Getting Started

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Standard Forms

The software is supplied with a database of Standard Forms which allows you to automatically download the latest version of any of the forms from the originators' web sites and open it for completion (if it has been designed as "fillable") and/or printing.  Most forms are in Adobe Acrobat PDF format and will open in your default PDF reader software.

 

clip0007 Once a form has been downloaded/opened it will be available as a local copy and can be opened subsequently without the need to download it again.  An option also exists to download all forms in one go so that they will all be available off-line.

 

The Standard forms database is constantly being enhanced and the software will automatically check for newer versions of the database (see Check for New Data).

 

User Forms

In addition to standard forms, the software allows you to create and maintain your own User Forms. Click on  the "User Forms" tab.

 

Finding the right form is easy and can be accomplished in several ways:

Click on the list and start typing the form number - the highlighted entry jumps to nearest match as you type
Click on any of the column headings and the list changes to sorted by that heading - then start typing the beginning of what you are looking for in the column - the highlighted entry jumps to nearest match as you type
Mark often used forms as Favourites and they are marked with a star favourite. You can then tick the box to limit list to just favourites.
One of the most powerful methods of finding a form is to use the Search box. Type in anything that you are looking for (form number of part thereof, part of form description, part form category or type) and click search button - the list will then just show entries where ANY of the columns contain the search criteria.
Select a Type or Category from the drop-down lists to limit list of forms to just those matching the criteria.

 

System Requirements

Installing the Software