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Expert User Guide

1. Tic Tac and Toe v Sublist Tic Tac and Toe Include all items in the list Tic Tac and Toe Tic Tac and Toe Tool Tip When inserting a List you can only signature lines repeating paragraphs table format select Series answers Checkboxe answers and Grid answers If the answer you want is missing change it to a Series answer Checkboxes answer or Grid answer Select one of the built in List formats and click Done The formats are described below Griselda Pugh Horace Blixt Eunice Brimley Tic Tac and Toe creates a narrative List separated by commas and Bertrand Guff without a comma before the last item TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 28 Griselda Pugh Horace Blixt Eunice Brimley Tic Tac and Toe creates a narrative List separated by commas and Bertrand Guff with a comma before the last item Griselda Pugh Horace Blixt Eunice Brimley Tic Tac and Toe creates a narrative List separated by semicolons and Bertrand Guff The signature lines format is a handy way to create tidy signatures for a List of people Griselda Pugh Horace Blixt Eunice Brimley Bertrand Guff The repeating paragraphs format repeats a paragraph for each Sample paragraph about Griselda Pugh item in a List Sample paragraph about Horace Blixt Sample paragraph about Eunice Brimley Sample paragraph about Bertrand Guff Choose table form
2. ditto ditto owned first using words then using numerals Select the first blank and click s Field SharesHeld Insert Field TheFormToo Fields Lists and Conditi a Select Item Current Number one thousand ee ee ee Click Done Number C Date C Sequential Format Math Defined one thousand The shareholders are as follows This next Field shows the number of shares again List Shareholders X owns SharesHeld X __ shares current value __ giving him her _ ownership of the company ditto ditto but uses numerals instead of words Rather than create the Field from scratch let s save a little time by copying the previous Field and changing its format a The sharehold foll After copying the SharesHeld X Field and pasting it e shareholders are as follows between the parentheses your form should look like this List Shareholders X owns SharesHeld X SharesHeld X shares current value S _ giving him her _ ownership of the company To format the second SharesHeld X Field as I ditto ditto numerals instead of words select it and click s Field 1 000 no decimals Done TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 106 Mpe n The shareholders are as follows The remaining two Fields are more exciting since List Shareholders X owns SharesHeld xX SharesHeld X shares curre
3. Use the boxes on the left side of the screen to choose which items should be included in the Sublist In the example shown here the Questionnaire includes a Series answer labeled Infractions and a Linked answer labeled Rule The Sublist being created will only include infractions that violate Rule 37 b If additional criteria are required to create your Sublist click and or to create a compound Condition See page 24 for further discussion of compound Conditions Math Lists Example 4 ceecee page 72 Example 7 scctcecssnitenncesss page 84 Example 9 ecce page 93 Example 11 0 page 104 Example 12 ccce page 109 Example 13 cce page 116 TheFormTool Fields Lists and Conditions Infractions Include only items where is v this text m Appearance Tic Tac and Toe Separate paragraphs MV Blank line c 2011 2013 Snapdone Inc Licensed to Demo for use on 1 computer Sublists Example 8 scere page 90 Example 9 secre page 93 TheFormTool includes math functions to perform calculations automatically For example given a Series of shareholders and the number of shares held by each the form can calculate the total number of outstanding shares and the percentage of the company owned by each shareholder Adding Math to a Field Number and Count Fields Begin by creating a Number field page 16 or a Count Field page 19 Then click Math to open the Math screen Th
4. As a variation of the above the form author could add Conditions within the Derived Answer so that the correct Wrapper is automatically selected depending on responses to other questions in the nena Doxsera c 2011 2015 Snapdor For example in this form two Conditions have Label Question _ nae i e been created so that the Acme Wrapper will be Date Effective date 11 16 14 r derived if Acme if Posh applied in some circumstances and the Posh Wrapper will be applied in others TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 133 Wrappers and Section Breaks If your form contains section breaks accessed in Word s Page Layout Breaks menu be aware that some Wrapper formatting will only be applied to the last section in the finished document This is because formatting stored in preceding section breaks takes precedence over formatting stored in the Wrapper This has no impact on Styles but does affect headers footers and Page Setup settings that are applied to This section In this situation if you require headers and footers to change throughout the form instead of just in the last section you could 1 eliminate the section breaks 2 split the form into separate forms or 3 save alternate headers and footers as Folio Passages and use Fetcher codes to fetch them when and where needed TheFormTool PRO Expert User Guide Version 2 9 February 2015 Margi
5. Text Dropdown Yes Ho Checkboxes Derived Select Single text box when you are asking for a singla at bos single piece of information Who are you M With pronoun Text Series Answers Example 4ce page Example 7 rcsscsisiissssn page Example 8 sxcscrssccndcesatnvnrns page Example 11 page 1 TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 7 Iert Dropdown Yes No Checkboxes Derived Select Series of text boxes to ask for several TRE amp Saner gitet boes 7 Link to e precesing Senes answer or a Grd pieces of information What are the names of the shareholders M With pronoun The test boo allows for S typed response How many items in a Series When using a Series type answer the form author need not specify the number of items By default the answer will be created with room for three items but the form user can click the Add button to create additional slots as needed Text Dropdown Yes No Checkboxes Deriyed Linked Series If the form includes another C singla toa bs arian ol bak henge F Unk tos rondas Biris renr said orea SCY Series answer or a Grid you have the option of linking this answer to it select Link to a preceding Series answer or a Grid and select 5 Senes answer Respecses m the precedng answer are used to Note Laked answers are old identity cach text box im the Linked technology You vel usually war
6. 0 See Payment math function Pe ig 2 611800 6 aeae e A E E 43 PT Fy Q OPM sceni qasoesecanqessev er nparcameagone 43 Pi malni constan Eessen nra 32 E a atecroneenauneete seen agents See Petrifying a form Plural Singular Fields See Singular Plural Fields EG acs aes E T sense aesonee eee See Math functions OSS C51 CS ounn ee sone eespanera E 19 ROW CL icien See RaiseToPower math function Prepare to Share Questionnaire cee eeseeseeeeeeeseeeeeeeees 46 Previewing answer location in form See Peeking Previous item in List FP eee eeeeessssnececeecceeeeeeeeeseeeeees 87 Page 128 Pro FAS n cose esate ce spectntareamoatedseceneseauesass 3 PrOnOUn ANS WETS eriei e p eE 9 PKA O E E O 56 Pronoun E 0k greener eee een a Sa 17 EDIT Vea a fs oae amet st marae eanoy T 18 aoai ell eE E E E E E E E E E 56 Protected View cece See Installing TheFormTool Questionnaire addine POWs point caetsgcaesrsau seosaees sssssreocenseraneceonee ses eens 4 49 ans werno CUSSION S srira innn A A 41 coloris WIR DIviderS ssania E 50 COPY IC TOWS crispiteiiie Eann ane e e a 49 NI aa A E EE E sees 4 STS IN TOW Spiare repona aN e e REE 49 deleting whole THN sssi 49 Divid r to oTo a Z apia A A EE 50 enp y nE Ce Seion saat r T E 49 aE A E N E E ane E E tem 49 ie te a E E E E E eer E E ee 51 OVE TON apio dunce bcante sutanetieavaciens se seaptaedesnncaqsensncecdtnpeans 49 moving to Questionnaire with Start button
7. Choose Cost to look at the Cost column of the ClassInfo Master List Choose Number 1 000 10 exactly 2 decimals And now we ll perform some math on that number Click Math Current FormaiMath Defined 1 000 10 exactly 2 deci 5 to open the Math screen TheFormTool Math Field Classes x v Cost a To multiply the class cost by 088 add 088 to the end of the formula either by clicking buttons in the Math screen or by typing on your keyboard Click OK to close the Math screen then Done We ll use the same Field to calculate tax for Thank you for registering for the following classes TAE AN dess Date Tuition Tax Total List Classes Class _ Classes D HHH dometom ateX Copy this Field Classes Class Name x ate gt g Cost X Classes And paste it in these two cells Cost X Payment is due one week before the class date TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 113 The lastcol unis igaleulate auauen plus Thank you for registering for the following classes tax We can copy one of the existing Tax Class Fields as a starting point then use math to add Tuition Tuition Tax Total AU A miy ILL Copy this Field TOTAL 0 And paste it here Payment is due one week before the class date Select the Field you pasted in the Total Thank you for registering for the f
8. Click OK to close the Math screen then Done If you chose to abbreviate the two math Fields the finished The loan amount is 5 Amount to be paid in form looks like this monthly payments of S each If you chose not to abbreviate the finished form looks like this The loan amount is S Amount to be paid in Field Term 12 monthly payments of S Payment Field Amount Field Rate 12 Field Term 12 each THE PAYOFF When the form user supplies loan amount annual interest rate and loan term the number of payments and monthly payment amount are calculated automatically TheFormTool c 2011 2014 Snapdone Inc The loan amount is 150 000 to be paid in Label Question Answer 240 monthly payments of 948 97 each Amount of loan 150 000 Term How many years long is the 20 loan term TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 103 Example 11 Linked Answer Repeating Paragraphs and Math Before you begin e Example 7 Linked Answers and Custom Lists page 84 e Example 10 Math page 100 What you will learn e Repeating paragraphs with ditto e Pronoun and Number type Item Fields e Math in Item Fields The shareholders are as follows We ll use a Linked answer repeating paragraphs and math Madge Dunfey owns 50 shares current value to automate this form If you d like to work along with this a 350 00 giving her 55 6 ownership of the co
9. Format Math Defined Page 95 Select the s at the end of rooms and make it conditional by Estimate for Pest Control Services clicking amp Condition Rooms Add Condition Smith Residence Overview List Pest X were found in Rooms xX rooms ditto ditto Plan Deploy rat traps S60 Spray pesticide S150 Equipment Deposit An additional deposit of 60 is required and will be refunded when the rat traps are retrieved TheFormTool Fields Lists and Conditions EJ We only want this s to appear when the number of rooms affected by the current pest is more than one aiaa Click Item and select Current because we re talking about the current item in the List of pests Choose is more than 1 and click Done The first custom List is complete The second one will go a Estimate for Pest Control Services little quicker Smith Residence a Overview List Pest X were found in Rooms X Select the two sentences after Plan and click List Pest roomfifis ditto ditto Insert List Plan Deploy rat traps S60 Spray pesticide 150 Equipment Deposit An additional deposit of 60 is required and will be refunded when the rat traps are retrieved Note that the List we re creating only uses information from the Action and Cost columns of our Grid but we still selected Pest when creating the List That s because Lists are always based on the primary column the leftmost colum
10. List Shareholders X owns SharesHeld X SharesHeld X shares current value S giving him her _ ownership of the company ditto ditto percentage of the company owned by each shareholder Select the highlighted blank and click Field SharesHeld Insert Field TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 107 Select Item Current Number TheFormTool Fields Lists and Conditions ithe Oe X C Text Select the format 1 000 1 exactly 1 decimal so the ust suap ntem Saoi n 7 Date Sequential number will be accurate to the nearest 10th of a percent arent Sey Defined Click Math to open the Math screen TheFormTool has inserted the function Field SharesHeld X which provides the number of shares held by the current shareholder Click the slash button or press the forward slash key on your keyboard to indicate division Then add a function that gives the total number of shares listed in the Questionnaire s SharesHeld answer select ListSum SharesHeld and click plus Here s what the formula looks like when those steps are complete To finish we ll multiply everything by 100 since this number is expressed as a percentage in the finished document Add 100 at the end of the formula either by clicking buttons in the Math screen or by typing on your keyboard The finished formula looks like this Click OK to clo
11. Minimum The Minimum function gives the smallest of a series of numbers For example Minimum 5 3 10 3 Other functions may be nested within this one For example if the shipping and handling fee is 3 of the purchase price but not to exceed 7 50 use Minimum Field Price 03 7 50 In the Formula Plain English Minimum number1 The smallest of these numbers number2 numberxX Months The Months function gives the number of months between two dates This function counts transitions from month to month not the number of elapsed days divided by 30 For example Months 1 31 2011 3 3 2011 2 If both dates occur in the same month the result is zero If date2 is in an earlier month than datel the result is a negative number The Field function if it refers to a date answer and other date functions FirstDate LastDate ListFirstDate ListLastDate Now may be nested within this one For example if the Questionnaire asks for a ClosingDate then Months Now Field ClosingDate gives the number of months between the closing date and the date on which the form is used This will be a negative number if the closing date precedes the date when the form is used In the Formula Plain English Months date1 The number of months date2 between two dates TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 38 Now The Now function gives the date when the form is filled in It may be used by itse
12. in the Action column We ll add a Condition to handle this automatically Select the whole paragraph and click Condition Pest Add Condition This Condition will determine whether any items in the Pest Grid contain Deploy rat traps in the Action column Select Sublist Action any of these and Deploy rat traps That gives us a Sublist that only includes pests whose Action column contains Deploy rat traps Select more than 0 That means the Condition is true when the Sublist contains at least one item Summing up and saying it another way the Condition is true when at least one Action in the Grid is Deploy rat traps Click Done Step 6 Refer to a Particular Item in the Grid Our final challenge is the 60 in the last paragraph Here we need a Field that provides a particular number typed in the Cost column of the Grid It has to be the number that appears in the Rodents row but as form authors we don t know whether that will be first row last row or somewhere in between The solution is to use an Item Field that is smart enough to locate a particular item in the Grid Select 60 and click Field Cost Insert Field TheFormTool PRO Expert User Guide Version 2 9 February 2015 Show text if lt Estimate for Pest Control Services Smith Residence Overview List Pest X were found in Rooms X room if s ditto ditto Plan List Action X S Cost X ditto dit
13. intelligent more productive and more useful this Expert Guide is really all about people It s written to help three groups in particular a form s audience its author and its user First of all of course are the Readers the form s ultimate audience those seeking information In the final analysis TheFormTool is ultimately about clients and their opposition judges and court officials regulators and special interest groups media and the general public We hope TheFormTool will improve communication between you and everyone you hope to influence with the written word in a written document environment whether digital or paper This guide is written from the perspective of the Form Author the expert who wishes to expand the influence of his or her expertise by making it easier for others to complete a complex form quickly accurately and as expertly as would the Author merely by answering a few questions TheFormTool allows the expert Author to lay out the exact circumstances where A is appropriate the exceptions where B or C should apply and the gray areas where A should be modified but not replaced Since forms are by definition useful in repetitive similar but not identical circumstances the number of alternatives for consideration and inclusion are finite and therefore manageable by software Finally TheFormTool is designed to make a real difference to the Form Users the men and women tasked with
14. s attorney fees The same idea applies every time the ClientParty Field appears Rather than creating another Singular Plural Field from scratch copy that first s Field and paste it near Client ClientParty s hereby requests that the Court grant his her motion and rule against Opponent OppParty The OppParty has produced no evidence so he she should be required to pay ClientParty s s attorney fees Now select the s at the end of requests We re going to replace this character with another Singular Pronoun Field A TheFormTool Fields Lists and Conditions Ea Click 5 Field Client Insert Field Select Singular Plural Client oe ne x b Opponent TER Select s shows s when pronoun is singular Note OppParty z C Date Singular Plural that this is the opposite of our selection last time oem Defined s shows s when pror Title Case Select lowercase and click Done lowercase onr Client ClientParty s hereby request s that After placing those three Singular Plural Fields the form the Court grant IEEE motion and rule against looks like this Note the s Field at the end of request Opponent OppParty The OppParty has produced no evidence so he she should be required to pay ClientParty s s attorney fees Using the same methods add Singular Plural Fields after each of the two
15. ANWET DONOS anere E E EEE EET 7 Answer column in QuestiOnnalre cccccccceeeeeeeeessesceeeees 4 Answer Tiles ag cccssesaseas Ssenesneesaeecasees See Save Load answers Answering questions in the Questionnaire 06 41 Answers answer DOCS seccrcesaavavers ese ceenaeemeavianconemee an eens 7 E E N E E E EA E E N eas pera A 49 converting Linked answers to Grids sssessesessessesersereeseess 15 ES UTS AEE E E E E E E E E E 15 TEESE epaian aae EOR Ea 41 saving and loading eee eeeees See Save Load answers SU ea A ed ovens cece nose T E E E E 7 DOU LC Tor CHOICES sessies inea T A aE 10 types of answers CDEC k DOKE S va cxsindnnsvaaeoaanstansessebovansexyartusdvadacunavvensesaeasaconanyetes 13 updating choices with Refresh s es 41 D a cs cys ccs A A A A EE E A 13 Ta e RA T E nee ee ee ee 116 119 DOPO a E E 9 AON NTE a E eae 11 eb o 0 eee eee re ee ene treet en a eee 56 75 updating choices with Refresh s es 41 OU e T E nena yecnsena cies See Grid answers Linked a 0 cern E E EEE EE net ene eer ere 85 104 Series CET UG osare E E 104 E a e E E tae ete 7 PO YG EO O acanciss ina cectoni E 9 apne ase nata A sige gen condocactiaraatan 56 SIN EA E eee eter eae ee es 12 oa 0 erm Cerrar err re ere en reer rarer errr nr Tre rere 66 TheFormTool PRO Expert User Guide Version 2 9 February 2015 Apostrophes with Singular Plural Fields 19 2 08 0 een rere E ere ree A ee eee ree 56 Arithmetic sexapace
16. ShipAddr contains Oregon a ee e e e i r con ains ne When you need to adjust a criterion in the top part of sina im z this text the screen simply select it then make changes in the oregon a bottom part of the screen Your order totaling OrderTotal will be shipped to ShipAddr if You qualify for free shipping THE PAYOFF The form considers two answers when deciding whether to include the second sentence Here s the finished form The second sentence will only appear in the finished document when the total order is more than 100 AND the shipping address is in Oregon TheFormTool c 2011 2014 snapdone Inc Your order totaling 75 00 will be shipped to 111 Main Street Bend Oregon 88888 ey 1 Question Answer Total What s the total order 75 amount Addr What s the shipping 111 Main Street Bend address Oregon 88888 TheFormTool c 2011 2014 snapdone Inc Your order totaling 250 00 will be shipped to 111 Main Street Bend Oregon 88888 You ualify for free shipping Total What s the total order 250 q y ppIng amount Addr What s the shipping 111 Main Street Bend address Oregon 88888 E Question Answer Example 3b This OR That AND the Other Thing Compound Conditions are not limited to two criteria you may stack up as many criteria as you like You could specify that a particular sentence should appear only when the month is January OR February OR March AND the pr
17. Text Fields are the most common type Use the five Format options to control how each Field is capitalized in the document ii ee Choose FreeForm to capitalize text exactly as it was typed in the Questionnaire or one of the other formats to FreeForm enforce a particular type of capitalization First capital Title Case lowercase or UPPERCASE First capital Title Case C lowercase C UPPERCASE TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 15 Number Fields As this dropdown box shows Number Fields can be formatted as numerals with or without commas and lt with various numbers of decimal places as ordinals 1st 2nd 3rd or as upper or lowercase words one Two THREE ordinal words first second third or dollar amounts in several formats such as Three Dollars and 38 cents Number Fields can be further automated with math functions Click Math to open the Math screen discussed on page 31 Date Fields Date Format Date Fields can also be formatted many ways using both words and numbers You may even choose to display only a portion of the date that s typed into a Questionnaire like the name of the month or day of the week TheFormTool Fields Lists and Conditions Wall core Text Number Date Forma g C TheFormTool Fields Lists and Conditions Format Offset Function Defined format CEE at
18. TheFormiool PRO Expert User Guide Version 2 9 What s New in Version 2 9 Page Wrappers Appendix page 131 TheFormTool PRO Expert User Guide Version 2 9 February 2015 2015 Snapdone Inc One Page Cheat Sheet For those who are driven to get started right now without filler or fluff ol TheFormToolPRO zip Properties 1 Install TheFormTool zz Carbonite Security Details Right click the file you downloaded either TheFormTool zip or F TheFormToolPRO zip and choose Properties If you see an Unblock button click it to unblock the file then click Apply TheFomToolPRO zip Type of file Compressed zipped Folder zip Opens with Windows Explorer Change Location C Users scott_000 Desktop Click OK to close the Properties screen 5 14 MB 5 398 678 bytes Double click the same zip file to see the files it contains isk 5 15 MB 5 402 624 bytes August 20 2013 7 48 26 AM Double click the TheFormTooIl file to install the program either atc Se TheFormTool docm or TheFormToolPRO docm Accessed Attributes _ Read only _ Hi Security This file came from an 2 Activate it pa If you purchased TheFormTool PRO go to the new TheFormTool tab in E Microsoft Word click er Options License Code and enter the Registered Name and License Code we emailed to you Tip Skip Steps 3 and 4 and watch our 3 minute video instead www theformtool com starter video demo 3 Cr
19. _ Cancel Licensed to Demo for use on 1 computer 4 Remove the content of the form so the Questionnaire can be shared by itself 5 Hide the Label column of the Questionnaire When finished send the prepared Questionnaire to your target audience asking them to return it to you after answering all the questions 2 Save Answers When the Questionnaire is returned to you open it and click Save Load to save the responses to an answer file described on page 43 Then close the answered Questionnaire it s not needed for Step 3 3 Fill in the Form Use the original form to start a fresh document and click Save Load to load the responses you saved in Step 2 Click eis Fill and the form is complete TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 46 More Tools for the Form Author The Field List Condition Screen The Field List Condition screen click vy Field List or amp Condition to open it contains a few more features to make life easier for form authors Blank Lines TheFormToo Fields Lists and Conditions When inserting many types of Fields a Blank line checkbox appears Text in the Format screen to determine how Fields are handled during the ef Fill step when answers are left empty in the Questionnaire kag If Blank line is checked for a particular Field and its answer is left FreeForm empty the Field appears as a blank line in the finished document
20. ais l OK to close the Math screen Now that we have the birthdate of the youngest beneficiary we need to offset it by 19 years to give the date one year after the 18th birthday ia T Cont Date C Singular Plural Click Offset to open the Date Offset screen f Defined format May 1 2010 Select plus 19 years TheFormToul Date Offset F Fixed variable z Fixed offsets use the number of years you provide here Click OK to close the Date Offset screen then Done Start with the supplied date and add 19 years if the starting date is Feb 29 and the ending date is not a leap year go to Feb 28 x All trust proceeds shall be dispersed by offset the date one year after the youngest beneficiary s 18th birthday THE PAYOFF The form automatically analyzes a whole Series of dates to produce the correct result The finished form looks like this TheFormTool c 2011 2014 snapdone Inc All trust proceeds shall be dispersed by Question Answer June 6 2019 the date one year after the youngest beneficiary s 18th birthday List the beneficiaries birth 4 14 1998 dates 6 6 2000 2 5 1997 TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 83 Example 7 Linked Answers and Custom Lists Before you begin e Example 4 Lists What you will learn e List structure e Linked answers e Customizing Lists with Item Fields e More Item Fiel
21. ditto ditto Plan List Sample paragraph about Pest X ditto ditto Equipment Deposit An additional deposit of 60 is required and will be refunded when the rat traps are retrieved Estimate for Pest Control Services Smith Residence Overview List Pest X were found in Rooms xX roomtif s ditto ditto Plan List Kill pests S100 ditto ditto Equipment Deposit An additional deposit of 60 is required and will be refunded when the rat traps are retrieved TheFormTool Fields Lists and Conditions Text C Number C Date C Sequential Format FreeForm Estimate for Pest Control Services Smith Residence Overview List Pest X were found in Rooms xX roomtif s ditto ditto Plan List Action X 100 ditto ditto Equipment Deposit An additional deposit of 60 is required and will be refunded when the rat traps are retrieved Estimate for Pest Control Services Smith Residence Overview List Pest X were found in Rooms xX roomtif s ditto ditto Plan List Action X S Cost X ditto ditto Equipment Deposit An additional deposit of 60 is required and will be refunded when the rat traps are retrieved TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 97 Step 5 Add a Condition The last paragraph should only appear in the finished document when the Grid includes Deploy rat traps
22. rename a file or X to permanently remove an answer file and all the answers it contains To use one answer file as a starting point for another for instance if two matters are related and share much of the same information click amp copy to copy the first file select the folder where the new file belongs then click amp paste Sharing the Questionnaire j Rather than fill in the Questionnaire yourself you can use it to collect answers from someone else even if that person does not own TheFormTool All they require is Microsoft Word version 2007 or later 1 Prepare and Send the Questionnaire First open a form as if you were going to fill it in yourself then click i Tools 2 Prepare to Share TheFormTool Prepare Q amp A Table for Others Ea This screen walks you through several steps to make the E To prepare this Q amp A table for someone who owns Word 2007 or later Questionnaire usable by anyone who owns Microsoft Word but does not own TheFormTool version 2007 or later Depending on your choices it will Step 1 1 Check Linked answers and Source answers answers that use other answers as a source for choices You are prompted to convert Linked Answers to Grids while Source answers are automatically made sharable Eza E m ew 2 Adjust Series answers and Grids to include enough empty slots for complete answers 3 Convert checkboxes to be compatible with Word 2007 c 2011 2013 Snapdone Inc
23. s es 41 TVA VVC OU WAU LA Denari A se atewoane 41 TC Ved NS OW Soane A EE 49 MOTT S PISS ssssitaSccassusautatesasbespnasodadvnasausguiasctaendaecyaaetopaaveusanee 49 SVT N cto faces seca ancy saieanee nets moanuene ceeanpe nea 51 SUN ON gape cs E cse aguas at tcpseiesaeceseeceaniquesseceiees 46 SHOW ME TOWS aoine oir e TRE 49 RaiseToPower math function eesssseessssseessssreerssssreess 39 Remesi DUTON Peer ee rrm mre erni e eE et r rtere ere 41 IBCs e ere qN byes ghost cy E r S 41 Registered name cece See Installing TheFormTool Relabeling question S si 48 Remainder math function sssssesssssseessssressssssreessssreess 39 Remove button remove item from Series answer or ai o E er E A ae eee oe 41 Removing columns from a Grid seseseeeseeserrerrerererereese 49 Kemoving Condi onssa 24 Removing contents of cells in Questionnaire or Grid 49 Remove LS soina aa 48 Removing Questionnaire eeseseseseeerrerrrerrerrsesresrereresrerseees 49 Removing Questionnaire and Fields from form See Petrifying a form Removing rows from Questionnaire 0 0 cece eee eens 49 Removing Iheform TOON wiscsssesescapancanssesssboparisapsesstoanensneadeen 56 DR Si TT Tied Soei 48 Repeating paragraphs format for Lists 0 eee 29 C 0 ee ne eee neon ye ee eee yen eee 104 Replacing text with a Field wo eeeeeeeeereeeeeees 48 54 RESC DUON sonein nen aE 42 TINGS UES a TOF assa 42 Reusing aANSWETS eeeeeereerereeeee See
24. you prefer In the example shown here the dates and dollar amounts are all centered Thank you for registering for the following classes Class Tuition List Classes Class Classes D Classes Name x ate X Cost X Classes Class Classes D Classes Name X ate X Cost X Classes Class Classes D Classes Name X ate X Cost X TOTAL Payment is due one week before the class date THE PAYOFF The form user makes a couple quick choices from dropdown boxes and additional information is drawn from the ClassInfo Master List and included in the resulting document along with several math calculations TheFormTool 2011 2014 Thank you for registering for the following classes Label Question Answer i O cs O ome Tato Tar Total Classes List the Basic Personhood classes Advanced Humanity Basic Personhood 3 3 2012 11 00 136 00 registered Advanced Humanity 3 17 2012 17 60 217 60 Payment is due one week before the class date Example 13 Derived Answers Example 13a Basic Derived Answer Before you begin e Creating a Basic Form e Example 2 Conditions e Example 10 Math What you will learn e Creating and using Derived Answers e Hiding Derived Answers Derived Answers can be used to leverage information that s been provided in another answer Here we ll use a birthdate to automatically determine a person s age without asking an additional question TheFormTool PRO Expe
25. 127 Master E1505 cs sxcece sche sacuabenetees ovesanens seenetes touentyereemnoes tens seoeess 52 as source of Dropdown ANSWET sesseseresesereereresresreeresreeeseese 75 CECAUIINE oionn onie e EE E 52 XAT 1G e E AEE E E 75 109 importing and exporting eeeseeeseeereerrsrerrsrrsresreserereresresreseesees 53 AAIE a n sete nce E EE E E E E E 30 abppreviatne POE Mel esso 31 Da E E 100 104 109 116 PAN O E E E E E E E 32 Tolea oi A T E EE A a 32 AKEKE E a OEA TA NE T E 32 Constan recien ae 32 Doa e E E E 32 E a E E 116 NA O a A E E rsceitdadesdsdegpestatedaestnasggenge aceustet 32 rome es ECONS A aesa E rere aimee ane re 32 JE UG EA see ean E ates hates T 34 E 0 ae eer Meet ener ce oer reer reer ere 100 104 116 e A oan ree ere nes rere eee ere ee 35 LINCO n tarsoespepsncn mute aeeareaeaeannaers 35 Td SD LG ssor r eas ene ere a aca eee marcy ee 35 PSEC OUT i saeo eer sacra s e aeaoreetncenaenscemae 36 MTSE SUL a E aeoaeanceeoatians ts 36 TN te casas E A E 82 TVS gene g sce omg se E O NS 36 EE od B72 eee er nee eee ence te ee nee eeee ee 37 E E a E E E E EE E 37 EE TIA E E O E 37 Tos VT Yerro a E EG 37 FENG EON a erscupoceenous ig teteateaseeposenns 37 2894 2 E one ee ee eee ane ere enero ee 108 Te sorai n E TE 38 D E S E 38 AEE EEDA CEE oa ROA E E T T 38 TVS ar E E A A erecns 32 Cena a EA E TE E E E enetoonta 38 mU p eal O eranironice S 32 INOW PE E ag oataes thee a aise E E ena oo Tae EEE E EE E E E 116 PATS EE a
