User’s Guide

Table of Contents

1.Quick Start #

These Quick Start instructions are for those who don’t read instruction guides. If you want more detailed instructions, click here.

Installation

Installations are now done using the HighTechForms Forms Manager (click on the link for more information), with an authorization code or ZIP file that you receive via email. Click one of the following links based on what you received:

Installing with an Authorization Code
Installing from a ZIP file

Changing Your Macro Security Settings

Before you start creating documents, you must change your macro security setting so that Word won’t disable the HighTechForms automation features. (This applies to Word 2000 and later.) Click here for instructions.

Creating New Documents

Using the Forms Manager, double-click on the template you want to use from the list of “Currently Licensed Forms.” -Or-Click THIS LINK for specific directions for your version of Word.

Macro Security when Opening Documents

Microsoft comes with built-in macro security. See THIS PAGE for instructions on opening your HighTechForms files.

Saving Documents

Always save your forms as Word documents. Using any other format will prevent your forms from working properly.Word 2007 users need to review this information on saving documents.Word 2010 users need to review this information on saving documents.Word 2013 users need to review this information on saving documents.

Features

Most HighTechForms automation features can be accessed via the HighTechForms menu. Read all about the HighTechForms menu here.

Turn Off Revision Balloons

If you are using revision-tracked forms (such as from IADC, AAPL/COPAS, or Pound Printing), you will need to turn off the Revision Balloons. They highlight revisions by drawing a line from the revision to a “balloon” in the margin, explaining the revision. Revision balloons cause printing and display problems, so you’ll want to turn them off. Click here for instructions on how to do that in your version of Word.

Uninstalling Your Forms

See this page for a guide to uninstalling your form files. Uninstalling the templates is important when transferring licenses from one PC to another.

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2.Installing HighTechForms #

If you received an email with a License Authorization Code, please click here.

If you received an email with a ZIP file attached to it, please click here.

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2.1.Installing with Forms Manager #

The Forms Manager is the installer application for HighTechForms templates. So, the first thing you’ll want to do is install the Forms Manager on your PC (link below).

Installing Your Forms

To install forms, you will need the Authorization Code provided to you via email from HighTechForms.

If you received a ZIP file via email, you will need these instructions instead.

  1. Run the Forms Manager.
  2. Enter your Company Name.
  3. Enter the name (first and last) of the person who will be using the forms in the Username box.
  4. If you are installing to a network drive or shared directory, be sure you have selected the shared directory using the ‘S’ button to the right of the file path text box.
  5. Click the “Install with Code” button.
  6. A dialog box will pop up asking you for your Authorization Code. Enter the Authorization Code you received via email from HighTechForms (you can copy and paste it from your email).
  7. Your forms will be downloaded and installed.

Set Up Workstation Access for Network Installation

If you ordered a network installation, and installed the templates to your shared location, then for each person who is licensed to use the HighTechForms templates, you will need to make sure their “Workgroup Templates” setting is directed to the folder in which you installed the forms. For each workstation, follow the steps HERE to set their Workgroup Templates setting.

Proxy Settings – If you are having trouble connecting to the HighTechForms Forms Server, it is most likely a problem with your internet proxy server. Contact us so we can get you installed another way.

After the Install is Complete

Once your forms are installed, your Forms Manager will show folders and template files. You can now double-click on a template to open a new document in Word.

When you’re done using the Forms Manager, simply click the “Quit” button to exit the program.

Using Your Forms

For instructions on using your installed Forms, read the Quick Start Guide and review the usage documentation.

If you have any questions, please don’t hesitate to call our Help Desk at (214) 340-9429.

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2.1.1.Setting Up a Network Installation #

Determine Where to Install Workgroup Templates

To determine where you are going to host your workgroup template files, follow these steps:

Please note: the Workgroup Templates path must be to a mapped drive, not a UNC.

For Word 97-2003

  1. Run Word
  2. Click “Tools>Options”
  3. Click on the “File Locations” tab
  4. Find the “Workgroup Templates” item in the “File Types” list
  5. Select the “Workgroup Templates” item and click on the “Modify” button
    • IF THE WORKGROUP TEMPLATES PATH IS BLANK, simply choose a folder on your server to host the workgroup templates and provide that path to the Modify Locations dialog box.
    • Otherwise, the path displayed is the path where this copy of Word expects to find shared workgroup templates. If you want to host your workgroup templates in a different folder, you must specify that folder here.

For Word 2007

  1. Run Word
  2. Click the Office button
  3. Click the Word Options button
  4. Click the Advanced item on the left
  5. In the General section on the right, click the File Locations button
    • IF THE WORKGROUP TEMPLATES PATH IS BLANK, simply choose a folder on your server to host the workgroup templates and provide that path to the Modify Locations dialog box.
    • Otherwise, the path displayed is the path where this copy of Word expects to find shared workgroup templates. If you want to host your workgroup templates in a different folder, you must specify that folder here.

Now, click your ‘Back’ button to continue your install.

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2.1.2.Installing a ZIP File with Forms Manager #

Print these instructions for easier reference as you follow each step below.

Attached to the email you received from HighTechForms you will find a compressed archive file (a file with the “ZIP” extension) containing your HighTechForms Microsoft Word templates.

STEP ONE – Save the ZIP file (attached to your email) to your desktop.

The method for doing this varies depending on what email program you are using. Generally, you will want to right-click the attached file (the file will have a ZIP extension such as forms.zip or rrc_forms.zip) and select “Save Attachments” or “Save As.” Read your email program’s documentation for more information on saving attachments.

Outlook/Outlook Express Users: Select the email from HighTechForms. Click “File>Save Attachments…” Click the “Browse” button and select the template folder, then click “OK.” Click “Save.” Replace any already existing files.

For other email programs (Mozilla/Thunderbird, AOL, Lotus Notes, Eudora, Netscape, etc.), please consult your users guide for information on saving attachments.

STEP TWO – Install the HighTechForms Forms Manager.

If you don’t have it already, install the Forms Manager using this setup programs.

STEP THREE – Run Forms Manager

After installing the Forms Manager to your PC, perform the following steps.

forms_man3

    1. Double click the Forms Manager icon. This will start the Forms Manager.
    2. Enter your Company Name
    3. In the Username box, enter the first and last name of the person who will be using the forms.
    4. Click the “Install from ZIP File” button (see image at right)
    5. The Forms Manager will look for the ZIP file on your Desktop. If it cannot find it, a file selector dialog box will pop up. Select the ZIP file you saved in STEP ONE and click OK.
    6. A new window will pop up and give you an installation key code.
      Call HighTechForms and read the code to the support person.
      The tech support person will read a code back to you that you will type into the ‘Enter Code Here’ text box.

forms_manager_zip

  1. Type the authorization code into the text box.
  2. Click the ‘Authorize’ button
  3. After verification of the authorization code, your files will be installed.

STEP FOUR – Use Your New Forms!

Congratulations! Your forms are installed and ready to use!

Go HERE for detailed information on using your new forms. See also the Users Guide and Quick Start Guide.

If you have any other questions, let us know.

Thanks for using HighTechForms!

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3.Macro Security #

Before you start creating documents, you must change your macro security setting. This will prevent Word from disabling the automation features in the documents. If you do not change your macro security setting, you will not be able to edit your documents.

Word 2007 Macro Security

The default Security Setting for macros is “Disable all with notification.” This will allow you to use the forms automation features. Here is how to verify that your setting is correct:

  1. Run Word
  2. Click the Office Button
  3. Click the “Word Options” button (at the bottom)
  4. Click the “Trust Center” option on the left
  5. Click the “Trust Center Settings” button
  6. Select “Disable all macros with notification” (see image below)
  7. Click OK

disable_macros_with_notification

When you open a document, you will need to follow these instructions for enabling macros in Word 2007.

