Welcome to the First Step Webinar! • Your presenter will be with you shortly. • Please print out the presentation for notetaking purposes at: http://abacuslaw.com/client-center/training
Working with Forms
Brand Value: Our software can be customized to meet any need!
Objectives How to add documents to your forms library. How to create form letters. How to create PDF templates. How to do mail merge.
• • • •
Forms Library Document Forms PDF Court Forms Mail Merge
Forms Library
From the Menu Icons click on the Forms Icon.
Forms Library Matter select the Matter to use to fill out the selected form.
Design open the form to design or modify.
Fill form Run and fill out the highlighted form.
Add an existing letter or form to the library.
Template create a template of the highlighted form.
Edit edit the link and properties information.
Add Many add multiple forms or folder of forms to library.
Settings set your forms defaults and management preferences.
Delete delete the highlighted form.
Swap View changes the method of forms display.
Forms Library Form Name browse to, and select the form you want to add. When you Add you fill out the form information details shown here.
Form ID used to name the form. Category assigns the form to a group. Folder assigns form to a folder. Jurisdiction jurisdiction.
Alf what ALF file to use. Source file when adding a form a second copy is copied to a source file by default and shouldn’t need to be changed.
Type what type of form is it. State what state is the form for. Form type PDF, Word, WP, etc.
Notes anything you may want to add describing or pertaining to the form. Help text if you want any text, instructional or otherwise to appear at the top of the form when editing.
Document Forms – Form Letters Highlight the document you want to modify or turn into a template then click Design.
Document Forms – Form Letters Place your cursor where you want to add a field.
Then click Insert Merge Field and select your field.
Document Forms – Form Letters Once you are done adding fields you can Preview Results.
Document Forms – Form Letters
Document Forms – Form Letters Adding a form letter or document you want to turn into a form is the exact same process – click on Add.
Populate the forms library information just like the previous example.
Forms Library Design opens the highlighted form and allows you to add fields, edit the content, etc.
Add Field click then draw a rectangle (placeholder) where you want to add a field (once you draw the rectangle, you have to click outside of it then back inside).
Forms Library Select the field you want to add.
Forms Library You can now click Run to preview the results.
Forms Library
INSTRUCTIONAL BREAK POINT “making Clients happy Worldwide!”
Forms Letters Form Letters give you the ability to send personalized letters to multiple people quickly and easily.
Forms Letters First open any Name record, then select/create a Query that will limit the form letter to only the people you want to receive it.
In this example the Query selected will limit the letter to only Active Clients whose last name begins with the letter H.
Forms Letters
In Mail Merge you can select the Form letter to use and check Open form for editing if you want to make changes to it or insert additional fields.
Forms Letters
In Mail Merge you can select the Form letter to use and check Open form for editing if you want to make changes to it or insert additional fields. When you click Done to run the merge you will see this message. Always say Yes.
Forms Letters Insert Merge Fields then save.
FINAL REVIEW
“making Clients happy Worldwide!”
[email protected] Data Import
Dynamic Data Capture
Name and Matter Screen Design
Extra Databases
Workflow and Court Rules
Reports
Automated Form Documents
Practice Area Legal Solutions (PALS)
Firm Branding
Custom Invoices
Helpful TidBits • Thank you for attending our First Step Class on Working with Forms. • Remember to visit www.abacuslaw.com/kb
• My email address is:
[email protected] • Tech Support can be reached @ 1-800-488-3334
