Family Historian Documentation

  • Skill Level: Advanced, Intermediate, and New User
  • FH versions: V4, V5, V6, and V7
  • In Topics: Other Sources of Help 

Family Historian comes with a variety of helpful documentation, for people who are already users and for people considering buying the software.

Help File, Guides, Tutorials etc.

  • You can access the Help File by clicking Help in the current window or pressing the F1 key. There is a Search tab and a Favorites tab to aid finding topics.
  • You can access the Quick Start Guide via Help > Quick Start Guide or Help > Getting Started, or online at Family Historian.
  • There is a companion book called “Getting the Most from Family Historian” This was included as a free PDF file with ƒh versions 3, 4 and 5, and used installed Tutorial Files. From ƒh version 6, the book is only available for purchase in hard copy and uses the Family Historian Sample Project for its tutorials. e.g. paperback from Calico Pie and Amazon or ring folder from My History. There is not yet a version of this book for ƒh7.
  • Calico Pie offer a quick tour of ƒh and some video tutorials which can be accessed via Help.
  • Jane Taubman has an online overview of Family Historian – Software for the Genealogist.

Online Documentation and Downloads

With Calico Pie’s permission, we have been able to put much of the documentation online (in various formats) for existing users, and for people interested in purchasing the software.

Version 7

  • The Version 7 Help file is here.

Version 6

  • The Version 6 Help file is here.
  • If you prefer to use an ebook reader for the help files there is an epub and a mobi file.
  • The V5 tutorial files work in V6, and the V5 book “Getting the Most from Family Historian” is still relevant (although the new features in V6 are not discussed). There’s a comparison between Getting the Most from Family Historian for versions 5 and 6 below.

Version 5

“Getting the Most from Family Historian” Comparison

This table compares the V5 and V6 books chapter title by chapter. Although the chapter titles have not been changed, the changes to the screens mean most screenshots will not match exactly and the process of working through the tutorials has been extensively revised.

V5 uses installed Tutorial Files whereas V6 uses the Family Historian Sample Project for its tutorials.

The best location to install those Tutorial Files is C:\Users\Public\Documents\Calico Pie\Family Historian\Tutorial Files\, which you may need to create. This folder is preserved by the Backup and Restore Family Historian Settings plugin.

  Version 5 Chapters   Version 6 Chapters Comments
1 Getting Started with the Focus Window 1 Getting Started with the Focus Window  
2 Editing Records with the Property Box 2 Editing Records with the Property Box  
3 Introduction to Diagrams 3 Introduction to Diagrams  
4 Pictures & Multimedia Part 1:
The Property Box
4 Pictures & Media Part 1:
The Property Box
 
5 Pictures & Multimedia Part 2:
The Multimedia Window
5 Pictures & Media Part 2:
The Media Window
 
6 Events, Attributes & Notes in the Property Box 6 Facts & Notes in the Property Box  
7 Browsing, Searching & Editing in the Records Window 7 Browsing, Searching & Editing in the Records Window  
8 Diagram-based Editing 8 Diagram-based Editing  
9 Setting the Style, Layout & Content of Diagrams 9 Setting the Style, Layout & Content of Diagrams  
10 Smart Trees and Wall Charts 10 Smart Trees and Wall Charts  
11 Scaling & Printing Diagrams 11 Scaling & Printing Diagrams  
12 Recording Your Sources 12 Recording Your Sources  
    13 Web Search, Web Hints & Web Clipping New chapter
    14 Places, Maps and Timelines New chapter
  See 17. Reports 15 Reports and Narratives  
  See 18. Books & Booklets 16 Books & Booklets  
13 Introduction to Queries 17 Introduction to Queries  
14 Writing Custom Queries 18 Writing Custom Queries  
15 Compare, Merge, Split, Copy and Export GEDCOM Files 19 Projects: Compare, Merge, Split, Copy & Export  
16 Named Lists and Record Flags 20 Named Lists and Record Flags  
17 Reports   See 15. Reports and Narratives  
18 Books & Booklets   See 16. Books and Booklets  
19 More Wizards and Tools 21 Website Generation and Other Wizards & Tools  
Last update: 25 Nov 2023