Working with DNA Using MyHeritage and Legacy

Working with DNA Using MyHeritage and Legacy

MyHeritage and Legacy will help you with two parts of your DNA puzzle. MyHeritage is the testing company and Legacy is your master genealogy database where you keep track of all of your information. Legacy 10 will have a direct sync to MyHeritage which will make working with DNA matches even easier. 

Our FREE Hands-On with MyHeritage DNA webinar will walk you through using the DNA tools on the MyHeritage website. I highly recommend that you watch this video so that you don't miss any of the features that are available to you. I learned several things even though I have had my DNA on MyHeritage for quite some time.

You can DNA test directly with MyHeritage or you can upload your raw DNA file from another company. You can upload your raw DNA for FREE and their matching service is also FREE. MyHeritage will analyze your DNA and give you a match list of everyone who shares DNA with you. To take advantage of all of MyHeritage's matching tools you need to upload what you know about your family tree and attach your DNA to it. You can have a FREE Basic site that allows you to have up to 250 people in your tree and up to 500 MB of storage space.

For DNA matching you need to have, at the very least, your absolute direct line (pedigree minus siblings). Again, there are some people that don't have this information and that is okay. MyHeritage's DNA matching will help you fill in the blanks when you start communicating with your matches. My absolute direct line is only 173 people so you can see that this is doable with the free account. After you work with your matches and start growing your tree, you can easily move up to a paid subscription. MyHeritage offers tiered pricing so that you only pay for what you need.

Legacy will help you record all of the information you glean from MyHeritage so that you can work with your matches. You can use the FREE Standard version of Legacy which is fully functional. We are confident that once you use Legacy for a bit you will want to upgrade to the full Deluxe version which has all of the nifty bells and whistles. Working with Legacy in conjunction with MyHeritage it is a two way street. You can upload your family tree to MyHeritage via a gedcom export and you will also be taking information from MyHeritage and inputting it into Legacy.  Again, once we have the direct sync up and running this process will become easier and faster.

There are two important things you can do in Legacy to help keep track of your matches. You can add your DNA matches along with all of their contact information to Legacy and you can record how those people connect to you, if known. It is very important to me to be able to record as much as I can in a single program. This saves me time and it keeps me from missing important clues because my information is scattered between software programs. Here are two articles that will show you how to do both of these tasks.

Keeping Track of DNA Contacts in Legacy

Recording DNA Matches

You can also use Legacy's To-Do List to keep track of your efforts. It functions as a research log to keep track of what you need to do, what you are in the process of doing, and what you have done. It will keep you from duplicating your efforts. I can barely remember what I had for breakfast let alone all of the things I have done while working on a brick wall. Be on the lookout for a future article on this topic. 

I hope you noticed all of the FREEs in the above article. I don't think you will find any genealogy company that offers so many things for free as a service to the genealogical community. 

On a personal note,  I have my mother's autosomal DNA everywhere. I have it on every testing site and every 3rd party site.  Since my maternal side is 100% German (all lines have been in Central Europe since the 1600s) she has very few matches. For example, her highest match on GEDmatch is 30.4 cM. She only has 18 matches that are over 20 cM. On 23andMe her top match is 28 cM. On FTDNA her highest match is 47 cM which is a bit better. MyHeritage has more international testers so she has more useful matches there. Her top matches are 124.6 cM, 71. 1 cM, 54 cM, and 51.8 cM and all of these testers are in Germany and The Netherlands. My mother has 73 matches on MyHeritage that are greater than 20 cM. My Heritage's DNA has been very helpful to me with my mother's lines.

 

Michele Simmons Lewis, CG® is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News. You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.

 


Tuesday's Tip - Working With Addresses Part II (Intermediate)

TT - Working with addresses part II

Tuesday's Tips provide brief how-to's to help you learn to use the Legacy Family Tree software with new tricks and techniques.

Working With Addresses Part II (Intermediate)

In Working with Addresses Part I I showed you how to record mailing addresses so that you can print Address Labels for mass mailings and create Name Tags for family events or for file folder labels. In Part II of this series we will look how to enter addresses for events. 

When working with event addresses the greatest impact will be in reports. I will be discussing this a bit more at the end of this article but I wanted to show you WHERE in reports you will see the options for addresses. Open the report and go to Report Options and then make sure you are on the Include tab.