26. 14 Freeform Derived Answer Example 13 oenen page 116 Hiding Derived Answers Since Derived Answers work automatically in the background they can be hidden from form users to avoid confusion after you ve finished creating the Questionnaire click Row Column Show Hide to hide all Derived Answers If you need to revise Derived Answers later click the same button again to make them visible Grid Answers Grids are a special type of answers that appear at the bottom of the Questionnaire TheFormTool c 2011 2014 Snapdone Inc Question Answer DateSign Date of signing 12 29 2012 List all the parties Garth Blinth 123 Sycamore Lane Illinois Eva Roette 868 Meridian Drive To add a Grid place the cursor below the first table in the Questionnaire either above or below any preexisting Grids click Smart Answer and enter the number of columns desired up to 63 columns are allowed but you would have to use a very small font Grids can contain Smart Answers When you apply a Smart Answer in a Grid you are choosing a Smart Answer for an entire column To add a Smart Answer place the cursor anywhere in the desired column and click Smart Answer You will see that some options in the Smart Answer screen are not available TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 14 for Grids For example the first column of a Grid can only be a Text answer or a Text with pronoun answer
27. 3 Add Sublists Select the officer names and click List Attendees Insert MEETING MINUTES List Officers who attended the meeting were Alan Diggle Bernice Fenster and Roy Barnes Also present were Jerome Fuller Cynthia Wilson and Esther Spaulding TheFormTool Fields Lists and Conditions Since we don t want to list all attendees click Sublist Select only the attendees who are officers by choosing Appearance Officers is any of these President Vice President Tic Tac and Toe Secretary Treasurer as shown here eae ee eee T Separate paragraphs Officers Click Done item chosen is any of these none of these President Vice President Secretary Treasurer TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 91 Select the other attendee names and click List Attendees MEETING MINUTES Insert List Officers who attended the meeting were Sublist Attendees X Attendees X and Attendees X Also present were Jerome Fuller Cynthia Wilson and Esther Spaulding TheFormTool Fields Lists and Conditions EJ This time we ll include only the attendees who are not officers z Attendees PETES Click Sublist Tic Tac and Toe f Separate paragraphs Include only items where Officers item chosen is Choose Officers is none of these President Vice President Secretary Treasurer as shown here Click Do
28. Algebra might want to skip this bit Add Subtract Multiply Divide Symbols for basic math are just as you expect Addition For example 5 2 7 Subtraction For example 5 2 3 Multiplication For example 5 2 10 Division For example 5 2 2 5 Parentheses control the order of operations For example 1 2 3 9 and 1 2 3 7 Dates Are Not Numbers You might be tempted to use addition and subtraction to calculate date offsets but don t the result would be a MATH ERROR message Instead use Date Offsets page 16 which are waaaay more flexible than and Absolute The Absolute function gives the absolute value of a number turning negative numbers into positive numbers For example Absolute 3 8 3 8 Other functions may be nested within this one For example if the Questionnaire asks for PriceA and PriceB the difference between the two prices is Absolute Field PriceA Field PriceB In the Formula Plain English Absolute number The absolute value of a number Constant The Constant function gives one of two math constants e or pi accurate to the 14th decimal place In the Formula Plain English Constant name A mathematical constant Days The Days function gives the number of days between two dates For example Days 1 31 2011 2 3 2011 3 Dates should use month day year format both two digit and four digit years are allowed If datel is the same as date2 the
29. DI T E E E E 30 PTO i a T A A EE E E AE E E 21 Nane arrondar a e E AE See Labels numberof Pields mnato rsrsrs 47 pasting a Field in several locations eceeeeeeeeeeeereeee 48 54 Tenar vinsraseieosneitesanvedscerdvistiedSanvciseiae dedv N E 48 replacing text with a Field eeeeeeeeeeeeeeeeeseerrereerrerereeee 48 54 replacine With Danks sissioni rrr erent Sr reetrnre rrr rrr 43 TheFormTool PRO Expert User Guide Version 2 9 February 2015 S10 0 ae ene ee ee eee ee er 48 OE TSE r elda shes cu akauisdanaiecda saanatctachacaudaneeciavauanadussaesoesoeseedessuceseeues 20 types RN aaa erate ncreede cat ast A E 19 Fes a ee eT Ce neo OS oC eae ee 16 Vl E A 54 Item E E S 85 93 104 109 POE o E E A ANA EENEN 16 PEONO e AE E T 17 EUS Vel N E E E E 18 23 4110 04 9 E E A 56 Be Cat Gallien E es 18 XS A E E E dep nastudebeastunisencsttins 56 LE E E I AE EIA EE E EAT EEA 15 S 0 eam 6 a 6 re cx en r E i 6 F DUTO M a sarasaiy cessive dousenptunssaduuse N 42 Ping i LOr Sesa See Using a form Find a Field in a FOTN cisnnsicorissannvanssnnsssanerancdsadvetanntiounmanaconines 41 Fandan answer 111 6 sses 46 Find and Pasea ae a ani 48 54 Find label in Field List Condition screen cccceeeeee 48 Finding a Field i a TOi ennnen 47 Fit MATING soseri See Installing TheFormTool Pist CAP ICA sq2sescesoapesdedsaiaecessensseedesen See Formatting Fields First item in List F sesssccccssevsntessrsesessansctensnacceoetoueane
30. E E 77 Example 6b Yarab Date OMElS sergen sE NEE 80 Example 6c Date Offset Combined with Date Function esseseeseserresesersrresersrrsresrerrersrrsresersrestetsrestesrersrestestesereeseseeeerenees 82 Example 7 Linked Answers and Custom Lista lt sasisnosucsdinnssnnegsoantsaenietoacatounsaegnseuncestarnseabawasseuesobusendeunstaueinisguaioseabanan 84 Tare e S EE T a E E O A E O A E AE OT E OA ee 84 aS e a a E E E E E E E E E E aetna 85 Fist r revious Current Next and LaSi rss iste esse Svensk A AA 87 Example ya U Pore rreri ous eee A Cera mere perenne mre eC ere re eer 87 FES e IS LS ina NA N E EPA OAN SEAE AA E 90 EXIN PIES ia AN E E E E E E E E E E A EA E EE 93 Pomp e TO Maea E E E E E E A A A S 100 Example 11 Linked Answer Repeating Paragraphs and Math sessssessesserseesrsersreseesessrsresresresrsreseesrssesreseesesns 104 Example 12 Listin Table Format Master List and Math cosscseiecs seonsscusoresoneystannsoustegascyuensecuesespeewsteasicestnanaeesieesuass 109 Example Ly Derived AnS WOT enera E E E E E E E E E E 116 Example Da Pase Derved ANSWOI eer E A rma e E T N ree 116 Example 13b Grid with Derived Answer Field Comparison eseseeseeeeeesesersrrsrersresresresressresresrestesreseresteneenseesresressenseeeese 119 LAAEN e E E E O E E E E 124 TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page vi 74 o mu jd faa vc a ox jd d eb eb YT aed mu 6y aded x Ov 3ed
31. E aseen daeea ota EA E esp es 54 Mienie nine Condinons and bn lc icameyeenee Om rer rrer cere ree tye rmrer Mere eon ern rr et perm ES AEEA errr eer errr tere err rere 54 Lanea e or DT S r A E E EE E E E E A ee rer 54 PONS T E E E A E EE A E E A 54 HORII E aer E EE E A EE EAEN EE E A E E N 54 ea a E Orin OO eps E E E EA E E A SE E E E A E E 55 SU eli TAN Tr O era N A A E E E E E EIE E OEI EEE E E E EEEN EG 55 WUT eI ete gcse E A E eet EEE E canes E E N E A E E E E E estate 56 Step py Step Examples in Excrucialing Detail css siccssestsecsssssszccsesscecssesnseseesaivosiexerescteoeneotissstegucavesecsssssactnesivsceesisoeutanes 56 Example L Pronouns and Plurals yess cavecececesncievanesinnacensioucessaonasen saonsensepmessasopacseieaseeesasoauep EERE ENTIE ONE ETE 56 e Veg 0 GAEE e o E A A E E E A ee ee 62 Example 3 Compound Conditions aka Boolean Conditions essessssessssseesessessrsesreseestssesresreseeresresteseseeseeseesees 64 Penne aa O Wg a E AR E S 64 Example ob TNS OR That AND the Other THINE i excssiowsaiucpenconsunatnventdaeisdovgvoannaiesawienniaoatiaubsidswddeontiovsiadndnesenewsoedwnsatus candy souensinventes 66 FE ete FO TSS e A sna sede dene ancoue amcoueisan ssasnenvonscanesagenne E E E E T 72 Example o Using a Master LISE ssoresieineicnnnnrininniddrd bi h ann pinan Niin annan aii EOE Ea ohani aiSia 75 Panpa Da O O hc emma eer eer nn cee ere Teeter eer nee eee cee eee E eee eee ee eer 77 PCa ECC Ae OO E E E T A E E A E E
32. Er 60 Bedi 7S 28ed A S 33ed Ai YS aseq IET 3ed E Oy 32ed YS o8ed joo WIo ayy a Sud a jnoay Q a SINGS vI dH ven upy Y 00 LUO 4H 7S aded Chased 6r ST y saded oz o8ed S aded sool SJousNy woy 151 8y aded goo uoppuoy rs a UUNO sO ooo JMSU PEW oe sadas SJ NJ434J4 6r saded Tv S aded Tv ased INDAY JoVd y ased y aded Ty aded Ty ased Page 1 TheFormTool PRO Expert User Guide Version 2 9 February 2015 Installing TheFormTool Step 1 Is the File Blocked mI TheFormToolPRO ap Properties Ea Windows sometimes blocks downloaded files to protect you from viruses Gores Conant Sey Ota oli TheForm ToP AO 2p Right click the file you downloaded either TheFormTool zip or TheFormToolPRO zip and choose Properties If you see an Unblock button click it to unblock the file then click Apply Click OK to close the Properties screen Step 2 Open the Installation File Open the file you downloaded to see its contents Double click on wl TheFormToolPRO file Step 3 Security Warnings Type cf fle Compietted ripped Foider 2p Opens wth Sy Windows Explorer Change Location CAlsers ecott_D00 Desktop Sre 5 14 MB 5 358 672 bytes Sire on disk 15 MB 5 402 624 Bytes Today August 20 2013 7 40 26 AM Modtied Auga 20 2013 7 48 29 AM Metnine Reodory Seost
33. Field T P ee Select Item Seren wine C Date C Sequential Format Math This time select Cost to use the Cost column of the Master N List AAA 000 10 exactly 2 deci v Select Number 1 000 10 exactly 2 decimals Click Done Copy the Classes Cost X Field you just Thank you for registering for the following classes created from the first Tuition cell and paste it into the other two Tuition cells Here s o List Classes Class Classes D the form with the Tuition column Name x ate X completed Classes Class Classes D Name x ate x Classes Class Classes D Name x ate X TOTAL Payment is due one week before the class date TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 112 Now we ll add math to a Field to calculate Thank you for registering for the following classes tax To figure the tax for a particular class Class Date Tuition we ll multiply its cost by a tax rate R y List Classes Class Classes D Classes Put the cursor in this cell and click Field arrer ERA Classes Insert Field Classes Class Classes D Classes Name x ate x Cost X Classes D Classes ate x Cost X Payment is due one week before the class date TheFormTool Fields Lists and Conditions First we ll fetch the cost of the current class in the List Click Item Classes ost v C Text e a M RT Item Number C Date C Sequential
34. Grid does include rodents the portion of costs that Plan enaa S EOSEDS WIdittoll ditto applies to rodents is repeated in the final paragraph if Equipment Deposit An additional deposit of Add a Client Field to replace the word Smith in the heading S Cost F is required and will be refunded when and the form is complete the rat traps are retrieved Before saving the finished form remember to click Show Hide to hide labels including the first row of the Grid they re useful to the form author but distracting for the form user THE PAYOFF A single Grid answer provides all the information needed to build two distinct Lists decide whether a deposit is required and determine a deposit amount based on particular item within the Grid Estimate for Pest Control Services TheF Tool i eFormioal cj 2011 2013 Barclay Residence Label Question Answer ian aT Overview Termites were found in three Client s last name rooms Describe the pests and proposed action Plan Spray pesticide 150 Type of pest found Termites B Spray pesticide Estimate for Pest Control Services Channing Residence TheFformTool c 2011 2013 Label Question Answer Clients lat name Overview Ants were found in two rooms Rodents were found in one room Describe the pests and proposed action Plan Distribute ant poison 35 Deploy Type of pest found Ga Ants 2 Distribute ant 35 poison Equipment Deposit An additio
35. PRO Expert User Guide Version 2 9 February 2015 Page 77 Step 2 Add Fields Select the first date and click Field TrialDate Insert Your trial date is Wednesday September 14 Field 2011 Interrogatory answers must be filed 20 business days before trial on August 17 2011 Please have your draft answers to me no later than the preceding Friday August 12 2011 Select Date for the Field type LGEIDELG C Number Date Select Monday May 1 2010 for the date format Format Offset Function Defined format Monday May 1 2010 This first date in the form is the actual trial date so no offset is needed click Done Your trial date is TrialDate Interrogatory answers must be filed 20 business days before trial on August 17 2011 Please have your draft answers to me no later than the preceding Friday August 12 2011 Select the next date and click Field TrialDate Insert Field TheFormTool Fields Lists and Conditions zs all cone This time we ll use a Date Offset to create a Date Field that precedes the trial date by 20 business days C Text C Number greeeeesoseesseg Sieeeteceeeeseed Select Date E l ae set Function Defined format Click Offset to open the Date Offset screen may 1 200 gt Date Offsets are built one sentence at a time Most offsets TheFormTool Date Offset require only one sentence but you can stack
36. TheFormTool cj 2011 2013 snapdone inc Question Answer What s the age of majority ee Step 3 Create a Derived Answer Column in the Grid The first two columns will contain simple Text answers but the third column will contain Derived Answers that calculate the age of each beneficiary Place the cursor anywhere in the third column and Text Dropdown Yes No Checkboxes Derived click Smart Answer then select Derived mmm Freeform Link to a preceding Series answer or a Grid Freeform and click OK Series of Passage names l Series of Folio names TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 120 TheFormTool c 2011 2013 snapdone inc Question Answer What s the age of majority SS Name bate af eit Ages po ffereaite derived answer here hitb The third column is now Derived That means we can add any Fields Lists and Conditions that are needed to manufacture an answer in this case the beneficiary s age TheFormTool Fields Lists and Conditions With create derived answer here selected click 5 Field all BeneDOB Insert Field lt lt e Click Item gt Number C Date C Sequential Select Number since we re creating a Field for the ath beneficiary s age Defined 1 000 no decimals X b Click Math to open the Math screen TheFormTool Math Create the same age formula we used in the previous example page
37. Treron fif RemoveRow Jax Tova Thank you for shopping with us When finished a RemoveRow marker is added to the form as shown here Your purchases are Widgets Thingies o Since the Tax row is also conditional add the same Condition to it Or just copy the first Condition and paste it into the Tax row SUBTOTAL if RemoveRow Tax if RemoveRow TOTAL Thank you for shopping with us Unlike other Conditions that are fully processed during the ee Fill step conditional rows are merely marked for deletion and are not removed from the document until it is finalized with the Petrify command A message notifies form users of this requirement at the end of the ee Fill step Conditional Section in Document When a form is divided into sections using Word s Section Break feature you may want to remove an entire section under certain conditions To make a section conditional place the cursor anywhere in that section TheFormTool but not in a table and don t select any text and click amp Condition Make this whole section conditional Click Yes to open the Condition screen and create the Condition as you ordinarily would A RemoveSection marker is added to the form similar v to the RemoveRow marker described above Like conditional rows described above conditional sections are merely marked for deletion during the ee Fill step and are not removed from the document unt
38. acanacsscnaeant 12 NG estes E E E E goons 66 AP erae See Installing TheFormTool See Installing TheFormTool Page 130 Appendix Wrappers new in TheFormTool Version 2 9 Wrappers change the overall appearance of a finished document without changing the content Use Wrappers to produce the same content with a variety of looks ACME INTERNATIONAL ZJ A Enlerforites Street 98101 Dear Sirs Enclosed please ti U Dear Sirs payment of Enclosed please find our Sincerely quarterly payment of 200 00 Sincerely Pre W Preston Gilworth ACME INTERNATIONAL 123 MAIN STREET SEATTLE WASHINGTON 98101 1234 In the two letters above the content is identical Dear Sirs Enclosed please find but in seconds Wrappers have dramatically changed the appearance fonts margins headings indents spacing headers footers watermarks styles etc Wrappers turn a single form into a chameleon that can instantly rebrand itself to serve multiple affiliates subsidiaries jurisdictions or marketing channels And Wrappers can automatically apply your own corporate identity to generic forms supplied by form publishers and other external sources Creating Wrappers Get the Right Look First open a document that has the right look If headers and footers are part of the look be sure to check both first and second page headers and footers and odd even headers and footers if applicable Page formatting is al
39. and paste data from an Excel spreadsheet or other similar source MASTER LIST Employees After editing click the Master Lists button on TheFormTool tab to save changes Ext MASTER LIST Employees After editing click the Master Lists button on TheFormTool tab to save changes Begin by typing a heading for each column Name Ext and Email Then fill in as many rows as you like To create a new row press Tab when the cursor is in the last cell IMPORTANT Save your work When you re finished editing click CF Sources 5 Master List to return to this screen Click Save and Close to save your work or Continue A Editing to return to the Master List editing document Click L Sources Master List at any time to return to the Master List screen and manage your lists After selecting a Master List click the pencil to rename or X to permanently remove the whole list and all the data it contains Click Edit to open the selected list is a Master List editing document so you can make changes or additions Master Lists Example D accrascccssniececes page 75 Example 12 oeenn page 109 Import and Export Master Lists When TheFormTool is installed on a network Master Lists are shared among all users But you may wish to download and install sample Master Lists or share Master Lists with TheFormTool users at other offices To import a Master List Open the Master List document that you downloaded or
40. be used to repeatedly refer to the previous item in a List no matter how many items it contains Example 7b Use P for the Previous Item Custom Lists can be created to automatically handle even the select Alan Avery as my personal representative If Alan Avery is unable or unwilling to serve then select Brenda Blake If Brenda Blake is unable or unwilling to serve then select Carla Cooper fiddliest of situations the parts you previously had to do by hand Consider this document If you d like to work along with this example begin by typing or copying the text shown here into a blank document I select Alan Avery as my personal The first sentence refers to the first personal representative representative If Alan Avery is unable or unwilling to serve then select Brenda Blake If Brenda Blake is unable or unwilling to serve then select Carla Cooper TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 87 select Alan Avery as my personal representative If Alan Avery is unable or unwilling to serve then I select Brenda Blake if Brenda Blake is unable or unwilling to serve then select Carla Cooper The second sentence refers to the first and second personal representatives select Alan Avery as my personal representative If Alan Avery is unable or unwilling to serve then select Brenda Blake If Brenda Blake is unable or unwilling to serve then select Carla Coo
41. form difficult to read it can be tucked away in a Derived Answer out of the form user s view Faster processing Use a Derived Answers to perform complex calculations once instead of repeatedly For example given a list of shareholders and the number of shares held by each TheFormTool is able to determine the name of the largest shareholder If that name appears many times in the form put the calculation in a Derived Answer with the label LargestSH then use simple LargestSH Fields wherever needed in the form rather than repeating the whole calculation each time Use any combination of text Fields Lists and Conditions in the answer box of a Derived Answer TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 13 Text Dropdown Yes No Checkboxes Derived Linked If the form includes a Series answer or a E R E Grid you have the option of linking this answer toit select Link to a preceding Series answer or a Grid and select the other answer You can even chain link answers For example the first question in your form might ask for a list of children a Series answer The second question could be a Linked answer that asks for each child s birthdate a Linked Series And the third question could be a derived answer that uses the second answer to calculate each child s age Linked Derived Note Linked answers are old technology You will usually want to use newer Grid answers instead page
42. is left empty the result looks like this TheFormTool c 2011 2014 snapdone Inc My name is Betty Miller am not married ey 1 Question Answer What s the signer s name Betty Miller Spouse What s the signer s spouse s name Leave blank if unmarried Example 3 Compound Conditions aka Boolean Conditions Before you begin e Example 2 Conditions What you will learn e Compound Conditions e Boolean operators AND OR XOR e Controlling order of operations with parentheses Use compound Conditions when a decision depends on several pieces of information Example 3a This AND That Your order totalingS___ will be shipped to__ You qualify for free shipping In the document shown here the second sentence should appear when 1 the total purchase price is more than 100 AND 2 the shipping address is in Oregon If you d like to work along with this example begin by typing or copying the text shown here into a blank document TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 64 Step 1 Create the Questionnaire TheFormTool c 2011 2014 snapdone Inc Question Answer Step 2 Add Fields Replace the blanks in the document with Fields Your order totaling S Total will be shipped to Addr You qualify for Select the first blank and click s Field Total Insert Field freashiooine Number 1 000 00 exactly 2 decimals Done Select the second blank a
43. less than 1 000 01 OR Over90 is No OR IsPC is Yes Parentheses are not needed this time since a true result for any one of the three criteria is by itself enough to make the entire Condition true we don t care what order is used when the three criteria are evaluated TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 69 Past Due Notice if Please submit the total amount due TotalDue within two weeks or we will commence legal action The total amount due is TotalDue Please submit a minimum payment of half that amount at your earliest convenience Select the second sentence and click Condition TotalDue Add Condition Show text if For the first criterion select TotalDue is less than me Tose SSCS siesta 1000 01 this number 1000 01 Then click and or to add a second criterion c 2011 2013 Snapdone Inc LicensedtoDemoforuseontcomputer oo i TheFormTool Fields Lists and Conditions Show text if Change the second criterion to Over90 is No TotslDue is less than 1000 01 Click plus to add a third criterion Show text if TotalDue is less than 1000 01 i loon is No a avn Eoee y x odo IsPC is Y Change the third criterion to IsPC is Yes Yes v TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 70 TheFormTool Fields Lists and Conditions Eal Show text if x Change both of the ANDs to
44. majority provided by the form user TheFormTool c 2011 2013 Snapdone Inc The beneficiaries are Question Answer Mercedes Winthrop What s the age of majority Gavin Lloyd a minor born April 9 1999 List the beneficiaries Paula Stimpson Date of Birth Mercedes Winthrop 3 17 62 Gavin Lloyd 4 9 99 Paula Stimpson 2 5 70 TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 123 eles a Ore gee EN 2 anion See Item Fields oc docx dot OX cccccccssssscccccccceesssescccsssseesssesseseeeees 6 Ht 4 4 abbreviated math or date Field 31 Bite WJ 5 E T E See Math functions Afan CONGItIONAL ccssssssccsscccecccccesseeessssssssssceccceeeeeees 26 Abbreviating math formulae and date functions cece eeeeeeeeeeeeeeeeeeees 31 Pronoon FCS esd aac casnty seansicaaceduaane a E 18 abc button sorting Fields oo ccc ceeeeeseseeseeeeeeees 48 Absolute math function cccccsccesssseesssssneeesseseessseeees 32 Activating TheFormTool See Installing TheFormTool Add button add item to Series answer or Grid 41 AdO saien E E See Math functions Allow user to write in a different response 11 alphabetizing Fields abc button occ eens 48 Amortization ccceeeeeeee See Payment math function AND in Conditions sesenseisensiedesc peroaavebnersenegevsntioverereieuensuney es 24 TG asi oeent E E acon eel pvansne enasbaa nat aepeaeeeaseoees 64
45. merging current information into pre created documents that can at once be simplistic and complex literal and figurative static and dynamic TheFormTool works so well because it uses technology to make the dynamically complex alternatives built into a form simple enough to be exactly accurately and quickly replicable by non experts The expert determines the outcome he or she intends then the non expert furnishes the input in one fifth the time otherwise required We invite you to use TheFormTool to give yourself an unfair advantage over your competition by allowing your forms to work intelligently for you Follow these three steps to a smarter future 1 Brilliantize a few of your forms with TheFormTool then put them into practice 2 Use an alternative fee arrangement to hold your revenue constant and 3 Watch your net earnings mount TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page iii Contents IVECO E TLC BUON serria n cece ec nastecs dese nedeseasices ben ceautesunscessssteccaustestisyueciesnsueeastssunsteauasvessnaedecssessesecsesustnsoeseesen 1 Instana ThE orm I o0 Eepinen EE sr mercer ren fre pint Str A E yc rrr en Tere rarer ny E re tre ree tear rere erry 2 PLE NS CES 1 COC pre toe vdeseaetntpncee stance stan aceasta ee doncen deen andssanssasvannsaqensunesseutseqstecesqse dates geioueeancoueapanssaesoe scores 2 DPC COC Cie TS AO NC aai EE E A A E E A N N 2 S e ee E A N e EEE ce greets eae A A E
46. name bar number and email addressed are all filled in automatically because the Fields are tied to a Master List TheFormTool c 2011 2014 Snapdone Inc swear that the above stated facts are true Label Question Answer and correct Signer Which attorney is signing this Jennifer Sykes document Jennifer Sykes WSBA 293847 sykes lawfirm com Example 6 Date Offsets Before you begin e Creating a Basic Form What you will learn e Offset dates by a fixed amount e Offset dates by an amount chosen by the form user e Date functions With Date Offsets a single date typed in the Questionnaire can be used to fill in several related dates in the form Example 6a Fixed Date Offset The simplest sort of date offset is a fixed offset That means Your trial date is Wednesday September 14 that you the form author know exactly how much the date 2911 A AEROS anwes MUSI be filed should be offset In this form we ll ask for a trial date in po UIs s QAYS GETOST OM AUBUSTIS the Questionnaire then we ll calculate two more dates that 2011 Please have ee draft answers to me no later than the preceding Friday August 11 2011 are related to it If you d like to work along with this example begin by typing or copying the text shown here into a blank document Step 1 Create the Questionnaire TheFormTool c 2011 2014 Snapdone Inc Label Question Answer TrialDate What s the trial date a TheFormTool
47. oaaavnneesernnanndenasetanacneetticcssoatenimaetiteets See Math Attention Markers eecscccccccccceeesssescccceseesssessseesees 40 42 At DUTON rreran EEE ONE 42 Automatic ANSWETS cccccceeeeeesceeeeeee See Derived Answers Blank lines for empty answers ce ceeeeeseeseeeeeeeeeeseeeees 47 Blanks DUT OM eeens a ETO 43 Boolean Conditions 04 See Compound Conditions Borders in a list formatted as a table eee 29 Brackets around Field cceeeesecccccceessssscsccssseesesseeees 5 Buttons on TheFormTooIl tab we eeeeseccccseeeeessseeees 1 7X6 6 e Ce ce En aE RBC ee Oe Ee ee ERE ee Oe Pn err eee Re ee 41 PANS CE EEE EAE PET E NEA ATE E E 7 Aaa A A A E AAA 42 AM AEK srr aer r EE E E 40 D a S S E natant as 43 Raki o i EAEE TETEE AS TEA E ATE AN 21 DO T a E T S 41 Je e 1 o EEEE E I EN A IAE E NEEE en eRe eee 4 15 49 P E E A EE A A ee 5 42 LA A E EA A E 28 Mia T E n TO E T ARER 52 CO E O 0s ere E A A E 54 Peer I IE a TE A A A 41 TS E EENE E E E T E E E E 41 FE a E A E A E 43 Prepar tO SINAC ar 46 Quest oE r EO 4 51 E alc 9 E ET T I NAE AE A T E T E EE ee 41 POU VO N E E EEA E AN O A EAT ETE T E E ET 41 EE o EAA NNA EAE EA A 42 FRO WC ONIN cecsesnecece tices ececuaepceeriwesccaceespvecticesteeteevseessceczabeevestier 49 SV EO AN aee a Gavecscaes 43 Smart ANSWET ccccccsecssccccccccccccsccesesssseseecccecsssessscseeeeeeeesseceesess 7 TEL E E cra ei arse selves ane E A EA E E E 41 Tools Cecek FOTO ornen nese eeesa
48. preceding Series answer or a Grid Note that Kids is selected it s the only Series answer that occurs in this Questionnaire Click OK Step 3 Add a List We ll add one of the built in List formats to the form as leave the remainder of my estate to my a starting point then customize it children Andy born January 1 1991 Betty born February 2 1992 Carl born March 3 Select the text highlighted here and click List Kids 1993 and Debra born April 4 1994 Insert List Done This inserts a List structure using the default format leave the remainder of my estate to my children List Kids X Kids X and Kids X Now it s time to customize this List In each of the three clauses we ll add born ___ after the Kids X Field In the first clause Type born ___ after the Kids X leave the remainder of my estate to my Field The large font is used here to draw your children List Kid s X born __ attention to the first clause but you don t need to usea WKids X and Kids X large font in your form TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 85 leave the remainder of my estate to my In the middle clause Type born ___ after the Kids X Field children List Kids X born _ Kids X born __ and kids x leave the remainder of my estate to my children List Kids X born Kids xX born __ and Kids X bor
49. result is zero If date2 is earlier than datel the result is a negative number The Field function if it refers to a date answer and other date functions TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 32 FirstDate LastDate ListFirstDate ListLastDate Now may be nested within this one For example if the Questionnaire asks for a ClosingDate then Days Now Field ClosingDate gives the number of days between the closing date and the date on which the form is used This will be a negative number if the closing date precedes the date when the form is used In the Formula Plain English Days datel1 The number of days date2 between two dates DerivedCount The DerivedCount function is only available if the Questionnaire contains a Derived answer It gives the number items in a Derived answer Items must be separated by hard returns each item on a separate line In the Formula Plain English DerivedCount Count the number of items in label a Derived answer DerivedFirstDate The DerivedFirstDate function is only available if the Questionnaire contains a Derived answer It gives the earliest date in a Derived answer Dates must be separated by hard returns each date on a separate line In the Formula Plain English DerivedFirstDate The earliest date in a Derived label answer DerivedLastDate The DerivedLastDate function is only available if the Questionnaire contains a Derived answer It
50. the Kids X youngest is Debra The remainder of my estate is divided as The remainder of my estate is divided as follows follows List One equal share to Kids X One equal share to Andy One equal share to Kids X and One equal share to Betty One equal share to Kids X One equal share to Carl and One equal share to Debra TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 84 Example 7a Item Fields Now that we re equipped with an understanding of the three leave the remainder of my estate to my clauses in every List we ll craft a custom List to turn this children Andy born January 1 1991 Betty T TEA EE TT E born February 2 1992 Carl born March 3 1993 and Debra born April 4 1994 If you d like to work along with this example begin by typing or copying the text shown here into a blank document Step 1 Create the Questionnaire TheFormTool c 2011 2014 Snapdone Inc Question Answer Step 2 Create Smart Answers Place the cursor in the answer box for the Kids question 2 Paeeae ee With pronoun Select Text Series of text boxes and click OK Text Dropdown Yes No Checkboxes Derived Place the cursor in the answer box for the DOB date poe Single text box of birth question and click Ea Smart Answer Series of text boxes Link to a preceding Series answer or a Grid Kids e Select Text Series of text boxes Link to a
51. the surrounding text to create the paragraph shown here In other words delete Sample paragraph about before the marker and add owns __ _ shares current value _ giving him her __ ownership of the company after the marker Step 4 Add Fields The sharehold foll All that remains is to add some Fields Start with the Sree een nee pronoun Select him her and click Field Shareholders Insert Field List Shareholders X owns __ __ shares current value S___ giving him her _ ownership of the company ditto ditto TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 105 TheFormTool Fields Lists and Conditions ES Click Item because we want the pronoun for a particular person in the Series mee Text Pronoun Note that Current is selected this will give us a vist subis rem C yg Singular Plural pronoun for the current person in our List of Current item kh e o F t shareholders So the first paragraph in the finished a d ill use th f 1 th f ocument will use the pronoun tor person 1 the a Tere ikea second paragraph will use the pronoun for person 2 C Title Case etc lowercase SZ C UPPERCASE Select Pronoun Him Her It Them lowercase and click Done The shareholders are as follows Next we ll add Fields for the number of shares List Shareholders X owns __ __ shares current value S __ giving him her _ ownership of the company