Word 2010/2013/2016 Macro Security

The default Security Setting for macros is “Disable all with notification.” This will allow you to use the forms automation features. Here is how to verify that your setting is correct:

  1. Run Word
  2. Click the “File” tab
  3. Click the “Options” link
  4. Click the “Trust Center” option on the left
  5. Click the “Trust Center Settings” button
  6. Select “Disable all macros with notification” (see image below)
  7. Click OK

trust_center_2010

When you open a document, you will need to follow these instructions for enabling macros in Word 2010.

See also Microsoft Information Regarding Macro Viruses.

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4.Getting Started with HighTechForms Forms #

Please spend the next few minutes reading this Users’ Guide.
It is necessary that you understand how to use the forms software in order to work most efficiently.

This User’s Guide assumes that you understand and are comfortable using your computer operating system, as well as the computer program for which you have purchased form templates. This document provides a reference guide to help you with HighTechForms template files. Please familiarize yourself with your computer’s operating system and computer programs before attempting to use the form templates from HighTechForms.

Although some of the instructions presented herein may not be applicable for your specific form templates, all the information will be helpful to you.

If you find yourself needing technical support, our web site is a good place to start! It includes answers to common questions, as well as hints, tips, and tricks for using your word processor most efficiently. You can also ask questions of our technical or sales staff via e-mail. See the Customer Service page at www.hightechforms.com.

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5.Using Your HighTechForms Forms #

To Create a New Document from Scratch

Word 97/2000

Select New from the File menu (see right).

Select the General tab. Make sure that “Document” is selected in the “Create New” group.

Double-click the form you want to use from the list of available templates. You will get the HighTechForms start-up window. Click the big button labeled “Click Here to Start a New Document” and you’ll be presented with the form. You can now begin entering your data.

Word 2002

Select New from the File menu.

click on the “General Templates” link on the New Document pane (click here to see it).

Select the General tab. Make sure that “Document” is selected in the “Create New” group.

Now, Double-click the form you want to use from the list of available templates. You will get the HighTechForms start-up window. Click the big button labeled “Click Here to Start a New Document” and you’ll be presented with the form. You can now begin entering your data.

Word 2003

Select New from the File menu.

Click on the “On My Computer” link under the “Templates” section on the New Document pane (click here to see it).

Select the General tab. Make sure that “Document” is selected in the “Create New” group (see right).

Now, Double-click the form you want to use from the list of available templates. You will get the HighTechForms start-up window. Click the big button labeled “Click Here to Start a New Document” and you’ll be presented with the form. You can now begin entering your data.

Word 2007

Starting up a new HighTechForms document requires you to click on the Microsoft Office Button (the circle at the top-left of your Word application window (see below)), click “New,” then click, “My Templates…” Find the template you want to use and double-click it.

word_2007_interface_hilite

Word 2010

Starting up a new High Tech Forms document requires you to click on the “File” tab, click “New,” then click, “My Templates…” Find the template you want to use and double-click it.

Word 2013

Click on the “File” tab, click “New,” then click, “PERSONAL”. Find the template you want to use and single-click it.

file_new_personal_2013

To Modify a Previously Created Form

Select Open from the File menu and select the document you want to edit.

Macro Security Warnings (How to Enable Macros)

Word 97 to Word 2003

When you attempt to open documents that you have created, you might get a Macro Security Warning. When you are opening documents you have created with HighTechForms, you can click the Enable Macros button. Otherwise, click Disable Macros if the document or template is from an unknown source.

security_warning
Click “Enable Macros” to use your HighTechForms form.

Word 2007

Microsoft changed things up a bit when they released Word 2007. Instead of the above dialog, you will get a little prompt under the button bar notifying you that macros have been disabled. Since you need macros to be enabled for HighTechForms documents, click the “Options” button.

macro_options
Click “Options” to get to the Macro Options dialog box.

Select the “Enable this content” option, then click OK.

macro_options_dialog

Click “Enable this content” to enable the macros.

Word 2010

Microsoft made a few interface changes to Word 2010. The Macro Security prompt for Opened documents is similar to the one in 2007, except it’s now a one-step process to enable the content. When you see the prompt below, click the “Enable Content” button to enable all HighTechForms automation features.

macro_warning_2010

Click “Enable Content” to enable HighTechForms automation features.

Saving your documents

Save your HighTechForms forms as normal Word documents (*.doc). Do not attempt to create template files (*.dot), as your HighTechForms license will not recognize these kinds of template files as licensed forms and you will not be able to save or print changes to those documents.

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6.The HighTechForms Menu #

HighTechForms provides a menu of additional commands that help you complete your form quicker and easier. You can access form automation features like AutoCalc and Check-A-Box, as well as reach our web site and get technical support information.

In versions of Word up to and including 2003, the HighTechForms menu is located to the right of Help on your menu bar.

foad_menu_hilite

In Word 2007 and later, there are two possible locations for the HighTechForms menu.

On backwards compatible templates, you will find the menu on the Add-Ins tab:

foad_menu_hilite_2007

For Word 2007 and later templates, you will find the menu on the Ribbon:

foadmenu-word2010

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7.Moving Through HighTechForms Forms #

There are a variety of ways to move through your form.

  1. Use the cursor keys (also called the “arrow keys”).
  2. Use the Page Up and Page Down keys.
  3. If your form has form fields, use the TAB and Shift+TAB keys
  4. You can use your mouse to position the text cursor on the form, click the document window scrollbars, roll the mouse wheel.
  5. Do NOT use the ENTER key to move around the document.
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8.Creating a Boilerplate Document #

One of the primary benefits of HighTechForms forms is the ability to create boilerplate documents. These are documents that are pre-filled with information that will appear on most or all of the forms you will create.

Start a new document and enter your repetitive data. Save that as a Word document with the filename “My TWCC-1 Boilerplate” (or something similar and appropriate and that you will easily remember). In the future, when you open that document, it will already be partially complete. You will simply need to fill in the remaining information. Be sure to save the document with a new name so you don’t ruin your boilerplate document. If you ever need to change the information, repeat the steps above for the new data.

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9.Working with Tables #

Moving and manipulating text within a table can be tricky if you are unfamiliar with tables for your particular word processor. There are several points to remember when working within a table to insure you do not make errors.

  1. Use only your cursor keys or the TAB and SHIFT+TAB keys to move from cell to cell. Use ENTER only when you are entering several lines of data in a cell which is designed to accept this kind of data, such as an address cell.
  2. Pressing TAB at the end of a table will add a new row to that table (unless your form is protected for form fields). It is best to avoid this situation by not using TAB in the last cell of a table. If you do accidentally add a row, simply select Undo from the Edit menu to undo the action.
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10.HighTechForms Automation Features #

HighTechForms provides computerized forms with built-in automation features that provide enhanced functionality for quick and easy form completion. Some of these features are for particular forms only, so not all forms will necessarily require nor have available each of the listed features.

We want our forms to be as useful as possible to you. If you would like your forms to do even more than what we’ve provided, please let us know! Many features have been added to our forms because our users requested them.

 

All the features available for your particular form can be accessed from the Forms menu, which is located on your menu bar to the right of the Help menu. If a feature is not listed on your Forms menu, you can safely assume that that particular feature is not available for your particular form.

The Forms menu will also identify any hot key combinations assigned to a feature, which provides for even faster form filling. For example, the Check-A-Box feature is assigned to , so Alt+J is shown on the Forms menu next to the Check-A-Box listing.

Here is a list of form automation features. Check your HighTechForms menu to see which ones apply to you:

Add-A-Page
The standard version of this feature appends an additional form page to the end of the form. The Add-A-Page of Notes version of this feature adds a blank page for notes.
Alphabetize
This feature arranges data into alphabetical order.
AutoCalc
Saves time by stepping through a form for you and calculating totals, subtotals, and other formulas automatically.
Check-A-Box
To check a box, highlight the checkbox, or position the cursor next to an empty check box and invoke Check-A-Box (select A Forms…Check-A-Box, or press ALT+J). You can also uncheck a box with this same procedure. If the box you need to check is actually a table cell, simply type X to check it.

