Create/Edit Form Format (AMS)

Creating/Edit a Form Format

From the Accelerator menu within your Word processor, choose |Create/Edit|Form Format|.

The Accelerator application will display the |Create or Edit a Form Format| dialog box listing all of the available form formats.

Highlight the existing Form format that is most like the format you want to create. “Invoice” is the most commonly used form format and will be used in this example.
Select the |Create New| button (shown above) and the |Document Format Description| dialogue box (shown below) will appear. Here you can enter any description for your invoice. For example, call it "My Invoice". Type "My Invoice " in the |Document Format Description| dialogue box. In Addition, Accelerator now provides the option to make any custom document created within Accelerator available to other Accelerator users. To make this Custom Form available to other users on the network, check the |Public Format| option as shown below. If you wish, you may keep the document private by selecting the |Personal Format| option (shown below).

Select |Continue| and the Accelerator application will switch back to your word processor, open a new file pre formatted like the chosen existing Invoice form, and display the message "Please save and close the format file when you are done editing". This message is just to remind you that you must save and close the document before you can actually use it.

IMPORTANT: Do not change the name or location of the document when saving, as it must use the name generated by Accelerator.

Accelerator Macro Suite Templates are backward compatible with earlier versions of Word and WordPerfect. When saving your Custom Formats, you may be prompted to save your document in an updated Word or WordPerfect format. Select |YES| to save the Form in the latest Word or WordPerfect Format if you do not have workstations using older versions of Word or WordPerfect.

Select |OK| to remove the Save/Close message from the screen (shown above) . The new pre formatted Form format is displayed on the screen and is ready to edit. Treat this document like a regular word processing document; the only difference is that the document uses the merge codes and substitution fields that Accelerator recognizes. You may add merge fields by selecting the Insert Merge Fields Button , or remove merge fields by deleting them from the document. For more information on merge fields, see Accelerator Merge Fields.

From your word processor menu bar, choose |File| then choose |Close|. This saves the form format in Accelerator to be used as often as you like. You can later use create/edit a Form Format to make any additional changes to this existing Form format.
After you have created a custom Form, you will want to use it with the |Multiple Forms| feature. See the next section on how to use the Invoice Form you just created.

Using Your Custom Invoice Form

From the Accelerator menu within your word processor, select the |Multiple Forms| option.

From the Accelerator application search for a group of contacts. To select multiple contacts, click the box to the left of the contacts. Once you have made your selections, click the |Keep Checked Contacts Button| (Shown Below).

Now click the |Continue Forms| button (shown below).

Select |My Invoice| from the drop down list in section 1 of the Multiple Forms Dialogue Box (Shown Below). Make any other selections from sections 2-6 to appropriately format your document. Click the |Continue Button|.

Select the |Print to Default Printer| option from the Print Options dialogue box. Click |Continue| to print your Forms. In addition, you may select to display the document in your word processor and select a range of contacts.