52. to click Refresh to update choices Peeking While typing answers you may want to peek at the location s in the form where your answer will be used Click Peek Next to turn on a split screen view showing where the current answer is used in the form Click Peek Next again to advance to the next spot where the same answer is used or click Peek Off when you re finished with the split screen view Filling in the Form Start After opening a form click 5 Start to quickly move the cursor to the top of the Questionnaire ready to start answering questions Form authors also use this button as a handy way to jump the cursor to the beginning of the Questionnaire TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 41 Fill oe Normal Fill for Almost All Forms After typing answers in the Questionnaire click sf Fill to move all of the answers up into the form automatically formatting Fields properly changing pronouns and singular plural words calculating date offsets and math and including or excluding conditional text as appropriate After filling in the form you may save it in its filled state indefinitely At some later date if a misspelling is discovered or other information changes simply make the revision in the Questionnaire then click Fill again to update the entire form Speedy Fill for Monster Forms If your form is exceptionally large over 1 000 TheFormTool Speedy Fi
53. used as Field names by the form author 3 Type a heading for each column in the second row Headings tell the form user what information is expected in each column 4 The remaining rows are where the form user types responses The form author can create additional empty rows by clicking Add or the form user can add rows later when they are needed TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 93 Fill in instructions labels and headings so your Grid looks like the one shown here Describe the pests and proposed action est Type of pest found ofroomsinfested Proposed action Step 3 Create Smart Answers Text Dropdown Yes No Checkboxes Derived When Smart Answers are applied to a S rce for dropdown choices typed here v Grid they apply to a whole column We ll make the third column a Dropdown answer Allow user to write i different response Place the cursor anywhere in the A This column of the Grid contains a third column of the Grid and click dropdown box in each row amp Smart Answer Spent choices TERTON i read ant poison President Type one choice Sara oy om Select Dropdown typed here per line Ee I Add three actions to appear in the Erite Carex and Ctrl V Choices to be Users cannot Dropdown choices Spray pesticide O e aoe te E typed here must choose one Spread ant poison Deploy rat traps ital c 2011 2014 Snapdone Inc St
54. 011 Snapdone Inc Page 40 Using Smarter Forms Answering Questions in the Questionnaire Tabbing Is the Best When answering questions in the Questionnaire press Tab to move from one answer to the next Shift Tab to move backwards It s quicker than reaching for the mouse quicker even than reaching for the arrow keys on your keyboard And it has an additional enormous advantage when the Questionnaire contains Smart Answers it moves your cursor exactly where needed to respond to the next question skipping over any extraneous text and preselecting the entire answer for easy type over replacement Just tab n type Working With Series Answers and Grids F ty Several buttons on TheFormTool ribbon make it easy to work with Series answers and Grids me Remove If the Series answer or Grid doesn t contain enough empty boxes to type in click Add t Up F Add to create more Or click Remove to remove an item from the Series answer Down List or a row from the Grid When working in a Series answer or Grid a flag appears above the cursor reminding you to click Add to add an item or row Click Up or Down to rearrange items in the Series answer or Grid Working With Dropdown and Chackbox Answers Some answers draw their choices from external sources like Master Lists To update them with current choices click Refresh When working in one of these answers a flag appears above the cursor reminding you
55. 015 TheFormTool Fields Lists and Conditions ie all cone Select Number for the Field type and click Done Format Math TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 80 The next Field is an ordinary date Field Select the date Lessor leases the Premises to Lessee for a Term and click Field Date Insert Field of Term years beginning on March 11 2012 and ending on March 11 2015 Select Date for the Field type and click Done TheFormTool Fields Lists and Conditions a C Text C Number Date Format Offset Function The last Field will use a variable date offset to determine Lessor leases the Premises to Lessee for a Term the ending date of the loan term Select the highlighted of Term years beginning on Date and ending date and click Field Date Insert Field Date Offset 0 March 11 2015 We re going to add a number of years to the date so TheFormTool Date Offset E select plus in the first box and years in the third box R In this example you don t know how long the lease SS SBiect ese the aamber af years you provide here term will be That information will be provided oe En ae later by the form user So instead of creating a fixed i offset click Variable to create a variable offset Select Term in the center box The form user s TheFormTool Date Offset is response to the Term question in the Questi
56. 118 with one change instead of using L J a Field DOB use Field BeneDOB X This Field pe eee eee provides the birthdate of the current beneficiary in the Grid Click OK to close the Math screen then Done Step 3 Add a Custom List We ll create the List of names with a custom List The beneficiaries are listed below Select the highlighted text and click List Names Larry Reno Insert List repeating paragraphs Done Annette Garland a minor born May 13 2001 Phil Bertrand This provides the framework of our List a The beneficiaries are listed below paragraph that will be repeated for each item in the list Sample paragraph about Names X List of ist of names ditto ditto Modify the sample paragraph so that it looks like this The beneficiaries are listed below including the minor language in a moment we ll make it conditional depending on each person s age List BeneName X a minor born ditto ditto TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 121 List BeneName X a minor born ditto ditto Now replace the blank with a Field to show the birthdate of the current person in the List Click Field BeneDOB Insert Field TheFormTool Fields Lists and Conditions ea Click Item since we re creating a Field for a particular person s birthday Mall ome a0 5 v C Text Note that C
57. 4 EDSEL O a E E E E A E OS 26 Cond ON SECO ae ra E NE 27 delet OO erroen AA AE AAAA 24 end alC oondition MAKE vc ccsnyecarsesoecscarsnrseracrweesaseanecaranewecsues 63 ATI 1G acs contacto E E 62 116 119 Grid contents as Condition criteria SAM PG A E E E OT 93 IV US ecaro r a A N 54 P e E E A sapped pn eet 24 HEO nein ER 25 63 parentheses to control order of operations 25 69 UT aston wets E E E A 66 oe aT e R E E E E EET E 26 FEON 10 reaa A A E E aa 24 selectins or Meng MUNE cciias 54 Conngurine The Poni POO vsisisssssssccsesunveeseuseseeneasvesssexevieess 54 CONS EANtS TNA LN CTIVAT CAN sce sos ssccovccscesasverescaiesseslovetsdecuscens 32 OCS aE neces EA casei corasste eevee weeatee esi 131 Converting a form to plain text eeeeseeseeesseeeeees 43 Converting Linked answers to Grid eee 15 Converting old gill ieee eereesnerr rene ee eer NE 6 Copying and Pasting PiclS snccwiscssscsssvassmesoncsvensssesaevnssiess 54 Copying and pasting in the math screen See Unlocking the math screen otrechne errors 111 TOTIS ceerinrr ninii 52 Conni ES ers sestetsrcnte A 19 Count the number of Fields in a form eeeeseeeees 47 Criteria in Conditions See Compound Conditions EDO roO eisrean See Root math function TheFormTool PRO Expert User Guide Version 2 9 February 2015 Ealo a EA See RaiseToPower math function Current item in List X esesseseeessssssseeersssssssssessssesereessss 87 Custom Field fo
58. A E E E 32 Py CINE seapen coms ccicestetoaesnuevatece E nee soca E 39 XPS E E E E 100 102 Puma GONS a nr E 32 OS tsetse crests E R EA E E ENN 32 Rare OO WiC Fa chore aaseapacioacaatinasntepioioynedunpoaacseehcanatacrnguceuetaneae 39 TRS TI acess cs estas toes acme E E E 39 IN OOE E E E E E E 40 T e cosceatasnceseicaacesttaancoasccaeontegpnisases teeta 40 SUD AC OT sgetssisessadoanesopaetinusiinovtaiadadataunesustuiinedunveupadyetenacednsietets 32 be E E E E topaag anon ncasennoeat 40 parentheses in functions sicensscscsecssmersnncpectavencateoneemnen eis 32 parts Of the Mat SCECEM ieron niian Enea E 31 unlocking the math screen seseeessesesresrrrrerrsrrerrsrrerrsereereesees 31 Maximum math function sssssesssssseessssssessssresessssreessssse 38 M N inea See Buttons on TheFormTool tab TheFormTool PRO Expert User Guide Version 2 9 February 2015 Minimum math function ccssccccsssssecescesssteeeesseees 38 BALEA aE E E A See Math functions Modifying Conditions seeessesseesseeresererrererererreesresersresres 24 Modily FCI OS acarne rer ee 21 Modulo szisscecisesccesssuecotesosnaes See Remainder math function Monthly payments See Payment math function Months math function is seecsasnssnteacassnctnnssinnsesodeaesacducetaantere 38 Multiple items in one answet 00 See Series answers IVI CAT OM ecseensssecsonssaseantansnorsreaeosreaveds See Math functions ING LN OS ae E E ddan suenani
59. Answer What s the signer s name od Spouse What s the signer s spouse s name Leave blank if unmarried If the signer is not married then the second sentence should be removed In other words the second sentence is conditional depending on whether or not the answer to the Spouse question is empty TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 21 TheFormTool Fields Lists and Conditions ES Qa Add Condition vo 7 X Done 1 Select the conditional text the second sentence Signer Conditional text To accomplish that you would Iam marned and my spouse s 2 Click Condition to create a Condition ial ica 3 Select the Spouse answer since the Condition depends on that response and click Add Condition TheFormTool Fields Lists and Conditions Es 4 Choose to show the selected text if the answer is not empty Spouse is not 5 Click Done The resulting form looks like this The beginning of the My name is Signer if l am married and my conditional text is indicated with if and the end is spouse s name is Spouse marked with Everything in between will be included in the finished document only if the Condition is met i e only when a Spouse s name is provided The appearance of the Condition screen varies depending on what type of answer is selected one TheFormTool Fields Lists and Conditions ES Conditions based on Text answers
60. Answers Folder Answers 4 x tal Cigee File Smitihivagones JSIR 4 x 3 abel FEB Answers in form O Answers in file Client John Smith he ClientParty Plaintiff Opp Jane Jones OppParty Defendant Docket 12345678 Date 6 19 2011 Atty Jennifer Sykes TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 44 Checkboxes show which answers will b e TheFormTool Saving and Loading Answers Folder Answers w x G Gan copied to the form iZixle coe File Smith v Jones JAIR 7 x Click GO to finish Label FES Answers in form Answers in file Client John Smith he ClientParty Plaintiff 0727 Jane Jones OppParty Defendant Docket 12345678 Date 6 19 2011 Atty Jennifer Sykes Updating Answers You will frequently want to update the answers in a matter s answer file Perhaps you corrected a name spelling or maybe a new form asked questions that did not appear in earlier forms With the current form on your screen and accurate answers in the form s Questionnaire click Save Load select the matter file and click the right arrow to indicate answers should be copied from the form to the file eFormTool ing an ing Answers S Answers that differ between the form and _ e nr Folder Answers 4 x ta the saved file are automatically selected a File Smith v Jones Qe 7 x cr FFB Answers in form Answers in file John Smith he
61. Court grant her motion and rule against AAA omen en rer E erT produced no evidence so it should be ClientParty What party is the client Plaintiff required to pay Plaintiffs attorney fees Name of opponent AAA Company it OppParty What party is the opponent What if the client defendant is a company and the opponent plaintiff is a married couple TheFormTool c 2011 2014 snapdone Inc Generics Inc Defendant hereby requests Label Question Answer that the Court grant its motion and rule against Bob and Kay Roe Plaintiffs The Client Name of client Generics Inc it Tr Plaintiffs have produced no evidence so they ClientParty What party is the client Defendant should be required to pay Defendant s Name of opponent Bob and Kay Roe they attorney fees OppParty What party is the opponent Plaintiff Here the client plaintiff is a whole mess of people and the opponent defendant is one person TheFormTool c 2011 2014 snapdone Inc John Does 1 through 38 Plaintiffs hereby Label Question Answer request that the Court grant their motion and Client Nameorciane john Does si through rule against Herb Chappe Defendant The 38 nn Defendant has produced no evidence so he ClientParty What What party is the client is the client Plaintiffs Name of opponent Herb Chappe he OppParty What party is the opponent should be required to pay Plaintiffs attorney fees TheFormTo
62. EE E E 2 BECO TOSS AMIN COI VV OFC raai E E A E E O E EA tense aeons 3 EE Tr LE OS a E E E EE E E E E S 3 Step 6 SMAI ntormalon ona NeWOTK sr sasec ates sten ssc reocect ease cisay tetaiune su cuueoicteieasctesnseonesteontetadesaneustansn cie seetescanse uate 3 P UPI rac cecseccae cass E E EE E EE OE E EE EEEE EE E E EE E 3 The BISS r A 3 WN MAS EDO ee E E A E maevec patrecneuneec 3 Cr a Ba O E E E E E E EEE N N EE 3 PE C A OS OTC a EE E E N E E 4 AT AOT O E E E E TE 4 Hamne AB eC T Oea E E EE ena E E EE E TE E O EOE 5 Tanoe OVE IVS Eto GV TOG rn a A E E E A TEER 6 ATE OTA a E A A E E E A 6 POGGIO VOT Sa 0a E P E E E A S E E A S 6 Ceann Smar er TOS soina sain i r E E S 7 omar ANS WES sasaeondenndendedcsaansdanceeceandanscedsqnsadegnsasndadoeendedaennadeaadobndedesnoadataseadepedeomendaseoadeonsenedmecssndedecmeadesaieoadedeacesdeecaaseniees 7 TETANO WIN GS a anes a atieneits vexgrccta ci eacnes E E seman E iewese EE EE S 7 PO ONC capes decrees E A E R E NE EE E E E TEE EE EE EE E EE 9 YS INOS WS E T A eae A A N E E E E A E AE E A N AEE E A S 12 HECKI O ANENG S erorar E N nese ceetasentacnsstesn taencoeedoeaeseteuee 13 Ber ved ANE a E R ES 13 E EE e E E ON pasa EE Soa E E A E E E E E TE OE E ES 14 PS TAT PINS A ca E E E E E E E O T E EN T N aerate 15 a E E E E te EEN A EE E E A A E ee ee re 15 NNN A A EE E AE T A AAE A EEP E E E EATE AT TA 15 NonibBer T ie ld oessa A E E E 16 AGS ICIS E EEA EE E E E E A E A P E E E E EE ENE E E T E EE 16 Pronou
63. Grid Answers Example 9 ccccceeeeeees page 93 Example 13b page 119 Converting Linked answers to Grids Linked answers are old technology and are generally inferior to Grid answers If you previously created a Linked answer and have now decided you d like to use a Grid answer instead TheFormTool can automatically perform that conversion for you Place the cursor in the answer box of the Series answer to which other Linked answers are linked and click iT Tools Convert to Grid The Series answer and its Linked answers are removed from the top part of the Questionnaire and a brand new Grid is created Default Answers To save typing for the form user provide default answers whenever practical For example if your office is in Washington State it s helpful to partially pre fill the Questionnaire as shown below the form user can always type a different state if necessary TheFormTool c 2014 snapdone Inc Label Question Answer State What s the signer s state of residence Washington Fields 3 Several types of Fields are available when creating forms Each type has its own set of formatting options so a single answer in the Questionnaire can be used many different ways throughout the form To insert a Field in a form place the cursor where the Field belongs click Field select the desired Field and click Insert Field Text Fields f TheFormTool Fields Lists and Conditions EA
64. I E E AE E E E T A A A 47 Move to Field List C On G1 tOn in Fori scca5 cs2edsesaznipesesesucasneiacebsotansexstenniecondssteasedhaceiucaan den ttaanabesatedsetaay bevebsesnesiasbannnpeansesecasahauten 47 De CE HOU ALO E E E E E E E E E ee E E E pean pansouteaareates 48 PMI QOD AE E OTEA E A A E TE A TE AA E E E A E T E 48 Re elabeline a Question and Kenamine PiChds vssscsssecossnecssncsnacaoeeiedssnneenssscnsemedbnassesandendedausoesisccoumtademonsesdaduetsddeasueenseentedenossenases 48 Kemovimne a GS OMIT FICIdS seasons a E E E E TE E E E diene donrnacsses 48 REE a Ea WO Paste PIC e E E A E A A A AEA E E 48 Ponne U ann s a E E E cr E E E E TE rr ey 48 KOW MAIN e E E E A ac seusenaossaasece ors 49 naa LE E E E E E E A A E A E AT A E tases tonnsses 49 RKelabeling and Deleting Ques TONS cscsessscsancsocssastassnevocansseautcsentsanveaspnesoossucesaacescueaansiauetegatsnusannesaoseatanne E E 49 S a E A E A A A A A E E A A E E AT 49 TA US E A E E E E EE A E E E E E E E E N 50 TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page v PSPS 5 10 0S race gage ceececgat nase A E E qascnegdsscusaseeaeacy peoeuseres 51 ee LO a e E A E E E E E A E E 51 ReUs tert o EO E S EO AI a E NE S A A S E E E A E T TE 51 MTV ar a ai a E EE E ca A A E E A E E A E E T 52 WAE Ea E e A E E A E I A A A E E E 52 Cee a MeT LES rea a A E A E E EEE O OE EE OE NO EE OEE EET 52 apor rran EF I a cp ech stie geet E E E E 53 P AN A rss Giese esis snes forge seg ese E E
65. John Smith he Plaintiff Plaintiff Jayne Jones Jane Jones Defendant Defendant 12345678 In this example the opposing party s 5 aes Jennifer Sykes name was spelled Jane Jones in the saved file but it has been corrected to Jayne Jones in the form Click GO to finish and the file is updated with the new name spelling o Mtet A G ae a c 2011 Snapdone Inc Licensed to Demo for use on 1 computer Organizing Answer Files When first installed TheFormTool stores all answer files in a single folder named Answers But you may want to subdivide that folder into several subfolders or even sub subfolders Use the Folder buttons at the top of the Save Load screen to organize the files Folder Pe xl Cc where answers are saved in your Office Click plus to create a subfolder within the selected folder the pencil to rename a subfolder or X to remove a subfolder The amp paste button is used to paste an answer file into the selected folder after copying it from another folder TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 45 Use the File buttons at the top of the Save Load screen to manage answer files le de Lx Click amp search to find a file in the currently selected folder or its subfolders and cancel search to return to a listing of all files Click plus to create a new answer file within the selected folder the pencil to
66. ORs and click Done TotalDue is less than 1000 01 oan Over90 is No f OR IsPC is Yes C XOR Past Due Notice if Please submit the total amount due S TotalDue within two weeks or we will commence legal action if The total amount due is S TotalDue Please submit a minimum payment of half that amount at your earliest convenience THE PAYOFF The form uses three answers to determine which of two sentences to include in the finished document Here s the finished form ____TheFormTool c 2011 2014 snapdone Inc Past Due Notice Label Question Answer The total amount due is 8 500 00 Please submit a minimum payment of half that TotalDue What s the total amount 8 500 l due amount at your earliest convenience Over90 Is the last payment over 90 Yes days old IsPC Is this a Preferred Yes Customer TheFormTool c 2011 2014 snapdone Inc Past Due Notice Label Question Answer Please submit the total amount due TotalDue What s the total amount 2 200 2 200 00 within two weeks or we will due commence legal action Over90 Is the last payment over 90 Yes days old ISPC Is this a Preferred Customer TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 71 Example 4 Lists Before you begin e Creating a Basic Form What you will learn e Series answers e Predefined List formats We ll be turning this document into a form It requires the name The following shareholders attended
67. OppParty Fields In the s Field screen you ll be selecting Opponent and s shows s when pronoun is plural TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 59 Select the word has and replace it with a Singular Plural Field In the s Field screen you ll be selecting Opponent has have and lowercase After all that you ll be relieved to hear the form is nearly complete Client ClientParty s hereby request s that the Court grant his her motion and rule against Opponent OppParty s The OppParty s Notice the s near the end of the form When there is only one client proper spelling requires an apostrophe and an s But when there are two clients only the apostrophe is fhas have produced no evidence so he she required We ll add one more Singular Plural Field to should be required to pay ClientParty s s handle this quandary attorney fees Select both the apostrophe and the s and click Field TheFormTool Fields Lists and Conditions EJ Client Insert Field l pT Text Pronoun Opponent Singular Plural Select Singular Plural C Date Format Defined Select s singular plural possessive s singular plural pos v Title Case lowercase Select lowercase and click Done Client ClientParty s hereby request s that the Court grant his her motion and rule against Opponent OppParty s The OppParty
68. PRS X and PRs X TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 88 List select PRs X as my personal representative If is unable or unwilling to serve then select PRs X If is unable or unwilling to serve then select PRs X And finally the third clause should look like this List select PRs X as my personal representative If is unable or unwilling to first blank appears in clause 2 We need to fill it in with serve then select PRS X Jif is unable or Two blanks remain to be filled in before we re done The the name of the personal representative that appears in unwilling to serve then select PRs X clause 1 the previous clause Select the blank and click 3 Field PRs Insert Field j TheFormTool Fields Lists and Conditions ES Click Item since we re inserting a Field for an item in the Series fe Text C Number Select Previous because we want the name of the C Date C Sequential Previous X item previous personal representative the one who appears Format in the clause preceding this clause Click Done Freeform List select PRs X as my personal representative If PRS P is unable or unwilling PRs P The P stands for Previous That means the to serve then I select PRs X Jif is unable personal representative in the previous clause will be or unwilling to serve then select
69. PRs X Notice that the Field you just created contains a P inserted here List select PRs X as my personal representative If PRs P is unable or unwilling create another PRs P Field click 23 Field PRs Insert to serve then I select PRS X If is unable Field Item Previous Done or unwilling to serve then select PRs X Select the remaining blank and use the same steps to Shave Some Clicks Off Your Time In these examples we ve been creating each Field from scratch because it s good practice But once you re comfortable with the process you can often save time by simply copying and pasting things In that last step for example rather than click 5 Field PRs Insert Field Item Previous Done you could just copy the first PRs P Field and paste it where the second one belongs List select PRs X as my personal representative If PRs P is unable or unwilling to serve then select PRs X If PRs P is unable or unwilling to serve then select PRs X The finished form looks like this TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 89 THE PAYOFF The List expands depending on the number of personal representatives typed into the Questionnaire TheFormTool c 2011 2014 Snapdone Inc select Humphrey Cogg as my personal Label Question ROCCE representative List the personal representatives Humphrey Cogg TheFormTool c 2011 2014
70. Save Load answers Reusing Questionnaires eeeseeeeerresreerrrerrsrrerrersrererrererseees 51 TheFormTool PRO Expert User Guide Version 2 9 February 2015 Revising Conditions sporesc ustnis tiiir a iata 24 TRS are e e E E T E ae A 21 RIDDON ssiicsssrisrrerissisnecssezo See Buttons on TheFormTool tab Right click to edit template file ee eeeeseeceeeeeeees 6 Root math function 0 cc eecceccessneeceenacecesseeeseesaeeeeseneees 40 Round math function ccecccsssseecessseeeceseseeceeseeeeeesaeees 40 Row ina table conditional c cece eeececccseeeeccceeeeeseceees 26 ROWS in Questionnaire See Questionnaire S adding to the end of plural words sses 18 EMO Co E E E TE T See Examples Save Load ANS W CLS yicaceacasncapsseseaosueecsecpstinenessenactecsseareasneneates 43 loading answers from file oo eee cess ceseeeeceseeeeeeseseseeeaeens 44 organizing answer files eeraa nendan 45 SAVING ans wers EO NC airiran n E 43 updating answer MCS iissersaswivennssasssnsorsisnsonaacidssdennosalsdensosasudonaauil 45 Save Load button s ssssesesesoserescesssescesssssersrescescessssceesesss 43 Saving QuesHonNaAITES srasni 51 Search and PASE ae ee 48 54 Search for a Field in a form sesssssssesssssesssssssessssressressersse 47 Search for an answer file cccsersessccsserserersrerersereraners 46 Search for label in Field List Condition screen 48 Section conditional oo eeecccecccccceseesescceceee
71. Snapdone Inc select Humphrey Cogg as my personal Label Question Answer representative If Humphrey Cogg is unable or unwilling to serve then select Ella Grendle PRs List the personal representatives Humphrey Cogg Ella Grendle TheFormTool c 2011 2014 snapdone Inc select Humphrey Cogg as my personal representative If Humphrey Cogg is unable or unwilling to serve then select Ella Grendle If PRs List the personal representatives Humphrey Cogg Ella Grendle is unable or unwilling to serve then Ella Grendle select Stanley Frock If Stanley Frock is unable or Stanley Frock a T unwilling to serve then I select Quentin Lacrosse Quentin Lacrosse Label Question Answer Example 8 Sublists Before you begin e Example 7 Linked Answers and Custom Lists page 84 What you will learn e Select items from a Series to create Sublists These minutes include two Sublists from the Series of attendees MEETING MINUTES officers in the first sentence and nonofficers in the second Officers who attended the meeting were Alan Diggle Bernice Fenster and Roy Barnes Also present were Jerome Fuller Cynthia Wilson and Esther Spaulding If you d like to work along with this example begin by typing or copying the text shown here into a blank document Step 1 Create the Questionnaire TheFormTool c 2011 2014 snapdone Inc Label Question Answer Officers For the attendees who are officers choose an offi
72. T Count Fields can be formatted as numbers words or ordinals in upper or lowercase Count Fields can be further automated with math functions Click Math to open the Math screen discussed on page 31 V Blank line c 2011 2013 Snapdone Inc Licensed to Demo for use on 1 computer TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 19 Fields for Series and Grids When a Field is inserted for a Series answer ora Grid answer three additional choices appear List Inserts either a Count Field that counts the total number of items in the answer or a Singular Plural Field that provides a singular or plural word depending on whether the entire Series contains one or more items The Field shown here provides the number of people in the entire Shareholders answer Sublist Allows you to specify a Sublist of items from the Series provided by the form user As with the List choice above you can then insert either a Count Field that counts the items in that Sublist or a Singular Plural Field that depends on whether that Sublist contains one or more items The Field shown here counts the number of people in the Shareholders answer who are named Vanderbilt Sublists Example 8 cccceecceeeseeee page 90 Example 9 ccecce page 93 Item Inserts a particular item in the Series the first item last item 8th item etc You can also select an item that meet particular criteria the first item in
73. T TOO U cae causcgsnsissvetionneectcesee See Root math function Page 129 SQUAT CG eccoti See RaiseToPower math function ar o Ul a eaa ee ner ete eee ee ee eee 41 Step by step examples See Examples Storing ANSWETS seese See Save Load answers BONIS EU MS UU reece tins ces es ceen sec coe cia cca otescensese cae ceeseorcetactee 20 SUS se cea eee seed A ET T ect nace cee E cee oe cantce 30 asec cscs senncceg see enc mpresensontsceesyonseu semsseesanaen 90 PICNIC Tor SUSU Sacco creteaees cesorristenn ee ee eae 20 10161 8c 1a 0 ee eneerer re meron ee enerner inet rere See Math functions Sums in a list formatted as a table 0 ee eeeeeeeeeeeeees 29 DO OE asus N E E E E 131 Tab key in Questionnaire seeeeseeseeeeseeeerereeeresrerrrsrrsrerrerses 41 Table format for Lists ssiisisiieiiinrsoaseennani easier 29 EXI eera a N O 109 Table row conditional eeeneeeeeneessseenssseessssserssseserssssee 26 Templates versus documents seeseeereerereeererreerrerrrrerrere 6 TOE OF lodi See Payment math function Wes NS LOTS oak tecnica scenes ore See Checking forms Tex ANS WES soreceeateroepceseantengo spar remaaoer ween enone 7 dB gt idl gir Le perenne eee eee nee eee ree eee ere eee 15 Text With Pronoun answers cccssscceeseceeseneeeeeseeeeeeeeens 9 SG ase vassie E penne aaeeareaneaente 56 TheFormTool docm 0 See Installing TheFormTool TheFormToolPRO docm See Installing TheFormTool
74. TCC ASC E tepedsdeieaseattiet See Formatting Fields TOG AY a eee Soeasetnee sd See Now math function Tools button See Buttons on TheFormTool tab Tools Totals in a list formatted as a table eee eeeeeeeeee ees 29 MAACO VANS ea anne sasatsets capes See Examples TheFormTool PRO Expert User Guide Version 2 9 February 2015 Underline ceec cece eeeccceecccccecccccccsccceecceeecs See Blank lines Unanstallitig TheForm TOOL seriis 56 Unlocking the math screen 0 0 elec eeseeseeeeseeeseeeeeeeees 31 Up button rearranging a Series answet eeeeeeeees 41 MS GMS EE A A TAT 3 U PPErCA SE uresa See Formatting Fields User rch ng epn See Installing TheFormTool Usine LOr enora a nce 5 41 Valid characters in LaDelSisssisrescaississstsnstss sinirine 4 V aia le Gate OMS CUS eeens rnanan a 80 assets E atte ea tisda betes aotistaed so esastnnennasmoneoenasatns 80 NENA NCS E A See Fields Versions Of TheFormT ool eeceseeeseeseeeeeseeseeeneeeeaeens 3 Versions OL WON sccar E aS 6 VACO OTA erae i EEA 131 Viewing answer location in form s es See Peeking Walk Droug DS sireenin See Examples VV COSC E E A SE E E 131 WV Ith pT ONOUT ang WEIS ereenn e E 9 alc cc E E E E E rr rrr ee See Versions of Word WN TAS E a e e E E E E E E aeseasiae 11 PER T E E E NN 24 Y changing to ies for plural words 19 Years math function sesseeesssssesssssressssssressssreesssssressssses 40 NG NOAN WETS corrent diy snl teat setae
75. a series of names that contains John the 2nd item in a series of numbers that s more than 100 the last item in a series of dates that s earlier than 1 1 2000 etc The Field shown here provides the name of the first person in the Shareholders answer who is designated President in the Officers answer Item Fields Example 7 ccecce page 84 Example 9 ccecce page 93 Example 11 page 104 Example 12s page 109 Example 13b necesen page 119 Custom Field Formats TheFormTool Fields Lists and Conditions Sublist Include all items in the list Singular Plural Format Math Defined 1 000 no decimals C Custom Item Include only items where Shareholders contains this text vanderbilt v TheFormTool Fields Lists and Conditions all oee in entire list in sublist of items where Officers item chosen is any of these none of these President Vice President Secretary O Treasurer Count Singular Plural Format Math Defined 1 000 no decimals C Custom Text C Number C Date Format Freeform First capital Title Case lowercase UPPERCASE On rare occasions you may want to create your own custom Field format For example plurals of most words can be created with the built in Singular Plural Fields described above but you could also create TheFormTool PRO Ex
76. a Plain English FirstDate date1 The earliest of these dates date2 datexX Integer The Integer function gives the integer portion of a number truncating any decimal portion For example Integer 3 84 3 Other functions may be nested within this one For example if the Questionnaire asks for an EggCount the form can compute the number of 3 egg omelets with Integer Field EggCount 3 In the Formula Plain English Integer number Convert a number to an integer ignoring any fractional portion LastDate The LastDate function gives the latest of a series of dates ignoring items that are not dates For example LastDate 5 5 2011 2 20 2012 3 15 2011 2 20 2012 The Field function if it refers to a date answer and other date functions FirstDate LastDate ListFirstDate ListLastDate Now may be nested within this one For example if today s date is 3 12 2012 and the CommencementDate in the Questionnaire is 4 1 2012 then LastDate Now Field CommencementDate 3 15 2012 4 1 2012 In the Formula Plain English LastDate date1 The latest of these dates date2 datexX TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 35 ListCount The ListCount function is only available if the TheFormTool Math Questionnaire contains a Series answer It gives the ListCount Shareholders al ListCount Shareholders number of items in a Series answer not co