NOTE:Some documents utilize form fields for data entry. For those particular forms, you need only press the SPACEBAR to toggle between a checked and unchecked box.

When you tab from cell to cell in a Microsoft Word table, Word highlights the entire contents of the cell. Check-A-Box will work at this point! As long as there is a check box in the selection, Check-A-Box knows to check or uncheck the box. If there are multiple boxes in the selection. Check-A-Box will check each box in sequence, then leave them all unchecked if the last box was checked when you invoked Check-A-Box.

Circle It
When required to circle an answer (including YES/NO answers), position the cursor within the answer and invoke Circle It. Your selection will be circled or otherwise bordered.
Print For…
Some forms require distribution to multiple recipients. This feature allows you to print a copy of the form specifically addressed to the recipient you choose.
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11.Virtual Forms Inventory Management #

When you purchase “virtual forms” (vForms) from HighTechForms (such as IADC or Pound Printing leases), you must manage the inventory as though you had purchased paper forms from a paper forms vendor. Your vForms will eventually be “used up,” just as paper forms would be, so you must be careful in using them. Here are a few tips to help you manage your vForms inventory.

Complete Required Fields

Most contract/lease forms require certain fields to be completed before you can print or save the document. You cannot save a document without those required fields. You can print a blank document or one without completing the required fields, but it will debit your inventory.

When you first start a contract by clicking “File…New,” you need to complete the required fields first, then save the contract before you print it or you will waste a contract. (The HighTechForms software will warn you if this situation occurs.)

Contracts you’ve saved in the past can be opened, modified, and printed without incurring additional debits to your inventory. However, there are certain items on the contract you cannot change without using up another form in your inventory. The unique contract identifiers (UCI) cannot be changed once they’ve been saved or printed without using up another form in inventory. Read the specific instructions for your contracts/leases for more information on the UCI fields.

When Inventory Gets Debited

Unlike paper forms, which get “used” once you type something on them, vForms don’t get “used” until you save or print the document. So, you could make some modifications to a vForm and then realize you don’t really want to use the form. Simply close the document and no inventory is used. With a paper-based form, you would have wasted a sheet of paper (or more!).

Using “Save As…” will also debit your inventory. Do not use “Save As…” unless you are creating a new contract and have already changed the UCIs.

Increasing Your Available Forms Inventory

Adding forms to your inventory is easy- whether you need 10 more or 200 more. Simply call your HighTechForms Sales Representative and tell them you need to order some inventory. Your inventory can be increased over the telephone!

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12.Correcting Major Errors #

Because major errors might occur during your use of a form file, it is best to save your current file often, especially after comprehensive changes. Major errors do not include the entry of incorrect information or typos. Major errors include deleting formulas, removing rows or columns from tables, deleting special codes, adjusting margins or tabs, accidental font adjustments, etc. If a major error occurs, try to undo the error by selecting Undo from the Edit menu. If this doesn’t work, you will have to exit the document without saving and re-open the file, which will be the last saved backup.

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13.Printing Your Forms #

If you find that a page is spilling onto the next page, your printer driver may be causing your application to adjust the spacing of the form. This usually occurs with inkjet or deskjet printers, as well as late model HP Laserjets. Generally, there are a few adjustments you can make to adjust the form back to its proper dimensions.

  1. Check for any lines of text that are spilling over or wrapping to the next line. This will lengthen a form and sometimes cause it to print to extra pages. Modify the line to bring the wrapped text back up to the proper line. You can try adjusting the font spacing or resize table columns, as is appropriate.
  2. Reduce the line spacing in all or part of the form. Sometimes going from a line spacing of 1.0 to a line spacing of 0.9 will fix the problem.
  3. Reduce by a half point or one point the font size of form text. Do not change your answer fonts, as these are usually standard sizes and required by the agency to which the form is sent.
  4. Try adjusting the margins. Use small adjustments of tenths of an inch at first.

If you do encounter printer, font, or spacing problems that you are not able to correct, please call the HighTechForms Help Desk.

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14.Uninstalling Your Forms #

If you need to uninstall your forms (for instance, to transfer a license, upgrade a PC’s hardware, etc.), you will need to run the following uninstall procedure.

1. CLICK HERE TO DOWNLOAD AND INSTALL THE LATEST VERSION OF THE FORMS MANAGER.

2. Run the Forms Manager.

foad_fm_uninstall

3. Fill in the company name and the user name in their respective boxes. These might already be filled.

4. In the “Currently Licensed Forms” list, click the template you want to uninstall. If you want to uninstall a group of templates, click on the group folder. For example, you can click on the group item named “AAPL/COPAS” in the screenshot above if you want to uninstall all AAPL/COPAS forms.

5. Click the “Uninstall” button. If you are uninstalling an entire group, all the forms will be uninstalled. If you’ve selected an individual form, it will be uninstalled. Follow these steps for any other forms you want to uninstall.

If the Forms Manager cannot connect to the Forms Server to report your uninstall, it will pop up a message box with a warning, and it will save a text file to your desktop. You must email this uninstall confirmation text file to us in order for us to transfer the license to another PC.

Once your form(s) has been uninstalled, you will need to call High Tech Forms Technical Support for assistance with reinstalling the form(s).

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15.Technical Support Policy #

OVERVIEW

Technical support is included with your High Tech Forms (“HTF”) Software Subscription (“HTF Subscription”). Please note, Technical support is not available without a HTF Subscription.

Unless otherwise stated, these Technical Support Policies apply to technical support for all HTF product lines.

“You” and “your” refers to the individual or entity that has an active HTF Subscription.

You may contact HTF via telephone or email during normal business hours (CST). HTF provides technical support by documentation via its web site 24/7. Phone numbers and contact information can be found on HTF’s support web site at https://hightechforms.com/support/.

Technical support is provided on a first-come, first-served basis for issues (including problems created by you) that are demonstrable in the currently supported release(s) of a HTF software application (“HTF Software”), running unaltered, and on an appropriate hardware, software, and operating system configuration, as specified in your program documentation. Product release and supported platforms information for HTF software applications is available through the HTF web-based customer support system.

The parties agree that HTF will not be responsible for providing technical support for problems arising out of hardware or other software conflicts that are not directly attributable to HTF Software, and that it will be the responsibility of the Licensee to seek such support from the appropriate manufacturers of the hardware or software causing the problem.

Further, HTF makes no warranties for problems arising out of accidents, abuse, misuse, misapplication, or other inappropriate use of the programs governed by Your license, including any modifications to the programs by Licensee or by other persons or entities, which modification includes purposeful or accidental changes or the introduction of a computer virus to the system on which the HTF Software is installed.

These Technical Support Policies are subject to change at HTF’s discretion; however, the services provided will not be materially reduced during the support period (defined below).

SUPPORT TERMS

Support Period

Technical support is effective upon activation and throughout the duration of your HTF Subscription.

SUPPORT FOR LOST OR UNRECOVERABLE SOFTWARE

HTF Software is an asset like any other material asset and represents material value to both you and HTF. This technical support contract does not function as insurance, and does not provide for no-cost reinstallation of lost or unrecoverable licenses. In the event that a license is lost or becomes unrecoverable, HTF will restore the license at the then current license price.

Technical Contacts

You are the sole liaison between you and HTF for technical support of programs. You should be knowledgeable about the HTF Software and the operating system environment in which you use the HTF Software in order to help resolve system issues and to assist HTF in analyzing and resolving service requests. When submitting a service request, you should have a baseline understanding of the problem you are encountering and an ability to reproduce the problem in order to assist HTF in diagnosing and fixing the problem.

