PRINTING MULTIPLE DOCUMENTS
- SpeedContracts has a Multiple Documents feature that allows you to select a group of documents to preview and print together with one command.
- The idea is that most contracts are actually comprised of a collection of documents that need to be reviewed and printed together.
- Previewing and Printing documents as a group is easy to learn and will be a great timesaver.
- Select Multiple Documents to open the dialog box.
- Select the documents to be included in the Multiple Documents group.
- Select the Preview button to preview the selected group of documents in sequence.
- Select the Print button to print the selected group of documents.
- You may change the document selections at any time, upon which SpeedContracts will remember the latest selections.
SAVING the MODIFIED FILE
- After you have created and printed the contract and it's supplementary documents, you will want to save the contract so you can re-open it at another time to make revisions.
- When you save a file that you have used to create a contract for a specific project, you want to save the file under a file name other than SpeedContracts Master file.xls, most probably the Project Name, or even perhaps as your own Template File.
- If you entered the Project Information when you 1st opened the file, then SpeedContracts will assume that you want to use the Project Name as the name of the file also.
- You can override this prompt if you want to, but why not name the file after the name of the project?
- Some examples of possible file names are:
- Smith Addition.xls
- Jones Residence.xls
- Seaside Restaurant.xls
- Park Square Office Building.xls
- 4233 Carson Street Renovations.xls
- Standard Bathroom Remodel.xls
- Select File | Save to Hard Drive to save your file at any time, and certainly after you are finished working on it for the moment.
- Select Save to Floppy Drive if you want to save the file to your floppy drive A.
- Select File Save Dialog Box if you want to open the standard Excel Save as dialog box and save the file to any location of your choice.
- If, in the process of opening, naming or saving your file names, you DO NOT see the .xls file extensions at the end of your file names, then you need to change your computer's setup to make the file extensions visible.
- For more information and detailed instructions on the short process of making your file extensions visible, please read our File Extensions Guide.
ADVANCED PROGRAM SETTINGS
- Use Settings | Program Settings to access the Settings dialog box.
- Screen Resolution will change the zoom level to fit your monitor.
|
- The Default Folder is the location where SpeedContracts will save your file to when you select the Save to Hard Drive command under the Files menu.
- The Default Folder is initially set for c:\PowerTools\SpeedContracts, which matches the folder and the Desktop Icon created by the installation program.
- If you are familiar with Excel and the file structure of your hard drive, and you have a need to use the SpeedContracts Files from another folder, then you might need to change this file path.
- Data Entry Restrictions allows you to turn off the page protections we have places on many parts of the documents to prevent accidental changes.
- For more information on Data Entry Restrictions, please see the Modifying the Documents section of this guide.
MODIFYING the DOCUMENTS
- You may modify any of the SpeedContracts documents as you may wish, including changing the document titles, the wording within the documents, or the wording of the fine print in the various Terms and Conditions.
- To prevent you from accidentally overwriting the existing wording on the documents, SpeedContracts has a protection feature called Data Entry Restrictions.
- When the Data Entry Restriction is ON, you will get a caution message if you try to make an entry into a portion of a document that we don't generally expect you to write in.
- Before you can make changes to these areas, you will need to turn Data Entry Restrictions OFF, as follows:
- Use Settings | Program Settings to access the Settings dialog box.
- Uncheck Data Entry Restrictions to turn the Data Entry Restrictions off. This will allow you to make any changes you may wish to any part of the documents.
- When you are finished making any desired modifications, we strongly suggest you turn the Data Entry Restrictions back on. This will prevent you from accidentally overwriting areas of the documents that you would normally want to leave untouched.
- Remember, you may always turn the Data Entry Restrictions off again to make additional modifications.
USING TEMPLATE FILES
- Template Files are SpeedContracts Files you've setup for a specific purpose.
- Template Files can be setup for your standard projects, which will allow you to quickly revise them for a specific customer.
- One example of using Template files is a remodeling contractor specializing in bathroom renovations who setup a SpeedContracts file for his $4,999.00 package deal that he advertises with direct mail. The file already describes the standard project, all he does is edit it for the customer's specific tile and fixture choices.
- Template Files can also be setup for a specific type of business. For example, a roofing contractor has customized a SpeedContracts file with pre-written roofing contracts, which allows him to quickly "fill-in-the-blanks" and write his roofing contracts. He simply named the file "Roofing Contracts.xls".
- Don't get confused by the concept of Template Files, they are simply files you've already created for a specific purpose that you will open and continue to modivy for a specific project.
Continued on next page...
|