Address options
(click image to enlarge)

 

If you click the Event Options button you see in the above screenshot you will then see the option to display the custom event addresses.

Custom event addresses
(click image to enlarge)

 

Now we can add some addresses. To get to vital event addresses you will click on the + (plus) sign next to the vital event field.

Vital event addresses
(click image to enlarge)

 

To get to the marriage address you will need to open the marriage screen and click the Address icon.

Marriage event address
(click image to enlarge)

 

To get to a custom event address (and this also applies to marriage events) you will open that event and then click the Address icon.

Custom event address
(click image to enlarge)

 

As an example I will be working with a Burial Address.  I clicked the + (plus) sign next to the Burial Location field on the Family View and then selected Burial Address. I get the now familiar address screen but this time it is totally blank.

Blank burial address
(click image to enlarge)

 

The name is left blank because the name you will be entering will not be the person's name that you are working with. Here is what it looks like after I have filled it in.

Burial address
(click image to enlarge)

 

If you go back to Working With Addresses Part I you will see more information about how to use the sort string and the other options on this screen. Once you have added an address the + (plus) sign or the address icon will color in showing that you have added information there. Also, you only have to enter an address once. The next time you need it all you have to do is click the Address List button over on the right and choose it from the list.  The Master Address List works the same way as any of the other Master Lists. You can highlight an address and then click Show List to see who all is using it.

I need to explain that there are Legacy users that do this in a completely different way. They put the full physical address in the location field. This is non standard for the location field but there are some reasons why you might want to do this. If you enter your addresses/locations this way they will read out very differently in reports. I highly recommend that you do it both ways in a test file to see which way is a better fit for you. You will need to play with the Report Options quite a bit with both methods to see all of the different ways that Legacy can format your information. If you do enter addresses in the location field, when you are on the Master Location List (View > Master Lists > Location) you will want to sort from Right to Left instead of Left to Right (the default) so that your locations will sort the way you need them to. I personally like to sort this way even though I don't put addresses in the location field. Be aware that if you collaborate with other researchers using non standard data entry could pose a problem. You will face this same dilemma if you are syncing to FamilySearch.

You will need to make a similar decision with some of your custom events, especially residence events. You can add an address to the address field for that event or you can add the physical address to Description field of the event. Again, the way you choose will impact how your reports will read and you really need to spend some time playing with this. Whichever way you choose the most important thing is to be consistent with your data entry. Pick one method and stick to it. 

The formatting options for events are in two places. Open the Report and then go to Report Options > Include Tab and then you will see an Event Options button over on the right. Also go to Reports Options > Format Tab and you will see the Event Narrative Format button.

In Working With Addresses Part III we will go over Repository Addresses and now they impact your Sources and the To-Do List.

 

Find tech tips every day in the Facebook Legacy User Group. The group is free and is available to anyone with a Facebook account.

For video tech tips check out the Legacy Quick Tips page.  These short videos will make it easy for you to learn all sort of fun and interesting ways to look at your genealogy research.

Michele Simmons Lewis, CG® is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News. You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.


Tuesday's Tip - Working With Addresses Part I (Intermediate)

Tuesday's Tip - Working With Addresses Part I (Intermediate)

Tuesday's Tips provide brief how-to's to help you learn to use the Legacy Family Tree software with new tricks and techniques.

Working With Addresses Part I (Intermediate)

Before we get started with this 3 part series on entering addresses in Legacy, you need to know where to access all of the addresses you enter. Go to View > Master Lists > Address Lists and you will see the three categories of addresses.

Master Address Lists 1
(click image to enlarge)

 

Once you choose a category and go to the main screen you can change to another list or you can view all of the lists at one time.

Master Address Lists 2
(click image to enlarge)

 

There are a lot of options on the Master Address List screen for you to play with. I will let you explore those on your own.

There are several places to add addresses in Legacy and we will cover them all but in this first article I want to focus on the Individual Address (Mailing Address). This address is the one used in the Address Labels Report and the Name Tags Report. Address labels are normally used for living people (mass mailings) while Name Tags can be used for living people (name tags for a reunion) or deceased persons (labels for file folders). These addresses are also used as a simple address book to keep up with all of your researcher friends and cousin contacts. 

