Home | Take the Tour | Download | Help | Blog | Sign up Already a user? Sign in

Upvise Mobile Client User Guide

The Upvise Mobile Client is a software application that you install on your mobile phone and which enables you to access all your information and data on-the-go.

1. Getting started 2. Quick Tips
3. Settings
4. Exit and relaunch
5. Application update

1. Getting started


Download and Installation
Launch your phone's web browser and goto the Address: http://upvise.com
Note: you need a data plan from your provider to access the Internet

Click on Download to start downloading the application.

  • Before the download you may get a message like "application is not from a trusted supplier" or "not a signed application. Continue anyway?". This is a security disclaimer from the phone manufacturer and appears for almost all third-party applications, including from major editors like Google Gmail mobile - so you can safely click on Yes.
  • If you get a message like "Version xx already installed. Replace?" click Yes.
  • If the application details are displayed, click to accept

Open the application, and you can either Sign In, Create an account or try a Demo.

Create a Personal or Business account
You can create an Upvise account directly from your device by entering an email and password of your choice.

You can sign up for a Personal and/or a Business account. The Personal account is free and includes these applications. The Business account is a premium service and includes these applications.

If you have created both a Personal and a Business account, you can switch easily from one to the other from the Settings->My Account menu

Sign in with Pairing code
The Sign In screen asks for a Pairing code, which you can find in the Settings menu in your web account at http://www.upvise.com/useraccount. The Pairing code is a 6-digit code that identifies your user account and is used to pair your mobile with your account. When you create an account on the upvise.com website, it saves you the trouble of having to key in a full email and password on your phone to login. You can generate a new Pairing code at any time from your account. It has a temporary validity (1 hour).

Once you have paired your phone, the Sign In screen no longer appears when you start the application and you are automatically signed in. You can sign out from the Settings->My account menu.

After you click on Sign In, the Home screen is displayed.

Home screen
This is the list of apps that are available in your account. You can add your own custom apps from your account. Learn more

See the Settings menu

2. Quick Tips

Basic navigation:

Use up and down arrow keys to select items in a list or scroll text.
Use the left arrow key or the Back menu button to go back to the previous page.
Use the center button or right arrow to navigate to the selected item in the list.

Filter any list:

Filter any list by typing the first letters of a word on the numeric keypad of your mobile or using the keyboard on Windows Mobile and on Blackberry.
This is useful to quickly lookup a contact, search a note or even to launch your apps.

Offline mode:

By default, Upvise connects to your online account to get fresh data automatically. When there's no network coverage, like in a plane or in the subway, or if you don't want Upvise to connect, you can change this setting to stay offline all the time. Select Settings > Connection Mode > Offline.
You can still access all the data that you have already downloaded, as well as post new data. The latter will be uploaded to your web account when you are back in Online mode.
When you're in Offline mode, the color of the title bar changes to black. In Online mode, the title bar is grey.

Refresh shortcut *:

By default, Upvise uses a smart cache mechanism to ensure fast access to your data.
You can still force the refresh of the current page by pressing the * (star) key on your phone or with the Refresh menu item on Windows Mobile or Blackberry.
This is useful when you have just entered some data in your web account and want to download it immediately to your phone.

Goto Home shortcut #:

Go back to the Home screen of Upvise from any screen by pressing the # (hash) key.

Next Article:

Use the right arrow key to jump to the next article e.g. in RSS News or Wikipedia.
A small white right arrow in the bottom bar indicates when this function is available in any app.
This is faster then clicking Back and selecting the next article in the list.

Edit a page:

When you edit a page, you can add the following basic formatting:

  • Enter a line break with your keyboard's Enter key
  • Enclose text in two simple quotes to bold it: ''this is bold''
  • A star * at the beginning of a line followed by a blank space is a bulleted list:
    * this is a list item
Text size

You can change the font size of the list and the text in Upvise in Settings > Display > Text Size. The change applies to all applications and is saved even after you exit and return to Upvise.

Quick access to Upvise:

To start Upvise easily and quickly on your phone, you can add a shortcut to the app from the Home screen of your phone (available on most phones).
Example on Nokia series 40: go to the Settings menu and select "My shortcuts". For other phones, please refer to the phone manual.

3. Settings

Device Info:Displays various device-related information like:
  • Network usage: keeps track of the amount of Kbytes that you have downloaded with Upvise since the beginning of the month.
  • Cache: amount of internal memory in Kbytes used by the Upvise software, to store e.g downloaded data for faster access. You can clear the cache if you need to free up memory space.
  • Installed Apps: displays the list of apps you have added to your device, with version number.
Display:Configure display options:
  • List size: set your preferred text size for list items.
  • Text size: set your preferred text size when displaying text.
  • Animation: set the "curtain-like" animation in list navigation on or off.
Connection Mode:Select Offline or Online mode. See above.
My account:Displays the email of the personal or business account that is signed in. Allows to Sign Out, and Sign In again.
About:Displays the Upvise application version, your phone model and free space remaining in phone memory. Click on Check for update to find if there is a new version of the application to download.

4. Exit and relaunch


On the Home screen there is generally an Exit menu to quit the application. When you are in other screens, click on Back until you reach the Home screen.

If you are using the Java version, Upvise is installed in the same location as your other Java applications. On Windows Mobile it appears in the Start->Programs menu. To relaunch Upvise, goto the Apps or Programs menu on your phone - please refer to your phone manual for more information.

For quicker access to Upvise on Java phones, you can also add a shortcut. See above.

5. Application update


The Upvise application automatically checks for version updates on a regular basis. If a new version is available, you are prompted at application start up to download the update. You can also manually check for updates at any time in the Settings->About screen, Check for update menu button.