report, remember to give it
a different file name because the default file name assigned by the Companion
will be reused when you perform another compare.
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Photos
Several reports and charts allow you to print a photo for each individual in the chart.
Companion uses the same default photo you have specified in your Personal
Ancestral File program (must be PAF 4.0 or higher). Companion does not allow you
to change or edit the photo, you must do this through Personal Ancestral File.
Photos can be printed with the following:
§ Standard Family Group Record

§ Ancestor (Box) Chart
§ Descendant (Box)Chart
§ Hourglass Chart
§ Bow Tie Chart
§ Ahnentafel Report
§ Register Report
For convenience, the default photo is always displayed in the Family Group view. In
addition, photos can be displayed in the Ancestor, Descendant, Hourglass, and Bow
Tie views.
Þ Companion supports the following file formats:

Windows Bitmap *.bmp
Encapsulated PostScript *.eps
JPEG *.jpg
PC Paintbrush *.pcx
Photo CD *.pcd
PhotoShop PSD *.psd
Portable Network Graphics *.png
Targa *.tga
Tagged Image File Format *.tif
Windows Metafile *.wmf
Note: PhotoShop PSD (*.psd) images will not display in the Family Group View.
However, they will print in charts and reports.
Þ To include photos in one of these reports or views:

1 Open the options dialog window for the report or view.
2 Check the Include photos box (remove the check mark to disable).
Þ Selecting the photo size
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For the Standard Family Group Report
The photo is always proportionately sized to fit within the 1.5 inch square box
available. This means that the photo will always retain its original aspect ratio. The
photo will always print in the same section as the individual's events, and will be
present only for report subjects and their children, not for parents of the subjects or
spouses of children.
For box charts:
The photo width83 is automatically sized (smaller or larger) to the width of the printed
box. The length will vary proportionately so the photo will always retain its original
aspect ratio (width to length). You can change the size of the photo by adjusting the
box width. This option is under the Box tab of the options dialog for each chart. The
photo is always printed beneath the name and event information for the individual.
You cannot change the position of the photo.
For Ahnentafel and Register reports:
The photo is always sized to be one inch (2.54 cm) high. The width will vary
proportionately so the photo will always retain its original aspect ratio (width to
length). The photo will always print on the same line immediately following the
individual's name. You can change the size and position of the photo through your
word processing program after the report has been created.
Note: Microsoft Works and Lotus Ami Pro will not accept photos for the Ahnentafel
and Register reports.
83
126
History List
The History List records the name and RIN84 of the most recent individuals you have
viewed. The maximum number of names contained in the History List is 80. This
provides a convenient way for you to return to previously viewed individuals rather
than doing another Go To or Search.
Note: The history list is saved for each .paf file and restored the next time you run the
Companion.
Þ To select an individual from the History List:

1 From the menu bar, select History.
2 Double-click on the desired individual's name.
Using the Match List

The Search function produces a list of individuals who match the search criteria you
specify, to a maximum of 32,000 names. You can select individuals from this list,
save to a file, or print a report of the match list. For example, you could find and print
all people with the same surname who were born in the same town.
Þ To select an individual from the match list:

1 Scroll through the list box to the desired individual.
2 Double-click on the individual's name.
The program will now display the Family Group View for the selected individual.
Þ To save the match list to a file (.csv):

1 Click on the Save button.
2 Enter a file name for your match list.
3 Click Save.
The program will save the contents of the match list to a "comma-separated values"
file (.csv). You can open this file with a word processor or spreadsheet.
84
127
Þ To preview a copy of the match list:
· Click on the Preview button.

The default PDF viewer will open, displaying the match list in an alphabetized report.
Þ To print a copy of the match list:
· Click on the Print button.

The program will print an alphabetical list of all the individuals in the list of matches.
Þ To publish a copy of the match list:
· Click on the Publish button.

This will save the match list in PDF format for further use. The default PDF viewer
will then open, with your newly published report in view.
Þ To view other matches while on the Family Group View screen:
Click on the Matches arrows on the toolbar
Þ To view the match list at any time.
· Select View on the menu bar, and click on Matches.
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Running Personal Ancestral File

At any time you can switch to Personal Ancestral File to update your files, and then
return to the Companion. The Companion will automatically pick up any changes you
have made to the open .paf file.
Changing your Personal Ancestral File program: If you have more than one
Personal Ancestral File version installed on your computer, the Companion will ask
you to select the version to use as a default. If you later wish to change your default,
then select File, Open, and click the Scan Disk button. Companion will then find and
display all versions of Personal Ancestral File on your system. Choose the version
you wish to run from within Companion.
Þ To run Personal Ancestral File:

From the menu bar
Select File and click Run Personal Ancestral File.
OR
From Home Base
1 Click the Run Personal Ancestral File button.

