FamilySoft User Manual Index

 

Chapter 1: Program Brief

 

I. Printing This User Manual

II. Before You Begin

III. How FormPAK Works

IV. Four Steps to Producing Your FORM

V. Terms You Need to Know

 

Chapter 2: How To Begin A New Case

 

I. Accessing FormPAK

II. Entering Client Information

 

Chapter 3: Using SWIFT

I. Obtaining Client Information using S.W.I.F.T™

II. Do I Need a Website to Use S.W.I.F.T™?

III. How Secure is SWIFT™?

IV. Retrieving Information from your Client

V. Using a Diskette for a Client Interview

 

Chapter 4: Merging Client Information And Templates

I. Introduction

II. Searching for a STATE TEMPLATE

III. Creating a MERGED FORM

IV. Adding Client Information to a MERGED FORM

V. Adding to or Editing the TEMPLATE

VI. Condensing the MERGED FORM

VII. Firm Name Footer

Chapter 5: Documents, SpellCheck, Printing

 

I. Converting a TEMPLATE to DOCUMENT
II. Using Spell Check

III. Print Preview

IV. Printing

V. Sending your Form to Microsoft® Word®

 

Chapter 6: File Management

 

I. Introduction to Saving and Loading Files

II. Saving Client Information

III. Saving Scenarios

IV. Saving Template Files

V. Loading Client Files

VI. The FILE STRUCTURE of FormPAK

VII. What is the Basic Path?

VIII. Deleting Files

IX. Deleting a TEMPLATE or DOCUMENT

X. Renaming a TEMPLATE or DOCUMENT

XI. Transferring Client Files To/From Diskettes

XII. RIGHT CLICKING To Copy/Transfer/Delete Clients

 

Chapter 7: USING FamilySoft ON A NETWORK

 

I. Introduction

II. Technical Support

III. Where to Install the Program

IV. Where to Setup Client Files

V. Changing the Basic Path

VI. Printing on a Network

VII. Contacting Legal+Plus