77. ai If Blank line is unchecked for a particular Field and its answer is left etn UPPERCASE empty the Field is removed from the finished document with no placeholder left behind M Blank line c 2011 2013 Snapdone Inc Licensed to Demo for use on 1 computer Including blank lines is usually preferable because they provide a visual cue when information is missing But you may want to exclude blank lines for Fields in table cells for instance because the blank line looks confusing and unattractive next to the table grid lines Field List Condition Count Click the button to count how many times each answer TheFormTool Fields Lists and Conditions is used in the form whether as a Field List or Condition GJ imer ree TTP See Mal Done Buyer sraa After clicking the button the column of numbers TheFormTool Fields Lists and Conditions z appears omele 2 In this example the answer to the Seller question is used i 6 times in the form Date 2 County 1 Move to Field List Condition in Form TheFormTool Fields Lists and Conditions After clicking the button to count Fields two arrow buttons appear Click the arrows to move the cursor to the previous or next place in the form where the selected answer is used This is handy when you want to review all places in the form that are affected by a particular answer similar to Peeking described on page 41 TheFormTool PRO Expe
78. alm of form creation different types of questions call for different types of answers You might ask for a yes no response Is the signer a U S citizen or you might want to present choices In which of these counties is the property located or you might ask for a series of items with a single question List all the shareholders TheFormTool provides several types of answers making it easy for the form user to respond correctly and intuitively to every question To turn a regular answer into a Smart Answer first place the cursor in an answer box TheFormTool c 2011 2014 Snapdone Inc These are answer boxes Label Question _ Answer one box for the Buyer ST a D question and another for What s the name of the seller _ the Seller question To select the answer type for a particular question in the Questionnaire place the cursor in its answer box and click 8 Smart Answer to open the Smart Answer screen Text Dropdown Yes No Checkboxes Derived Tabs across the top of the Single text box screen allow you to Series of tevt hoves choose one of five types of Smart Answer Text Answers Each answer in the Questionnaire begins as a Text answer and stays that way unless you alter it Text answers are appropriate for questions like What s the signer s name What s the ID number What was the date of the injury What s the amount due Single Series
79. as many Fixed variable sentences as you need Fixed offsets use the Eg of business days you provide here In this case we need to subtract 20 business days from the trial date SO select minus 20 business days in the Sa h To e e subtract 20 business days not counting weekends and holidays three boxes Read the Offset description to make sure it s what you intended then click OK to close the Date Offset screen To change the list of days that count as holidays see ee Cancel Holidays on page 54 tieensedte Demo for use on teomputer TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 78 The offset you created is shown here If you need to revise the offset later click the pencil to return to the Date Offset screen Click Done The last date is the Friday preceding the day 20 business days before trial a mouthful but still a doable and absolutely real world scenario Select the last date and click s Field TrialDate Insert Field Date Offset The first sentence of this offset is identical to the last one so once again select minus 20 business days To add a second sentence to the Offset click plus The next sentence needs to take us to the preceding Friday so select go to preceding Friday Read the Offset description to make sure it s what you intended then click OK to close the Date Offset screen and Done If you ever need to back up a step whil
80. at to arrange List items in a TheFormTool Fields Lists and Conditions Word table e A a Choose the number of Columns in the table Shareholders sil table format If One item per row is checked each List item TEE Sublist ae teme in the E Columns 3 appears in the left column and the remaining welt items in the list ones 5 columns can be used for other information One item per row W Lines The Lines checkbox determines whether ee W Headings in first row border lines appear in the table i Totals in last row Turn on Headings in first row to include headings for each column in the table Turn on Totals in last row to create an Preview additional row under the List items that automatically generates totals for each column See a preview of your choices here W Blank line c 2011 2013 Snapdone Ine Licensed to Demo for use on 1 computer After adding a table formatted List to a form you can further customize the table type your own headings remove totals from columns where they don t apply add shading or other formatting etc In fact you can customize any of the List formats shown above to fit your exact needs TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 29 Sublists You may also create a List that includes only some of the items typed by the form user To insert a Sublist in a form click List select an answer label click Insert List then click Sublist
81. ats ET E E E SE 41 aa Rel eT EE ae e E E O E E E E T 41 Working With Dropdown and Checkbox ATS W CLS serierna a n aaa a n aa an a n 41 PO EIIE acetone nce E cc etd neta E E E E A E A acento mene saoe 41 P E O a A E E E A O E AA A E 41 ELT a A E E E E A E A E E E E E E E E 41 P E E E E E eaet ese seeds est et occ acts eaeseee stone 42 PRA ONO RSs cs stator pita os em esc ta eta pene E ea teseas emae scene E ca ven E E A TE E E T 42 PROactive E nets E estou assoc uisacess dd saisatd E E N E E E 42 E ore E E E E E ea eutgetsoa goede ae eae eso toe see aac 43 TE I tcc tp lege ath wie tet a Se rm E eta sain otis E hole E E etetcestsdespiciest 43 Captutine and Reusing Data Save LOad erireisid Tener ere eee rne ee Renee cree ee ee eee eer 43 NFU caret I E nce ane sensation dees bane E E E E O eee ona vragen coat E 43 TA FS ap scree cs ce cts rcs sett ea E RE A E E R 44 Upanne I assassin caer gag sett pean e vo seesencete sacs E EEEE R 45 COPS ATI NS WCU FO encase ae cosneeoectsopeenousiat E EE S E E E EE OERE EE INO ER OST 45 Barne e JS O E E E E TE E AEA E E 46 1 Prepare and Send Me CMUCSUOMI AILS seiretako nE en e EEEREN a E ENE ENE G KE ek NEOA E EAEN REENEN E 46 o L Ee E CLS et sais E N E E EE E E E E E nee ose 46 SE E A a i E E E A E EE E E E E E E ET 46 More Tools Oribe oo go AUOT oere E E E A E E A are eer 47 e E Ee aoo e E A E E cr errr errr eter rer nt errr ty 47 E E aR E A E E E E E E E A A Saucon seteopasttoneeane 47 Pert ETC On a C O o
82. ayment function requires three numbers separated by commas loan amount periodic interest rate and the number of periods in the term of the loan Those numbers can either be typed directly into the formula or they can be represented with other functions In this example we ll use a Field function for each of the three numbers required in the Payment function The first number required by the Payment function is the loan amount Make sure the cursor is still placed within the Payment function as shown here then select Field Amount and click P plus Click the comma button or press the comma key on your keyboard to add the required comma before the Payment function s second number The next number required by the Payment function is the periodic interest rate Select Field Rate and click plus to add the Field Rate function TheFormTool PRO Expert User Guide Version 2 9 February 2015 TheFormTool Fields Lists and Conditions Wall cone sues co Text Term Number C Date gt mal Math Defined 1 000 10 exactly 2 deci v TheFormTool Math Absolute B Pe TheFormTool Math i Payment 7 s gt a al s 1 2 3 EJ _o i Gives the periodic payment on a self amortizing loan 360 day year compounded periodically payment in arrears E g Payment 1000 5 12 120 gives the monthly payment on a 1 000 loan with 5 annual interest and a 120 m
83. beneficiary is Name a minor born s Field DOB Insert Field Date Done The result DOB looks like this Step 4 Add a Condition The minor language should appear only when the The beneficiary is Name a minor born age is less than 18 so we ll add a Condition DOB Select the highlighted text and click Condition Age Add Condition TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 118 S el ecti s l ess th an 18 an d cl i ck Done TheFormTool Fields Lists and Conditions Hra is less than this number 18 hai The finished form looks like this The beneficiary is Name Age lt 18 a minor born DOB One step remains Click Row Column Show Hide to hide the Derived Answer since it is answered automatically it would only be a confusing distraction to the form user If you need to edit it later click m Row Column Show Hide again to make it visible THE PAYOFF Note that the Age answer is not visible in the Questionnaire below The form user just enters a birthdate the age is calculated automatically in the background and the sentence is altered accordingly TheFormTool c 2011 2014 snapdone inc The beneficiary is Mercedes Winthrop Label Question Answer What s the beneficiary s name Mercedes Winthrop Ep What s the beneficiary s birthdate 8 25 62 TheFormTool c 2011 2014 Snapdone Inc The beneficiary is Grant Baker a
84. button described on page 24 Conditions can be nested inside other Conditions but not overlapped That means the innermost end of Condition marker marks the end of the innermost Condition f live in if City State Z A N Outer Condition Inner Condition End of Inner Condition End of Outer Condition If the outer Condition is false all of its contents are removed from the finished document including the whole inner Condition regardless of whether it s true or false My name is Signer if My spouse s name is Spouse l am not married Returning to our sample form we ll give the last sentence the same treatment as the preceding one but with an opposite Condition Select the highlighted text and click Condition Spouse Add Condition This time select is empty and click Done TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 63 My name is Signer if My spouse s name is Spouse if am not married THE PAYOFF Now look at how the form responds to different circumstances when it is used When a Spouse is typed the result looks like this The finished form looks like this TheFormTool c 2011 2014 snapdone Inc My name is Betty Miller My spouse s name is Label Question Answer Jerome Miller What s the signer s name Betty Miller Spouse What s the signer s spouse s Jerome Miller name Leave blank if unmarried And when the Spouse answer
85. can depend on all sorts of criteria The one shown here checks to see if the ihia eat answer is empty but you can create Conditions that E z CE a check whether or not an answer starts with Fred ends with x contains pop or equals Lilith whether it s a number less than 38 or more than 16 whether it s a date earlier or later than May 11 2012 whether it s alpha betically before possum or after flan take a minute to experiment with the two drop down boxes to see the endless possibilities You can even compare two answers In this example the alloc iso ar a selected text will be included in the finished document mania in only if the answer to the Payment question is less than Sarees zl zi the answer to the Minimum question Minimum SCSCS SY TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 22 iad TheFormTool Fields Lists and Conditions Conditions based on Text With Pronoun answers include all the possibilities of Text answers shown above Bine oye Seller pronoun is any of these he plus some additional options that depend on the selected M she is none of these lv it pronoun they In this example the selected text will be included in the finished document only if the Seller is an it a corporate entity i x Conditions based on Series and Choice Checkboxes A dae laa Ez answers present all sorts of pos
86. ce TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 90 Step 2 Create Smart Answers Place the cursor in the Attendees answer box and click gt a E O a er C Single text box Smart Answer Series of text boxes Link to a preceding Series answer or a Grid With pronoun Choose Text Series of text boxes and click OK i Text Dropdown Yes No Checkboxes Derived Place the cursor in the Officers answer C Single dropdown box and click Se Smart Answer Series of dropdowns M Link to a preceding Series answer or a Grid Attendees Source for dropdown choices typed here x Choose Dropdown Series of dropdowns Link to a preceding Series answer or a Grid Attendees That Allow user to write in a gerent response Linked answers ask for more info means the Officers question will e about responses in a preceding Dropdown choices i receding answer are used to repeated for each person listed in the reponn choice identify each dropdown in the Linked x Vice President cineca Attendees question Type one choice ya Secretary per ling Treasurer List the Gilparker SS a To copy cut and TT Enid take Choose typed here and type the four paste press zi e e A 7 7 Pat Coe Dropdown choices President Vice sees whats Gu paar famale TS President Secretary and Treasurer a a a mas Pat Coe divorced Click OK c 2011 2014 Snapdone Inc Step
87. ceccsscccesssteeceeeessteeeeeseesaes 37 ListMin math function cccccccssceccessseeceeeesssseeeeeseeeaes 37 ListMultiply math function 0 eee eeeeeeeecneeeeeeeees 37 TVG E E E E A E A A T 28 ANUS e E S E A E E eae scene eens 84 current item FX epee reer rene eemrer iae ae 87 Eero GES E E T E E E T 84 Ta E ANA N E T 93 121 noa e1 A E 72 PASE LEC cc E N E EE E A T O E E 87 Grids as source of Lists EKAP Eir N ENO N 93 Item Fields CAPI a O E 85 E C E A E E E E E T 87 DEET e E E S 87 Previous en GAY Jennan a sasenteres 87 repeating paragraph format eseeseesessessesreereseeresererreeseseesee 29 selecting or TiS 1 ENG ririri a 54 Honature INe Ora eieae e erco et mte rere ae ie ol TONI AE Sere eee ere ree eres O ee 29 CTS E cot E EE E E E 109 Lists M ste f erreina a See Master Lists ListSum math function cceecceeessteceesestseeeeeessteeeeeeens 37 IND A E A E TT 108 Load Master List cele eeeeeeeeees See Import Master List Loading ANSWETS cecesceseeseeeseeesseeessecsseceseseseeceeeeeeenaes 44 Loading Q es onnaiT Sessssssoad 51 Loan payments See Payment math function Locked Mati SCP CC nensis a a a 31 Logarithii math PICHON eseessscsavecesisetanesesekacsanebeusesesnceslens 38 DOV Se ors exe recess rserricpacateeceaneentae See Formatting Fields Maintain compatibility eee ecseseeeseeseeseeeseeeeeeees 6 Markers atten ON ssn cossseasecdccossasccocnssatecvasaweasiedesdansesseesas 40 42 Page
88. children List Kids X born this Note that each of the three List clauses contains both a DOBA Kids X born DOBA When all three blanks have been replaced the form looks like Kids X Field for the name and a DOB X Field for the date and Kids X born DOBHX TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 86 THE PAYOFF No matter how many children are typed in the Questionnaire the custom List expands to accommodate them and includes supplemental information a birthdate for each TheFormTool c 2011 2014 snapdone Inc leave the remainder of my estate to Question Answer my children Helen born January 1 1991 Rufus born February 2 1992 and Penelope born March 3 1993 List the will maker s children Helen Rufus Penelope What s each child s date of birth Helen 1 1 91 Rufus 2 2 92 Penelope 3 3 93 First Previous Current Next and Last In the above example you might have wondered about the X in these Field codes Kids X DOB X The X indicates which item in the List should be used for that Field X refers to the Current item in the List But once in a blue moon you might want the third clause to refer to the First item in the List or you might want each occurrence of the middle clause to refer to the Next item in the List The five possibilities are F First P Previous X Current N Next L Last The following example shows how P can
89. cnnnnis 56 Derived ANGWO uires n o l3 RO a E AE E EE 116 119 aTe E sa iret E E E E E E E E T 14 D aens See Repeating paragraphs format for lists Dividers in QuesStiONNalLeEs cccccccsessseseeeccceeeeeeeeeeeeees 50 T O renee reenter mee seer trrt See Math functions doc OC OOF COL sa S 6 Documents versus templates 0 0 eee ceseceeeceseeeeeeeeseeeeees 6 Down button rearranging a Series answet 06 41 Dropd wn ASW CPS bce seesgacdaaiiucnensauadanesavecsndsqedbnstaanunsanesweteads 9 C E E E er err eee rere ere eres 56 72 75 updating choices with REMCSM vctscioswscennariieeurranncniecunioaes 41 e math ConBlami Jesss 32 PREDE OG RONS n E uence ueesaness 24 POS I VAS sers cece ntngiesesaintacesneasaomedaunsages 21 Emptying cells in Questionnaire or Grid 49 Page 125 Enable content security warning eese See Installing TheFormTool Enable editing security warning s es See Installing TheFormTool End of Condition marker ieee eeeeseesseeeseeeeeeeseens 63 Errors ehedk ine 0 a serirse e eii 52 P E E E E E 56 compound Condi ONS seseriai a a 64 C O e E 62 116 119 creatine a Dassie TON oieee inan rn E E havens 3 custom 1S 0S area vewascescen sense cweuniceenentaicseas ve EESE rA ENTRATE OE KANEA NSt 84 121 dale OSE S errn A ENE ONTEN 77 80 Derived Answers ccsccccccsssecccccsseccececsccccccsscscccsauecees 116 119 Dropdown TOS WE eed cts techs tac eoe a E 12 Grid GINS W CLS eicswsivcaiinienveian
90. d and selecting DOB Date And insert the third Field by clicking Field and selecting Signer UPPERCASE After adding all three Fields the finished form looks like My name is Signer was born on DOB this The first Field uses Text FreeForm format the Signed second uses Date and the third uses Text UPPERCASE SIGNER Meet the Brackets The gray bracketed items above Signer DOB and SIGNER will become a familiar sight They mark where each answer in the Questionnaire belongs in the finished document Once the novelty wears off you ll find yourself comfortably deleting copying and pasting these bracketed items just as you do other text sometimes saving a few clicks by copying a Field rather than creating it from scratch Using a Basic Form Open a form and click S Start to move to the Questionnaire Answer the questions like so TheFormTool c 2014 snapdone Inc Label Question _ Answer What s the birthdate of the signer 4 17 60 JP a Then click Fill to fill in the form Done My name is Horace Blixt was born on April 17 1960 Signed HORACE BLIXT TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 5 Turning Old Files Into New Forms Old File Formats You re using Word 2007 2010 or 2013 now but some of your old documents and forms might have been created with earlier versions of Word It s important to convert those old files to the new
91. d replace screen wildcards sounds like special characters etc A shortcut to the Find and Paste screen also appears in the Field screen when inserting Fields page 48 Highlighting Conditions and Lists In a complex form with lots of coding it s sometimes difficult to see exactly where a particular Condition or List ends To highlight a whole Condition List or Sublist place the cursor in the beginning marker if or List or Sublist and click iT Tools Highlight List Condition Language for Date Fields When Date Fields are processed the language used for months is determined by the computer s language settings But you can override that setting and dictate that English be used instead by clicking iT Tools F Language English Options 3g Holidays When creating Date Offsets described on page 16 you can choose to skip holidays TheFormTool initially includes the 11 official U S federal holidays but you can add other holidays too TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 54 Click Options Holidays to open this screen Clicking plus to create a new holiday or the pencil to modify an existing holiday opens the holiday editing screen shown below Click X to remove a holiday or the amp arrows to reorder the list TheFormToo Holidays Items in this list count as holidays when calculating dates January 1 Third Monday in January January 20 every 4 years Th
92. dresses we ve created a Master List named Attorneys to ll that inf ion If h t alread k th h store all that information If you haven t already wor roug Jackson Gray WSBA 12345 gray lawfirm com the Master Lists example on page 52 before proceeding If you d like to work along with this example begin by typing or copying the text shown here into a blank document Step 1 Create the Questionnaire TheFormTool c 2011 2014 Snapdone Inc Label Question Answer Step 2 Create a Smart Answer eet Dropdown Yes No Checkboxes Derived Place the cursor in the Answer box of the Questionnaire Single dropdown and click Smart Answer C Series of dropdowns Select Dropdown Single dropdown Master List make sure Attorneys is selected then click OK Master List v Attorneys v Source for dropdown choices Allow user to write in a different response Tool Tip If the Attorneys selection is missing you probably haven t created that Master List yet See Master Lists on page 52 for a walk through TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 75 Step 3 Add Fields First we ll add a Field for the attorney name Select Jackson Gray and click 5 Field Signer Insert Field Because the Signer question is tied to a Master List a new box appears beside Text Make sure this box says Name because we re currently inser
93. ds first previous next last TheFormTool includes several List formats that you can create with a single click see page 26 But in some cases you may want to craft your own List format Two such examples are shown below but first we must introduce the Three Clauses Three Clauses in Every List Before creating a custom List look closely at this standard leave the remainder of my estate to my List that was created by selecting one of the built in formats Children Listakids Xxy Kids X and in the List screen Kids X Every List contains three clauses separated by markers the markers are colored red below List Kids X Kids X and kidS X First Clause Middle Clause Last Clause The three clauses gives flexibility when crafting Lists For example in the List shown above the middle clause includes a comma and the last clause includes and With four kids the resulting List looks like this Andy Betty Carl and Debra There are two commas because the middle clause appears twice because there are two middle kids Look at two more sample Lists below and their results for four kids Notice that the middle clause appears twice in each sample because there are two middle kids This custom List creates this finished product List My firstborn child is Kids X the next My firstborn child is Andy the next oldest oldest is Kids X and the youngest is is Betty the next oldest is Carl and
94. e re about to create will use four erorm ool Ma Integer Bo functions and math operator to determine a person s age which is 1 the integer portion of 2 the number of days between 3 the birthdate and 4 now divided by 365 25 To begin select Integer and click plus to add the Integer function page 35 This function lops off the fractional part of anumber without rounding so that the age of someone who is 17 83 years old will be shown as 17 Fill in the rest of the math formula shown here If eee a this is your first math formula see Example 10 on Now Bl page 100 for help QS aa This formula determines the number of days 7 8 9 between the birthdate and today then divides that a s 6 number by 365 25 then gives the integer portion of al2 3 q that number The birthdate and today are o ay obtained with me functions Field DOB and The Now function gives the date when the form is filled in This function Now may be used in place of a date in these functions Days Months Years FirstDate LastDate Click OK to close the Math screen then Done Cancel c 2011 2013 Snapdone Inc Licensed to Demo for use on 1 computer Step 3 Add Fields Select Larry Reno and replace it with a Field click The beneficiary is Name a minor born May s Field Name Insert Field Done The result looks 13 2001 like this Select May 13 2001 and replace it with a Field click The
95. e a name create a Dropdown answer that uses a Master List as its source described on page 10 Not only have you saved the form user the trouble of typing the name they also don t have to type or even remember the email address and phone number And when a new employee joins the firm type the new name direct dial number and email address a single location the Master List and all of the forms using that Master List are updated with the new information Creating a Master List In this example we ll create a Master List named Employees to store employee names direct dial numbers and email addresses Click Sources Master List to open this screen and click plus to create a new list When asked for the new list s name type Employees and click OK When asked how many columns type 3 and click OK A Word document is created This is the Master List editing MASTER LIST Employees d Wo th k h J he li After editing click the Master Lists button on ocument it s the workspace where you will create the list TheFormTool tab to save changes em Pp TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 52 Tool Tip The Master List editing document uses an ordinary Word table so you can use all of Word s built in table editing commands to add delete and move rows and columns A summary of handy keystrokes is included in the footer of the Master List editing document You can also copy
96. e building a Date Offset click X to remove the last sentence The finished form looks like this TheFormTool PRO Expert User Guide Version 2 9 February 2015 TheFormTool Fields Lists and Conditions TrialDate Text C Pronoun C Number Singular Plural Date Format Offset Function 2011 2013 Snapdone Inc Licensed to Demo for use on 1 computer Your trial date is TrialDate Interrogatory answers must be filed 20 business days before trial on TrialDate offset Please have your draft answers to me no later than the preceding Friday August 12 2011 TheFormToo Date Offset Fixed Variable Fixed offsets use the number of business days you provide here Start with the supplied date and counting weekends and holidays e TheFormToo Date Offset Sm 7 Fixed Variable Fixed offsets use the month or day of the week you provide here goto v preceding Friday Start with the supplied date and subtract 20 business days not counting weekends and holidays Then go to the preceding Friday x Your trial date is TrialDate Interrogatory answers must be filed 20 business days before trial on TrialDate offset Please have your draft answers to me no later than the preceding Friday TrialDate offset Page 79 Readability continued Once again note that the two TrialDate offset Fields loo
97. e ll finish it by adding a Field and a Condition The Field will provide the number of rooms and the Condition will provide the s at the end of rooms when needed Select the blank line and click s Field Rooms Insert Field Click Item and select Current this Field will insert a number for the current item in the List Click Number and choose the format one thousand Click Done TheFormTool PRO Expert User Guide Version 2 9 February 2015 Estimate for Pest Control Services Smith Residence Overview List Sample paragraph about Pest X ditto ditto Plan Deploy rat traps S60 Spray pesticide S150 Equipment Deposit An additional deposit of 60 is required and will be refunded when the rat traps are retrieved Estimate for Pest Control Services Smith Residence Overview List Pest X were foundin __ rooms ditto ditto Plan Deploy rat traps S60 Spray pesticide S150 Equipment Deposit An additional deposit of 60 is required and will be refunded when the rat traps are retrieved Estimate for Pest Control Services Smith Residence Overview List Pest X were foundin __ rooms ditto ditto Plan Deploy rat traps S60 Spray pesticide S150 Equipment Deposit An additional deposit of 60 is required and will be refunded when the rat traps are retrieved TheFormTool Fields Lists and Conditions C Text Number C Date C Sequential
98. e rest TheFormTool c 2011 2014 snapdone Inc The shareholders are as follows Label Question Answer Burt Wilmer owns one hundred eighty 180 Shareholders List the shareholders Burt Wilmer he shares current value 18 963 00 giving him 31 0 Frieda Knowles she ownership of the company ue ECOFIN Frieda Knowles owns two hundred thirty five SharesHeld How many shares does Burt Wilmer 180 235 shares current value 24 757 25 giving her each shareholder own Frieda Knowles 235 40 5 ownership of the company Hugh Soder 165 Hugh Soder owns one hundred sixty five 165 shares current value 17 382 75 giving him 28 4 ownership of the company ShareValue What s the current value of 1 share Example 12 List in Table Format Master List and Math Before you begin e Example 5 Using a Master List e Example 7 Linked Answers and Custom Lists What you will learn e Lists formatted as tables To automate this form we ll use a List formatted as Thank you for registering for the following classes a table a Master List of information about classes Cas Date Tuition Tax Total and math If you d like to work along with this y Pen i had 6 W Basic Personhood 3 3 2012 11 00 136 00 example begin by typing or copying the first and last paragraphs into a blank document Don t Advanced Humanity 3 17 2012 eO eee worry about the table in the middle we ll be TOTAL 9353 60 creating
99. eFormTool PRO Expert User Guide Version 2 9 February 2015 TheFormTool Fields Lists and Conditions Defined 1 000 no decimals Page 30 Date Fields Begin by creating a Date field page 16 Then click O O Function to open the Math screen C Text Pronoun C Number Singular Plural The Math Screen Formula Build your math formula here The formula can as simple as 1 2 or might contain functions within functions within functions Payment Field LoanAmount Field AnnualRate 12 Field MonthsInTerm Function Functions perform special math duties like Days to count the number of days between two dates or Round to round off a number To add a function to the formula select it from the dropdown menu and click plus Formula Gives the periodic payment on a self amortizing loan 360 day year A compounded periodically payment in arrears E g Payment 1000 Keypad Click these buttons to add numbers and operators 5 12 120 gives the monthly hhgabghon a 1 000 loan with 5 annual interest and a 120 mon ther functions may be nested within this one plus minus etc to the formula You may also type Sn E numbers and symbols on your keyboard Use for Domenie Demo for use on Teompitet multiplication and for division Help This area describes the currently selected function and gives pointers on its use Unlocking Click the amp unlock button in the to
100. eFormTool PRO Expert User Guide Version 2 9 February 2015 Page 11 Yes No Answers Yes No answers allow the form user to respond yes or no and sometimes n a Single Series Text Dropdown Yes No Checkboxes Derived Select Single Yes No when you are asking for a E singla enn Senes of YesNes linked to a preceding Senes answer or a Grd M tnclude MiA choice single yes no response Is the property for sale Text Dropdown Yes No Checkboxes Derived If the form includes another Series answer or a since oaa Grid you have the option to choose Series of Yes No s linked to a preceding Series answer or a Grid This asks for a yes no response regarding each item in the other answer ee eee T cener of Yes Nes linked to a preceding Senes onseer of o Grid M tndude MiA choice A esihe questeon ig asked bout For example the first question in your form might ask for a list of properties a Series answer The second could ask whether each of those properties is zoned for commercial use a series of Yes No s Note Creating a series of Yes No s this way is old technology You will usually want to use newer Grid answers instead page 14 Include N A Choice Text Dropdown Yes No Checkboxes Derived When Include N A choice is selected users i Single Viana Sener of Yes No s baked to a preceding Series answer of a Gad have the opt
101. eate a form Open a document or form you ve used in the past and save a copy wherever you like to store forms Older Files If you re starting with an older document created in Word 2003 or earlier be sure to save it in one of Word s new formats docx or dotx with the Maintain Compatibility checkbox UNCHECKED Add a Questionnaire at the bottom of the form by clicking FA Questionnaire on TheFormTool tab Type questions in the Question column and a short label for each question in the Label column like so TheFormTool c 2014 Snapdone Inc Label Question Answer Add Fields to the form by placing the cursor wherever a Field is needed and clicking 3 Field on TheFormTool tab The result will look something like this My name is Signer was born on DOB Signed SIGNER Save and close the finished form 4 Use your new smart form to create a document Open the form you created in Step 3 Type answers in the Questionnaire and click es Fill on TheFormTool tab Done 5 Forlater This manual and the Quick Start Guide are available at www theformtool com along with videos program support and forums where you can ask questions report problems make suggestions and exchange Tool Tips with the authors and other users of TheFormTool TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page ii Foreword Although this is a manual that focuses exclusively on forms how to make them more
