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Changing Report Type

by | Mar 19, 2024

If a report was created using an incorrect form type, use Change Report Type to change the form type to the correct Report Pak.

  1. Open a report file.
  2. Click File > Change Report Type.
  3. Select a new Report Pak and click OK.

Selecting a Primary Form

by | Mar 19, 2024

The Primary Form is the main form in a report.  If a report contains multiple forms, such as a 1004 Single Family 2005, 1007 Rent Survey, and a 216 Operating Income Statement, one form is designated as the Primary Form.

  1. You can access the Add/Remove Forms feature in three ways:
    1. Click File > Add/Remove Forms.
    2. Click the (Add/Remove Forms) icon.
    3. Press Alt+F+F on the keyboard.
  2. Select the Primary Form from the drop-down list.
  3. Click Save Report to accept changes.

Using Add/Remove/Reorder Forms

by | Mar 19, 2024

  1. You can access the Add/Remove Forms feature in three ways:
    1. Click File > Add/Remove Forms.
    2. Click the (Add/Remove Forms) icon.
    3. Press Alt+F+F on the keyboard.
  2. To Add a form:
    1. Select a form in the Forms Pool.
    2. Click the (Add to pak) icon to add the form to the Current Report.
  3. To Remove a form:
    1. Select a form in the Current Report.
    2. Click the (Remove selection from pak) icon to remove the form from the Current Report and return it to the Forms Pool.
  4. To Reorder a form:
    1. Select a form in the Current Report.
    2. Click the (Move selection up) or (Move selection down) icons to reorder the form within the Current Report.
  5. Click Save Report to accept changes.

Note: In most cases, selecting a form from the Forms Pool and adding it to the Current Report removes the form from the Forms Pool. This feature prevents duplicate forms in a report. Other forms are designed for replication. Multiple copies of the Extra Photo or the Extra Map pages can be added to a report.

Unlocking a File for Editing

by | Mar 19, 2024

A report signed with an ACI digital signature is password-protected and cannot be alternated without removing the signature. A Padlock icon on the form denotes a password-protected file. Remove the signatures and unlock the file to allow report editing.

See Signing a Report and Clearing Signatures from a Report for additional information.

  1. In the current opened signed report, click File > Unlock File for Editing.
  2. Click Yes to remove all signatures from the report file or click No to cancel.
  3. The report is unlocked for editing.

Deleting Templates

by | Mar 19, 2024

  1. Click File > Template > Delete.
  2. Select the applicable Report Pak then the template and click Delete.
  3. Click Yes to confirm deletion, or click No to cancel.