Program Updates and Form Revisions

All “Program Updates” (including any code modifications that fix malfunctioning or less-than-optimal working parts, enhancements and improvements to current functionality, or feature additions) to your HTF Software is provided for no additional cost over and above your HTF Subscription.

A “Form Revision” refers to a modification of the form itself. Form Revisions are made available for program licenses to its supported customers at a fee equal to a percentage of the original cost of the license, including transaction charges if applicable.

Updates are provided when available, and HTF is under no obligation to develop any future programs or functionality.

For all HTF Program Updates and Form Revisions, the fixed/update/revised program will be made available to you via the HTF Software.

Right to End Support

It may become necessary as a part of HTF’s product lifecycle to end support for certain HTF Software, and HTF reserves the right to end support for HTF Software at any time. End-of-support (“EOS”) information, including ending dates, is posted on the HTF web site. EOS information is subject to change. HTF will provide updated EOS information on the HTF web site as necessary.

Third Party Vendor-Specific Support Terms

You must remain on a supported environment – including applications and platforms – to receive technical support. If a vendor retires support for its product, you may be required to upgrade to a current certified application, hardware platform, framework, database and/or operating system configuration to continue receiving technical support services from HTF.

High Tech Forms COLLABORATIVE SUPPORT

HTF may make available software tools (such as tools to assist in the collection and transmission of configuration data) and web-based tools (such as tools that enable HTF, with your consent, to access your computer system) to aid in the resolution of service requests. Such tools may be used only in connection with supported program licenses, and use of the tools will be subject to any additional license and other terms provided with the tools.

High Tech Forms SERVICE ATTENTION

Service requests may be submitted by you either online through HTF’s web-based customer support systems or by telephone. Reasonable efforts will be made to respond to service requests within two (2) hours during normal business hours (CST).

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16.License Agreement - Summary #

This is a summary of the High Tech Forms (“HTF”), Software License Agreement (the “Agreement”) between you (either an individual or an entity) (“Licensee”) and HTF (“Licensor”) and governs the terms of use for software installed on Licensee’s computer property.

SOFTWARE LICENSE

GRANT OF LICENSE. Licensor grants Licensee the right to install and use the HTF software (the “Software”) on as many computers (“Authorized Workstation(s)”) for which Licensee purchased licenses. A computer becomes an Authorized Workstation when the software is 1) placed into permanent memory (e.g., hard disk or other storage device) directly accessible by the computer, 2) accesses the Software indirectly from a network Server or other storage medium, or 3) is otherwise being utilized on the computer.

COPYRIGHT. The Software is owned by Licensor and is protected by United States copyright laws and international treaty provisions. Licensee agrees to treat the Software like any other copyrighted material (e.g., a book or musical recording). Licensor agrees to provide to Licensee, via Licensor’s web site, instructions for using the Software (the “Documentation”).

SOFTWARE UNINSTALL/TRANSFER. Software can be uninstalled from an Authorized Workstation by completing the uninstallation procedure as described in the Documentation. Any other method of removal of a license not in accordance with the uninstall procedures outlined in the Documentation will be invalid, and any reinstallation of said license will require the purchase of a new license. Licensee may transfer the System to another person or entity provided Licensee uninstalls the System from Licensee’s Authorized Workstation in accordance with the uninstall procedure as detailed in the Documentation, retains no copies of the System, the recipient agrees to the terms of this Agreement, and Licensee notifies Licensor in writing regarding said transfer.

OTHER RESTRICTIONS. Licensee agrees to not provide for use or installation by any other person or entity the Software or Documentation (collectively referred to as the “System”). Licensee may not reverse engineer, decompile, or disassemble the Software. If the Software is an update or has been updated, any transfer must include the most recent update and all prior versions.

LIMITED WARRANTY

LIMITED WARRANTY. Licensor warrants that the System will perform in accordance with the Documentation for a period of thirty (30) days from the date of receipt. Any implied warranties on the Software are limited to thirty (30) days. Some states/countries do not allow limitations on duration of implied warranty, so the above limitations may not apply.

CUSTOMER REMEDIES. Licensor’s entire liability and Licensee’s exclusive remedy shall be, at Licensor’s option, either (a) return of the price paid, or (b) replacement of the Software that does not meet Licensor’s Limited Warranty. This Limited Warranty is void if failure of the Software has resulted from accident, abuse, or misapplication by Licensee. Any replacement Software will be warranted for the remainder of the original warranty period or thirty (30) days, whichever is longer. Outside the United States, these remedies are not available without proof of purchase from an authorized non-U.S. source.

NO OTHER WARRANTIES. Licensor disclaims all other warranties, either express or implied, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose, with regard to the Software and the Documentation. This Limited Warranty provides Licensee specific legal rights. Licensee may have other rights which vary from state/country to state/country.

NO LIABILITY FOR CONSEQUENTIAL DAMAGES. In no event shall Licensor be liable for any damages whatsoever (including, without limitation, damages for loss of business profits, business interruption, loss of business information, or any other pecuniary loss) arising out of the use of or inability to use, or resulting from modifications made by you to the System, even if Licensor has been advised of the possibility of such damages. Because some states/countries do not allow the exclusion or limitation of liability for consequential or incidental damages, the above limitations may not apply.

Yes No

17.License Agreement #

This Software License Agreement (the “Agreement”) is made this ____ day of ______________, ______, between High Tech Forms, LLC, a Limited Liability Corporation organized and existing under the laws of the State of Texas, with its principal office at 9934 Wethers Field Circle, Providence Village, Texas 76227 (hereinafter called “Licensor”), and ______________________, with its principal office at __________________________________________ (hereinafter called “Licensee”).

WITNESSETH:

WHEREAS, Licensor has designed and developed proprietary computer software applications (the “Programs”) and accompanying technical support materials (the “Documentation,” which specifically excludes the source code, object code, or other program outlines), collectively referred to as the “System,” for which it customarily grants licenses for use; and

WHEREAS, Licensee desires to obtain a non-exclusive license to use the selected System as specified on Licensor’s Order Process under the terms and conditions set forth herein.

NOW, THEREFORE, THE PARTIES HERETO HEREBY AGREE AS FOLLOWS:

  1. License. For the valuable consideration paid, or to be paid, by the Licensee upon the conditions described below and in the amounts appearing on your Invoice, and in consideration of the mutual promises herein contained, Licensor hereby grants to the Licensee, and Licensee hereby accepts, a non-exclusive and non-transferable license (the “License”) to use the System, subject to the terms and conditions of this Agreement.
  2. Term. The term of this Agreement shall commence on the Delivery Date as indicated on your invoice, or the date Licensee receives said System, whichever is sooner (the “Term Start Date”), and shall exist as long as the License is in effect (the “Term”); provided, however, Licensor shall only be required to provide customer technical support as specified in Licensor’s Technical Support Policy as referenced below in paragraph 8, Technical Support.
  3. Right of Use. Licensor represents that it is the owner of the System and has the right to grant the License described by this Agreement under the terms and conditions contained herein. Licensee has, pursuant to the License, the right to install the System to one computer per license purchased, as specified in the Order Process, at the installation site (the “Authorized Site”). The System may only be utilized by one user on one computer for every installation purchased, unless otherwise specifically authorized by the terms and conditions of this Agreement or any amendment thereto. Licensee’s designated user(s) has the right to use the System for the benefit of Licensee and its parent, subsidiary, or majority owned affiliated organizations in the ordinary course of business at the Authorized Site. Licensee will not provide or make available any part of the System in any form, or transfer any rights under this Agreement or any amendment thereto to any other person or entity without the prior written consent of Licensor. Title and ownership rights to the Programs, the specifications defined herein below, and any Documentation which may have at any time been provided to the Licensee or any of its agents, representatives, or employees, in connection with the installation, use, modification, or adaptation of the System, including any interface programs, shall remain with Licensor. All System enhancements, modifications, or adaptations created or written by Licensee utilizing its personnel shall remain the property of the Licensee. Licensee, however, shall not have the right to distribute said modified System without prior written consent from Licensor.
  4. System Reproduction. Licensee agrees that it shall not copy or reproduce, nor cause, nor permit to be copied or reproduced, any part of the System. The Licensee will use reasonable precautions to prevent the unauthorized copying of all or part of the System, and agrees not to make available to any person other than employees and independent contractors of the Licensee who have a need to know, any portion, translation or copy of the System. In this connection, Licensee agrees that disclosure of the contents of the System to parties not in privity of contract with the Licensor will cause irreparable harm and damage to the Licensor. Licensee further agrees that Licensor, in the event of such disclosure, will have no adequate remedy at law available to Licensor to preclude the harm and damage that will result from such disclosure. Licensee therefore agrees that it will cooperate with Licensor and will consent to the granting of a Temporary Restraining Order, Temporary Injunction, and Permanent Injunction to preclude the unauthorized use of the System.
  5. Payment of Fees and System Acceptance. The Licensee agrees to pay Licensor the fees and charges established on the Order Process, which specifies the System to which this license shall apply.
  6. System Installation. Licensee’s designated user at the Authorized Site shall perform installation of the System. Upon the successful installation of the System, the obligations of the Licensor pursuant to this Agreement shall be deemed fulfilled, except for those agreed on in Licensee’s current and active technical support contract, if any.
  7. Operational Failure. Licensee agrees that Licensor has made available to Licensee, prior to Licensee’s purchase of the license for System, a recommended minimum system configuration specification (“Minimum System Configuration”), which specifies the minimum requirements for using the System. Licensor makes no warranties in regard to technical difficulties arising out of Licensee system configurations that do not meet or exceed the Minimum System Configuration. In the event the System does not successfully complete the installation procedure as established in paragraph 6 above, or if the System does not function according to the criteria established herein, the Licensor shall have the right for a period of ninety (90) days (the “Cure Period”) to correct any errors or defects which preclude the System from installing or otherwise not operating in accordance with the criteria established herein. If, upon expiration of the cure period, the Licensee has not successfully installed the System, this Agreement will be null and void, and the Licensee shall be entitled to receive a refund of the fees and charges originally paid by the Licensee. Licensee is required to remove the System from its computers and return all related materials, if any, to Licensor prior to Licensor issuing the refund. Licensor shall not be required to refund any portion of the Original License Fee until it has received the System and all Documentation from the Licensee. If Licensor is required by the terms and conditions of this Agreement to make a refund of the Original License Fee, or so much of that as has been paid by the Licensee to the Licensor, such refund shall be made within thirty (30) days after the expiration of the Cure Period, the receipt of all copies of the Documentation or other materials of any kind or type provided by Licensor or Licensee as well as all programs or procedures developed by the Licensee from or utilizing any part of the System together with the receipt of a notice for refund (“Notice of Refund”) issued in accordance with provisions of the Agreement.
  8. Technical Support. Licensor has a complete Technical Support Policy document which can be found at Licensor’s web site at https://hightechforms.com/support/tech_support_policy.html. It is hereby acknowledged by Licensee that Licensee has read and understands Licensor’s Technical Support Policy.
  9. Software Uninstall/Transfer. The System can be uninstalled from an Authorized Workstation by completing the uninstallation procedure as described in the Documentation. Licensee may transfer the System to another person or entity provided Licensee uninstalls the System from Licensee’s Authorized Workstation in accordance with the uninstall procedure as detailed in the Documentation, retains no copies of the System, the recipient agrees to the terms of this Agreement, and Licensee notifies Licensor in writing regarding said transfer. Any other method of removal of a license not in accordance with the uninstall procedures outlined in the Documentation will be invalid, and any reinstallation of said license will require the purchase of a new license.

INDEMNIFICATION: Licensor warrants that the System and related documentation do not infringe on any patents, copyrights or trademarks or constitute misappropriation of third party proprietary information. Licensor will defend, indemnify and hold Licensee harmless against any claim that the System infringes on or was created in whole or in part by violation of copyright, patent, trade secret or other intellectual property right, provided that: (a) Licensee promptly notifies Licensor of the claim; (b) Licensor has primary control of the defense provided that Licensee shall have full right to participate in the litigation and in all settlement negotiations. Licensee shall further have the right to settle any such claim without Licensor’s approval solely on Licensee’s own behalf under such claim, provided that any such settlement shall be non-binding upon Licensor and shall not in any manner prejudice Licensor’s defenses to any claims by Licensee; and (c) Licensee provides Licensor with reasonable assistance, information and authority in the litigation.

IN WITNESS WHEREOF, the parties, by their duly authorized representatives, have executed this Agreement to be effective as of the last date written below.

Yes No

18.Privacy Policy #

At High Tech Forms (“HTF”), we value your privacy!

We never make client information available to third parties, except as noted below.

HTF distributes certain templates that contain copyrighted information which HTF does not own. HTF reports the sale of these particular templates to the copyright holders. The information provided to the copyright holder includes date of purchase, name of persons, and company name. We report to the following organizations when a template containing their copyrighted text is sold: American Assocation of Professional Landmen (AAPL), Council of Petroleum Accountants Societies (COPAS), Pound Printing, and the International Association of Drilling Contractors (IADC).

Changes to this policy

Please note that this Privacy Policy might change in the future. We will not reduce your rights under this Policy without your explicit consent, and we expect most such changes will be minor. Regardless, we will post any Policy changes on this page and, if the changes are significant, we will provide a more prominent notice (including, for certain services, email notification of Policy changes).

If you have any questions or concerns about this Policy, please feel free to contact us any time using any of the methods outlined on our web site.

Yes No

19.1.Authority for Expenditure #

Quick Reference Sheet for the Microsoft Word Version of
the Authority for Expenditure form

AutoCalc Keystroke (Not available in Word 2007/2010) – To quickly calculate the document, press ALT+A. This eliminates the need to use your mouse to select “AutoCalc” from the “Forms” menu and is handy for when you want to test or adjust values.

Adding/Deleting Line Items – To add a line item (row) to the form, position the text cursor in the table row you wish the new row to precede. Select “Insert Row” from the “Forms” menu and a duplicate line item will be added.

To delete a line item (row) from the form, position the text cursor in the table row you wish to remove and select “Delete Row” from the “Forms” menu.

Adjusting Added Line Items – Once you have added a row to the form, you may want to customize its dimensions. You can add columns, adjust column widths, or remove columns. See your Microsoft Word User’s Guide for detailed instructions on modifying table rows.

Yes No

19.2.AAPL and COPAS #

AAPL and COPAS Quick Reference Sheet

These instructions apply to the Microsoft Word version of the AAPL and COPAS templates.

First Things First

Read Revision Balloons Settings in the Users Guide.

Five Easy Rules to a Completed AAPL/COPAS Document

Completing an AAPL/COPAS document is easy, as long as you understand the Five Easy Rules. See the Five Easy Rules page for complete details.

Filling in Blanks

To fill in the blanks throughout the form, use your cursor keys and the <PAGE UP> and <PAGE DOWN> keys to position the cursor inside any blank (see Figure 2. Blanks, for detail), then enter the appropriate text. You can also use your mouse to position the text cursor on the blank lines.

aapl_blanks

Figure 1. Blanks

Adding Text

Position the text cursor at the location in the contract where you want to insert text. Click “HighTechForms>Insert Text.”

aapl_sample

Figure 2. Sample Text

Adding Multiple Lines of Text

This is a very important topic, so it gets highlighted.

IMPORTANT: Do not allow text to wrap around from one line to the next, and do not use the <ENTER> key to position the cursor on the next line.

