How to save your file

To save your file you have multiple methods.

First possibility: Create a copy of your file

For Windows

To duplicate the file open on your computer – so you can save or modify it:

• Select Save a copy… from the File menu.

• Give a name to this copy. Do not use names with special characters. Click on Modify to select a destination folder for your duplicated file. Heredis will create a new .hmw folder which will include your genealogical data (.heredis file) and a folder in which you will find the related media or a .ha file (for tree charts). It is safer to choose to store your copies on a USB key, a cloud or an external hard drive disk instead of you computer’s hard drive disk.

• Click on OK button to validate the storage place and again on OK to validate the copy.
• Heredis will launch Windows Explorer to show you where the copy has been saved. You are free to move or to close the window. Your original file remains open on your computer and you can keep working on it.

For MAC

To duplicate the file open on your computer – so you can save or modify it:

• Select Save As… from the File menu.

• Give a name to this copy. Do not use names with special characters. Click on the arrow near the storage place to select a destination folder for your duplicated file. Heredis will create a new .hmw folder which will include your genealogical data (.heredis file) and a folder in which you will find the related media or a .ha file (for tree charts). It is safer to choose to store copies on a USB key, a cloud or an external hard drive disk instead of you computer’s hard drive disk.

•  Click on the Save button.
• Heredis will open the newly created file. You can close it and go back to your original file.

Second possibility: Save on a USB flash drive or on an external hard drive

Besides creating a backup file on your computer’s hard disk drive, you can synchronize your  file on a USB key or external hard drive. It is not like Save as, since it overwrites the previous version of the file.

Users without Wi-Fi or with computers kept at various locations should also sync their genealogy by connecting a removable data storage device (USB flash drive or external hard disk drive) to their computer.

Click on File menu > Sync via USB

In the synchronization window, select the external device you have connected, check the syncing direction (Send or Receive) according to your needs, then click on Send.
Once the syncing is completed, you are free to connect the storage device to your other computer (Mac or Windows).

Whether you are working in Heredis or launching the program, Heredis will let you know that a new genealogy file – or a more recent version of the opened genealogy file – is available on the external storage device you have just connected; you will be offered to sync this file to your computer.

See Synchronizing via USB for more details.