How does the program work?
1. Go to the File Menu and select Create New Transaction…
2. Type in a name for the new transaction and click the OK button. The name can be anything that can help you identify the transaction, such as the property address, the clients’ names, etc.
#3. In the New Forms window, select the Forms Library you wish to use. (See the corresponding numbers)
#4. In the forms list, select the form or forms you wish to use and click the OK button.
#5. If you have previously saved form templates you can select the template or templates you want to use and click the OK button. You can select a combination of blank forms and templates as well.
#6a. You can use the New Forms window to
a. View a Read Me of the last forms revision or
b. Change the order the blank forms appear to move often-used forms to the top. To change the form order
6#b. In the New Form window, click the <> button.
#2. Select a form. Use the Move Up and Move Down buttons to move the form up or down.
#3. Continue until you are satisfied with the form order. Click the Finished button.
#4. To return the form list to its normal order, click the Sort Alphabetically (keyboard button S).