When entering multiple lines of data…

If you need to enter multiple lines of text but there are not enough blank lines to accommodate them, make it a note in the “Other Provisions” section, then reference it at the insertion point. See below image for example:

ref_note_example2

If there is only original TEXT BELOW where you are typing, first enter a line of data, then press the <DOWN ARROW> key TWICE to position the cursor on the next numbered row and continue entering the text.

If there is NO ORIGINAL TEXT BELOW where you are typing (for instance, for the “Other Provisions” section of the JOAs), you can type your paragraphs without worrying about line spacing or using the ARROW key. If you have questions about this, please let us know.

Adding Operators/Non-Operators and Acknowledgments

The JOA 1982, JOA 1989, and JOA 1989H have sections at the end of the document for operator and non-operator information and signatures. You can add additional operator and non-operator blocks from the HighTechForms menu.

To remove any signature blocks you’ve added, highlight the block you want removed, then click “HighTechForms>Remove Revision.”

For the JOA 1989 and JOA 1989H, you can also use the “HighTechForms>Delete Op/Non-Op Table” menu item.

For the JOA 1989 and JOA 1989H, you can add individual and representative acknowledgments sections from the HighTechForms menu. To REMOVE these additional acknowledgment sections, highlight the section you want removed, then click “HighTechForms>Remove Revision.”

Checking Boxes

If you need to check or uncheck a box, position the cursor next to the box to be checked, then click “HighTechForms>Check-A-Box.”

Deleting Text

Deleting text in these revision tracked documents will cause the words to be struck through. To strikethrough text, simply select the text and press <DELETE>. The text will be marked as above (refer to Figure 2, line 12). If you strikethrough text accidentally, you can simply select “Undo” from the “Edit” menu (or press CTRL+Z) to undo the deletion. If you come back to a form later and need to remove the strikethrough line, see “Removing Revisions” below.

Removing Revisions

To remove a revision in your document, such as a strikethrough line or text that has been entered by another author, highlight the text and click “HighTechForms>Remove Revision.”

Replace Text

To replace text, simply strikethrough the text to be replaced, then add the text that will replace it. See “Adding Text” and “Strikethrough Text” above for more information, and Figure 2, line 10, above, where “title holders” replaces “owners.”

Accepting Changes and the “Final” Document

NEVER ACCEPT REVISIONS TO THE DOCUMENT.

The AAPL wants all the original language to show on all contracts generated with HighTechForms software. We therefore do not support using “Accept changes” to create a “final” document. Your document will print with the revision markup displayed. (Balloons, however, can be turned off. Click here for instructions.)

Also, by accepting the changes, you will ruin the editability of the document by making your revisions a permanent part of the document.

Always view your document in “Final Showing Markup.” If you change it to “Final,” it does not remove the revisions. It only hides them from you. If you send the document to another party, they will still be able to view all revisions that remain in the document, even if you have hidden them on your PC. Always edit in “Final Showing Markup” mode so you know exactly what is in the document and what other parties will see in the document. These documents always print in “Final Showing Markup” view as well.

If you have any questions about this, please feel free to get in touch with us.

Adjusting Page Numbers

How to adjust pages that have the same page number

The page numbers on the document are static. That is, if you insert a page break, the next page will have the same number as the prior one. This was done to insure that the page numbers on the computer generated documents match up with the originals as printed by AAPL. When you add pages, you will need to modify the page number so that they are sequentially numbered. For instance, if you add pages to Article XV. Other Provisions of the JOA 1982, your page numbers will become 14a, 14b, 14c, etc. Here’s how to adjust the page numbers:

Position your text cursor on the page with the page number you want to modify. Click the “HighTechForms” menu and select “Add ABC Page Numbers.”

If in the future your document no longer needs the ABC page numbers, simply position the text cursor on that page and click the “HighTechForms” menu and choose “Remove ABC Numbers.”

Important Notes

Multiple Authors/Editors

Multiple authors/editors refers to a document that will be edited by more than one person on more than one licensed PC. To modify a document that has been sent to you from a separate PC and already edited, you will need to use the “Remove Revision” feature to modify the original editor’s revisions. For instance, to remove text they added to the contract, highlight that text and select “Remove Revision” from the “HighTechForms” menu.

NOTE: Each PC on which the document will be edited will need to be licensed. Otherwise, the document cannot be edited on that PC.

Section Breaks and Page Numbers

Never, ever, try to modify the Section Breaks. They are there because the page numbers are hard-coded into the document. If you change the Section Breaks, it is possible the page numbering will break and you will have to redo the entire agreement. So, NEVER, EVER, try to modify the Section Breaks. If you do not understand these instructions, you probably don’t need to worry about it. Just remember to NEVER, EVER, modify the Section Breaks.

Creating PDF Files

If you want to create a PDF file to distribute to other parties, see our special instructions, “Protecting Your PDF Files.”

Yes No

19.3.Court Documents #

Quick Reference Sheet for the Microsoft Word Version of

Court Reporting Documents

Starting a New Document – To start a new document, run the Forms Manager, then double-click on the form you want to use from the list of “Currently Licensed Templates.” Alternatively, you can do the following:

  • Word 97/2000 Users – Open Word. Click File>New. Click the “General” tab. Double-click the icon of the template you want to use.
  • Word 2002 Users – Open Word. Click File>New. Click on the General Templates link in the Document Pane (usually located on the right side of the screen; click here to see it). Click the General tab, then double-click the icon of the template you want to use.
  • Word 2003 Users – Open Word. Click File>New. Click on the “Templates… On My Computer” link in the Document Pane (usually located on the right side of the screen; click here to see it). Click the General tab, then double-click the icon of the template you want to use.

Completing the Form – Use TAB to move forward and Shift+TAB to move backward through the form. Complete blank items by typing the appropriate information.

Checking/Unchecking Boxes – Use the SPACEBAR to check and uncheck the boxes on the form.

Yes No

19.4.DPS Crash Report #

These are additional instructions for the Texas DPS Crash Report for Microsoft Word for Window.

Using the Forms
There are six files available for crash reporting (you might not have received all of them depending on what you ordered). They are as follows:

      DPS Crash Report (CRB-2).dot – Driver’s Crash Report

      DPS Crash Report (CRB-3).dot – Officer’s Crash Report

      DPS Crash Report Commercial Supplement (CRB-3C).dot -Commercial Vehicle Supplement

      DPS Crash Report High Occupancy Supplement.dot – High Occupancy Supplement

      DPS Crash Report with Commercial Supplement.dot – Officer’s Crash Report + Commercial Vehicle Supplement

      DPS Crash Report with High Occupancy Supplement.dot – Officer’s Crash Report + High Occupancy Supplement
Add Arrow to Map
To indicate north in the diagram section, click “HighTechForms>Add Arrow to Map” and choose the appropriate arrow.
Add/Remove Crash Diagram
You can add a Crash Diagram graphic to your Crash Report by creating the graphic file in a paint or drawing program (such as Microsoft Paint, Paint Shop Pro, Adobe Photoshop, GIMP, etc.). Make sure you save it in a Windows Bitmap, JPG, or GIF file format. Then, you can import that graphic into your Crash Report by clicking “HighTechForms>Import Crash Scene Image.” Your drawing will be resized if necessary to fit the space allowed for the diagram.

You can also draw your diagram to a sheet of paper, then scan it into your computer. Then import the scanned graphic.

You can remove the graphic by clicking “HighTechForms>Remove Crash Scene Image.”

AutoComplete
When filling out the Crash Report with Commercial Supplement, items 1 through 7 of the CRB-3 will automatically transfer to the Commercial Supplement (CRB-3C).
Checking Boxes
In order to check and uncheck boxes, use your TAB key to highlight the checkbox, then press the SPACEBAR.
Adding Vehicles
When using the CRB-3 Crash Report, for accidents that involve more than two vehicles, click “HighTechForms>Add Vehicles” to add pages for those additional vehicles.

