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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.

Editing Templates

by | Mar 19, 2024

  1. Click File > Template > Edit.
  2. Select the applicable Report Pak, select the template to edit, and click OK.
  3. Edit the template data.
  4. Click File > Save, or click the Save icon, or press CTRL+S on the keyboard to save changes.
  5. Click File > Close or press CTRL+F4 on the keyboard to close the template file.

Creating Templates

by | Mar 19, 2024

  1. Click File > New, or click the New Report icon or press CTRL+N on the keyboard.
    1. Enter the Filename for New Report and click New.
    2. Select the applicable Report Pak.
    3. Select <none> in Report Template.
    4. Select the Picklist (the Default Picklist may be used), and click OK.
  1. Enter data to be applied to future reports.
    1. Enter any frequently used verbiage in the main form i.e., 1004 Single Family 2005, a
    2. Add any additional forms
  2. Click File > Save As > Template.
  3. Enter the Description (name) of the template and click OK.

The template is available the next time a report using the selected Report Pak is created.