Contents - Index

Guided Setup Wizard

The Guided Setup Wizard in Legacy helps you get started with the program and to setup a new family file, or to import a GEDCOM file from another program.  You can also open the Sample family file that comes with Legacy in order to explore all the features.

 
The Guided Setup Wizard is displayed the first time you run the program.  Or later, when you choose to start a new family file, Legacy asks you if you would like to use it.  The wizard consists of several sequential screens that let you unlock the Deluxe Edition of Legacy if you have purchased it, select some startup options, import a file to get started, or begin by entering three generations of ancestor names.

Welcome to Legacy
When starting Legacy for the first time the Welcome to Legacy screen appears.

You can:
  • Enter your name and customer number to unlock the Deluxe Edition of Legacy.  If you have not purchased the Deluxe Edition, Legacy appears in Standard Edition mode.
  • View a list of the Deluxe Edition features in Legacy.  If you are using the Deluxe Edition, all the new features are available for you to use.  If you are using the Standard Edition, we hope that the extra features will entice you to upgrade.
  • Purchase the Deluxe Edition by being taken to the Legacy online store.  (Internet connection required.)
  • Watch the Legacy Tour video.  This is a 53 minute training video that takes you through all the basics of using Legacy.  We highly recommend that everyone watch it.  (Internet connection required.)

    To move to the next Wizard screen, click Next Step.

    What would you like to do?
    This screen appears as the second step if you are starting Legacy for the first time, or the first step if you are using the Wizard to start a new family file.

    You can:
  • Indicate that you:
    Are just starting and you don't have any information in another genealogy program.  Click here for the Next Step.
    Want to import information from another genealogy program (either directly or by GEDCOM.)  Click here for the Next Step.
    Open an existing Legacy family file.  (Clicking Next Step prompts you for the family file you want to open.)
    Open the Sample family file that comes with Legacy to see how it works.  (Clicking Next Step opens the Sample family file.)
    Download my family from FamilySearch.   Click here for the Next Step.
  • View the What's New in Legacy Deluxe help topic.  This describes all the new features that have been added to the latest version.
  • View the Getting Started help topic that describes the five research steps that are used to find and extend your family.
  • Watch the Legacy Tour video.  This is a 53 minute training video that takes you through all the basics of using Legacy.  We highly recommend that everyone watch it.  (Internet connection required.)

    To move to the next Wizard screen, click Next Step.
    If you want to go back to a previous screen, click Previous Step.

    Import from another genealogy program
    Legacy can import your information from other genealogy programs making it easy to get started.

    You can:
  • Import a file from Personal Ancestral File (PAF) or Ancestral Quest version 2
  • Import a PAF 3.0 or later file.
  • Import a GEDCOM file.
  • View instructions on how to create GEDCOM files from many other programs.
  • Watch the Legacy Tour video.  This is a 53 minute training video that takes you through all the basics of using Legacy.  We highly recommend that everyone watch it.  (Internet connection required.)

    To move to the next Wizard screen, click Next Step.
    If you want to go back to a previous screen, click Previous Step.

    Import a PAF or Ancestral Quest file
    Legacy can directly import Personal Ancestral File (PAF) information.  Ancestral Quest files that are the same as PAF can also be directly imported.

    You can:
  • Indicate that you know where the files are located.  The next step will be to tell us where.
  • Indicate that you don't know where the files are.  The next step will be for Legacy to search your computer and give you a list of all the available PAF or AQ files.
  • Watch the Legacy Tour video.  This is a 53 minute training video that takes you through all the basics of using Legacy.  We highly recommend that everyone watch it.  (Internet connection required.)

    To move to the next Wizard screen, click Next Step.
    If you want to go back to a previous screen, click Previous Step.

    PAF or Ancestral Quest file list
    Legacy searches your entire hard drive and then displays a list of all the PAF and AQ files that were found.

    You can:
  • Select a file in the list by clicking on it to highlight it.
  • Stop a long hard drive search by clicking the Stop button.
  • Watch the Legacy Tour video.  This is a 53 minute training video that takes you through all the basics of using Legacy.  We highly recommend that everyone watch it.  (Internet connection required.)

    To move to the next Wizard screen, click Next Step.
    If you want to go back to a previous screen, click Previous Step.

    Download my family from FamilySearch
    You can either enter manually what you know about your family to get started or you can choose to sign into FamilySearch and download whatever the system has already recorded.  If downloading from FamilySearch, the Next Step will be to signin to your account and get started.

    Can we help you start your file?
    Legacy offers to help you start your new family file by having you fill in the starting person's basic information and then asking for the names of the parents and grandparents.  This is also done for the spouse of the starting person.

    You can:
  • Indicate that you don't want any help starting the file.  The next step will be to give the family file a name and then you can start entering names wherever you want to.
  • Indicate that you would like to use the Wizard to begin your family file by entering the first three generations of names into the window.  Click here for instructions on filling in the starting pedigree.
  • Watch the Legacy Tour video.  This is a 53 minute training video that takes you through all the basics of using Legacy.  We highly recommend that everyone watch it.  (Internet connection required.)

    To complete the Wizard screen, click Finished.
    If you want to go back to a previous screen, click Previous Step.

    Family File options
    Set a few common options before you get started.  These include Integration with FamilySearch, LDS support, the Date format, what Number you would like to display after names (if any), the rule for generating married names, displaying surnames in uppercase, and enabling the tagging options.   You can also specify how you want Legacy to access the Internet.  



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