The address icon looks like a little house with a telephone next to it:

Address icon
(click image to enlarge)

 

This is what you will see when you click on the icon for the first time. The person's name will be filled in First Last for the name of record and then for sorting purposes on the Master Address List it will be Last, First.

Address defaults
(click image to enlarge)

 

And here is what it looks like after I have edited it.

Address filled in
(click image to enlarge)

There are a few things I want you to notice. Decaf is married. I want his mailing labels to print with his wife on the same label so I have changed it to Decaf and Milk Coffee. I could have put Mr. and Mrs. Decaf Coffee. How you do this is totally up to you. Mailing Labels are more important to me than Name Tags but if Name Tags are more important to you, you might want to keep it with a single name. If so you will need to add an address for the wife too. You can use the Repeat button to fill out the address fields faster or you can select the address from the Address List, edit it, and save as a new address.

For the Sort String I have added his wife's name but you don't have to. You do want to keep it last name first so that when you are looking at the Master Address List it will sort properly. If you have chosen to do the addresses singly then this won't be a problem for you. If you have chosen to put married couples on a single address you will need to go back and make some adjustments if the person divorces, remarries, or they become a widow(er). 

Notice that I have checked the boxes for Newsletter and Christmas. If I send a family newsletter out to my relatives I can print the labels easily using this "tag." The same goes with sending out Christmas cards. You will see that you have a separate "Tag" down below and you can use that for any other group of people you want to create. You will see the option to limit to these tags on the reports.

You can see that there are many other things you can add; media, notes, phone number, web URL, etc.  I will let you explore those options on your own.

Now that I have finished editing, the icon is colored in showing that I have entered an address for this person.

Colored icon
(click image to enlarge)

 

You can go to Reports > Other Reports to access both the Address Labels and the Name Tags Reports. They both have many formatting options so you will need to spend some time playing with them. You also have the option of printing a person's mailing address in some of the other reports as well. We will talk about that more in Part II of this series.

Working with Addresses Part II will cover event addresses to include two different ways to enter them. Part III will cover repository addresses and how they relate to your Sources and To-Do List.

 

Find tech tips every day in the Facebook Legacy User Group. The group is free and is available to anyone with a Facebook account.

For video tech tips check out the Legacy Quick Tips page.  These short videos will make it easy for you to learn all sort of fun and interesting ways to look at your genealogy research.

Michele Simmons Lewis, CG® is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News. You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.


Tuesday's Tip - The Relationship Calculator (Beginner)

 TT - The Relationship Calculator

Tuesday's Tips provide brief how-to's to help you learn to use the Legacy Family Tree software with new tricks and techniques.

The Relationship Calculator (Beginner) 

In the previous Ahnentafel Numbers article I mentioned the Relationship Calculator and how it can give you the exact relationship path between two people. This is one of my favorite tools in Legacy because it is not only useful, it is fun.

Before you get started, make sure you go to Tools > Set Relationships and set the relationship to yourself.  This will give you a bit of an advantage when you then go to Tools > Relationship to use the calculator.  If you set the relationships first Legacy will automatically put you on the left side of the screen and whoever is highlighted in any of the Views (Family, Pedigree, etc.) on the right side saving you time with having to manually select the two people you want to calculate.

Set Relationship
(click image to enlarge)

 

I have set the relationships to myself and I have navigated to one of my favorite relatives, Keziah Grantham, in the Family View.  Since I have set the relationships you will see Keziah's relationship to me above her name but this is only the beginning. The Relationship Calculator will give you even more information.

Family View
(click image to enlarge)

 

Now I go to Tools > Relationship.  Notice that Legacy automatically put me on the left and Keziah on the right. You can also manually select the left and right persons by using the Select Left/Right Person buttons.

My match to Keziah
(click image to enlarge)

You can see that Keziah is my first cousin, thrice removed. Our common ancestor is Daniel Grantham Sr. and his wife Sarah Slade. On the left you can see my path up to Daniel and Sarah and you can see Keziah's path to them on the right.

Here is what you will see if you are related to someone in more than one way. To see the paths for each match you will click the matches one at a time.

Multiple matches
(click image to enlarge)

 

Here is what you will see if you are related in some convoluted way by marriage but not by blood (if you have non-blood relationship set to calculate).

Non-blood relationship
(click image to enlarge)

 

And here is what you will see if the person you are calculating to is in a younger generation than you are. There will be an asterisk next to the relationship.

