If you wish to have your
company’s information or any type of information that will always be the same regardless of client or case
already filled in, you will want to create a template. When you
create your own template you will open that instead of the template Quick&Easy provides, giving you access
to the form that has your pre-filled information.
To create a
Open the Quick&Easy program and select to
Start a new form.
Highlight the form you wish to create a
Select the option for Template in the Create
New option box, then click OK
Enter all the information into the form that
you want to appear every time you open that template. You will want
to enter data that will be the same regardless of client or case (for example: name, address and phone number of
your firm or agency).
Select to Save your file.
You will receive a dialog box looking for Title,
Author, Key Words and Comments. The only information you have to
fill is for Title. This is the name that will appear in the
“start a new form” screen, so you will want to give it an appropriate name specific to the form you are
working with. Click OK.
You will then receive the dialog box to
give this file a name. Although you may use the same name as the
title you created above, this is the actual file name as it is saved to the Scripts folder on the hard
drive. Click Save.
You will close and re-open the software and
select to start a New Form. You will see the title of the template
you just created on the “User Defined” tab.
If you do
not find a solution on this Support Page, please contact our Technical Support Department at 1(800)556-7526,
8:30am-5pm ET M-F, or send an email to firstname.lastname@example.org.