When you know there are more than two drivers, add pages BEFORE you complete the driver information on pages one and two. The “Add Vehicles” item simply copies the first set of driver pages so any information on the page will be automatically transferred.

Officer’s Notes
If you want to add a page for additional notes, click “HighTechForms>Add-A-Page (Officer’s Notes).”
AutoSave
The Crash Report will save reports with the following format:

    CASE_NUMBER – DATE – DRIVERS’ NAMES

and with a “.doc” extension. For example, for Case Number 123456, which occurred on December 11, 2005, and involved two drivers whose last names are Williams and Batima, the filename would be as follows:

    123456 – 2005-12-11 – Williams – Batima.doc

Be sure the Case Number (Loc. No.), Date of Accident, and Last Name of driver one are complete before attempting to print or save.

Yes No

19.5.IADC #

Table of Contents for IADC Instructions


Forms Inventory

There is a limit to the number of documents you can create based on your “virtual inventory.” A unique contract is defined by the Well Name and Number and theWell Location and Land Description items. These unique contract identifiers cannot be changed once they’ve been saved or printed without using up another form in inventory. Once you’ve used up all your inventory, you will need to call HighTechForms to order more.

Using “Save As…” will also debit your inventory. Do not use “Save As…” unless you are creating a new contract and have already changed the Well Name and Number and the Well Location and Land Description.

Adding forms to your inventory is easy- whether you need 10 more or 100 more. Simply call your HighTechForms Sales Representative and tell them you need more forms. Your inventory can be increased over the telephone! (For more information on Virtual Forms Inventory, click HERE.)

Adding Text

Adding Text to the First Page

The first page of the IADC contract is structured using a table. If you click “Tables>Show Gridlines,” you will see the table gridlines. You do NOT use the “HighTechForms>Insert Text…” menu item to insert text into a table. You simply type the text you want to insert -OR- if you need to insert more than two or three words, insert a reference to it and put the text in another section of the document. You might have to adjust cell sizes when adding text into a table. Read up on formatting tables in the Microsoft Word documentation.

Adding a Single Line of Text

Position the text cursor at the location in the contract where you want to insert text. Select “Insert Text at Insertion Point” from the “HighTechForms” menu. Type your inserted text. See Figure 1. Sample Text below, where the words “project-related” and “not” were inserted into the text.

Adding Multiple Lines of Text

When inserting multiple lines of text you must first make sure you have enough blank lines to accommodate the text you want to enter. If you do not have enough blank lines to enter all the text you need to insert, you must find a place further in the contract to enter the text and reference that text at the insertion point.

When entering multiple lines of text, do not allow text to wrap around from one line to the next, and do not use the <ENTER> key to position the cursor on the next line. Type one line of text at a time, using your <DOWN ARROW> or <RIGHT ARROW> key to position the cursor on each subsequent line required. If you need to insert text at the bottom of the page (below all other body text on the page), and there is enough space to do so, you may allow text wrap around and you may use <ENTER>.

Deleting Text

To delete text, simply select the text and press <DELETE>. The text will be marked with strikethrough if it is part of the original contract. If you strikethrough text accidentally, you can simply select “Undo” from the “Edit” menu (or press CTRL+Z) to undo the deletion. If you come back to a form later and need to remove the strikethrough line, see “Removing Revisions” below.

Replacing Text

To replace text, simply <DELETE> the text to be replaced, then add the text that will replace it. See “Adding Text” and “Deleting Text” above for more information, and Figure 1. Sample Text.

Adding Rows

The table in Exhibit A, item 6, can be expanded using Word’s built-in table row adding functionality. Check your Word Users Guide, or Microsoft’s Word Help web site, for complete details on adding rows to tables.

Removing Revisions

To remove a strikethrough line in your document, highlight the text that has the strikethrough line you want to remove and click “HighTechForms>Remove Revision.” If there is text you have inserted that you subsequently want to remove, you can delete it with the <DELETE> key. If there is text somebody else has entered, you can delete it by highlighting it then clicking “HighTechForms>Remove Revision.”

Accepting Changes and the “Final” Document

NEVER ACCEPT REVISIONS TO THE DOCUMENT.

The IADC wants all the original language to show on all contracts generated with HighTechForms software. We therefore do not support using “Accept changes” to create a “final” document. Your document will print with the revision markup displayed. (Balloons, however, can be turned off. Click here for instructions.)

Also, by accepting the changes, you will ruin the editability of the document by making your revisions a permanent part of the document.

Always view your document in “Final Showing Markup.” If you change it to “Final,” it does not remove the revisions. It only hides them from you. If you send the document to another party, they will still be able to view all revisions that remain in the document, even if you have hidden them on your PC. Always edit in “Final Showing Markup” mode so you know exactly what is in the document and what other parties will see in the document. These documents always print in “Final Showing Markup” view as well.

If you have any questions about this, please feel free to get in touch with us.

How Do I Get Rid of Blank Pages?

Blank pages occur when text you have entered on the page causes lines to be pushed down the page. This happens when you either let the text wrap around to the next line as you type, or if you press ENTER. If you have a blank page, it is because text has been bumped down the prior page and pushed a page break onto the blank page. To fix it, you have to remove the revisions on the prior page and redo them so they don’t cause lines of text to be bumped down the page.

Section Breaks

Do NOT insert nor remove Section Breaks. These control the content of headers and footers. If you insert or remove a section break, it could permanently change the header or footer. Leave section breaks alone.

Turning Off Revision Balloons

It is important that you turn off Revision Balloons so your documents print out properly.

Click here for instructions on turning off Revision Balloons.

Filling Blanks

To fill in the blanks throughout the form, use your <ARROW> keys and the <PAGE UP> and <PAGE DOWN> keys to position the cursor on any blank, then enter the appropriate text. You can also use your mouse to position the text cursor on the blank lines. IMPORTANT: Generally, you will need to position the cursor somewhere on the line (not at the beginning) then insert your text. If a blank line begins a line of text, you will NOT need to position your text cursor somewhere on the line, but will instead type from the beginning of the line.

Checking Boxes

If you need to check or uncheck a box, position the cursor next to the box to be checked, then select “Check-A-Box” from the “HighTechForms” menu, or press <ALT+J>.

Note for Multiple Authors/Editors

Multiple authors/editors refers to a document that will be edited by more than one person on more than one licensed PC. To modify a document that has been sent to you from a separate PC and already edited, you will need to use the “Remove Revision” feature to modify the original editor’s revisions. For instance, to delete text which was added by another user, highlight that text and click “HighTechForms>Remove Revision.” NOTE: Each PC which will be used to edit the contract will need to be licensed.

Revision Markings in Margin

Because the IADC contracts include bold text within the original document, we have integrated the use of revision markings in the margins of the contracts. These are horizontal lines placed in the margin whenever a revision (insertion or deletion) is made. This allows you to quickly determine where revisions have been made. (See Figure 1. Sample Text, below, for sample.)

iadc_sample
Figure 1. Sample Text

Yes No

19.6.Kansas Water Well Drillers #

Code View

You can view a list of Kansas Lithologic Names and Code Numbers by selecting “View Codes Document” from the “Forms” menu. This will pull up a document listing both the lithologic names and codes, as well as the list of “Legal Location Valid Qualifiers.” To return to the form, simply close the codes document.

Marking Well Location in Section Box

To mark the well location in the section box, switch to “Page Layout” view by clicking “Page Layout” on the “View” menu. Click on the floating ‘X’ graphic and drag it into position on the location grid.

Circling Answers

When you need to circle an answer, click “HighTechForms>Circle Answer.” This will create a little circle on the page that you can click and drag to the appropriate answer. The circle can be clicked on, moved, and deleted whenever necessary. Note: The circle is created at the insertion point (where the text cursor is flashing on the page) but can be moved as needed.

