Store Your Custom Forms |
1. Setup Your Default Custom Form Templates
Microsoft Word Custom Documents
DJCalendar interacts with Microsoft Word documents similar to the way DJCalendar interacts with HTML Custom Forms. You create a custom form template in Microsoft Word and DJCalendar will automatically insert your client data. The only difference is that we use "Bookmarks" when working with Microsoft Word Documents as opposed to using "[Field Names]" when working with HTML Custom Forms. The good news is that the "Bookmarks" inserted into your Microsoft Word Documents will use the same name as the "[Field Names]" inserted into your custom HTML forms. To make a long story short, when printing or emailing a Microsoft Word document, DJCalendar searches for "Bookmarks" in your Microsoft Word Document and replaces each "Bookmark" with the client's actual data. Click Here for more information on inserting "Bookmarks" into Microsoft Word Documents.HTML Custom Form Templates
DJCalendar interacts with your Custom HTML forms by replacing the contract [Field Names] found in your templates with the client's actual data before printing or emailing your custom form. Click here for more information on inserting [Field Names] into custom html forms.Step 1: You can store your custom form templates on the "Setup Options Form" so you can later conveniently access these custom forms from the menu bars and drop down menus throughout the DJCalendar program. To go to the "Setup Options" form, from the main djcalendar form, select "File", then "Setup".
Step 2: Click on the tab labeled "Custom Forms"
Step 3: To store a custom form, click on any of the 8 buttons labeled "Get Another Form". You will notice that an explorer box will pop for you to locate your custom form. Find your form and click the button labeled "Open".
2. Additional Features On This Custom Forms Tab
A- You can assign a unique description for each of the custom form templates 1-6.
B- This is the actual filename of your custom form templates. You can use either HTML custom forms or Microsoft Word Forms here.
C- To edit your custom form, click the button labeled "Edit"
D- To create a custom HTML form from scratch, click on this button labled "New Custom Form".
E- To use another custom form already created, click this button labeled "Get Another Form."
F- To restore the custom forms installed during the initial DJCalendar setup, click the button "Restore Default Forms".
G- If you need more room to store additional custom forms, use this feature.
H- If you would like to view the available [Field Names] for inserting into your custom html forms or Microsoft Word documents, click the button labeled "View Contract Fields". Click Here To Print The Entire Field Name List.
I- It is necessary for this DJCalendar program to store temporary and permanent files. You can designate which directory folders to use for documents emailed and documents printed.