Younger generations
(click image to enlarge)

 

We need to talk about the settings a bit.  The default is 999 blood relationships and 10 non blood.

Default settings
(click image to enlarge)

 

I don't know of any two people that are related to each other 999 different ways but you never know. Leaving this at the default will be fine for most users, however, if you have a very large file (in the hundreds of thousands), and/or you have a very convoluted file (a lot of pedigree collapse that you see in royal lines or very isolated communities) then you will want to knock this number way down so that Legacy doesn't have to do as many calculations. You can easily put this at 5 and be fine. If you aren't interested in the non-blood relationships then you can just put this at 0.

Ah but we are now just getting to the best part.  You can print really cool charts from here. You can read how HERE. In that article I am focusing on how you can use the Relationship Chart with your DNA matches but you can send these to any distant relative that you make contact with to show them just how the two of you are related. It makes a very nice presentation.

Actually seeing the path to your common ancestor will tell you more than just knowing that you are 4th cousins, twice removed.

 

Find tech tips every day in the Facebook Legacy User Group. The group is free and is available to anyone with a Facebook account.

For video tech tips check out the Legacy Quick Tips page.  These short videos will make it easy for you to learn all sort of fun and interesting ways to look at your genealogy research.

 

Michele Simmons Lewis, CG® is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News. You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.

 


Two New Featurettes

NameTags

Every so often the developers will sneak a little something in an update. They have been rather generous lately. In A Surprise Easter Egg I told you about one such feature. It got its own article because it was a fairly big feature. I have a couple more I want to tell you about that are a tad smaller but still very cool. They aren't quite big enough to be features so they are featurettes. 

If you go to Reports > Other Reports > Name Tags you will now see that there are options to include Only Living Individuals, Only Dead Individuals, or Living or Dead. Before it was all or nothing. Why is this important? You can restrict it to living individuals for things like name tags for reunions or you can restrict it to dead individuals (or both) if you are wanting to make labels for file folders. The Name Tags report just became more useful.

If you go to View > Master Lists > Surname, highlight a surname, and then click Show List over on the right, you now get a dialog box asking you if you want to Exclude Married Names and/or Exclude AKAs. This is something that will help our One Name Study people tremendously. You can now restrict the list to just those persons born with that surname.

Normally updates are for bug fixes and upgrades are for new features but every so often something slips in.

Michele Simmons Lewis, CG® is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News. You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.


Tuesday's Tip - Importing Master Lists (Intermediate)

Importing Master Lists

Tuesday's Tips provide brief how-to's to help you learn to use the Legacy Family Tree software with new tricks and techniques.

Importing Master Lists (Intermediate)

Did you know you can import Master Lists from one Legacy file to another? This will save you oodles of data entry time. You can import everything from Locations to Events to Sources and more.

Open the Legacy file that you want to import INTO and then open any Master List, for example, View > Master List > Source. Now click Options > Import Lists

Import Lists
(click image to enlarge)

 

Chose the Family File you want to import FROM by using the Browse button. Select the Lists that you want to import. Click Import Lists and NOT Import Defaults.

Select Your Options
(click image to enlarge)

 
Easy peasy! There is no reason for you to re-enter all of this information when it is readily available for you to import from file to file. You can even restrict which locations and sources are imported by tagging the pertinent ones in your source file first. 

Legacy has many time saving features built in so that you can spend more time doing actual research.

 

Find tech tips every day in the Facebook Legacy User Group. The group is free and is available to anyone with a Facebook account.

For video tech tips check out the Legacy Quick Tips page.  These short videos will make it easy for you to learn all sort of fun and interesting ways to look at your genealogy research.

Michele Simmons Lewis, CG® is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News. You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.

 

 


A Surprise Easter Egg

Surpriseeasteregg

The developers snuck a new feature into Legacy while I wasn't looking. This is something the beta testers have had for some time. They probably knew it was in the current update and are probably laughing at me right now. Yesterday someone emailed in a request for the very same feature so I sent an email to the developers asking them if they planned to release this in an update. Their response, "We already have." So what we have is an "Easter Egg." So what is the new feature? It is called the Realtime Hint Processing Monitor.