2 Select the file you wish to work with.
3 Double-click the Run Personal Ancestral File button, or on the Home Base
screen, click OK.
Personal Ancestral File will start with the selected (or current) file open for use.
TIP: You can also run the Companion from Personal Ancestral File (version 4 or
higher), by clicking Tools, PAF Companion, on the Personal Ancestral File menu
bar.
Returning to the Companion
Þ To return to the Companion from Personal Ancestral File:

1 Exit Personal Ancestral File.
2 You will automatically return to the Companion.
Important: You must exit Personal Ancestral File. Do NOT use the Windows "switch
tasks" feature or <ALT>< TAB> to return to the Companion. This may cause a
program error since the Companion cannot work with a file that is also opened by
another program.
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Saving a Copy of Your View Screen

A special feature in Companion allows you to save a copy of the screen image for an
Ancestor, Descendant, Hourglass, or Bow Tie View. This screen image is saved in
.BMP format to a file on your hard disk. You can then use this file in other documents
you create with your word processor, desktop publisher, or image editing software.
For example, you can add your personal comments (annotations) with Microsoft s
Paint program (included in your Windows accessories group). From the Paint
program you can also print in color if you have a color printer.
Þ To save a copy of an Ancestor, Descendant, Hourglass, or Bow Tie view

(current screen image only) to your hard disk:
1. Create your chart view (make sure it is

displayed on the screen).
2. From the menu bar, click File.
3. Click Save Screen Image.
4. Enter the file name and path to save the image
on the hard disk.
5. Click Save.
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Section 8 Home Base
Home Base
Home Base is an alternative navigation center for the Companion. By default, all
program activity centers around the Family Group View where you access program
functions from the toolbar and the menu bar. However, you can change this default
setting so that Companion will always start with the Home Base.
From the Home Base you can:
§ Select files.
§ Find an individual.
§ View family group, ancestors, descendants, hourglass, or a bow tie chart.
§ Preview, Publish and Print reports.
§ Run Personal Ancestral File.
§ Set preferences.
Þ To change the Home Base default:
§ From the menu bar, select File, Preferences and click on Home Base ( Ö =
on).
OR
§ From Home Base select Preferences, then Options, and double-click on
Turn Home Base On (or Off).
If you turn off the Home Base option, Home Base will still be available from the tool
bar, and you can change your preference at any time.
131
Home Base Buttons and Windows

The Home Base screen is composed of 6 large function buttons, 3 action buttons
and 2 windows.
Clicking on any of the function buttons creates a scroll list of choices for that function
in the center window (Choices). In some cases, a sample or informative message
appears in the far right (Preview) window.
The action buttons OK, Exit, and Help are presented at the bottom of the screen.
Note: Pressing the Exit button will exit the program, not just the Home Base screen.
Þ To perform any function from the Home Base screen:

1 Click the desired function button.
2 Double-click on an option from the center window, or select an option and click
OK.
You can see more information about each function button and the available options
by clicking on the hypertext jumps (green words) at the top of this screen.
Note: The name of the current subject is always displayed at the top of the Home
Base screen.
Þ To close the Home Base screen:
§ Click the close button in the upper right corner.
OR
§ Press the <Alt> and <F4> keys together.
OR
Press the <Esc> key.
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Section 9 Unlocking Companion

Unlock
You will see this screen only when you run an evaluation version of the Companion.
Typically, there are two reasons why you would have an evaluation version:
§ You downloaded an evaluation copy of the Companion from the Internet.

§ You installed a copy of Personal Ancestral File which included an evaluation
copy of the Companion.
Note: If you previously unlocked the Companion and you recently changed your
computer or hard drive, the Companion will revert to an evaluation version. If this
happens, locate your printed Unlock Certificate and use the PIN and unlock key to
unlock again. You do not need to call the telephone number on the unlock screen.
Þ This evaluation version is identical to the full licensed copy, except:
§ Compare to PRF Master Index is disabled.