102. ecseee eos 52 CE ATOW ce ee 49 Eaa a Co PEENE EN EI A N EN N A N 15 PD e E E 49 Fad and PASO eaen a 54 Fire hii otit Listy Conditii asenn 54 O o 41 Capturing and reusing answers See Save Load answers Cn OIG OG as perce cennergences Gaxcunsotnosaauroagntnents 24 RT i CUS ae wero cages E E T 21 Cheat SMSO erasa il Checkbox answers cccccccccsssssssccscceccesssssccssccsssessssssseceeeees 13 updating choices with Refresh eee eeseeseeseeeseeeeeeseeeees 41 Page 124 TGCS OPIS a a E 52 VSS TiN hI oe 84 Gy Fa ices Wa todo hc eee ee errr er emer err reer sere eer veer reCenry errr neers 49 Code Cense sa sccsuce ansssoaszetanavess See Installing TheFormTool Columns in a Grid See Grid answers Columns in a List formatted as a table eee 29 Columns in the Questionnaire 0 0 0 eee eeeeeeeeeeeecseeeseeeees 4 Commands See Buttons on TheFormTool tab Compare WWO nns WET ar aain ai EE aaas 22 e E E A saeceyeaonsueaea 119 Compatibilly MOdG eerrsrosiin anionini 6 Compound CondiUONS scesi na 24 E a E E EEA 64 Compound interest See Payment math function VION E N E E E 21 A er seed vad ae ce eae nee cn ces pees eae sec eeeaIEaa 26 AND OR AOR ease stevaeter E 24 C E a E E O 64 TOOL CA N EEE A E E E E enenesysgurasssadaesatt 24 p lB AY 8 E E E E ner er ne ae 64 comparing TWO ANS WETS sssiarsssiesaastncpscosvasiassasacniseveenssdpusoesacntnnnnts 22 CRDP 1G e E EO T 119 a 84010 N E N S E E 24 ONAN LO pr EA EEA A EE 6
103. ed My name is 1 was born on 2 to be inserted For example this form needs three Fields Signed 3 To add a Field place the cursor in the desired location and li k he Fi d iy h f dl E d B hi TheFormTool Fields Lists and Conditions click 3 Field yes it s the friendly Field Bunny to open this A ra jele mon 2 screen DOB All the questions in the Questionnaire are listed here using AT the labels you provided In this example there are only two Signer and DOB Select Signer and click Insert Field TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 4 TheFormTool Fields Lists and Conditions EA Various Field formats appear In this example the default format is correct Text FreeForm but sometimes you will l Text choose another format here Click Done to finish C Number C Date Format FreeForm Notice that the Field you added shows up as a gray My name is S was born on 2 bracketed item Signer Add two more Fields to finish the Signed form 3 Formatting Fields The format choices above actually change the text of a Field rather than using Word s font formatting feature from abc to ABC for example But you can also apply any type of font formatting to a Field using Word s ordinary formatting commands bold underline font small caps color and shading etc Insert the second Field by clicking s Fiel
104. eer 20 CG rea n N lace 85 104 109 Items several in one answet 4 See Series answers Label column in Questionnaire TUR sets rte E E 49 Label finding in Field List Condition screen 0 48 EaD IO eee ner err ec re rere rte tet eer re 4 Language for Date Fields sccscsussucenscerecnedesnucesaevernncoasssautaensns 54 Last itemm LIS t FL eganssa naera 87 LastDate math function ssssesessssseessseesssssseessssssressssse 35 LICN E COUE anean See Installing TheFormTool E a e E E E ued pneeee ret anes See Blank lines Lines in a list formatted as a table oe eeeeeeeeeeeeee 29 TheFormTool PRO Expert User Guide Version 2 9 February 2015 Linked answers aeaa E wl L A E A rte ter eee errr ener e 15 Mast tne E asec ce desea EANO OE 85 104 List is le eee ne ene ee EA 20 TD e EE E A E E E E E 85 List functions BSC OUN arene E A 36 E ute B r E A EE E E A errr er 36 EE GLI a E E E ciate E E eeoncores 36 EE De N N A N E N E 37 E EVE ONG A E A E E E E R 37 EE EVAN a EE E TE E E E E 37 E Eei el E E E E E EEE TN 37 EE ee E a O E A A E E E E 37 List ount math FUNCHON scsaveccederncsedtoaesaserccsuparacareceuaorecans 36 ListFirstDate math function ssssesessssseesesessssssssressssses 36 apes gata peg E E op ctor nat O E 82 ListItem math function cecescccessseccecesssteeeeseesaes 36 ListLastDate math function cece eeeesseeeeeesteeeeeeeeeeaes 37 ListMax math function c
105. eesseseeseeeeeees a7 Security Warnings eee See Installing TheFormTool Selecting Conditions and Lists eee eeseeeeeeseecereeeeee 54 Series ANISW CLS sssssssssessseesessesssssesesessseeres 41 See Answers E E T e E E E E E 41 deleta en i a R E 41 a 0 E EPE E T E P EE EE N E E 72 Melde LOU Deri ES adinci aE eE e a i 20 moving items Up and dOWNesssissssisvirsseresss rivierduin 41 TemOV DO ENS per E texeeas nator onccnodaseuees teateeeaeaeeoenserteaennts 41 DETICS TUNC ONS cess See List functions E a EE E 54 Several items in one answet 0 See Series answers Share Master List eee eects See Export Master List Shared information available to all formsSee Master Lists Sharing data on a NECWOLK ssssessisiissine ai 55 Snarng ues HONNA G ssns oai 46 Showing Hiding Labels and Derived Answers 14 49 Signature lines format for Lists 0 eee eee eereeeeeeeeee 29 Signatures DO PE cae cn E T E A 12 79 Single ASW teenie taaecameenoutpeaaespacsqnsiasecsdee tucson See Answers Singular Plural PICMAS scsnscsbvasirevantodnvectansesdelareantionseeeaseaanes 18 NGA cre ssc ae Seppo es Sarco cade saeco poets ungameateantonen oeteceoaet 56 Sorting Fields ADC DUON cerssvserccsenintenucessssntaawesesscasivassens 48 Source for ANS Wer CNOICCS scp accrdesteteiceyecdetedeecetsezeqeseeetecens 10 Special characters in Labels gia smectic eames 4 Soer E A A E E E 42 Split screen VieW eira reise scorressneuadonsineasetions See Peeking DU
106. ep 4 Create Two Custom Lists The form includes two sections that will be produced with Estimate for Pest Control Services Lists an overview that lists the types of pests found and a Smith Residence plan that lists the actions to be taken Both Lists can be drawn Overview Rodents were found in three rooms Termites were found in one room from the Grid answer we created in Step 2 aLa Plan Deploy rat traps 60 Spray pesticide Select the two sentences shown here and click List Pest 150 Insert List Equipment Deposit An additional deposit of 60 is required and will be refunded when the rat traps are retrieved TheFormTool Fields Lists and Conditions This custom List consists of repeating sentences The e closest match among the List appearance choices is Loone Appearance repeating paragraphs so select it and click Done EEEE E Sublist Include all items in the list TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 94 A List framework has been inserted in the form We ll modity it to create our custom List of pests Remove Sample paragraph about and add were found in ___ rooms after the Pest X Field Also remove the paragraph break before the dittoes and replace it with a space or two That way our custom List will consist of repeating sentences instead of repeating paragraphs The first custom List should now look like this W
107. er is approximately Round ListSum SharesHeld ListCount SharesHeld In the Formula Round number Years Plain English Round off a number The Years function gives the number of years between two dates This function counts transitions from year to year not the number of elapsed days divided by 365 For example Years 12 31 2010 1 1 2012 2 If datel is in the same year as date2 the result is zero If date2 is in an earlier year than date1 the result is a negative number The Field function if it refers to a date answer and other date functions FirstDate LastDate ListFirstDate ListLastDate Now may be nested within this one In the Formula Years date date2 Attention Markers A Occasionally you will want to draw the form user s attention to a particular portion of the form perhaps a lengthy section needs to be drafted from scratch Select the location in the document click Attn Mark and type a message if desired When the form is used the cursor jumps to the marked location and your message if any is presented If you have marked several spots for attention the form user clicks Attn to visit each of them TheFormTool PRO Expert User Guide Version 2 9 February 2015 Plain English The number of years between two dates TheFormToo Attention Message optional Type the legal description of the property here Default text legal description OK Cancel c 2
108. es No Checkboxes Deriyed Select Single dropdown when you are asking for singla deodonn e P Senes of dropdowns a single piece of information On what ser tor dropdon dies HITE continent do you live T Allow usr to write in o diferent response Dropdown Series Answers The dropdown box allows users to Afnca tiect ona chateas Example 4 sseeeeeees page Ae Example 8 ccccescceeeees page i ra tpt Jext Dropdown Yes No Checkboxes Deriyed Select Series of dropdowns to ask for several C singla dropdown 7 Senes of dropdowns I Link to a preceding Series answer or a Gad pieces of information On what continents have sorea tor dropdomn re GATE you lived I Allow user to write in a different response Several dropdown boxes are nduded 1 a engie responses to the queston Each dropdown box contains the seme Choices to be shown an in the dropdown are typed here TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 9 Text Dropdown Yes No Checkboxes Deriyed Linked Series If the form includes another Series answer or a Grid you have the option of linking this answer to it select Link to a preceding Series answer or a Grid and select Link to a preceding Senes arawer or a Gad Senes arswer cspornses the the other answer srecceng swe oe ured identity cach dropdown in the Urked For example the first questi
109. eses as shown here to make sure the multiplication is performed first Click OK to close the Math screen then Done As before copy ere paste ive Field you Thank you for registering for the following classes created to fill out the Total column Date Tuition Tax Total List Classes Class Classes D Ht HHH ated Copy this Field PY Classes Class Classes D Name x ate x Eel a e arer asse Classes Name x ate x Cost X TOTAL Cost X Classes HHH And paste it in these two cells Payment is due one week before the class date One moreaten requires atenton The ois Thank you for registering for the following classes the last cell is a sum Field It s a standard Class Date Tuition Tax Total Word Field so it needs to be formatted List Classes Class Classes D Classes HHH HY if with the standard Word menu Name x ate X Cost X You can either replace it witha Classes trass Classes D Classes HHH HHH Name x ate xX Cost X O w Classes Class Classes D Name X ate X TOTAL TheFormTool Field that calculates total tax plus total tuition or use the standard Word method right click on the Field choose Edit Field click Formula and choose the number format 0 00 Payment is due one week before the class date HHH HHH aa fan TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 115 Finish up with any additional formatting
110. format so all of TheFormTool s features are available Does it need to be converted wil iW Purchase and Sale Agreement doc Compatibility Mode Microsoft Word Home Insert Fage Layout References Mailings Review Wiew TheFormToaol A O Reset C I Save Load Renpve M Table Vy Field A Attn Mark p Help _ Blanks Peek Next Up Answer Z List Master List About Start Fill Attn Refresh Add roe Petrify w Peek Off Dgn oo Row condition iT Tools Gor Options 7 Form Answers List Form Creation TheFormtToal Look at the top of the Word screen If you see Compatibility Mode beside the document name it needs to be converted by following the steps below Converting an old file Open your old document or template in Word Depending on what version of Word you use i Word 2007 W Word 2010 and Word 2013 Click the ca Office button the round button in Click File Save As and choose a file location and the top left corner then click Save As and name choose a file location and name In the Save as type box choose Word Document In the Save as type box choose Word Document docx or Word Template dotx docx or Word Template dotx Near the bottom of the screen make sure the Near the bottom of the screen make sure the Maintain compatibility with previous versions Maintain compatibility with W
111. gives the latest date in a Derived answer Dates must be separated by hard returns each date on a separate line In the Formula Plain English DerivedLastDate The latest date in a Derived label answer DerivedMax The DerivedMax function is only available if the Questionnaire contains a Derived answer It gives the largest number in a Derived answer Numbers must be separated by hard returns each number on a separate line In the Formula Plain English DerivedMax The biggest number in a label Derived answer TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 33 DerivedMin The DerivedMin function is only available if the Questionnaire contains a Derived answer It gives the smallest number in a Derived answer Numbers must be separated by hard returns each number on a separate line In the Formula Plain English DerivedMin The smallest number in a label Derived answer DerivedMultiply The DerivedMultiply function is only available if the Questionnaire contains a Derived answer It gives the product of all numbers in a Derived answer multiplied together Numbers must be separated by hard returns each number on a separate line In the Formula Plain English DerivedMultiply Multiply all the numbers in a label Derived answer together DerivedSum The DerivedSum function is only available if the Questionnaire contains a Derived answer It gives the sum of all numbers in a Derived answer added
112. gular Plural Date Format Defined He She It They Title Case As you place Fields in a form select Title Case for pronouns at the beginning of a sentence lowercase for pronouns in the middle of a sentence or UPPERCASE when needed C lowercase UPPERCASE Custom Tool Tip If you don t see the Pronoun option in this screen add a pronoun to this question s answer box in the Questionnaire page 9 V Abbreviate 2011 2013 Snapdone Inc Licensed to Demo for use on 1 computer TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 17 The Abbreviate checkbox in the above screenshot has no effect on finished documents but improves form readability by contracting four part Fields like he she it they or husband wife spouse spouses to show only two parts he she or husband wife If you prefer to see all four parts displayed in your form turn off this checkbox Pronoun Fields Example 1 cccceseeees page 56 Example 11 00 page 104 Singular Plural Fields TheFormTool Fields Lists and Conditions EJ Singular Plural Fields automatically choose the proper word depending on 1 which pronoun is selected in a Pronoun answer or 2 how many items appear in a Series or Choice Checkboxes answer Maf oore Pronoun Singular Plural Format Defined Tool Tip If you don t see the Singula
113. h Defined maoaad 1 000 no decimals 1000 no decimals 1 000 1 exactly 1 decimal 1000 1 exactly 1 decimal 000 10 exactly 2 decimals 1000 10 exactly 2 decimals 1000 1 flexible decimals 1 000 1 flexible decimals 1 000th 1 000TH one thousand One Thousand ONE THOUSAND one thousandth One Thousandth ONE THOUSANDTH one thousand and 10 100 One Thousand and 10 100 ONE THOUSAND AND 10 100 ruseo one thousand and 10 100ths One Thousand and 10 100ths ONE THOUSAND AND 10 100ths one thousand dollars and 10 cents One Thousand Dollars and 10 Cents ONE THOUSAND DOLLARS AND 10 CENTS one thousand dollars and ten cents One Thousand Dollars and Ten Cents ONE THOUSAND DOLLARS AND TEN CENTS Mal cone 2 C Text Pronoun C Number Singular Plural Date Mav 1 2010 MAY 1 2010 Monday May 1 2010 MONDAY MAY 1 2010 1 May 2010 1 MAY 2010 Monday 1 May 2010 MONDAY 1 MAY 2010 ist day of May 2010 1ST DAY OF MAY 2010 ist day of May in the year 2010 1ST DAY OF MAY IN THE YEAR 2010 5 1 2010 05 01 2010 2010 05 01 1 5 2010 01 05 2010 2010 05 01 May 1st Date Offset Date Fields can be further manipulated with Date Offsets Click Offset to open the Date Offset screen TheFormTool PRO Expert User Guide Version 2 9 February 2015 1ST 2010 Monday MONDAY C Text Pronoun C Number Singular Plural Date For set Funct
114. holders TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 104 Step 3 Add a List We ll start with one of the built in List formats then The shareholders are as follows customize it Madge Dunfey owns fifty 50 shares current value 350 00 giving her __ ownership of the company Select the three paragraphs that will be replaced by gt poems ie 3 Si Je pany the list and click List Shareholders Insert List Herb Billings owns twenty five 25 shares current value 350 00 giving him __ ownership of the company Grace Phinn owns fifteen 15 shares current value 350 00 giving her _ ownership of the company P A TheFormTool Fields Lists and Conditions Ez Select repeating paragraphs and click Done Shareholders Sublist Include all items in the list The shareholders are as follows Now that we have a framework for the List we ll List Sample paragraph about Shareholders X ditto ditto begin customizing it Abbreviated Repeating Lists When each item in a List is identical the second and third clauses can be abbreviated with ditto as shown above The shareholders are as follows Shareholders X is the marker that shows where each shareholder s name will be inserted Preserve that iList iShareholders X owns __ __ shares current value _ giving him her __ ownership of the company ditto ditto marker but edit
115. ices might ask for a list of officers a Series answer The second question could ask who is the Treasurer with a dropdown listing the officers identified in the previous answer Prg Cancel Source Another Answer Example 4 cccceecceeeees page Text Dropdown Yes No Checkboxes Deriyed Source Master List menor Series of dropdowns If you have created any Master Lists page 52 iiia a omer I Allow user to write in different response you may select one as a source For example a law office might have a Master The dropdown box allows users to select one of several choices List of member attorneys A form could ask for the name of the attorney signing this document with its Dropdown answer listing all the attorneys in that Master List ae l pr Cancel Source Master List Example 5 ccccceeceeeeeeee page Example 12 ccccceecceeeseeees 1 Allow User to Write in a Different Response Text Dropdown Yes No Checkboxes Derived When Allow user to write in a different reesei anaes Sener of droodowns response is selected users have the option of Seuron far diapdoan chet Andibeer anavent typing their own response instead of selecting ow user to wre in a ternt response one from the dropdown list Example The dresdown box airas users to elect one of several chores Chhoti dhiar if Ele dropjgwi ane fear lo A prengus Senga Th
116. ick the T find and TheFormTool Fields Lists and Conditions paste button to find other locations in the form where i l you want to paste the same Field e Text 7 C Number You can also use the Find and Paste feature directly from n the TheFormTool menu by clicking iT Tools J Find and Paste page 53 Editing Questionnaires and Grids The Questionnaire is locked down to prevent form users from accidentally changing the structure that was built by the form author So you cannot use Word s ordinary table editing commands to delete a row for example But TheFormTool provides several complementary commands so it s still easy to work with the Questionnaire TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 48 Row Column coc Click Row Column for a list of commands to manipulate rows in the Questionnaire or columns in a Grid Add and remove rows columns with Add and Remove Copy a row column with Copy Rearrange rows columns with Move Up and Move Down Toggle the visibility of Labels and Derived Answers with Show Hide Organize long Questionnaires and colorize Grids with Divider see page 49 To remove an entire Grid select all of its columns and click Remove To remove an entire Questionnaire along with all of its supplemental Grids select all answer rows in the Questionnaire and click Remove Tool Tip Once a form is complete you may want to hide the Label column of the Quest
117. iff hereby requests that the Court grant his motion and rule against AAA Company Defendant The Defendant has produced no evidence so it should be required to pay Plaintiff s attorney fees This deceptively short sample document is chock full of opportunities to try out Pronoun answers Pronoun Fields and Singular Plural Fields We ll spend lots of time on these two sentences When we re done the form will adapt to every possible combination of plaintiff s and defendant s whomever and whatever with automatic and flawless grammatical shifts If you d like to work along with this example begin by typing or copying the text shown here into a blank document Step 1 Create the Questionnaire TheFormTool c 2011 2014 Snapdone Inc Label Question Answer Step 2 Create Smart Answers Text Dropdown Yes No Checkboxes Derived When asking for the client s name we also need to ask for a pronoun Place the cursor in the answer box for the Client question and click Smart Single text box Series of text boxes Answer W With pronoun Select Text Single text box With pronoun and click OK Do the same for the question labeled Opponent that asks for the opponent s name TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 56 Text Dropdown Yes No Checkboxes Derived When asking for the client party we ll offer SMgle dropdow
118. il it is finalized with the Petrify command TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 27 Lists The Difference Between Fields and Lists When inserting information from a Series answer into a form it makes a big difference whether you click Field or List Fields fetch information about the Series e g the number of shareholders or a particular item in the Series e g the name of the largest shareholder and Lists fetch a set of items from the List e g the name of each shareholder Since Lists can fetch multiple items the options for arranging those items are extensive have three children Sue Tom and For example to turn this sentence into a form you would create a vee Questionnaire with just one question using a Text Series answer page 7 TheFormTool c 2014 snapdone Inc Question Answer List all the children have children Sue Tom and Then insert a Field in the form to provide the number of children Mary information about the Series have children List Kids X And insert a List to provide the names of the children a set of items Kids X and Kids X from the Series Inserting a List To insert a List in a form shareholders signers TheFormTool Fields Lists and Conditions al children executors etc click List select an Done e Appearance answer label and click Insert List Shareholders
119. ion enge Page 16 In this screen related dates can be calculated from TheFormTool Date Offset a date typed in the Questionnaire by the form user Fixed Variable For example the Questionnaire might ask for a Fixed offsets use of weeks you provide here trial date and the form could calculate several minus E cesses 2 5 other dates such as a meeting scheduled two weeks before trial or a phone call scheduled for the weekday preceding trial Date Offsets Example 6 sisiiiddovnontiweansies page 77 Date Function TheFormTool includes several date functions that are not offsets FirstDate LastDate ListFirstDate ListLastDate and Now To use one of these C Number Singular Plural functions click Function to open the Math screen Geen C Text C Pronoun See page 31 for a full discussion of the Math screen Defined format You may assign both a function and an offset to a May 1 2010 Date Field The offset will be applied to the result Pee of the function Mmmm a yy Date Offset and Date Function Example 6C noces page 82 Pronoun Fields Got Grammar TheFormTool Fields Lists and Conditions Maf oore Pronoun Pronoun Fields automatically choose the proper word based on a Pronoun answer words like he she and him her They also automate gender words like husband wife son daughter and testator testatrix C Number Sin
120. ion of responding n a instead of yes or no N A stands for not applicable F foclude HIA choice TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 12 Checkbox Answers Text Dropdown Yes No Checkboxes Derived Checkbox answers allow the form user to check or sent E il Goto uncheck a list of labeled checkboxes The list of checkboxes is drawn from one of three sources typed here another answer or Master List See page 10 for details about the three sources Derived Answers Derived Answers automatically process other answers and sometimes Folios to create new answers without any further input from the form user For example if another answer provides the signer s birthdate then a Derived Answer could perform a calculation to determine the signer s age Freeform Text Dropdown Yes No Checkboxes Dertyed In a Derived Answer the answer box becomes the form author s private workspace to perform complex calculations behind the scenes This is useful for Conditions based on the results of math formulae date offsets or other Conditions Given a person s birthdate a Derived Answer can use date and math functions to calculate the person s age That age can then be used as the basis for conditional text in the form that refers to the person as either an adult or a minor Improved readability If the complexity of a particular passage makes a
121. ionnaire so it does not distract form users Click Row Column 4 Show Hide to toggle the visibility of that column Empty Cells Xx When you need a clean slate select any number of cells in the Questionnaire or a Grid and click iT Tools x Empty Cells to delete their contents Tool Tip To delete the whole Questionnaire and all Grids and start over click Petrify this also removes all the Fields Lists and Conditions in the document it Relabeling and Deleting Questions 4 J TheFormTool To relabel or delete a question in the Questionnaire or a column in a Grid select its label and click 3 Field Relabeling or deleting a Questionnaire question or Grid column also relabels or deletes all of its associated Fields in the form Field Buyer Delete Field Cancel c 2011 Snapdone Inc Clearing Answers While creating a form you may type sample data into the Questionnaire for testing purposes When the form is finished you can empty out all of the sample data by clicking il Tools 771 Clear Answers TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 49 Dividers za TheFormTool c 2011 2014 Snapdone Inc Large Questionnaires can be organized with dividers For i Label Question Answer Name of buyer _ BuyerAddr Address of buyer click m Row Column Divider Add to insert a divider BuyerPhone Phone number of buyer above that row SellerName Name of se
122. iply all the numbers in a label Series answer together ListSum The ListSum function is only available if the Questionnaire contains a Series answer It gives the sum of all numbers in a Series added together ignoring items that are blank or non numeric If none of the items in the Series is a number a MATH ERROR message appears In the Formula Plain English ListSum label Add all the numbers ina Series answer together TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 37 Logarithm The Logarithm function gives the base n logarithm of a number For example Logarithm 10 100 gives the base 10 logarithm of 100 Other functions may be nested within this one To calculate natural logarithms use the Constant e function as the base number For example the natural logarithm of 100 is Logarithm Constant e 100 In the Formula Plain English sort of Logarithm n The base n logarithm of a number number Maximum The Maximum function gives the largest of a series of numbers For example Maximum 5 10 3 10 Other functions may be nested within this one For example if the Questionnaire asks for Income and two possible tax rates TaxRateA and TaxRateB then the largest possible amount of tax owed is Maximum Field TaxRateA Field Income Field TaxRateB Field Income In the Formula Plain English Maximum number1 The biggest of these numbers number2 numberX
123. ird Monday in February Last Monday in May July 4 First Monday in September Second Monday in October November 11 Fourth Thursday in November December 25 New Year s Day Martin Luther King Jr Day Inauguration Day Presidents Day Memorial Day Independence Day Labor Day Columbus Day Veterans Day Thanksgiving Christmas TheFormTool PRO Expert User Guide Version 2 9 February 2015 ares Licensed to Demo for use on 1 computer c 2011 Snapdone Inc TheFormTool Set Holiday name of holiday Date January v fa every year Offset from January 1 Select Date for holidays that occur on a specific date either each year or in a particular year Holiday Tamecrhoia TheFormTool Set Holiday Select Offset from January 1 for holidays that require a formula like the first Monday in October Holiday C Date Offset from January 1 go to v first Monday Start with the supplied date and go to the same day in October of that year Then go to the first Monday in that month x Description ist Monday in October amos c 2011 Snapdone Inc Activating TheFormTool PRO To activate TheFormTool PRO first purchase a license at www theformtool com theformtoolpro After receiving your license code click Options License code to enter your firm s registered name and license code Sharing Informa
124. it with TheFormTool Payment is due one week before the class date Step 1 Create the Master List Rather than make the form user type a lot of dates and tuition fees we ll create a Master List of classes that can be maintained and updated in one place and used by this form and other forms too TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 109 Click L Sources 5 Master List then plus to create a new Master List Name it ClassInfo and give it 3 columns ees Berean and 3 3 2012 Add the column headings Class Name Date and Cost and fill mediate Being aaa Advanced Humanity 3 17 2012 in information for three classes as shown here Click Ky Sources Master List Save and Close to save your work Step 2 Create the Questionnaire TheFormTool c 2011 2014 snapdone Label Question Answer Step 3 Create Smart Answer ae Text Dropdown Yes No Checkboxes Derived Place the cursor in the answer box and click Smart Single dropdown Answer Series of dropdowns Link to a preceding Series answer or a Grid Select Dropdown because the user will choose each Source for dropdown choicesgeuy Master List v Classinfo registered class from a dropdown box that shows all Allow user to writeg A different response classes Select Series of dropdowns because we want the form user to be able to choose more than one registered class Select Master List ClassInfo because
125. j FEB Answers in form G Answers in file the form to the file S John Smith he OppParty Befendant Docket C 6 19 20 Jennifer Syke Date Atty Lo e TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 43 Checkboxes show which answers will be copied to the file and give you a chance to refine the selection if needed Click GO to finish Loading Answers TheFormTool Saving and Loading Answers Folder Answers 4 x tal File Smith v Jones JIR 7 x cr Label A Answers in form Answers in file Client John Smith he ClientParty Plaintiff Opp Jane Jones OppParty Defendant Docket 12345678 Date 6 19 2011 Atty Jennifer Sykes y Mex a GO Mex a c 2011 Snapdone Inc Now suppose that you are working on a second form for the same matter Instead of retyping answers into the second form s Questionnaire simply load the answers you saved previously Click Save Load and select the Folder where the matter file is saved Select a matter file in the File box If there are lots of matter files use the amp Search button for fast results After selecting a matter file click the left arrow to indicate answers should be copied from the file to the form lt X TheFormTool Saving and Loading Answers Answers X 2 x amp ao ls SJR 4 x a Label EB Agg Client a ClientParty Op s rva TheFormTool Saving and Loading
126. k please contact us so we can help get you up and running support theformtool com Step 5 Enter License Code To activate TheFormTool PRO click We Options License code and enter the registered name and license code we emailed to you If you need to buy a license visit www theformtool com theformtoolpro If you ve lost your license code please contact us support theformtool com Step 6 Sharing Information on a Network If you own multiple licenses for TheFormTool PRO see Sharing Information on page 55 Step 7 Updates Check www theformtool com updates periodically for updates to TheFormTool To be notified when updates are available subscribe to our newsletter at www theformtool com newsletter What s It Do Think of the process of filling in a form as a series of questions and answers The form author asks a question What s the name of the Grantor and the form user answers the question Gretel Purcell TheFormTool makes it easy for the form author to ask a series of questions and easy for form users to answer those questions Creating a Basic Form M is Abigail Bentley April 17 1 We ll turn this document into a form If you d like to Mg ies Diea BCuuey bes DOnvon ane 960 work along with this example begin by typing or Signed copying the text shown here into a blank document ABIGAIL BENTLEY TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 3 Step 1 Create
