oyezforms - useful hints summary: · web view• word forms, unlocking and locking to allow word...

Useful Hints Summary:

• Automatic shortcuts to frequently used forms

• Auto backup and recovery

• Powerful intelligent search facility

• Multiple forms opening

• Pin Board structured clause library

• Create a collection and open a review all forms at once

• PDF, automatic creation and send facility

• Access to a selection of Word forms

• Word forms, unlocking and locking to allow Word functionality, formatting etc. and maintain integrity

Ctrl + Click on chosen topic to move to relevant page

Automatic shortcuts to frequently used forms

o Select new tasks icon

o User, access to 16 frequently used forms; last form opened is repositioned at the top of the list

Ctrl + Click to return to main menu

Auto backup and recovery

o Set up; go to Tools>Options>Options, Enable Auto Backup and set timing

o In the event of a lost document; to access auto saved document, go to Tools>Recover Auto-saved Forms and open


Powerful intelligent search facility

o Go to File>new and enter the Form Name or alternatively words contained in the form description and click on Enter and the form will be displayed


Multiple form opening

o Open multiple forms, each of the forms required are identified by the coloured tabs just below the tool bar, manage risk and improve efficiency, copy and paste common information from one form into the others


Pin Board structured clause libraryo When you are in a field, right click and Pick from Pin Board, the Pin Board is segmented into the legal

areas where clauses can be stored, hover over the clause you require and the clause is presented. Click on the clause to insert.

o Add Clauses to the Pin Board create the clause in the appropriate form and field. Once created highlight the text, right click and Add to Pin Board, you will have the option to create a new folder for the relevant legal area, or use an existing folder on completion the new clause will be available

o


Create a collection and open and review all forms at once and save as one file

o To access Collection File>Collection>New

o Click on New and add the forms you require to the Collection, manage the forms from the column on the rights, add, delete etc.

o Complete each individual form, once complete, click close and save and name the collection for future changes and review. The forms are saved as one file, enabling the user to access the collection of forms for a specific client


PDF, automatic creation and send facility

o Create a Send PDF Tab from Customise tool bar, or use File>Send

o Click on Send PDF Tab (or File>Send) and the form is converted to a PDF and automatically attached to an email just add the address and reason for sending

Access a comprehensive selection of Word forms

o Search for Word to identify those available



Word Forms: Locking & Unlocking

All Word Forms are provided in a locked state (limiting the Word functionality), in order to manage the risk of deleting the prescribed text in the forms.

o Prior to entering any text, with caution the Word forms can be unlocked, go to “Review Tab” on the tool bar and click “Restricted Editing” icon, where you will be presented with the option to “Stop Protection”, click on “Stop Protection” the Word form now has Word functionality, formatting etc.

o Once unlocked the whole form is editable, so maintain caution, as prescribed text is no longer protected, however Word full functionality is available on completion of the form you must relock the form to maintain it’s, integrity Click on “Yes, Start Enforcing Restrictions” and form is relocked

o The form is now locked as indicated by “Restricted Editing” icon and text is protected for saving and printing etc.


oyezforms - useful hints summary: · web view• word forms, unlocking and locking to allow word...

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