§ Printing is limited to:
5 generations on the Fan Chart;
30 people in the Register and Ahnentafel;
1 page for all other charts.
These limitations will be removed when you purchase an unlock key and unlock the
Companion.
Þ To unlock the evaluation version of the Companion:

1 Enter your PIN. This must be the same credit card number you used to purchase
the unlock key. Do not enter spaces or dashes.
2 Enter your unlock key. Do not enter spaces or dashes.
3 Click OK.
You will see the following message if your unlock was successful.
133
If your unlock was not successful, check that the unlock key is correct and the credit
card number is from the same credit card you used to purchase the unlock key. You
need to enter both the PIN and the unlock key for the unlock to work. Do not include
any dashes or other punctuation when you enter your PIN and your unlock key.
Unlock Certificate
Your unlock certificate should now print. Please keep this certificate in a safe place
as this is your proof of purchase and you will need the unlock key if you change
computers or replace your hard drive.
The unlock will take effect immediately and all program limitations will be removed.
Legal Notice
By unlocking the Companion you are agreeing to the same terms and conditions of
the license agreement you accepted when you first installed this program. In
addition, you agree to use this unlock key to unlock a single copy of the Companion
for your own personal use. You are not authorized to give, share or otherwise
communicate this unlock key for the purposes of unlocking other evaluation copies of
the Companion.
134
Section 10 Some Windows

Terminology
This section includes explanations of some Windows terminology relevant to
Companion. If you are new to Windows or need additional help, please refer to the
online tutorial in Windows. Click on the Start button and select Help.
Window
Windows are framed rectangular areas of your computer screen where your program
information is presented. You can have one or many windows open at a time. Each
program has a main window (the program window), that stays open as long as the
program is running. Many other windows, such as dialog boxes, scroll lists, and
menus open and close as they are required.
The active (foreground) window's title bar is in color. Inactive (background) title bars
are white or gray.
In the example above, there are three windows open, the Companion program
window, the Home Base window and the Ancestor View Options window. The
Ancestor View Options window is a dialog box and is the active window.
Title Bar
The title bar is found at the very top of each window and contains, in this case, the
name of the PAF file in use. Window control buttons are also located in the top right
corner of the title bar. You can use these to minimize or maximize the window
size or even to close the window by clicking on the button .
Menu Bar
The menu bar is found beneath the title bar on many windows and contains a
135
horizontal list of menu items. Clicking a menu item will either execute a command,
display a sub-menu (pop down), or display a dialog box. Clicking on a command
name executes the command. Some menu items are followed by the characters "..."
indicating that a secondary menu (or list of choices) exists.
Scroll Bars
When a window contains too much information to display within its boundaries, a
scroll bar appears along the right side or bottom of the window. Clicking the arrows
at the ends of the scroll bar causes the information to scroll in the indicated
direction, bringing hidden information into view.
Icons and Toolbars
What Is a Toolbar?
Many windows programs include a toolbar (usually at the top of the window under
the menu bar) that contains a series of icons. Each icon graphically represents a
program function that is also available on the menu bar.
Companion's Toolbar
The toolbar is offered as a time-saving feature and provides quick access to the most
commonly used commands in the menus. Clicking on the icon executes the
command.
Status Bar
At the bottom of most windows is a status bar, that contains descriptive information
about the program or a command being executed.
Dialog Boxes
Dialog boxes are windows that prompt you for further information or for a decision to
proceed (such as OK or Cancel).
For example, when you execute an Options command, a dialog box will appear,
asking you which options you wish to use. Dialog boxes cannot be minimized or
made inactive. You must respond to the dialog box or cancel the command before
proceeding.
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Scroll Lists
Scroll lists present choices that you can browse by moving the scroll bar up or down.
You make your selection by pointing to and clicking on your choice (highlighting) and
then clicking OK.
Using the Mouse

Throughout this user guide you will see the terms select, click, and double-click in
the instructions and examples presented. For those of you unfamiliar with Windows
and operating a mouse, these terms are discussed below. For more detailed
information, refer to your Microsoft Windows documentation or online tutorial.
Note: This user guide assumes that you are using a right-handed mouse. If you
are using a left-handed mouse, simply reverse the instructions for the left and
right mouse buttons.
Click. This refers to positioning the mouse pointer on a command (or its icon) and
pressing the left mouse button once to execute the command. In many cases (such
as dialog boxes), a choice of commands is presented (for example, OK, cancel,
options), one of which must be clicked to proceed. In these cases, one of the
commands (usually OK) is highlighted or has a box around it. This is the default
command or response, and pressing the Enter key has the same effect as clicking
the command.
Select. This refers to positioning the mouse pointer on an item or command and
pressing the left mouse button, which will highlight that item. Once selected, you
can then choose a command to perform. For example, in a scroll list, you make
your selection and then click OK. You can also select more than one item by
holding the left mouse button down while moving (dragging) the mouse pointer
across the area to be selected.
Double-click. This refers to positioning the mouse pointer on an item or command

and pressing the left mouse button twice in rapid succession. This has the effect of
selecting the item and executing the default command. For example, double-clicking
a scroll list item has the same effect as selecting the item and clicking OK.
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Glossary
AFN (Ancestral File number): A number used to identify each record in Ancestral
File, a program in FamilySearch(TM), containing millions of names from throughout
the world that are organized into family groups and pedigrees.
Cousin Smart: This option ensures that common ancestors or descendants for two
distant cousins who marry are not repeated on the same chart, resulting in a smaller
chart on less paper.
ID number: This number is assigned by the original author or compiler(s) of this

record. This number may not be unique and can contain alpha characters or, as in
many cases, nothing at all. It is another way individuals or groups may be identified
and found in the file.
Landscape: Used as a page orientation setting, select