127. k identical even though they re not To see the full details of any Field and modify them if you like select the Field and click Field THE PAYOFF In the chart below notice how little the form user has to type into the Questionnaire and how much information is provided in the resulting document TheFormTool c 2011 2014 Snapdone Inc Your trial date is Thursday November 3 Label Question ea 2011 Interrogatory answers must be filed 20 business days before trial on October 5 2011 Please have your draft answers to me no later than the preceding Friday September 30 2011 Example 6b Variable Date Offsets Variable date offsets allow even more flexibility In addition to Lessor leases the Premises to Lessee for a asking the form user for a starting date you can also ask for the Term of 3 reals beginning on March 11 offset amount This form will use a variable date offset to 2012 and ending on March 11 2015 determine the ending date of a lease term If you d like to work along with this example begin by typing or copying the text shown here into a blank document Step 1 Create the Questionnaire TheFormTool c 2011 2014 snapdone Inc Label Question Answer Step 2 Add Fields The first Field is an ordinary number Field Select the Lessor leases the Premises to Lessee for a Term number 3 and click 3 Field Term Insert Field of 3 years beginning on March 11 2012 and ending on March 11 2
128. l use Singular Plural Fields to handle this grammatical requirement Place the cursor immediately after the first ClientParty Client ClientParty hereby requests that the Field and click s Field Client Insert Field Court grant his her motion and rule against Opponent OppParty The OppParty has produced no evidence so he she should be required to pay ClientParty s attorney fees TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 58 TheFormTool Fields Lists and Conditions Select Singular Plural pamaen Text Pronoun Opponent z z G e Select s shows s when pronoun is plural OppParty i Nu Singular Plural Date Format Defined Select lowercase and click Done Is shows s when pror v Title Case lowercase UPPERCASE etom Client ClientParty s hereby requests that the Court grant his her motion and rule against Opponent OppParty The OppParty has produced no evidence so he she should be required to pay ClientParty s attorney fees After placing the first Singular Plural Field the form looks like this Note the addition of the s Field Client ClientParty s hereby requests that the Court grant his her motion and rule against Opponent OppParty The OppParty has produced no evidence so he she should be the end of the form as shown here required to pay ClientParty s
129. ley The shareholders unanimously elected President as President of the Company Shareholders Gretel Murphy Derek Wiley TheFormTool Fields Lists and Conditions Es Appearance Shareholders Sublist Separate paragraphs Include all items in the list The following shareholders attended the meeting List Shareholders X Shareholders X and Shareholders x The shareholders unanimously elected President as President of the Company Shareholders Gretel Murphy Derek Wiley Page 73 The following shareholders attended the meeting Next we ll add the signature lines another List Shareholders X Shareholders X and Shareholders X List but using a different format Select the signatures and click List Shareholders Insert List The shareholders unanimously elected President as President of the Company Shareholders This time select the signature lines appearance and click Done Gretel Murphy Derek Wiley The following shareholders attended the meeting List Shareholders X Shareholders X and Shareholders x The finished form looks like this The shareholders unanimously elected President as President of the Company Shareholders List Shareholders X Shareholders X Shareholders xX THE PAYOFF The chart below shows a filled in Questionnaire and the resulting finished document Note 1 the shareholder names on
130. lf or inside a date function Days Months Years FirstDate LastDate In the Formula Plain English Now The date when the form is filled in Payment PMT The Payment function gives the periodic payment on a self amortizing loan assuming 360 day years interest compounded periodically payment in arrears For example Payment 1000 5 12 120 gives the monthly payment on a 1 000 loan with a 5 annual rate of interest and a 120 month term Other functions may be nested within this one For example if the Questionnaire already asks for LoanAmount AnnualRate and MonthsInTerm then the monthly payment could be computed as Payment Field LoanAmount Field AnnualRate 12 Field MonthsInTerm In the Formula Plain English Payment amount Calculates the periodic rate term payment amount when given the loan amount interest rate per period and number of periods in the loan term RaiseToPower The RaiseToPower function performs exponentiation multiplying a number by itself a number of times For example RaiseToPower 8 3 512 because 8 x 8 x 8 512 Other functions may be nested within this one For example if the Questionnaire asks for the Length of a square plot of land the acreage equals the Length squared RaiseToPower Field Length 2 In the Formula Plain English RaiseToPower Multiply a number by itself a number exponent number of times Remainder modulo The Remainder function gives
131. ll codes you qualify for Speedy Fill mode After clicking ef Fill the Speedy Fill screen appears with three options Since this is a long form you may want to speed up the Fill process Don t Refresh Use this if the answers in the Q amp A Table are correctly entered P and don t need to be checked Don t Refresh This skips the Refresh step that ordinarily occurs at the beginning of the Don t Reset Use this if the form has not been previously Filled and all Fill process That step fixes any answers that fields are in their unprocessed FieldName state were entered incorrectly outside the input P Petri boxes in the Questionnaire If you re eee a i Use this if the form can be finalized and all automation comfortable with the Questionnaire and removed including the Q amp A Table ee WARNING This permane ntly turns the form into a plain answers are entered correctly then it s safe to document with no automation There is no going back use this option If the Questionnaire contains ea More Info a bajillion answers this will save some time E cain esis Don t Reset This skips the Reset step that ordinarily occurs next in the Fill process That step restores all Fields Lists and Conditions to their original pristine state which is important if the form has been previously filled in with the ef Fill command or the 2 Blanks command page 43 Only use this option if you re certain the for
132. ller SellerAddr Address of seller SellerPhone Phone number of seller TheFormTool c 2011 2014 Snapdone Inc example we ll divide this one into Buyer Info and Seller Info Place the cursor anywhere in the BuyerName row and Notice that type heading here is selected ready for you to Label Question Answer type a heading for this part of the Questionnaire Type Buyer type heading here Name of buyer Move the cursor down to the SellerName row and insert o ie BuyerAddr Address of buyer another divider click Row Column amp Divider Add a Phone number of buyer Type Seller Info as a heading for the second divider SellerName Name of seller SellerAddr Address of seller SellerPhone Phone number of seller Info TheFormTool c 2011 2014 Snapdone Inc When finished the Questionnaire looks like this Label Question Answer If you change your mind place the cursor in any divider row Tene and click m Row Column amp Divider Remove to delete Seller Info ee TheF Tool Inc If corporate gray is not your thing you can individually tel eR ari tae Label Question Answer Name of buyer BuyerAddr Address of buyer You can also colorize an entire Grid by placing the cursor in oo N BuyerPhone Phone number of buyer the Grid clicking Row Column Divider a Color and choosing a shade SellerName Name of seller SellerAddr Address of seller SellerPhone Ph
133. ly had to be typed once but were used twice in the form and 2 the form user selected the president in a dropdown box containing shareholder names so the president s name was used three times in the form but only typed once TheFormTool c 2011 2014 The following shareholders attended the meeting Roger ELA Question Answer Billings Esther Graves and Bea Lester Shareholders List all the Roger Billings The shareholders unanimously elected Esther Graves as shareholders Esther Graves President of the Company Bea Lester Shareholders President Who is the Esther Graves president of the company Roger Billings Esther Graves Bea Lester TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 74 Tool Tip After typing the shareholders in the first answer the form user must click the Refresh button before those names appear as choices in the second answer box When the cursor is in the second answer box a flag appears above the cursor reminding the form user to click Refresh to update list Example 5 Using a Master List Before you begin e Creating a Basic Form e Master Lists What you will learn e Using a Master List to supply Smart Answer choices e Fields for secondary columns in a Master List swear that the above stated facts are true and correct Signature blocks like this appear in lots of forms Rather than require the form user to type attorney names bar numbers and email ad
134. m is in its pristine state with Fields that look like this FieldName If the form contains a ton of Fields this will save some time Petrify When this option is selected the form is both Filled and Petrified just as if you clicked the Petrify button page 43 immediately after Filling If the form contains a great big buncha Conditions this will save a lot of time But remember This step is irreversible All automation including the Questionnaire is removed from the form so you cannot go back and change your answers later Attention Markers A If a form contains an Attention Marker it will automatically be selected when you click ef Fill and its message if any displayed To move on to other Attention Markers in the same form click Attn Reset After filling in a form with the sf Fill button you may want to return to the original unfilled view Click Reset to return the form to its original state without disturbing the contents of the Questionnaire TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 42 This is especially important for form authors when testing a form After clicking eis Fill to test a form always Reset before making changes to the form otherwise your changes might be lost Blanks Click 2 Blanks to replace Fields with blank lines This is handy if you want to print out a copy of the form so that it can be filled in by hand Petrify ms After finalizing a docume
135. minor Label Question Answer born October 3 2002 What s the beneficiary s name What s the beneficiary s birthdate 10 3 2002 Example 13b Grid with Derived Answer Field Comparison Before you begin e Example 7 Linked Answers and Custom Lists e Example 9 Grid Answers e Example 13a Basic Derived Answer What you will learn e Derived Answers in Grids e Comparing two Fields in a Condition But what if you have a whole list of people and you need to derive the age of each one of them And what if the age of majority is flexible provided by the form user And what if you want to use a Grid instead of a Series and Linked answer TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 119 The beneficiaries are listed below This example is similar to Example 13a above with a couple adjustments to handle a whole list of people and a flexible cut off date to determine adulthood Annette Garland a minor born May 13 2001 Larry Reno Phil Bertrand Step 1 Create the Questionnaire This time create a Questionnaire with only one question TheFormTool c 2011 2013 snapdone inc Question Answer What s the age of majority Step 2 Add a Grid Place the cursor below the Questionnaire and click Smart Answer to add a Grid answer When asked for the number of columns in the Grid type 3 TheFormTool c 2011 2013 Snapdone inc Question Answer What s the age of majority SSS
136. mpany example begin by typing or copying the text shown here into a blank document Herb Billings owns 25 shares current value 175 00 giving him 27 8 ownership of the company Grace Phinn owns 15 shares current value 105 00 giving her 16 7 ownership of the company Step 1 Create the Questionnaire TheFormTool c 2011 2014 snapdone Inc Label Question Answer Shareholders List the shareholders ee SharesHeld How many shares does each shareholder own ShareValue What s the current value of 1 share I Step 2 Create Smart Answers The first answer will be a Series answer with pronouns because the form includes a him her pronoun for each shareholder Text Dropdown Yes No Checkboxes Derived Place the cursor in the answer box for the Shareholders question and click Smart Answer eee Series of text boxes Text Series of text boxes with pronoun OK V With pronoun The second answer asks for additional information about each shareholder so it will be linked to the Shareholder answer Text Dropdown Yes No eckboxes Derive Place the cursor in the answer box for the Dropdown Yes No Checkboxes Derived SharesHeld question and click Smart Answer _ Text Series of text boxes Link to a preceding Series answer or a Grid Shareholders OK C Single text box Series of text boxes M Link to a preceding Series answer or a Grid Share
137. mputer TheFormTool Fields Lists and Conditions The formula you created is shown here mje 2 C Text C Pronoun Rate Term Number Singular Plural C Date If you need to edit the formula later click the pencil to Format Math return to the Math screen The Abbreviate checkbox has no impact on finished documents but controls how a formula is displayed in the form In this example the Field we re creating will either be abbreviated as or displayed in full as Field Term 12 v Abbreviate Click D one c 2011 2013 Snapdone Inc Licensed to Demo for use on 1 computer The loan amount is S Amount to be paid in monthly payments of S____ each Finally we ll use the Payment function to calculate the monthly payment Select the highlighted blank and click s Field Term Insert Field TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 101 Select Number Since this is a dollar amount choose the format 1 000 10 exactly 2 decimals Click Math to open the Math screen This time TheFormTool has guessed incorrectly we don t actually want the Field Term function that it has provided for us Delete that whole function to start with a blank slate Select the Payment function and click plus to add it to the formula Note that your cursor is flashing inside the Payment function As indicated in the lower part of the screen the P
138. n two choices in a dropdown box yf Pe purce for dropdown choices typed here Place the cursor in the answer box for the Allow user to write dS different response ClientParty question and click Smart Se Example O o Answer Select Dropdown Single dropdown typed i The dropdown box allows users to Plaintiff select one of several choices here ne one y Defendant z B Users oose cannot o copy cut an a region e their Dropdown choices are added here Type apa own we Sere Plaintiff press Enter then type Defendant must Choices to be shown CnOose amp in the dropdown are ene ses Your end result should look like the screen kad hara iat shown here Click OK c 2011 2014 Snapdone Inc i Cancel Step 3 Add Basic Fields Take another look at the document We need to replace Bob Bob Lobb Plaintiff hereby requests that Lobb with a Field for the client s name the Court grant his motion and rule against AAA Company Defendant The Defendant Select Bob Lobb and click 5 Field Client Insert Field Done has produced no evidence so it should be required to pay Plaintiff s attorney fees Client Plaintiff hereby requests that the Court grant his motion and rule against AAA Replace the word Plaintiff with a ClientParty Field twice Company Defendant The Defendant has the name AAA Company with an Opponent Field and the produced
139. n Teds Got Gramm at ecas es e a a A E AAE E E EEEE ER 17 etaten Vert LAUT TCI e S E EA E E E E T E T E E E E A 18 Sora e EE T E EAE E T E E AEE E A E E AEE E A E E E EE T E 19 Fielde TOP SETS SAIN Ord Sesser cee ee r e E E N e A a ES 20 aone SC OS e e E E E E E E E 20 We eriga ara E e E EE E E E E E tesaneentneient 21 a eio a E E E E E N E A EE E E E T E 21 RA MO TE e N E E E 21 Modifying OF Removing Condi ONS sspsesrorionn erin ea n E E E S 24 Compound Conditions a k a Boolean Conditions eeeseeseeeesssesesseeresrsrrsrrsesresesresrsrerestestssestesterestrestesesresesterestestesteresterets 24 INS FOG E on S a a E E N E E E E E suaaeeectane 25 Soe EA E OTIC EE E A EA E E AE AE EAE A E A E AE 26 CA TTA ROW m CATON S eeen n EE E E E E E E E 26 Conditional eC CHO T OCU N eese e E E E EES 27 TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page iv The Ditterence Between Teds Ani StS enseres annen E EE E EEE EE EAE SEE EEE EE 28 aeania AE E A A E E E E E O E A E eee ee ee 28 e iie k e E A E A N E E E AE T E E A E E T E E E EA 30 PVT e A a PEE O E E cc sea E E E E scope E E A EE E E eee 30 E VO a af 216 n E E A E E EEE 30 Ahe IV VD e e E E A E E E A N E E T 31 TRCN TA a E A A E EA N O A E E A AE A E N EE A EE 31 MT e a E E E AAE A E A E E E E N E nance 32 AOE V OTS a E E EEEE E E E AE EEEE EEEO 40 Usmo ELS DNS aeania E E E E E E E E 41 Ane ca mt ave Jachan miie Jes Konna E cna EEE EE OOE 41 Tapon Te DESE a A E E E E n
140. n __ In the last clause Type born ___ after the Kids X Field leave the remainder of my estate to my children List Kids X born Kids xX born _ and Kids X born _ Finally we ll replace each blank with an Item Field for the date of birth Select the first blank and click 3 Field TheFormTool Fields Lists and Conditions Ex Insert Field f abo X Mal Done Kids DOB TheFormTool Fields Lists and Conditions Ea Select DOB and click Insert Field Click Item since we re inserting a Field for an item in the Series DOB Text Note that Current is selected That means the E n oo birthdate for the current child in the List will be Current item ine inserted when the form is filled in In the first Format offset Function clause of the List that will be the first child s ama ay 1 hd birthdate In the last clause of the List that will be the last child s birthdate Select Date choose the format May 1 2010 and click Done leave the remainder of my estate to my children List Kids X born DOB X Kids X born _ and Use the same steps to replace the remaining two blanks with identical DOB X Fields Or if you don t need the repetition for practice you can copy and paste the first DOB X Field to fKids X born _ the other two locations leave the remainder of my estate to hi h h of the th ct cl as both my
141. n in a Grid answer even if they don t use any information from that column hos i MET TheFormTool Fields Lists and Conditions This is another custom List consisting of repeating Done sentences so choose repeating paragraphs again and done es Appearance click Done m repeating paragraphs Include all items in the list TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 96 Let s type a placeholder sentence into the form just to help us keep organized and determine where the Fields belong Replace the whole first clause of the List with Kill pests 100 and add a space or two after the period so the repeated sentences won t run into each other Here s what the form looks like with the placeholder sentence It represents the sentence that will be repeated for each item in the List of pests First we ll replace Kill pests with an action from the Action column of the Grid Select Kill pests and click Field Action Insert Field Click Item and Done since the default selections Current Text and FreeForm are all correct Similarly replace 100 with a Field that provides a number from the Cost column of the Grid Select 100 and click s Field Cost Insert Field Item Number Done Both custom Lists are now complete Current item Estimate for Pest Control Services Smith Residence Overview List Pest X were found in Rooms xX roomtif s
142. nal deposit Deploy rat traps 60 of 60 is required and will be refunded when the rat traps are retrieved TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 99 Example 10 Math Before you begin e Creating a Basic Form What you will learn e Building formulae with the Math screen The loan amountis __ to be paidin _ monthly payments of S___ each We ll use TheFormTool s math feature to automate this form If you d like to work along with this example begin by typing or copying the text shown here into a blank document Step 1 Create the Questionnaire TheFormTool c 2011 2014 snapdone Inc Label Question Answer Step 2 Add Fields The loan amountisS _ tobepaidin __ monthly payments of S____ each The first Field requires no math Select the highlighted blank and click Field TheFormTool Fields Lists and Conditions Ea Select Amount and click Insert Field ee Field fe x Mal vone Rate Term TheFormTool Fields Lists and Conditions Select Number C Text Number Select the format 1 000 10 exactly 2 decimals and click Done C Date Format Math Defined 1 000 10 exactly 2 deci v The loan amount is S Amount to be paid in ___ monthly payments of __ each The next Field is the number of months in the loan term Since the Questionnaire s Term answer provides the number of years we ll use math to multiply tha
143. nd click 3 Field Addr Insert Field Done Step 3 Add the Condition Your order totaling S Total will be shipped to Addr You qualify for free shipping We ll create the compound Condition by first creating a Condition that checks to see if the Total is more than 100 Select the second sentence and click Condition Total Add Condition TheFormTool Fields Lists and Conditions es Show text if l E OrderTotal is more than Select OrderTotal is more than 100 That s the first of id this number 100 two criteria for this compound Condition Then click and or to add a second criterion c 2011 2013 Snapdone Inc Licensed to Demo for use on 1 computer TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 65 TheFormTool Fields Lists and Conditions Ea Show text if x part of the screen and a copy of the first criterion has OrderTotal is more than 100 been added as the second criterion el fe x ofa The second criterion is selected so you can modify it A list of this Condition s criteria appears in the top in the bottom part of the screen gt OrderTotal is more than this number 100 v TheFormTool Fields Lists and Conditions ES Select ShipAddr contains Oregon in the bottom part of the screen Show text if i OrderTotal is more than 100 AND Note that the second criterion in the top part of the See screen now says
144. ne C any of these none of these President Vice President Secretary Treasurer Here s the finished form On the surface the two Sublists MEETING MINUTES appear to be identical But you can see the details of each Officers who attended the meeting were Sublist by placing the cursor in a Sublist code and clicking Sublist Attendees X Attendees X and List to return to the List creation screen Attendees X Also present were Sublist Attendees X Attendees X and Attendees X THE PAYOFF A Series and Linked answer in the Questionnaire are used to populate two distinct Sublists in the finished document TheFormTool c 2011 2014 snapdone Inc MEETING MINUTES EJ Question Answer Officers who attended the meeting were Judity Flambe Hana Lorang and Inez Pierce Also present were Orson Coot and Roger Beeman Attendees List all the Judith Flambe attendees Orson Coot Roger Beeman Hana Lorang Inez Pierce Officers For the attendees Judith Flambe President who are officers Orson Coot choose an office Roger Beeman Hana Lorang Secretary Inez Pierce Treasurer TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 92 Example 9 Grid Answers Before you begin e Example 7 Linked Answers and Custom Lists page 84 What you will learn e Structure of Grid answers e Smart Answers in Grids e Using Grids to create Lists e Conditions based on Grid answe
145. no evidence so it should be word Defendant with an OppParty Field twice required to pay Plaintiff s attorney fees With our first Field in place the form looks like this Client ClientParty hereby requests that the Court grant his motion and rule against Opponent OppParty The OppParty has produced no evidence so it should be required to pay ClientParty s attorney fees With all of those basic Fields in place the form looks like this Step 4 Add Pronoun Fields To reap even more benefits we want to make it smart enough Client ClientParty hereby requests that to handle pronouns automatically no matter whether our the Court grant his motion and rule against Opponent OppParty The OppParty has produced no evidence so it should be Select the word his and click 3 Field Client Insert Field required to pay ClientParty s attorney fees client is male female a married couple or a business entity TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 57 TheFormTool Fields Lists and Conditions EA Select Pronoun are r Pronoun ClientParty o t F A OppParty Number Singular Plural C Date Select His Her Its Their from the dropdown box Format Defined His Her Its Their C Title Case Select lowercase and click Done lowercase Client ClientParty hereby requests that the Cour
146. ns Paper Layout Margins Top T Left T Gutter o Orientation maja Portrait Landscape Pages Multiple pages Normal Preview Applyto This section Set As Default Page Setup Ea Bottom 1 Right 1 Gutter position Left v Cancel Page 134 TheFormilool PRO Finally we re here to help to listen to your suggestions Here are some helpful online resources at www theformtool com All You Need to Know About TheFormTool in 3 Minutes A very short video Learn the basics in minutes TheFormTool Quick Start Guide For those who prefer a quick written tutorial TheFormTool PRO in 5 Minutes A short video showcasing features of TheFormTool PRO TheFormTool PRO Expert User Guide You re reading it now For the true form aficionado who needs to know it all TheFormTool community is a great resource you can access through TheFormTool Forum www theformtool com forum Please feel free to contact us at support theformtool com If you haven t done so already sign up for our newsletter so that you can stay informed of updates and improvements www theformtool com newsletter Created by La Snapaene En TheFormTool PRO Expert User Guide Version 2 9 February 2015 Distributed by TheFormiool Page 135
147. nsevcelnnensd4cainseasibenwiisccbneavcbouseaves 93 119 1A OI alk e EEEE N A S E A 85 109 Linked ani Weie erine ee Oae 85 104 ETE SUC A AENEA ANA AAA AEAN AN 28 EA 72 84 109 Master LSE enee E 52 75 109 IVA P E N A dese od E E orcs 100 104 109 Pronoun Fields csisceciiocntonacnniiescieceuici eutacenceunndnedesteunstndnevoameahiedaetee 56 repeating paragraphs sisien 104 Series answer as source for Dropdown answet 0008 2 STL EE E a crore E E A E 104 T E ra E T EE 2470 olgular Plural Field Sassersson 56 A ASE a E E E E S 90 table format TOU Els Uscsnccceoesnscsaassaatco cunsnderateancnneaatemteconanets 109 oaea Eafe ba Onc aa re P E erererr rer eer ater T 5 NS IN SC S apana deans scecvecnesticehae 66 Exclusive OR in Conditions XOR ccccsssecesesreeeeees 24 Epor Master Lis Dessers eea 53 Vale oat gl ed Epeepre ene ee E S See Speedy Fill Field math function cccccccsssseccesssssnseccesssneeecesssneees 34 ND Oe acess ote A E 100 104 116 TE 6 bs Sennen eS ee eee eee eee eee eT ree 15 GUCCI EO TOE eases crear E ne eure E aes E tastier cae 4 Plank lines for empty ANS W ELS scsisiccscenstenondnassgacessteonsteudesoenensie 47 PIS LOM TOPRIM or ce pssdeccessaces aceite O E ee secen 20 ALn a A E A E T E E eee eee ene 48 FTES TEV nator enira ena 41 47 OLARE eea T See Formatting Fields aR o e ern comer A E cr tree ere rr er 20 DNS CSN GS E E E E E seit 20 List UPS EN asear koane E str Treen err 20
148. nt you may click Petrify to convert all Fields to plain text and remove the Questionnaire The document is then an ordinary Word document stripped of TheFormTool features ready for emailing to a client or any other purpose Capturing and Reusing Data Save Load Many forms might be used in a single matter and lots of information is repeated among those forms the client s name address phone number the spouse s name and so on Rather than retype all that information in each form you can save answers from one form and reuse those answers in later forms Saving Answers TheFormTool Saving and Loading Answers After typing answers in a Questionnaire click Save Load to folder Answers tl lt a 2 QIR 14 x open this screen FEB Answers in form John Smith he Plaintiff Jane Jones Defendant 12345678 Choose where the file will be saved in the Folder box See Organizing Answer Files on page 45 for more on creating renaming and deleting folders If a file has already been created for this matter select it in the File box If not Click plus to create a new file eFormTool Saving and Loading Answers eee After selecting or creating a file for itn F Folder Answers this matter click the right arrow to E ce i ae File Smithiveones SIR x 5 indicate answers should be copied from l Label
149. nt value S _ giving him her _ ownership of the company ditto ditto they require math Select the highlighted blank We ll insert a Field here to multiply the current share value ShareValue by the number of shares owned by a shareholder SharesHeld Click Field Share Value Insert Field TheFormTool Fields Lists and Conditions EA hareholde Share lue Select Number and choose the format 1 000 10 exactly 2 decimals Click Math to open the Math screen TheFormTool has inserted the function Field Share Value TheFormTool Math which will provide the answer to the ShareValue question in the Questionnaire We need to multiply the share value by the number of shares held by the current shareholder Click the asterisk button or press the asterisk key on your keyboard to indicate multiplication e The Field code gives the ber typed in the Q amp A table for the named Select Field SharesHeld X and click or plus to field If the edeti is vores See cae it abs a MATH ERROR message X is the current item in the list F is first P is previous s e N is next and L is the last item in the add Field SharesHeld X to the formula carcel ae P c 2011 2012 Snapdone Inc The finished formula includes two functions a Click OK to close the Math screen then Done A The shareholders are as follows One more Field to go It will calculate the
150. ny one of them Click OK TheFormTool PRO Expert User Guide Version 2 9 February 2015 Text Dropdown Yes No Checkboxes Derived Text _Dropdown Yes No Checkboxes Derived Link to a preceding Series answer or a Grid Shareholders v Page 72 Step 3 Add a Field to the Form We ll replace Gretel Murphy with a Field for the president s name Select Gretel Murphy in the second paragraph and click Field President Insert Field Done Step 4 Add Lists to the Form The list of shareholders appears twice in the form in two different formats We ll begin with the narrative list of names Select the names in the first paragraph and click List Shareholders Insert List Select the Tic Tac and Toe appearance and click Done A whole List structure has been inserted in the document including several unfamiliar items List Shareholders X and If you want to skip ahead and learn more about List formats see Example 7 on page 84 but for now you can just sit back and enjoy the ease with which this List was created TheFormTool PRO Expert User Guide Version 2 9 February 2015 The following shareholders attended the meeting Gretel Murphy and Derek Wiley The shareholders unanimously elected Gretel Murphy as President of the Company Shareholders Gretel Murphy Derek Wiley The following shareholders attended the meeting Gretel Murphy and Derek Wi
151. oduct ID number begins with 39 AND the sale arose in either Region 3 OR TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 66 Region 6 Constructing such elaborate compound Conditions requires judicious use of parentheses and TheFormTool s three Boolean operators AND OR XOR We ll create a past due notice that uses one of two sentences Past Due Notice depending three pieces information The first sentence will be used Please submit the total amount due when a the total amount due is greater than 1 000 OR the last gt ___ i ee ga we wi payment was more than 90 days ago AND b the customer is not on PEE E LE E amount dueisS _ Please submit a our list of Preferred Customers minimum payment of half that If you d like to work along with this example begin by typing or amount at your earliest convenience copying the text shown here into a blank document Step 1 Create the Questionnaire TheFormTool c 2011 2014 Snapdone Inc Label Question Answer TotalDue What s the total amount due Ee Over90 Is the last payment over 90 days old es Step 2 Create Smart Answers Make both the Over90 answer and the IsPC answer Yes No answers by placing the cursor in the answer box and clicking Smart Answer Yes No Step 3 Add Fields Past Due Notice Please submit the total amount due S TotalDue within two weeks or we will commence legal action The total amount due is TotalD
152. ol PRO Expert User Guide Version 2 9 February 2015 Page 61 Example 2 Conditions Before you begin e Creating a Basic Form What you will learn e Adding Conditions e Condition markers Use Conditions to include or exclude text depending on the My name is Terry Vance My spouse s name is form user s response to a question in the Questionnaire We ll Gena Vance turn this document into a form adding Conditions to make it work even when the signer is not married If you d like to work along with this example begin by typing or copying the text shown here into a blank document Step 1 Create the Questionnaire TheFormTool c 2011 2014 Snapdone Inc Label Question Answer Spouse What s the signer s spouse s name Leave blank if unmarried Step 2 Add Fields My name is Signer My spouse s name is Spouse Replace the names in the document with Fields Select Terry Vance and click 5 Field Signer Insert Field Done Select Gena Vance and click Field Spouse Insert Field Done Step 3 Add Conditions My name is Signer My spouse s name is Spouse am not married Type an alternate second sentence that will be used when the signer is unmarried My name is Signer My spouse s name is Spouse am not married Finally we ll add two Conditions so that the proper second sentence appears when the form is used Select the highlighted text including the t
