1. Settings Menu Commands
2. Program Users Dialog Box
3. List Maintenance Dialog Boxes
4. Default Entries Dialog Box

GENERAL DISCUSSION

These are the menu commands under the Settings Menu.

Settings Menu Commands Menu Description Program Users Opens the Program Users Window where you can add, edit or delete your Program Users. Counties Opens a dialog box where you can add, edit or delete the names of Counties that are available to you when creating documents. States Opens a dialog box where you can add, edit or delete the names of States that are available to you when creating documents. Job Titles Opens a dialog box where you can add, edit or delete entries in the Job Titles list. Improvement Descriptions Opens a dialog box where you can add, edit or delete entries in the Improvements Descriptions list. Owners Interests Opens a dialog box where you can add, edit or delete entries in the Owners Interest list. Delivery Methods Opens a dialog box where you can add, edit or delete entries in the Delivery Methods list. Default Entries Opens the Default Entries Dialog Box where you can set the default entries that first appear in your documents when you create them.

GENERAL DISCUSSION

The Program Users Dialog Box is where enter the names of the persons who will be using the program. The primary purpose of the Program Users list is to keep a log of who is the author of the documents that are being created. This can be an important issue in a large office with several people using the program because it provides a certain amount of accountability. In a small office where one person is going to be using the program, this strategy is unimportant. Nevertheless, the Program User list is also the source of the "Return To" and "Prepared By" information that is required on some documents, so even in a single user environment the one person who uses the program needs to be entered in the Program Users list.

Most of the data entry requirements of the Program Users Dialog Box are self-explanatory, however the following chart enumerates and describes each of the requirements for reference.

Program Users Dialog Box Control Data Description Operation Add New Program User This is the default selection when you first open the dialog box. To add a new Program User, enter the requested information and then select the "Add" button at the bottom of the dialog box. Edit User Use this option if you want to edit an existing Program User name. If you select a name from the Name list when you first open the dialog box, the program will automatically enter the Edit mode. To edit a name, select it from the Program User list, make your changes, then select the "Replace" button at the bottom of the dialog box. Changing the Program User information does not effect prior documents, which will have the information for that Program User that was in effect when the document was created. Delete User Use this option to delete an existing name from the Program User list. To delete a name, select this option, then select the desired name from the Program User list, visually confirm that you have selected the correct name, then select the "Delete" button at the bottom of the dialog box. Deleting a Program User does not effect prior documents using that name. Fields User Names List This list box on the left side of the dialog box contains all your current names. Selecting a name will change the operation into the Edit Mode and display that name's information in the dialog box. You will also use this list to select names to be deleted. User Name Enter the name of the individual. DO NOT enter a company name. Address Enter the mailing address of the Program User. This is the address that will appear on your documents as the "Return To" or "Prepared By" address when required. Employees of a company should use their name with the company address. City, State, Zip Enter the City, State and Zip code of the mailing address. Use the appropriate commas and spacing of a normal address format. Title Select the official title of the Program User. Selecting the title is important for the correct execution of official documents. Everybody has a Job Title, even Individual property or business owners whose title might be simply "Owner". The program provides an extensive list of potential job titles for your selection, and you may add additional titles to the Job Titles list at any time. Buttons Print List Prints the list. Add Add the Program User to the database. Close Closes the dialog box.

GENERAL DISCUSSION

List Maintenance refers to the six lists under the Settings Menu. These lists include Counties, States, Job Titles, Improvement Descriptions, Owner's Interest and Delivery Methods, and are used to speed data entry throughout the program. Although you can certainly add to and edit these lists, we anticipate that they are relatively complete when first installed.

List Dialog Box Control Data Description Add to List Enter a new item here Enter the name of a new item you wish to add to the existing list. Edit the List First, select an item here Select an item to edit or delete. To edit the entry... Edit the selected entry as desired. Buttons Add Add the new entry to the list. Replace Replace the selected entry with the revised entry. Delete Deletes the currently selected entry form the list. Print List Prints the list. Close Closes the dialog box.

GENERAL DISCUSSION

The Default Entries Dialog Box allows you to select one or several default entries that you wish to appear in your documents as you first create them. The Default Entries you select here can always be overridden in the actual document.

Default Entries Dialog Box Control Data Description Data Entry Property Owner Title Holder Lender Surety Designer Building Dept Alternate Agent Additional Agent Contractor Vendor Return To Signor Where Notarized Delivery Method Program User Select the entries you wish to be the default entries. You may leave any or all of the entries blank if desired. Buttons OK Records the currently selected Default Entries. Cancel Closes the dialog box without recording any changes.