Landscape if you wish your chart or report to print horizontally
across the page. This is especially useful for wide charts.
LDS Ordinances: Religious events unique to the LDS Church, including: Bapt/L -
Baptism (LDS), Endow Endowment, Seal/P - Seal to parents, Seal/S - Seal to
spouse.
Portrait: Used as a page orientation setting, select Portrait if you

wish your chart or report to print vertically on the page. This is
especially useful for tall charts.
RIN (Record Identification Number): Personal Ancestral File assigns each

individual record a record identification number. This number is used to distinguish
that individual from all others in the .paf file. Since many people in the file may have
the same name, this number helps you quickly find a specific individual.
Tiling: The Companion allows you to print ancestor and

descendant charts of any size. If your chart exceeds the
size of the paper, it will print on multiple pages. This is
called tiling. With the aid of printed alignment marks and
crop marks, you simply assemble the individual pages to
create the large (tiled) chart.
138
Units of Measure: The Companion will automatically adjust to U.S. (inches) or

metric (centimeters) units of measure depending on the regional settings in your
Windows operating system. This applies to chart and box sizes, as well as margins
and indent options for your charts and reports.
User-Defined Events: These events, defined by you in Personal Ancestral File, will
be included in your report if you check the Check All (events) box in the report
options dialog.

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Personal Ancestral File

This document contains proprietary information that is protected by copyright. All

Corrections and suggestions for future revisions of this document are

All other trademarks are the property of their respective owners.

Copyright © 2004 2005 Progeny Software Incorporated. All rights

Pedigree Chart Options .............................................................................................72

Þ You can create the following reports with the Companion:

§ Kinship - Print all relatives of an individual with their relationship(s).

§ Ancestor Chart - A box chart of an individual's ancestors.

§ Fan Chart - A unique "fan" presentation of an individual's ancestors. You can

§ Ahnentafel - An individual's ancestors prepared in a book format together

§ Outline Descendant - An outline report of an individual's descendants

§ Register - An individual's descendants prepared in a book format together

your word processor for further editing and printing.

Þ Other useful features

· Compare to PRF Master Index. Automatically find individuals in Pedigree

· Kin Search. Quickly find all the relatives of an individual.

· Save Screen Image. Save an ancestor, descendant, or hourglass view (when

Files and Records

Where to Get Help

Family and Church History Department

You can also e-mail comments, questions, or suggestions to:

Computer System Requirements

§ IBM or 100 percent compatible

Section 2 Getting Started

To install Personal Ancestral File Companion:

Follow the instructions displayed on your screen to complete your installation.

Companion also includes a handy uninstall program that permanently removes

To uninstall Personal Ancestral File Companion:

Þ To select (open) a file:

1 Select File and click Open.

Assigning Names to Your Files

1 Select File and click on Name Files.

Setting Your Preferences

3. Endnotes will not print. Solution is to choose footnote option.

4. Index will print as single column only. No known solution.

Þ To select the word processor preference:

Þ To select your word processor:

Þ To enable word wrap:

Do Not Print "!" in Notes

Þ To disable printing "!" in notes:

§ Substitute christening event information when birth is not known.

§ As entered. For example, VanBuren will appear as VanBuren.

Þ To change the way surnames are displayed or printed:

The submitter information is initialized to the values defined in your Personal

Important. If you wish to make a permanent change to your submitter information,

Þ To change the submitter information:

Confidential Notes and Events

Þ To enable or disable the printing of confidential notes and events:

Þ Where font options are applied:

Þ Maximum font size allowed for Pedigree Chart:

Þ To turn the status bar on or off:

Þ To change the Home Base default:

Show LDS Events

Þ To show/not show LDS Events:

2 Check the Show LDS Events box.

Þ To use Ibid. for repeating sources:

§ Force surnames to uppercase

Þ To restore the default options:

Exiting Personal Ancestral File Companion

Section 3 Finding People

Go To. Go directly to an individual record by entering a name, RIN1, or ID