153. ollowing classes column and click Field to modify it Tuition Tax Total Hal ILLL TOTAL ia aah Payment is due one week before the class date m TheFormTool Fields Lists and Conditions Click Math to see the existing formula Classes v Class Name Text L blist Item Number C Date C Sequential Click the pencil to edit the formula in the Math screen Current item Formabemath Field Classes X Cost M Abbreviate Ed c 2011 2013 Snapdone Inc The formula already calculates tax We ll add the tuition TheFormTool Math amount to get a total absoute el 2 lean 1 d TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 114 Click the button for addition or type it on your keyboard emma Mate Feld oll Classesex mj cot 2 Select Field Classes X Cost and click i plus This function f Bl ira EJ Field Classes X Cost 088 Field gives the cost of the current class in the List Classes X Cost afee TheFormTool Math Whenever there is a chance that a formula may be calculated in the wrong order use parentheses to indicate priority Field x Classesex Cot ej Pee z s Field Classes X Cost BRS Field In this example the result would be incorrect if addition were E Classes X gg performed before multiplication So add parenth
154. on in your form might ask for a list of directors a Series answer The second question could be a Linked answer that asks in which continent each director North Amenca South Amence resides Dropdown Linked Answers Example 8 ccccceeceeeeeeee page Note Linked answers are old technology You will usually want to use newer Grid answers instead page 14 Source for Dropdown Choices The list of choices in the dropdown box is drawn from one of three sources Text Dropdown Yes No Checkboxes Deriyed Source Typed Here singla dropdown The list of choices is typed right into the Smart Answer screen Put each choice on a separate nE line The dropdown box allows users to celect coe of ceveral choces You may rearrange items using Ctrl C Ctrl X and Ctrl P to copy cut and paste Click abc to sort items alphabetically Source Typed Here Example Luaces page Example 8 ccccceecceeeeeee page Example 9 cecce page TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 10 Jext Dropdown Yes No Checkboxes Deriyed Source Another Answer pe sists aici Senes of dropdowns If the form includes another Series answer or a Source for epee I Allow user to write in different response Grid you have the option of using it as a source For example the first question in your form The dropdown box allows users to select one of several cho
155. one number of seller colorize any section by placing the cursor in it clicking com Row Column Divider w Color and choosing a shade TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 50 Reusing Questionnaires I As you create more forms you will find yourself asking the same types of questions in many different Questionnaires For example an attorney might have one set of questions that are typically used in Estate Planning matters another set for Litigation matters and another for Corporate matters Rather than recreate those Questionnaires from scratch in each form or finding an old form to copy and paste the Questionnaire save your most often used Questionnaires in a bank for future use Saving a Questionnaire Note that this process is different than saving answers see page 43 Here we re saving the questions in a Questionnaire so that they can be used to quickly create similar Questionnaires in other forms Open a form that contains a good Questionnaire and click FS Questionnaire to open this screen Choose a Folder in which to save the Questionnaire Type a Questionnaire Name and click Save Other buttons in this screen work the same as those in the answet saving screen see Organizing Answer Files on page 45 Use the three buttons at the top to create rename and delete subfolders gt lt a Save And use the four buttons on the right to rename delete copy and paste p
156. onnaire l Fixed Mariable Ld will be used In this date offset to add an appropria Wariable offsets get the number of years from the Q amp A table number of years to the commencement date plus ba ka years Notice that the number of years in the offset a soi Start with the supplied da Term years if the description is indicated with a Term Field a Peale is reb 29 and the erding date is not a leap year go to Feb 28 Click OK to close the Date Offset screen then Done The fnihed torm tooks tiketis Lessor leases the Premises to Lessee for a Term of Term years beginning on Date and ending on Date offset TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 81 THE PAYOFF Two responses in the Questionnaire are used to calculate a third item in the finished document TheFormTool c 2011 2014 snapdone Inc Lessor leases the Premises to Lessee for a Question Answer Term of 10 years beginning on June 8 2012 Wiharicithe lease 6 8 12 and ending on June 8 2022 commencement date How many years long is the term Example 6c Date Offset Combined with Date Function All trust proceeds shall be dispersed by May 16 2010 the date one year after the youngest beneficiary s 18th birthday This example uses a Date Function to determine the earliest in a List of dates then applies a Date Offset to determine a date one year later If you d like to wo
157. ons Show text if Change the third criterion to IsPC is No TotalDue is more than 1000 Overso i is Yes Son ds al a at t ispc Now w e ll change the firs tAND to OR TheFormTool Fields Lists and Conditions Show text if x 2 Select AND ee Sid atta AND AND e OR New choices appear on the right side of the screen a C XOR Fi j iti x Select OR so the Condition will be true when a the baci hl basil EE E ts al total amount is more than 1 000 OR b the last solani payment is over 90 days old eee aceon than 1000 AND IsPC is No TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 68 Parentheses and Order of Operation Remember back in math class when you learned that 1 2 x 3 is different than 1 2 x 3 The parentheses control the order of operations So the first statement results in 9 while the second statement results in 7 Well parentheses are just as important in Boolean Conditions Conditions that use AND OR and XOR For example suppose we wanted to find everyone with a first name of Jon or John and a last name of Smith This statement would work perfectly finding John Smith and Jon Smith FirstName is John OR FirstName is Jon AND LastName is Smith But this statement would fail finding John Jones John Adams John Smith and Jon Smith FirstName is John OR FirstName is Jon AND LastName is Smith In our Past Due Notice example we want to de
158. onth term Other functions may be nested within this one Cancel c 2011 2012 Snapdone Inc TheFormToo Math Field Amount Bj a Pa Payment Field Amount iim TheFormToo Math p al ml Payment Field Amount Field Rate oe Page 102 Since the Questionnaire asks for an annual interest rate we ll TheFormTool Math divide it by 12 to get the periodic monthly interest rate Field Rate al Click the slash 1 and 2 buttons or type 12 on your E 4 a a keyboard TheFormTool Math frame TE Click the comma button or press the comma key on your keyboard to add the required comma before the Payment function s third number b Ei E Ar aco Field Amount Field Rate HEG The last number required by the Payment function is the TheFormTool Math number of periods in the loan term Field if tem Jj aj Select Field Term and click plus to add the Field Term EERE ees ee fr fd ra function zis iE CC A E Since the Questionnaire asks for the loan term in years we ll multiply it by 12 to get the number of monthly periods in the loan Payment Field Amount Field Rate 12 Field Term 12 Click the 1 and 2 buttons or type 12 on your keyboard The finished formula looks like this
159. ord 97 2003 of Word checkbox is UNCHECKED checkbox is UNCHECKED Click Save Click Save If you still see Compatibility Mode at the top of the screen click File Info Convert Documents Versus Templates As you create forms you can save them as documents files that end with docx or templates files that end with dotx TheFormTool works fine with both types of files but saving forms as templates does have one important advantage When form users double click a template file to open it Word creates a new unsaved document based on that template This makes it impossible for the form user to accidentally overwrite the original form when they click Save they are prompted to save their new document elsewhere As the form author though you will sometimes need to revise the original form Instead of double clicking the template file to open it right click the file and choose Open This opens the form itself rather than creating a new document so you can make changes and save the revised form TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 6 Creating Smarter Forms TheFormTool builds intelligence right into the form automatically including or removing optional text changing pronouns and plurals converting date and number formats performing math calculations and more A single click by the form user can change the entire landscape of the finished document Smart Answers ee In the re
160. p right corner to turn on freeform editing mode Expert users may find this mode more convenient so they can type the formula directly or copy and paste from another source rather than selecting functions from a menu The Math Tab TheFormTool Fields Lists and Conditions After a formula is created in the Math screen it appears Done here on the Math tab or the Function tab for Date Sll eere f n O Text nnuainate zz Fields tenthsInTerm Number C Date Click the pencil to return to the Math screen if more editing is needed Format Math The Abbreviate checkbox has no effect on finished documents but improves form readability by displaying instead of the full formula What s With All the Curly Braces You may have noticed that math formulae contain lots of curly braces They show where each math function begins and ends But you don t need to worry about typing the curly braces they are automatically included each time you add a function to the Licensed to Demo for use on i eomputer c 2011 2013 Snapdone Inc formula TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 31 Math Example 10 006 page 100 Example 11 00 page 104 Example 12 006 page 109 Example 13 oinen page 116 Math Functions Math mavens read on for a complete catalog of TheFormTool s math functions Those of us who napped through
161. per And the third sentence refers to the second and third personal representatives Step 1 Create the Questionnaire TheFormTool c 2011 2014 snapdone Inc Question Answer Step 2 Create a Smart Answer Place the cursor in the answer box for the PRs Te eae a question and click Smart Answer ees Series of text boxes Link to a preceding Series answer or a Grid Select Text Series of text boxes and click OK With pronoun Step 3 Add a List As in the last example we ll begin by inserting a List using select Alan Avery as my personal representative If Alan Avery is unable or unwilling to serve then select Brenda Blake If Brenda Blake is unable or Select this whole passage and click List PRs Insert List unwilling to serve then select Carla Cooper Done the default format as a starting point then customize it List PRs X PRs X d PRs X This is just the bare bones of a List Now we ll add some ESEE Maids and MEEA text to each of the three clauses List 1 select PRS X as my personal Add to the first clause as shown here The large font is representative PRs X and PRs X used here to draw your attention to the first clause but you don t need to use a large font in your form List select PRs X as my personal Change the second clause to look like this representative If is unable or unwilling to serve then I select
162. pert User Guide Version 2 9 February 2015 Page 20 your own custom Singular Plural Fields for unusual word pairs like index indices or cactus cacti as the need arises To create a custom Field select Custom and edit the TheFormTool Fields Lists and Conditions contents of the Custom box s Plants C Count This example shows a custom Singular Plural Field but you may also create custom formats for Number Fields Date Fields and Pronoun Fields Custom Modifying Fields You can go back and make changes to an existing Field at any time Just place the cursor in the Field and click Field to return to the Field building screen Conditions a Conditional Text Conditions are the intelligent worker bees of the form world The form author makes some decisions about how a form should work and then adds Conditions to automatically implement those decisions each time the form is used Use Conditions to include or exclude text depending on the form user s response to a question in the Questionnaire The conditional text can be a word phrase paragraph or even multiple paragraphs or pages Lots of Conditions can be tied to one response causing the finished document to change dramatically based on a single mouse click by the form user For example consider this form My name is Signer am married and my spouse s name is Spouse TheFormTool c 2011 2014 Snapdone Inc IF y Question
163. ple shown here the first criterion has been ee copied to create a second criterion which can now be OrderTotal z is more than this number modified in the bottom part of the screen Use the buttons in the top right part of the screen to manage criteria a i fe Co m Add or remove criteria with and X x F cf n Move the selected criterion up or down in the list with the arrows Control the order in which criteria are evaluated by adding or removing parentheses Conditions Example 3 ceecee page 64 Nested Conditions Conditions can be nested inside other Conditions You might create an agreement form in which Article III is optional contained within one great big Condition Within that article several paragraphs might also be conditional either as a group or individually And within each of those paragraphs other Conditions may apply There is no limit to how deeply Conditions may be nested TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 25 Conditional A An and Period TheFormTool also includes two special conditional Fields a an and period Consider the sentence shown here The company is a State corporation named Company The company is a Texas corporation named Acme If the state is Texas and the company is Acme the resulting document looks like this no problems The company ia Jaano corporation named But if the
164. r Plural option in this screen change this question s answer box in the Questionnaire to a Pronoun answer Series answer or Checkboxes answer s shows s when pronoun is singular Jes shows es when pronoun is plural es shows es when pronoun is singular y ies s singular plural possessive Licensed to Demo for use o s shows s when pronoun is plural Word pairs like is are and was were are great when a specific f s shows s when pronoun is singular word is needed but the options shown here and described below les shows es when pronoun Is plural es shows es when pronoun is singular are flexible enough to be used in lots of different situations y ies S singular plural possessive s ies Mh II s shows s when pronoun is plural Use this Field to tack an s onto the end of any word usually a noun when the answer is plural for example after defendant in this form The defendantj s allege s as follows s shows s when pronoun is singular Use this Field to tack an s onto the end of any word usually a verb when the answer is singular for example after allege in this form When the contract breach es reach es a combined total of es Shows es when pronoun is plural Use this Field to tack an es onto the end of any word usually a noun when the answer is plural for example after breach in
165. received click CF Sources B Master List to open the Master List screen and click Save and Close WARNING If you already have a Master List with the same name as the Master List being imported it will be overwritten with the imported Master List TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 53 To export a Master List Click y Sources Master List to open the Master List screen select a Master List and click Edit Save the resulting Word document and send it to the recipient Find and Paste re The Find and Paste screen click iT Tools J Find and Paste allows you to search for any text and replace it with whatever you most recently copied to the Windows clipboard It s most commonly used when creating forms from old documents search for the old client s name everywhere it appears in the document and replace it with a corresponding Field that you ve copied In the example shown here a ClientName TheFormTool Find and Paste searches forward from cursor Field was recently copied to the Windows Find what Jeremy Hunt clipboard with Ctrl C or any other copying ami i method ge with ClientName PMitents of clipboard The Find and Paste command is being used to paste that copied Field everywhere the name Moe e gt kopae ni pone Jeremy Hunt appears in the document e 2011 2012 Snapdone Ine Click More to see the same search options that appear in Word s search an
166. reviously saved Questionnaires Reusing a Saved Questionnaire Once you ve saved a Questionnaire it will be presented as a Folder Tables q choice every time you add a Questionnaire in a new form Questionnaire Real Estate z Just click F4 Questionnaire as usual and make your selection from this screen Cancel c 2011 2014 Snapdone Inc i f TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 51 Checking Forms f TheFormTool Checking Form After creating a form it s a good idea to click il Tools Y Check Form TheFormTool checks for problems or inconsistencies and helps fix them eee PROBLEM One of the questions is not used in the form In this example the Questionnaire contains a question asking for the name of eee ee the property but the form doesn t contain any Fields that use that question Clicking Remove all extra questions would remove that question from the Questionnaire since it is not used in the form Removeall formfor op and continue eae ee editing checking form Master Lists Master Lists are great repositories for information that is used in multiple forms For example many firms maintain a Master List of employees along with their direct dial numbers email addresses and other information That information is then available in all forms to create signature blocks personalized letterhead etc Rather than require the form user to typ
167. riteria Example 1 The sentence Please call us at your earliest convenience to avoid debt collection proceedings might be used only when 1 the account is more than 3 months overdue AND 2 the amount due is greater than 1 000 Example 2 The sentence You qualify for free shipping might be used only when 1 the total order is over 100 OR 2 the shipping address is in Oregon The AND and OR above are sometimes called Boolean operators TheFormTool includes three Boolean operators AND For the Condition to be true both of the criteria must be true OR For the Condition to be true one or both of the criteria must be true XOR exclusive or For the Condition to be true exactly one of the criteria must be true TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 24 a TheFormTool Fields Lists and Conditions To create a compound Condition create the first part of a the Condition normally then click and or to add an on additional criterion Ordertotal ismorethan x this number 100 v c 2011 2013 Snapdone Inc Licensed to Demo for use on 1 computer TheFormTool Fields Lists and Conditions The top part of the screen shows the criteria contained in os os es i x this Condition To modify a criterion select it in the top annie x oe 1P OrderTotal is more than 100 part of the screen and make changes in the bottom part OO e In the exam
168. rk along with this example begin by typing or copying the text shown here into a blank document Step 1 Create the Questionnaire TheFormTool c 2011 2014 snapdone Inc Question Answer Step 2 Create a Smart Answer Place the cursor in the Answer box of the Questionnaire wy La ee ae j C Single text b and click Smart Answer ingle text box Series of text boxes Link to a preceding Series answer or a Grid Select Text Series of text boxes and click OK en Step 3 Add a Field Select the date and click 3 Field DOBs Insert Field All trust proceeds shall be dispersed by May 16 2010 the date one year after the youngest beneficiary s 18th birthday We ll be working with a particular item in the DOBs Series the latest date which is the birthdate of the youngest DOR Text beneficiary so click Item ust sublist BE ttem C Number S Date Select Date Format offed unction in entire list b i a i a Defined format May 1 2010 Click Function to create a function that will determine which date is latest TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 82 The ListLastDate function page 37 gives the latest date in a Series of dates We ll use it to provide the ListLastDate Doss B birthdate of the youngest beneficiary A H gt D Select ListLastDate DOBs 7 s Ls Click plus to add the function to the formula and
169. rmats eee eeseesseceseeeesseceeeeeeeeeseeeesees 20 Gia nE o E carrer E ET 84 ERAD E Aan E ree ee re 93 121 Be o e E E E E E eres 16 UNE ACS erio eni rener E O 54 DE O e S 17 Days number of days between two dates cesses 32 A E asras ssi ese A sae ue snubs A eset anny setesgseoet a 116 NCAT esse A A A O E E 82 bs go dl DD a E E E E ne eer E ree ee ee 35 MSU i cece E A E eas aue teasers connivance T 35 PATS ER TSU AUG iinr a n T OE TEOS 36 EE SD r P E cere E ve ere eee ee 37 Months number of months between two dates 38 Mow today Sde laona AE 39 Years number of years between two dates eee 40 Dae SUS oppa aoigse2aase oceaac es 16 2 lt c E ene E reer ere errr er rere eer 77 a E a A E E A A A E E seer oat 54 Dates that count as holday Ssiieiiserineionennan 54 Days ma PUNCH ON Jessens a irr e A E 32 A E a A ce ene E E ee 116 Debugging forms eeens See Checking forms DECi SONS srusen e na nEn See Conditions Default answers c2ezceececasessececcasacetance i psepnsceceacctanceseaccateceeaen 15 Defined formats seee See Formatting Fields Deleting columns from a Grid eee eee eeeeeeeeeeeeeeens 49 Deleting Conditions s asastesesassctastosssneisonestenasestansocsancgeetensects 24 Deleting contents of cells in Questionnaire or Grid 49 Pe eta e Sse T A E E E E 48 Deletino OWS SON AIS cessere aias 49 Deleting rows from Questionnaire eeeeeeeeseererrererrees 49 Dele ng TheFform lool escsssnnnernsnnironino
170. rs e Fetching info from a Grid with Item Fields Grid answers are used to gather a lot of related information about Estimate for Pest Control Services a series of items sort of a Super Series answer That collected Smith Residence information can then be parceled out throughout the finished Overview Rodents were found in three rooms document in Lists and Sublists Individual bits of information can Termites were found in one room also be drawn from the middle of the Grid and inserted wherever Plan Deploy rat traps 60 Spray pesticide needed in the document 150 Equipment Deposit An additional deposit of 60 is required and will be refunded when the rat traps are retrieved If you d like to work along with this example begin by typing or copying the text shown here into a blank document Step 1 Create the Questionnaire TheFormTool c 2011 2014 snapdone Inc Label Question Answer Step 2 Add a Grid pa TheFormTool Ea Place the cursor below the Questionnaire and click Smart Answer to create How many columns in the Grid answer a Grid answer Type 4 and click OK to make it a four column Grid f Every Grid has four parts 1 Type any overall instructions that apply to the entire Grid here 2 Type a label for each column in the top row These ise Wenn labels are equivalent to the labels you type in the leftmost column of the Questionnaire They will not be seen by the form user but are
171. rt User Guide Version 2 9 February 2015 Page 116 The beneficiary is Larry Reno a minor born If you d like to work along with this example begin by typing May 13 2001 or copying this text into a blank document We ll be adding a Condition to include the minor language only when appropriate Step 1 Create the Questionnaire TheFormTool c 2011 2014 Snapdone Inc Question Answer Step 2 Create a Derived Answer Rather than make the form user answer the Age Text Dropdown Yes No Checkboxe question we ll create a Derived Answer to answer it automatically Place the cursor in the answer box for the Age question and click Smart Answer then select Derived and click OK Now that this is a Derived Answer you can fill the answer box with any combination of text Fields Lists and Conditions In this example all we need is a single math Field but other Derived Answers may be far more complex Make sure the cursor is still in the answer box for ee ee eee the Age question and click Field DOB Insert al Field so S Number Select Number since we re calculating the Date beneficiary s age which is a number aap ath Click Math to open the Math screen 1 000 no decimals ka B Begin by deleting the Field DOB function to start oa i with a clean slate TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 117 i TheFormTool Math The formula w
172. rt User Guide Version 2 9 February 2015 Page 47 Search for a Label When the list of answers is long it can be tough to find a TheFormTool Fields Lists and Conditions particular label Click the magnifying glass to display BG inser Fen x Mal _Done the Find box Type any part of the label name in the box to locate the one you want Alphabetize Click abc to toggle alphabetical sorting With TheFormTool Fields Lists and Conditions alphabetical sorting turned off labels are listed in the S ETE 7 x Mal _ Done same order that they appear in the Questionnaire some Property Relabeling a Question and Renaming Fields TheFormTool Fields Lists and Conditions Click the pencil to change a question s label This also renames any Fields in the form that are associated with Re eer an m A x Mal cone 2 e B that question Property You can also relabel a question by selecting a label in the Questionnaire and clicking Field Removing a Question and Fields TheFormTool Fields Lists and Conditions Click X to remove a question from the Questionnaire and its corresponding Fields from the form meres BEX Mall cone Buyer You can also remove a question by selecting a row in the Proper Questionnaire and clicking Row Column Remove Find Other Locations to Paste Field After inserting a Field you may cl
173. ruary 2015 Page 36 ListLastDate The ListLastDate function is only available if the Questionnaire contains a Series answer It gives the latest date in a Series answer ignoring items that are not dates If none of the items in the Series is a date an ERROR DATE FORMAT message appears In the Formula Plain English ListLastDate The latest date in a Series label answer ListMax The ListMax function is only available if the Questionnaire contains a Series answer It gives the largest number in a Series answer ignoring items that are blank or non numeric If none of the items in the Series is a number a MATH ERROR message appears In the Formula Plain English ListMax label The biggest number in a Series answer ListMin The ListMin function is only available if the Questionnaire contains a Series answer It gives the smallest number in a Series answer ignoring items that are blank or non numeric If none of the items in the Series is a number a MATH ERROR message appears In the Formula Plain English ListMin label The smallest number in a Series answer ListMultiply The ListMultiply function is only available if the Questionnaire contains a Series answer It gives the product of all numbers in a Series multiplied together ignoring items that are blank or non numeric If none of the items in the Series is a number a MATH ERROR message appears In the Formula Plain English ListMultiply Mult
174. s has have produced no evidence so he she example was contrived to pack lots of stuff into a small should be required to pay ClientParty s s And the form is complete Be reassured that this is an unusually high concentration of Fields Most forms you create will not contain 15 Fields in 2 sentences this space just to give you a good workout attorney fees Readability You may have noticed that the three s Fields are visually indistinguishable even though they are different two of them add an s when the pronoun is plural and the third adds an s when the pronoun is singular TheFormTool abbreviates Fields this way to keep the form readable but you can always see the full details of any Field and modity them if you like by selecting the Field and clicking 5 Field TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 60 THE PAYOFF Now that you ve taken such care building this superbly intelligent form look at how much time it saves the form user The charts below show the end result when the Questionnaire is filled in several different ways Note 1 how very little information is asked of the form user and 2 how impeccably letter perfect the end result is each and every time Here the client plaintiff is a human and the opponent defendant is a business entity TheFormTool c 2011 2014 snapdone Inc Betty Fisk Plaintiff hereby requests that the Label Question Answer
175. s at the bottom of each column but the last one since that s the EEEE ass NOMEMA SS only place we want a total Tora M We ll fill in the Date column next Place the cursor in the first cell under the Date heading and click Field Classes Insert Field Classes Class Name X Classes Class Name X TOTAL Payment is due one week before the class date TheFormTool Fields Lists and Conditions Click Item Gal Lone C Text i C Select Date to use the Date column of the Master List ai Date C Sequential item Current Note that Current is selected This will give the date of the current class in the List of classes Of eens 5 1 2010 Select Date and choose the format 5 1 2010 Click Done Format Offset Function TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 111 That s enough to make the date appear for Thank you for registering for the following classes appear for every item in the List Rather PP y List Classes Class Nam Classes than create the Field from scratch twice _ Date X e X more we ll copy and paste os asses Class Name X a class See ee Copy the Classes Date X Field Paste the copied Field into these two cells Use the same method for the Tuition column Place the cursor in the first cell under the Tuition heading and click e e Classes ost Text ie 3 Field Classes Insert
176. se the Math screen then Done If you chose to abbreviate the math Fields the finished form looks like this TheFormTool PRO Expert User Guide Version 2 9 February 2015 1 000 1 exactly 1 decin v TheFormToo Math Field SharesHeld X ListSum SharesHeld The ListSum code gives the sum of all numbers in the named list ignoring items that are blank or non numeric Note that the list should be a list of numbers co c 2011 2012 Snapdone Inc TheFormToo Math Field SharesHeld X ListSum SharesHeld 100 The ListSum code gives the sum of all numbers in the named list ignoring items that are blank or non numeric Note that the list should be a list of numbers c 2011 2012 Snapdone Inc The shareholders are as follows List Shareholders X owns SharesHeld X SharesHeld X shares current value S giving him her ownership of the company ditto ditto Page 108 If you chose not to abbreviate the finished form The shareholders are as follows looks like this List Shareholders X owns SharesHeld X SharesHeld X shares current value S Field ShareValue Field SharesHeld X giving him her Field SharesHeld X ListSum SharesHeld 100 ownership of the company ditto ditto THE PAYOFF The form user supplies a few names and numbers in the Questionnaire and the form takes care of th
177. sibilities for Conditions akna Xf eare depending on whether List Sublist or Item is chosen Eek E fana P 5 Sublist J List This Condition depends on the total number of ate A are items in the Shareholders answer a Series answer The selected text will be included in the finished document only if there is exactly 1 shareholder TheFormToo Fields Lists and Conditions Sublist This Condition depends on the number of checkboxes checked in the Officers answer a Choice asa Checkboxes answer The selected text will be included in the finished document only if there are more than 2 officers C specific items chosen de only items where Officers is checked Item This Condition depends on the contents of a particular item in the Addresses answer a Series contains v this text answer The selected text will be included in the finished document only if the first address is in Idaho in entire list in sublist e TheFormTool Fields Lists and Conditi Ba Conditions based on Choice Dropdown answers Se T S eee depend on the choice that is made anal Funeral item chosen is In this example the selected text will be included in the any of these finished document only if Cremation is chosen in the a C none of these Burial Funeral answer TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 23 TheFormTool Fields Lists and Condi
178. so important margins paper size and orientation Pay close attention to the Styles contained in the document In fact this might be a good time to brush up on your MS Word Style skills if you re not already familiar with that feature The Normal Style in particular controls the appearance of much of the document and the Body Text Style is often employed to determine default paragraph formatting Heading Styles Heading 1 through Heading 9 are excellent tools to customize the appearance of a document and can include automatic numbering If this Wrapper will be applied to documents that contain footnotes endnotes tables of contents tables of authority or indexes then be sure those Styles are all formatted as desired those Style names are Footnote Text Endnote Text TOC 1 through TOC 9 TOA Heading and Index 1 through Index 9 More generally speaking be aware that when a Wrapper is applied to a form every Style used in the form will be converted to that Style s appearance in the Wrapper That s great because it gives you enormous freedom and flexibility to dramatically alter document appearance but it does mean you must be vigilant TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 131 about the way Styles are formatted in Wrappers and the way Styles are applied in forms that use Wrappers Remove Content and Save As Once the page format headers footers and Styles are correct delete all the text in
