Overview
Welcome
Philosophy
How it Works
Features
How to order
License Agreement
Using the Program
Getting Started
Terms and Definitions
Using the Help
Overview
Using the Contents pane
Using the Index pane
Using the Search pane
Using the Favorites pane
Show/Hide Left Pane
Online Help Manual
Working with Case Files
Overview
Creating a New Case File
Opening a Saved Case File
Reviewing the Sample Case Files
Saving a Case File
Creating a Copy of a Case File
Closing a Case File
Printing a Case File
Editing a Case File
Overview
Basic Editing
Adding Forms, Schedules, and Attachments
Adding Forms to the Case File
Removing a Form or Schedule
Navigating the Pages of the Case
Entering Values in Fields on the Page
Overview
Navigating the Fields on the Page
Changing a field's appearance
Copying text between fields
Go to the field that is the Source of the active field's value
Go to the field where the active field's value will be carried
Editing a field's value based on its type
Types of Fields
Editing a Single Line Text field
Editing a Multiple Line Text field
Editing a Currency field
Editing a Dollars Only field
Editing a Cents Only field
Editing a Floating-Point field
Editing a Date field
Editing a Checkbox field
Editing a Strike-Out field
Editing an Integer field
Editing an Item Number field
Editing a Social Security Number field
Editing a Telephone Number field
Editing a Formatted Text field
Editing a Note field
Editing an RTF field
Editing a calculated field
Overview
Overriding Calculated Fields
Restoring an overridden field's calculated value
How is this field's value calculated?
Using Field Worksheets
Overview
General Purpose Field Worksheets
Custom Field Worksheets
Attaching a Worksheet to the Active Field
Removing a Field Worksheet
Amount Details List Worksheet
Expanded Description Worksheet
Blank Attachment
Working with Grids and Rows
Overview
Adding, Inserting, and Deleting Rows
Navigating Rows and Columns
Moving Rows Within a Grid (Sorting Rows)
Copying and Moving Rows Between Grids
Grid Format Options
Suppressing Item Numbers
Changing the default options
Overview
Installing a Form Module
Overview
Changing the screen layout
Overview
Maximize the Form Page's width
Using the Keyboard and Mouse
Using the Keyboard
Using the Mouse
Purchasing Form Modules
Overview
Demo Mode
Program Interface
Overview
Layout
Menus
Overview
File menu
Overview
New
Open
Open History
Open Samples
Save
Save As
Close
Print
Print Setup
Exit
Recently Opened Files List
Edit menu
Overview
Undo
Cut
Copy
Paste
Round to Dollars
Form menu
Overview
Add
Remove
Attachment (or Schedule)
Overview
Add
Remove
Page menu
Overview
Add Note Field
Add Worksheet
Field menu
Overview
Actions
Override Calculation
Drill Down
Drill Up
Add Field Worksheet
Suppress Item Number
Formatting menu
Restore Defaults
Font
Date Format
Number of Decimals
Show Zeros
Clip Text
Show Outline
Make Transparent
Note Field menu
Overview
Size and Position
Destroy
Text Alignment menu
Overview
Horzontal
Left
Right
Center
Vertical
Top
Bottom
Center
Grid menu
Overview
Append Row
Insert Row
Delete Row
Move Row
Up One
Down One
Top
Bottom
Copy Row
Cut Row
Paste Row
View menu
Overview
Show Table of Contents Pane
Show Brief Help Pane
Show Workbook Tabs
Toolbars menu
Overview
Main
Table of Contents
Field Actions
Zoom Page
Overview
In
Out
Best Fit
Fit To Width
Fit to Height
Hide Margins
25%
50%
75%
100%
150%
200%
Navigate menu
Overview
Pages menu
Overview
Page Down
Page Up
Page Back
Page Forward
Grid menu
Overview
Go Up
Go Down
Go Right
Go Left
Go to First Row
Go To Last Row
Go To Row Number
Scroll Row Up
Scroll Row Down
Scroll Page Up
Scroll Page Down
Window menu
Overview
Cascade
Tile
Open Case Window
Options menu
Overview
Install Form Modules
Purchase Form Modules
Register Online
View layout defaults
Grid Fields
Tab to Calculated Fields
Restore All Hidden Messages
Check for Updates Settings
Field Defaults menu
Overview
Colors
Font
Date Format
Show Zeros
Edit Cents in Dollars-Only Fields
Hide Cents When Rounding
Help menu
Overview
Getting Started
Contents and Index
How to use Help
Help Cursor
Guide Me Wizard
On the Web
Check for Updates
About the Program
Toolbars
Overview
Main toolbar
Overview
New button
Open button
Save button
Print button
Best Fit button
Zoom In button
Zoom Out button
Guide Me Wizard
Brief Help button
Help Cursor button
Table of Contents toolbar
Overview
Show/Hide button
Up button
Down button
Back button
Forward button
Add Form button
Add Sched button
Remove button
Field Actions toolbar
Overview
Override Calculation button
Drill Down button
Drill Up button
Add Field Worksheet button
Show Field Menu button
Add Row to Bottom button
Insert Row button
Delete Row button
Go to First Row button
Go Up One Grid Page button
Go Up One Row button
Go Down One Row button
Go Down One Grid Page button
Go To Last Row button
Cut Row button
Copy Row button
Paste Row button
Move Row To Top button
Move Row Up One button
Move Row Down One button
Move Row To Bottom button
Panes
Overview
Welcome pane
Table of Contents pane
Overview
Using the toolbar
Using the Context Menu
Using the Attachments List
Form Page Editor pane
Overview
Fields
Overview
Single Line Text
Multiple Line Text
Currency
Date
Checkbox
Floating-Point value
Integer value
Dollars-Only
Cents-Only
Item Number
Strike Out
Formatted Text
Grid
Rich Text Format (RTF) field
Social Security Number
Telephone Number
Annotation
Brief Help pane
Overview
Dialogs
About the Program dialog
About Form Module dialog
Activate an Open Case dialog
Add Field Worksheet dialog
Add Form Module dialog
Add Attachment dialog
Define Decimal Precision dialog
Field Colors dialog
Font dialog
Form Module Descriptions dialog
Form Modules Filter dialog
Go To Row dialog
Grid Options dialog
Guide Me Wizard dialog
Install Form Modules dialog
Print Setup dialog
Register Online
Select Default Date Format dialog
Select Date Field Format dialog
Select Field Font dialog
Using the File Open dialog
Open a Case File from History dialog
Using the Save As dialog
View Options dialog
Remove Table of Contents Element
Printing Wizard dialog
Overview
Print options panel
Select Pages panel
Print or Preview panel
Purchase Forms Wizard
Overview
Purchase Online
Select Forms panel
Credit Card Info panel
Confirm panel
Results panel
Purchase by Phone
Select Forms panel
Instructions panel
Select Activation Method panel
Import Activation Keys panel
Enter Activation Keys panel
Check for Updates
Overview
Check for Updates Promt dialog
Download Updates Prompt dialog
Apply Updates Prompt dialog
Updates Details dialog
Options dialog
Workbook Tabs
Status Bar
Technical Support
Contact Information
Frequently Asked Questions
Overview
Security Alert Warning