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