179. state is Idaho and the company is Acme Inc the resulting document looks like this Problems The a should be an and one of the two periods at the end of the sentence should be removed To solve these problems first select the word a in the form click TheFormToot Condition and click Yes Make this a conditional a an depending on the word that follows it TheFormTool Then select the period at the end of the sentence click Condition and click Yes S The company is a State corporation named Company H When finished the form looks like this The a an and period Conditions respond appropriately in all situations And we all breathe a collective sigh of relief Conditional Row in Table Your purchases are Widgets J o o Thingies J ooo When a form includes tables you may want to remove an entire table row under certain conditions For example in this form the Tax and Subtotal rows should be removed when tax is equal to 0 SUBTOTAL Tax TOTAL OO Thank you for shopping with us TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 26 To make the Subtotal row conditional place the cursor anywhere in TheFormToo that row but don t select any text and click amp Condition Click Yes to open the Condition screen and create the Condition as you ordinarily would Yes No Your purchases are Widgets Thingies o
180. t answer to use newer Grd answers evstead For example the first question in your form To create Gng anon lace ie the other answer might ask for a list of directors a Series answer Oa Parker 4 17 1960 The second question could be a Linked answer se eustate arisen asking for each director s email address Text Linked Answers Example 7a nasce page Example 11 page 1 Note Linked answers are old technology You will usually want to use newer Grid answers instead page 14 TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 8 With Pronoun Text Dropdown Yes No Checkboxes Deriyed To include a pronoun box alongside a Text singla text box Senes of text boxes answer select with pronoun Ae The pronoun box allows the form user to select a _ pronoun to go along with their answer he she The tnt bo stows for a typed response it or they The form author can make use of this information throughout the form using Pronoun Fields ae Text With Pronoun Answers Example 1 niresssrssiessre page Dropdown Answers Dropdown answers present the form user with several choices in a dropdown list The question What s your favorite color could present a dropdown list of red green blue and yellow The question What direction will you travel could present a dropdown list of north south east and west Single Series Jext Dropdown Y
181. t grant his her motion and rule against Opponent OppParty The OppParty has produced no evidence so it should be required to pay ClientParty s attorney fees After placing the first pronoun Field the form looks like this Note the addition of the f his her pronoun Field Client ClientParty hereby requests that the Court grant his her motion and rule against Opponent OppParty The OppParty has produced no evidence so it should be required to pay ClientParty s attorney fees Select the word it and make it a Pronoun Field too This time however you ll select Opponent instead of Client and select He ShelIt They instead of His Her Its Their Client ClientParty hereby requests that the Court grant his her motion and rule against Opponent OppParty The OppParty has produced no evidence so he she should be required to pay ClientParty s attorney fees With both pronoun Fields in place the form looks like this Step 5 Add Singular Plural Fields We want this form to give flawless results even when our client is a married couple Note the differences in these two phrases Bertrand Loopin Plaintiff hereby requests Bertrand and Agnes Loopin Plaintiffs hereby request When there is one client an s appears at the end of the verb requests When there are two clients an s appears at the end of the noun Plaintiffs We l
182. t number by 12 Select the highlighted blank and click Field Term Insert Field TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 100 TheFormTool Fields Lists and Conditions Mall bone Text C Pronoun Select Number Amount Select the format 1 000 10 exactly 2 decimals Term Number Singular Plural Click Math to open the Math screen Baath Defined 000 10 exactly 2 deci v TheFormToo Math red el Field Term This is where the formula is built TheFormTool has already inserted a function in the formula to get us started Field Term When the form is filled in this function will retrieve the number typed in response to the question How many years long is the loan term Since we want to multiply the number of years by 12 add 12 at the end of the formula The asterisk character is used for multiplication just as plus is used for addition hyphen for subtraction and forward slash for division You can either add 12 by clicking the 1 and 2 buttons in the Math screen or you can type those three characters on your keyboard The Field function gives an answer from the Q amp A table If the answer is blank or non numeric it gives a MATH ERROR message When finished the formula will look like this Click OK to close Cancel c 2011 2012 Snapdone Inc _cancal_ the Math screen Teens Demo foruse on too
183. teraonesaeseaenetec 12 Name registered eee See Installing TheFormTool Nested conditions sticc asictsecscdeasseepiubocsaeeasesrasdsbivesbinaseeeet 25 63 MONO KINO a E east eaenctp ascetics 55 Next item in List 2 scsscencssvesensadsvveveriacsevaasdadensoecesessalacecs 87 Not applicable choice eeeseeseeseeseeseereerereeeseesererseeseeseeseeses 12 Now math function ssesesssseeessssseessssesseesssresssssreessssreess 39 INGA Td es cnet eta geese eetaasae 16 Number of Fields in A LOM sssini 47 RS o E E E E See Date offsets Old ile POTTS erci na n E 6 One item per row in a list formatted as a table 29 One pag cheat Sheet sss siosersssset senacacssusseddeensststovtsonessacnsoow ii Eae o A E T 131 Operation order in Conditions eeeeeeeeeeeeesereererersrrereen 69 Ophonal fex srsti See Conditions OPO sees es A E AA O 54 SEa 1 E E E E E eee ntrrnT 24 A E A te re E A NNE 66 Order of operation in Conditions eee 25 69 Parentheses in Conditions ccccceessscecccesceeeeeseeseeeees 25 69 Password for license See Installing TheFormTool Pasting in the math screen See Unlocking the math screen Fathi 0 SH APC LINCS ssetaioseassacdansancnsncsnacintasticsonssndercdeanacneapsaooes 55 Payment math function eee eeeeceeseeesseeeeeees 39 Peek Next and Peek Off buttons 41 Se RD E EE AE A EE E E A E ETE 41 Period conditional sssssriisrrerisrsnsieo diseire nies 26 Periodic payment
184. termine whether or not TotalDue is more than 1000 OR Over90 is Yes AND IsPC is No Note the placement of the parentheses above They tell us that the first two criteria will be evaluated first Is the total due more than 1 000 OR the last payment older than 90 days If the answer to that is true AND the third criteria is true not a Preferred Customer then the whole Condition is true TheFormTool Fields Lists and Conditions Eal xlor feol xj d To add the left parenthesis at the beginning of the Condition select the first criterion and click the left parenthesis button Mme coeds balanced parentheses TotalDue is more than luuv OR Over90 is Yes AND A message at the top of the screen warns that the isel is No parentheses are now out of balance 1 on the left and Totalboue s morettan y i thi ber 0 on the right is number mo TheFormTool Fields Lists and Conditions EA To add the right parenthesis where needed select the second criterion and click the right parenthesis button X oore t TotalDue is more than 1000 OR Over90 is Yes AND The out of balance warning disappears since we now 59s A7 have 1 parenthesis on the left and 1 on the right oes cs Se Click Done and the Condition is complete Now we ll create a Condition to control when the second sentence appears The second sentence should appear when TotalDue is
185. the Questionnaire A Click m Questionnaire to add a Questionnaire to the end of the form TheFormTool c 2011 2014 snapdone Inc Question Answer Type a series of questions and give each question a short label For example TheFormTool c 2011 2014 snapdone Inc Label Question Answer For longer labels be sure to omit space characters For example SignerName and Signer_Name are both okay but don t use Signer Name with a space in the middle Also avoid special characters like brackets slashes and braces But don t worry too much if you try to use a character that s not allowed TheFormTool will automatically remove it for you during Step 2 below The Check Form command page 52 also catches labeling problems and is a great tool for every form author s belt Meet the Questionnaire Take a moment to get familiar with the three column layout of the Questionnaire Once you re comfortable with the Label Question Answer pattern guru status is within reach Adding Rows to the Questionnaire When first creating the Questionnaire add rows just as you would in any other Word table by pressing Tab when your cursor is in the table s last cell Later on TheFormTool locks the Questionnaire so form users can t accidentally alter it But you can still add a row by clicking Row Column Add te Step 2 Add Fields to the Form 5 In the body of the form add Fields wherever answers ne
186. the body of the document Remember We are creating a Wrapper for content that will supplied by a form the Wrapper itself does not contain any content except for what s contained in the headers and footers Save the empty model document be sure to use the Save As command if you don t want to overwrite the document you started with Create and Name the Wrapper With the saved model document open on your screen click CF Sources i i Wrappers Create new Wrapper with current T Wrappers document You will be prompted to type a name for the new Wrapper then click OK Create new Wrapper with current document c 2011 2015 Snapdone Inc Using Wrappers A Form that Asks the User to Choose a Wrapper As a form author you may want to allow the form user to choose a Wrapper For example if we had created two Wrappers named Acme and Posh we could ask the form user to choose one of them to create a finished document branded with either the Acme look or the Posh look Doxsera c 2011 2015 Snapdone inc To create the Wrapper question add a new row Name of client John Smith wherever desired in the Questionnaire click i Effective date 11 16 14 LL Row Column P Add Daa look for this document Type a question in the Question column but leave the Label column blank The label will be provided automatically in the next step Place the cursor in the new row s Answer box Choose a label for
187. the classes are contained in a Master List named ClassInfo Click OK Step 4 Add a List Place the cursor between the two paragraphs where the List is Thank you for registering for the following needed just before the word Payment and click List classes Classes Insert List Payment is due one week before the class date TheFormTool Fields Lists and Conditions Ea Select table format Select 5 columns Appearance Include all items in the list Columns 5 Select all of the checkboxes One item per row Lines V One item per row Headings in first row and Totals in last row M Lines V Headings in first row Click Done V Totals in last row TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 110 This gives the bare bones of our List Thank you for registering for the following classes formatted as a table We ll add some Fields Heading1 Heading2 Heading3 Heading4 HeadingS and clean it up a bit List Classes Cl ass Name X Classes Class Name x Classes Class Name xX TOTAL Payment is due one week before the class date Step 5 Add Fields TheFormTool provided placeholders for Thank you for registering for the following classes column headings Begin by replacing them Date ith the actual headings Class Date etc hie Cc ee List Classes Class Name X You may want to center the headings too Classes Class Name X Also delete the 0
188. the meeting of the company president and includes a list of shareholders Gretel Murphy and Derek Wiley Since the company president is one of the shareholders we ll The shareholders unanimously elected Gretel present the list of shareholders as choices when selecting the Murphy as President of the Company president Shareholders If you d like to work along with this example begin by typing or copying the text shown here into a blank document For best Gretel Murphy results change the left margin to indent the signatures rather than using tabs Derek Wiley Step 1 Create the Questionnaire TheFormTool c 2011 2014 Snapdone Inc Label Question Answer Shareholders List all the shareholders ee President Who is the president of the company re Step 2 Create Smart Answers In the Questionnaire place the cursor in the answer box for the Shareholders question and click Single text box lt 9 Smart Answer Geri elie LT With pronoun Select Text Series of text boxes and click OK Place the cursor in the answer box for the President i ick Single dropd question and click Smart Answer ingle dropdown Series of dropdowns Source for dropdown choices another answer Select Dropdown Series of dropdowns another answer and note that Shareholders is the selected answer If this Questionnaire contained more Series Allow user to write in a different response answers you d be able choose a
189. the remainder value after division For example Remainder 10 3 1 because 10 divided by 3 leaves a remainder of 1 Other functions may be nested within this one For example if the Questionnaire asks for a List of People to be split into 4 equal groups the number of leftover people is Remainder ListCount People 4 In the Formula Plain English Remainder The remainder that s left over dividend divisor after dividing a number by another number Root The Root function gives the nth root of a number square root is 2nd root cube root is 3rd root etc For example the square root of 9 is Root 2 9 and the cube root of 125 is Root 3 125 Other TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 39 functions may be nested within this one For example according to the Pythagorean Theorem if the Questionnaire asks for the lengths of Leg1 and Leg2 of a right triangle then the length of the hypotenuse is Root 2 RaiseToPower Field Leg1 2 RaiseToPower Field Leg2 2 In the Formula Root n number Round Plain English sort of The nth root of a number The Round function rounds a number to the nearest integer Halves are rounded down For example Round 5 5 5 and Round 5 51 6 Other functions may be nested within this one For example if the Questionnaire asks for a List of SharesHeld by each shareholder then the average number of shares held by each sharehold
190. this form es shows es when pronoun is singular Use this Field to tack an es onto the end of any word usually a verb when the answer is singular for example after reach in this form TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 18 These facts are agreed upon by the above named part ies yl ies Use this Field at the end of words that end with Y as shown here The defendant s s rights have been violated s singular plural possessive Use this Field at the end of a word to form a possessive The example shown here uses two Singular Plural Fields the first shows an s when the pronoun is plural and the second shows either or s This results in The defendant s rights when there is one defendant or The defendants rights for multiple defendants The above named partt ies rights have been violated y s ies Use this Field at the end of words that end with Y to form a possessive as shown here Singular Plural Fields Example 1 ccceeecceees page 56 Count Fields Count Fields refer to the number of items in a Series or Choice Checkboxes answer The company has three shareholders or I have one child Tool Tip If you don t see the Count option in this Include all items in the list screen change this question s answer box in the Questionnaire to a Series answer or Checkboxes answer EZE
191. this question Click Smart Answer select Make this a Wrapper question and click OK C Label Make this a Wrapper question c 2011 2015 Snapdone Inc TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 132 Select the Wrappers that should appear as choices for the user in this example Acme and Posh Click OK Doxsera c 2011 2015 Seupdone inc Two things happened 1 The label TFT Wrapper was added Label Question Answer Name of client John Smith Effective date 11 16 14 Choose a look for this document fi z Acne 2 The selected Wrappers appear as choices in a dropdown answer When this form is used and the form user selects Acme or Posh the corresponding Wrapper will be applied during the ee Fill step instantly transforming the appearance of the finished document Ata later date if a different appearance is needed the user can simply select a different Wrapper and click ee Fill again A Form that Automatically Applies a Particular Wrapper Sometimes the form author wants to apply a particular Wrapper to a particular form each and every time the form is used Since no input is required from the form user this is best handled with a Derived Answer The steps are the same as above except in the Smart Answer screen Click Derived Select the Wrapper to be applied Click OK A Form that Automatically Decides Which Wrapper to Apply
192. ting a Field for the attorney s name then click Done Notice that the Field you just added doesn t say Signer it says Signer Name Fields tied to Master Lists also reflect which column of the Master List they use this will become clearer with the next two Fields Select 12345 and click Field Signer Insert Field This time select Bar Number in the box beside Text and click OK Finally select gray lawfirm com and click Field Signer Insert Field This time select Email in the box beside Text and click OK The finished form looks like this TheFormTool PRO Expert User Guide Version 2 9 February 2015 swear that the above stated facts are true and correct Jackson Gray WSBA 12345 gray lawfirm com TheFormTool Fields Lists and Conditions ES C Number Date swear that the above stated facts are true and correct Signer Name WSBA 12345 gray lawfirm com swear that the above stated facts are true and correct Signer Name WSBA 12345 gray lawfirm com swear that the above stated facts are true and correct Signer Name WSBA Signer Bar Number gray lawfirm com swear that the above stated facts are true and correct Signer Name WSBA Signer Bar Number Signer Email Page 76 THE PAYOFF All that s required of the form user is to select an attorney from a dropdown box in the Questionnaire When amp Fill is clicked the attorney s
193. tion TheFormTool initially saves program information saved answers saved Questionnaires holidays and Master Lists on your local computer But if your firm owns more than one license you will likely want to share all of that information with other people in your office To do so click Options Path and enter the path to a shared folder on your network If you previously saved information on your local computer you will be asked whether you want to copy that information to the shared folder If several people in your office have separately saved information on their local computers and you now want to combine the various collections of files in one shared folder you will likely want to exercise some discretion over which files are copied from each user to avoid duplications and overwriting To do that use Windows Explorer to browse to each user s local TheFormTool file location indicated in their Options Path screen and copy only the desired files from that user s local folder to the new shared folder Page 55 Uninstalling To uninstall TheFormTool click Options Uninstall A message directs you to the file that needs to be deleted on your computer Step by Step Examples in Excruciating Detail Example 1 Pronouns and Plurals Before you begin e Creating a Basic Form What you will learn e Smart Answer Text With Pronoun e Smart Answer Dropdown e Pronoun Fields e Singular Plural Fields Bob Lobb Plaint
194. tions Eg If the Choice answer uses a Master List as the source of its choices you can select any column of the Master List to ER Eo be used in the Condition C C E ias cI emp In this example the selected text will be included in the finished document only if an email address for the selected architect is provided in the Email column of the Master List of architects Conditions based on Yes No answers depend on the a dc form user s response momar ions t IsCitizen is v In this example the selected text will be included in the Yes finished document only if the answer to the IsCitizen question is Yes Conditions Example 2 csccceeeeeees page 62 Example 9 ccccceeeeeees page 93 Example 13a 00 page 116 Modifying or Removing Conditions You can go back and modify an existing Condition at any time Just place the cursor in the if marker and click Condition to return to the Condition building screen TheFormTool Fields Lists and Conditions Es Condition from the form leaving its contents intact In While in this screen you can click X to remove the a rderTota is more than other words click to remove the if marker from the a es a beginning of the conditional text and the marker from 186 the end of the conditional text without removing anything in between Compound Conditions a k a Boolean Conditions A single Condition may depend on multiple c
195. to Equipment Deposit An additional deposit of 60 is required and will be refunded when the rat traps are retrieved XL oore Pest contains this many items more than 0 v v SA item chosen is any of these C and or c 2011 2013 Snapdone Inc Estimate for Pest Control Services Smith Residence Overview List Pest X were found in Rooms xX roomt if s ditto ditto Plan List Action X S Cost X ditto ditto if Equipment Deposit An additional deposit of S60 is required and will be refunded when the rat traps are retrieved Page 98 r TheFormTool Fields Lists and Conditions le Click Item because we want a particular item from the Cost column of the Grid Cost C Text Sublist We don t know where that item appears in the Grid but Number we do know that it s the first item in a Sublist of rodents C Date Format Math SO aA See ee Defined Choose First item in a sublist of items where Pest Pest 1 000 no decimals contains rodent as shown here as Ee unin this text Eor Choose Number format and click Done rodent Thanks to the Condition we created in Step 5 if the Grid does Estimate for Pest Control Services not include rodents then the last paragraph is omitted from Smith Residence the finished document Overview List Pest X were found in Rooms X roomtif s ditto ditto When the
196. together Numbers must be separated by hard returns each number on a separate line In the Formula Plain English DerivedSum Add all the numbers in a label Derived answer together Field The Field function gives an answer from the TheFormTool Math Questionnaire If the answer is blank or non eT tl price al numeric for example if someone types five d PETE dollars as the answer to your Price question a 1AB MATH ERROR message appears _ After selecting Field in the first box select a particular Field name in the second box For example if the Questionnaire includes a question TheFormTool Math labeled Price then sales tax could be computed with this formula assuming the sales tax is 9 In the Formula Plain English Field label The answer to a question in the Questionnaire TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 34 FirstDate The FirstDate function gives the earliest of a series of dates ignoring items that are not dates For example FirstDate 5 5 2011 3 15 2011 2 20 2012 3 15 2011 The Field function if it refers to a date answer and other date functions FirstDate LastDate ListFirstDate ListLastDate Now may be nested within this one For example if today s date is 3 12 2012 and the CommencementDate in the Questionnaire is 4 1 2012 then FirstDate Now Field CommencementDate 3 15 2012 3 12 2012 In the Formul
197. u dtearscenanciacdesntcoactse tad E E 41 delenn WhOle Gri vassscensesawe E E 49 RT Gy We CS cash ese peste E nec steteguneseepacotentegananienscoaseetacotan 49 NCAT NG E E des 93 119 TCLS OE GASo ees eee 20 idine colum seison corer mre E E AEE 49 OVO COA EA reer tenn nr rere mr 49 MOVING rows UP and GOWN ceecessceseceseceseeeeeseeeseeeaeeeaeens 41 telabelng COMI s cersson rene os eam menenss anette mesa 49 TOTMOWVIN STOW S eearri Es T eet ree eee 41 renaning BISA gssiicceteniinetligencstnstonetincseindeninet R E 49 SNOWING CONN siria ni 49 Smart Answers in Grids NING pei E vse cnsstutouestndesancsuteeracedessacrotest 93 RTGS E dun ace siadencmoescenaesesese dp sencesit 41 48 Fel ING anar terrae See Pronoun Fields Headings in a list formatted as a table eee 29 Pero ON o E EAA 131 Hiding Labels and Derived Answers 14 49 Highlighting Conditions and Lists eee 54 HOL a EA E E E tere ere 54 HOWTO Segadera p aaae See Examples If then conditions ccecccceseccccceesecessccceees See Conditions Import Master Lisi eran n EE 53 Inet de N A CNOIC ceecee ane eieaetioeee 12 Insta Wii TRE ormi I o0 lesii ninani 2 UCU VALENS A E E E E E 99 ira a seca AN A EA A A A A ee aueee 55 SINATING Mes ora TELW OLN cisrenan 55 Integer malh UNCON aseissa ann ai n a 35 Interessos See Payment math function LOEIT AU esee See Days Months or Years lS e seer ee E ere ey ee See Singular Plural Fields E Ce mean eerer meen oe mC rer er ren ee
198. ue Please submit a minimum payment of half that amount at your earliest convenience Replace the blanks in the document with Fields Select the first blank and click 3 Field TotalDue Insert Field Number 1 000 00 exactly 2 decimals Done Copy the first Field and paste it to replace the second blank Your form should then look like this Step 4 Add Conditions Past Due Notice Please submit the total amount due S TotalDue within two weeks or we will commence legal action The total amount due is TotalDue Please submit a minimum payment of half that amount at your earliest convenience Select the first sentence and click Condition TotalDue Add Condition TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 67 ae TheFormTool Fields Lists and Conditions The inclusion of this sentence in the finished Show text if document depends on three criteria Totalbue si is morethan more is morethan gt Y 1 The amount due is over 1 000 this number jo Sst seTLSCUM 2 The last payment was more than 90 days ago 3 The customer is not Preferred First we ll enter the first criterion select TotalDue is more than 1000 Then click and or to add a second criterion c 2011 2013 Snapdone Inc Change the second criterion to Over90 is Yes Click plus to add a third criterion overso E Yes TheFormTool Fields Lists and Conditi
199. unting any ml items that are blank If all items are blank the result is Zero When one of the List functions is selected ListCount ListFirstDate ListItem ListLastDate ListMax ListMin ListMultiply ListSum choose a particular Series in the second box In the Formula Plain English ListCount label Count the number of items in a Series answer ListFirstDate The ListFirstDate function is only available if the Questionnaire contains a Series answer It gives the earliest date in a Series answer ignoring items that are not dates If none of the items in the Series is a date an ERROR DATE FORMAT message appears In the Formula Plain English ListFirstDate The earliest date in a Series label answer Listitem TheFormTool Math ListItem v The Listltem function is only available when creating or editing a Field in a List It gives the sequential position of a List item not counting blank items X current item a P previous item X current item N next item L last item Use X for the position of the current item P for the previous item N for the next item and L for the last item in the List For example if a Series answer in the Questionnaire contains 5 non blank items ListItem L 5 In the Formula Plain English ListItem item The position of an item ina Series answer TheFormTool PRO Expert User Guide Version 2 9 Feb
200. urrent is selected to provide the List sublar Item C Number birthdate of the current person in the List Pcurrent ten s Date C Sequential Format offset Function Select Date May 1 2010 and click Done f Defined format ay 1 2010 v List BeneName X a minor born BeneDOB X ditto ditto Finally we ll make the minor language conditional for each person in the List similar to what we did on page 118 in the previous example Select the highlighted text and click Condition BeneAge Add Condition TheFormTool Fields Lists and Conditi ES Click Item and note that Current is selected eee LISIS and eee X Done Select is less than AdultAge Rather than type a PENER fixed number 18 we re using the age of majority this number provided by the form user in response to the AdultAge question in the Questionnaire Click Done The finished form looks like this The beneficiaries are List BeneName X if a minor born BeneDOB X ditto ditto Don t forget the final step Click Row Column Show Hide to hide the BeneAge column from the form user Since it s a Derived Answer processed automatically in the background the form user doesn t need to see it TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 122 BA DA BING The age of each person is calculated automatically and that age is compared with an age of
201. usovaceds 87 FirstDate math function sssessssssssssssressssrereessseeessssreess 35 Fixed date offsets ccccsccessssccccccesceceeeseeesssssseeseeseesseeess 77 TID 0 E E E E E 77 Folders organizing answer files sseseseeeereeresersrererrrsrrerrsereerrerseseess 45 organizing saved Questionnaires eeeeeeeseeeeereereerrerrerreeeees 51 path to shared TES nerdoiitintie rnai a 55 Format ng abs 6 Sisseneri ioiii iiei 5 E O A A E E EOE 47 Baia E e F EA E A EAE E A ETE 19 CUS LONN FOTW S pga E TE O ONS 20 Pate Tie I eana A TTO 16 Number Felda nancisci eect 16 Prono E a A E 17 Toere Fe caer rr T ee ee en ene eer re 15 Word A OTN O eeren E E E E 5 FOPAU AC sar cisssansasesntnnrwaansdeanseoneceaneabonsiendeenvaarsoasanens See Math MeO EIN ee R 131 Pree OPIN sssrin See Formatting Fields EUG FONG aera See Math Functions applied to dates See Date functions Gender WOLS cccccccccssssssesssssseeceeeeeess See Pronoun Fields General information available to all forms See Master Lists Global information available to all forms See Master Lists GO DUOI Rene eee en nnn ne A 44 45 Page 126 Grid ATS WETS irnn a r i 14 OAA CEELI A PAETE PAA E EAEE E EE 49 aL TOS ia E E EE 41 6 6 ane orc E E 50 converting Linked answers to Grids 0 eeeeeeseeseeeseeees 15 TTR COG eget teaneses sane ch et carsateone E 49 OS FC NS seh gotten catsganabes sansa stnecetcncses auentonannandstosoposaes 49 CTS TING OWS Sasser c
202. wo spaces at the end of the sentence and click Condition TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 62 ware TheFormTool Fields Lists and Conditions EJ Select Spouse and click Add Condition Show text if Spouse Hisa 8 lhe We only want this sentence to appear when there is a io spouse so select is not empty and click Done My name is Signer if My spouse s name is Spouse l am not married We ll treat the last sentence similarly but with an opposite Condition Select the highlighted text and click Condition Spouse Add Condition This time select is empty and click Done Take a close look at the markers colored red here that now bracket the sentence 1if My spouse s name is Spouse Begin Condition Marker Conditional Text End of Condition Marker Everything between the markers is removed from the finished document unless the Condition is met To review or make changes to the Condition place the cursor in the beginning marker and click Condition Conditions Are Flexible If you later change your mind about the material that should be contained within a Condition feel free to edit it Type or copy new material between the two markers or move the markers themselves there s no need to recreate the Condition from scratch To remove a Condition be sure to delete both the beginning marker and its corresponding end marker Or use the Remove Condition
203. y This ffe came from another computer and might be blocked to hein protect thes computer r Expert User Guide pdf nS One Page Cheat Sheet pdt Quick Start Guide pdf readme txt TheFormToolPRO docm r Two Page Installation Guide pdf Depending on Windows and MS Word settings you may need to respond to one or more security warnings before installation can proceed If you see this If you see this conta acro to instal ThefornToot Depending on you slates ng ceaibinte Saas masta s befo stallston c paai WB If you see this 7 You re almost done Click Yes to the license Follow the on screen instructions to respond to agreement then OK to install your computer s security warnings TheFormTool PRO Expert User Guide Version 2 9 February 2015 Page 2 Step 4 Close and Reopen Word Close MS Word completely including all open documents When you reopen MS Word you ll find a new tab on Word s ribbon menu labeled TheFormTool Click that tab to reveal TheFormTool commands wy Hj Uel Document Home Insert Page Layout References Mailings Review ral b Y Aa 4 Find Calibri Body 11 A A b tS j icy B se f PA d Fi aac Replace Paste Bi U abe x x A 7 o D Headingi Change 3 Clipboard amp Font a Paragraph F Styles P Editing If TheFormTool tab does not appear try restarting your computer If that doesn t wor

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