Before I show you what this is, you need to make sure that you have Hinting turned on.  Go to Options > Customize > View > Option 8.13 and select your preferences. Now open the Family View. At the bottom on the screen you will see your three Quick Bookmarks. Notice that they have numbers in front of them. It is the Number 1 that you need to be focusing on. 

Quick Bookmark
(click image to enlarge)

 

Now double click that number 1 and this is what will pop up:

Relatime Hint Processing Monitor
(click image to enlarge) 

 

Close - Closes the monitor window
Stop Hints - Turns off the background hint timer, thus stopping the processing of pending hints
Restart Hints - Restarts the background hints
Start Over - Erases all the current hints in the Hint file and starts over from scratch, adding individuals who are shown on the screen as you navigate through your family file
Refresh (the icon below Start Over) - Re-gathers all the hints currently in the Hint file

To make it official, we have now added an entry in the Help File explaining what the Process Monitor does but the feature itself is still a bit hidden which makes it fun. 

Michele Simmons Lewis, CG® is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News. You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.

 


Tuesday's Tip - Ahnentafel Numbers (Beginner)

Ahnentafel Numbers

Tuesday's Tips provide brief how-to's to help you learn to use the Legacy Family Tree software with new tricks and techniques.

Ahnentafel Numbers (Beginner)

In a previous article, How to Create an Ahnentafel Report, I explained how to strip down an Ancestor Book Report to create a whole new report which is a great reference tool.  I spoke briefly about the Ahnentafel numbers that are in the Ancestor Book Report. The numbers preceding each ancestor's name follow a set pattern and they are easy to calculate. You will always be #1 in the report, your father will be #2, and your mother will be #3. You can look at anyone on the chart, no matter how far back in time, and calculate what their father and their mother's numbers will be. If you double the person's number you will get their father and if you double their number and add 1 you will get their mother. But what about calculating in reverse?

Someone sent me an email asking about these numbers. This person had numbers that are pretty large because his pedigree goes back many generations. The Ancestor Book Report/Ahnentafel Report does label the generations but just looking at the numbers doesn't tell you that path of the relationship, or do they?

If you have never visited Stephen P. Morse's Webpage you have been missing out. He has an eclectic collection of some of the most useful information/tools to help with your research. One of his tools is Decording Ahenentafel Numbers in One Step.

Here is a screenshot from my file:

Ahnentafel Numbers
(click image to enlarge)


If I run number 1299 through Steve's calculator I get:

Relationship: father's mother's father's father's father's mother's father's father's mother's mother

What fun! You can of course get a more detailed look at the path by using Legacy's Relationship Calculator which will be a focus of a future article. You can get a sneak peek by going to Tools > Relationship.

 

Find tech tips every day in the Facebook Legacy User Group. The group is free and is available to anyone with a Facebook account.

For video tech tips check out the Legacy Quick Tips page.  These short videos will make it easy for you to learn all sort of fun and interesting ways to look at your genealogy research.

 

Michele Simmons Lewis, CG® is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News. You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.

 


Tuesday's Tip - Merging Files (Advanced)

Tuesday's Tip - Merging Files

Tuesday's Tips provide brief how-to's to help you learn to use the Legacy Family Tree software with new tricks and techniques. 

Merging Files (Advanced)

Before you get started you need to: 

  • Check for broken media links in both files (or in all files if you are merging together more than 2). It is better to deal with this now rather than later
  • Do a check/repair on both (all) files
  • Backup both (all) files

Now create a new, empty Legacy file (File > New). Make sure you give this file a distinct name so you know exactly what is in it, something like, Jim and Michele's Combined File.

Now import the files you want to merge one at a time into this new file (File > Import > Legacy Family File). Each time you will get a message asking if you want to create a new file or import into the existing file. You want to import into the existing file. 

After each import Legacy will probably take you directly to the Merge screen. For now just exit out of that until you have all of the files imported.  When you have finished importing the files you will want to check for broken media links, check/repair the file, and then backup this file.

