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The Multiple Forms option is used to
automatically merge multiple contact data from Accelerator into
a Form format of your choice. To use this feature, do
the following:
-
Open your
Word processor and select the Accelerator menu. From the
menu, choose |Multiple Forms| (Shown Below), the Accelerator
application will open.
-
Search for the contacts
that you would like to create Forms for, than click the |Continue
Forms| button (shown below).
-
The Multiple Forms screen is used to
customize the Form that will be merged to your word
processor. There are 6 sections that you may use to
customize your Form. Below each section is
described.
- Business Form Format: Accelerator ships with
predefined Business form formats (templates). In this example, we
will use the |Invoice| form format. The following is a list
of the available formats, to create your own template, see
Create and Edit a Form
Template.
- Fax Cover Sheet
- Invoice
- Memo 1
- Memo 2
- Packing Slip
- Purchase Order
- Quotation
- Statement
-
Date: Use
this option to specify the date format for the form.
- Name Field: Use this field to specify the name
format, e.g. salesperson, etc.
- Printing your Return Address: Use this option to
specify how and which return address to print.
- Printing Format Options: Use this section to select
to print your form with all caps (per postal regulation) and/or
with a barcode (usually used for bulk mailing, check with your
local Post Master for details).
- Log Document Tracking: Use this section to select
the document tracking option. Document tracking will appear in the
log section of the merged contacts. You can also view the
contact log data within the Personal Dashboard (shown
below).
Once you have made your selections, click the
|Continue| button, the following screen will appear: You may
select from one of the following merge destinations for your
Multiple Forms:
- Print the Multiple Forms to your default
printer
- Display the Forms in your word
processor
- Send to Email
- Select to Create Documents for all listed
contacts (contacts in the current search result).
- Select to Create Documents for a selected
range of contacts.
Printing to Default Printer
To print your Forms to the default printer,
select the |Print to Default Printer| option and click the
|Continue| button. The Forms will be sent to your printer.
(To change your default printer settings, select the |Change
Printer Selection| button and choose an alternate
printer.
Display in Word Processor
The Display in Word Processor option will
merge the data to your word processor. The data can be viewed,
manipulated, saved, and printed. The following is an example
of Forms Displayed in Word using the display option with an
invoice Form.
Send to Email
Selecting the |Send to Email| option will
send the forms to your default email client. To use this
feature you must have Microsoft Outlook 2000 or above properly
configured on your system.

Microsoft has implemented security protocols
in Outlook 2000 and above in an effort to prevent virus
infiltration into Microsoft Outlook. These security protocols
cannot be disabled in the client version of Microsoft Outlook.
There are currently third party utilities available that will
suppress these security messages when the application is a known or
trusted source, such as when merging data to your word processor
with Office Accelerator. A list of some of these utilities
are provided below.
Third Party Outlook
Utilities:
http://office.microsoft.com/en-us/ork2003/ha011402931033.aspx?mode=print