Now you will want to go through the Merge process. Make sure that you have read everything there is to read about merging in the Help File and in the Legacy User Guide. When it comes to merging, it is always a good idea to turn on the auto backup features in the Options Menu (Option 12.5). Here are a couple of tips: 

  • Start by using the Legacy defaults for the merge. You can adjust this later based on how the merge is going
  • Always run the AutoMerge as the first step. I like to run it three times in a row just to make sure. This will save you a lot of time if you have any exact duplicates (Tools > Merge Duplicates > Find Duplicates > Special Duplicate Searches > Use Intellishare to AutoMerge...)
  • Make sure to take advantage of Options > Mark this pair as not duplicates as you are going through the merge process so that you don't see those pairs again
  • On the same Options menu you have the ability to tag either or both of the possible duplicates flagging them as needing further investigation without delaying your current merge process
  • Don't forget to look at all of the tabs that have asterisks to compare info
  • Don't forget that the person on the LEFT is retained and the person on the right is deleted
  • It is NORMAL for your duplicate count to go up as you are merging. Legacy is constantly reevaluating the data
  • If you exit during a merge you will be asked if you want to Save Your Current Position. This answer to this is Yes. It is always a good idea to complete a merge pass through before starting a new merge

Splitting and merging files can be a bit scary but as long as you remember to backup everything before you get started you can always go back to square one if you need to.

 

Find tech tips every day in the Facebook Legacy User Group. The group is free and is available to anyone with a Facebook account.

For video tech tips check out the Legacy Quick Tips page.  These short videos will make it easy for you to learn all sort of fun and interesting ways to look at your genealogy research.

Michele Simmons Lewis, CG® is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News. You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.


Managing Client Files in Legacy

Managing Client Files in Legacy

This article assumes that you are comfortable using Legacy (not for beginners).

There are a lot of certified, accredited, and professional genealogists that use Legacy not only for their personal genealogy but also for their client files. There is a nifty file structure trick that will not only keep everything organized for you but will also make it easy for you to send a client's file to them that has all of their data and media. They will be able the open it in Legacy and continue their research without having to worry about broken media links. If your client doesn't already use Legacy, you can give them the link to download the free Standard Version which will give them access to everything you have sent and a link to our collection of Legacy 101 Articles to help them get started on the right foot. 

Each client will have a folder. Inside that folder will be his/her data file and a folder for their media. Where you keep this folder of client files doesn't matter a bit. They are self-contained and will have internal links between the data and the media. You can move these files on your computer on a whim and you will never have to worry about broken links.  If you send the client their entire folder, they too can put it anywhere on their computer, access it, and have no broken media links though the instructions I send the client puts the folder within the Legacy file hierarchy. For illustrative purposes I have the client files in a folder directly on my C: drive. 

Client Files
(click image to enlarge)

 
If you open one of the client folders this is what you will see:

Client Folder
(click image to enlarge)


Everything is nice and tidy. 

To prepare the file to send, right click their folder and select Send To > Compressed (Zipped) Folder. You will be sending them this zip file. I like to park the client's file on cloud storage and then send them a download link  You can also email the zip to them using a free service such as WeTransfer. Chances are the zip file will be too large to send via regular email if there are a lot of attached documents/photos. 

Here are the instructions to send to the client. You will need to substitute the name of their file:

1) [explain how you are getting the file to them]

2) Download the file and then double click it to open it. Inside you will see a file folder named Doe. You need to copy this entire folder (don't open it) to the \Documents\Legacy Family Tree\Data folder. If you have done this correctly, when you open the Windows Documents folder you will see the Legacy Family Tree folder inside. If you open that folder you should see a folder named Doe. Here is the full file path:
\Documents\Legacy Family Tree\Data\Doe

3) Now open Legacy. The Sample file should automatically be on your screen. Go to File > Open File. Use the Windows dialog box to navigate to \Documents\Legacy Family Tree\Data\Doe\Doe and open your new file

4) Go to Options > Customize > Locations
In Option 6.1 navigate to the \Documents\Legacy Family Tree\Data\Doe folder using the Change button
In Option 6.2 navigate to the \Documents\Legacy Family Tree\Data\Doe\Doe Media folder using the Change button
Click Save at the bottom

5) Go to Options > Customize > General Settings
In Option 1.2 make sure it is set to Open last used family file automatically

6) Now you can use your new file!

 

Sending the client your research file will be an added bonus for them and can be a marketing tool for you.

 

Michele Simmons Lewis, CG® is part of the Legacy Family Tree team at MyHeritage. She handles the enhancement suggestions that come in from our users as well as writing for Legacy News. You can usually find her hanging out on the Legacy User Group Facebook page answering questions and posting tips.