Yes No

19.7.Louisiana Oil and Gas Production #

Quick Reference Sheet for the Microsoft Word Version of

Louisiana Oil and Gas Production Reporting Forms

Along with AutoCalc, your OGP and G-1D can share information. You will need to create your OGP, then create the G-1D with the same lease names. From the G-1D, click “HighTechForms>Get OGP Data,” and the OGP production data for the relevant leases will be imported into the G-1D.

Yes No

19.8.Producers 88 Leases #

Table of Contents

Forms Inventory There is a limit to the number of documents you can create based on your “virtual inventory.” A unique contract is defined by the Lessor and the land description items. These unique contract identifiers cannot be changed once they’ve been saved or printed without using up another form in inventory. Once you’ve used up all your inventory, you will need to call HighTechForms to order more.

Adding an additional set of lease forms to your inventory is easy. Simply contact your HighTechForms Sales Representative and request more forms. (For more information on Virtual Forms Inventory, click HERE.)

Adding Text Adding Text to the Lease

Position the text cursor at the location in the contract where you want to insert text. Type your inserted text. See Figure 1. Sample Text below.

Filling In Blanks

To fill in the blanks throughout the form, use your <ARROW> keys and the <PAGE UP> and <PAGE DOWN> keys to position the cursor on any blank, then enter the appropriate text. You can also use your mouse to position the text cursor on the blank lines. Generally, you will need to position the text cursor in the center of the blank line and type your answer (see Figure 1. Sample Text). If a blank line begins a line of text, you will NOT position your text cursor in the center, but will instead type from the beginning of the line.

Pasting Text from External Documents

You might want to paste text from another document into your Producers 88 Lease. If you do, it might not be formatted consistent with the lease text itself. To format it to conform to the formatting of the lease, position your text cursor inside the paragraph, then click “HighTechForms>Apply Standard Paragraph Format.” You can also press <Alt+P>.

 

Deleting Text To delete text, simply highlight the text and press <DELETE>. The text will be marked with strikethrough (refer to Figure 1. Sample Text) if it is part of the original contract. If you strikethrough text accidentally, you can simply select “Undo” from the “Edit” menu (or press CTRL+Z) to undo the deletion. If you come back to a form later and need to remove the strikethrough line, see “Removing Revisions” below.
Replace Text To replace text, simply strikethrough the text to be replaced, then add the text that will replace it. You can also highlight the text you want to replace, then simply start typing the text you want entered. It will automatically strikethrough the text to be replaced and place the inserted text to the right of it. See “Adding Text” and “Strikethrough Text” above for more information, and Figure 1. Sample Text, line 3, where “actual” replaces “true.”
Remove Revisions To remove a strikethrough line in your document, highlight the text that has the strikethrough line you want to remove and select “Remove Revision” from the “Forms” menu. If there is text you have inserted that you subsequently want to remove, you can highlight it and press the <DELETE> key. To remove edits entered by somebody else, you will need to click “HighTechForms>Remove Revision.”
Turning Off Revision Balloons
(Word 2002 and 2003 ONLY)
Revision Balloons are new to Word since version 2002 (XP). They highlight revisions by drawing a line from the revision to a “balloon” in the margin, explaining the revision. Revision balloons cause printing and display problems, so you’ll want to turn them off. CLICK HERE for instructions on hiding them.
Adding Acknowledgments and Signature Lines Blank contracts have no signature lines. You can add the lines you need by using the “Add Acknowledgment/Signature Line” item on the “HighTechForms” tab. First, position your cursor where you want the signature/acknowledgment block to appear. Click the “HighTechForms” tab. Click “Add Acknowledgment/Signature Line.”

You will be able to add one of six items:

  • Individual Signature Line
  • Individual Signature with Witness
  • Individual Acknowledgment
  • Corporate Signature Line
  • Corporate Acknowledgment
  • Witness Acknowledgment
Removing Acknowledgments and Signature Lines To remove a signature/acknowledgment block that you no longer need, place your cursor in the table, click the “HighTechForms” tab, then click “Remove Acknowledgment/Signature Line Table.”
Keeping Track of Inventory Each time you print or save, your current inventory will be displayed in the status bar. You can also find out how much inventory you have by clicking “HighTechForms>Forms in Inventory.”
Adding Inventory When you are ready to add inventory, click “HighTechForms>Add Inventory,” then call HighTechForms to add inventory over the telephone!
Add Filename to Footer If you want to be able to identify the saved file from a printed document, click “HighTechForms>Insert Filename in Footer” to insert the document’s filename in the footer, just to the right of the page numbering.
Note for Multiple Authors/Editors Multiple authors/editors refers to a document that will be edited by more than one person on more than one licensed PC. To modify a document that has been sent to you from a separate PC and already edited, you will need to use the “Remove Revision” feature to modify the original editor’s revisions. For instance, to delete text which was added by another user, highlight that text and select “Remove Revision” from the “Forms” Menu. NOTE: Each PC which will be used to edit the contract will need to be licensed.
Statement on Superceding Language Additional provisions may be added to the lease, but it is up to you, the originator of the lease, to specify that those added provisions supercede the standard provisions of the lease. If you do not specifically state this, or if you do not strikethrough those provisions which the added provisions contradict, your lease could be legally ambiguous and untenable in a court of law.


pound_sample2

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19.9.RRC of TX - Form PR #

Entering Your Data

The Date – It’s very important that you conform to the data entry requirements specified by the RRC. Your date should be entered with a two-digit month and four-digit year (see sample screenshot below).

pr_date
The date goes into the cells just above the “Production Month/Year” label.

Enter the appropriate information in each cell, using the arrow keys to navigate the form.  When entering lease names, insert a <TAB> prior to the name by using <CTRL+TAB>. You must use the <CTRL> key to insert a <TAB> or you will simply move the cursor to the next cell. (See diagram at bottom of this page.)

For the first column of each row, you can either put the field name by itself, the lease name by itself, or both the field and lease names together. If you put them together, you will need to type the field name, press <ENTER>, press <Ctrl+TAB>, then type the lease name (see sample below).

NEW FOR FEB 2006! The RRC has made a change to the EDI report form. In order to accommodate this change with minimum fuss, you will need to make sure you indicate Gas Well numbers on your form with a particular format. For Gas Wells, you MUST indicate the Gas Well number in the Lease Name by using a pound sign (#). For instance, “Barnaby #37” (see graphic below).

form_pr_sample

See larger sample Form PR (including header)

Column 1 Formatting – In Column 1 you are allowed 32 characters per field/lease name. Please DO NOT type in ALL CAPS. If you run out of space while entering your data, you will have to abbreviate.

Entering “No-Value” Items – The RRC no longer wants zeroes entered for “zero-value” items. If an item has a value of zero, leave the item blank.

Leases Cannot Span Two Pages – Any lease data you enter on your form must be limited to one page. If you find that the information for a lease will require more rows than you have remaining in a table, you must move the entire lease data to the next page.

Dispositions Go on Separate Rows – Put your disposition values on separate rows. For instance, an item of disposition code 1 and an item with disposition code 2 must be on two separate rows (that is, not in the same “box” on the form).

Alphabetizing Your Data

Your HighTechForms form can alphabetize your data for you. Make sure you first have all your data entered, including all disposition codes (code 8, etc.). Select “HighTechForms>Alphabetize” and your data will be sorted to RRC specifications. You might end up with a blank page or two afterwards, since the alphabetizing will compress your data efficiently. If so, see “Deleting Empty Tables” below.

When the form alphabetizes, it will display the field name for a particular set of leases only once. That is, in the first row of leases for “Rutherford Jones,” it will show the “Rutherford Jones” field name. In subsequent rows of leases for the “Rutherford Jones” field, it will not display “Rutherford Jones” again, but only the lease names. This is the format expected by the RRC.

Add-A-Page

If you need additional pages for your data, click the “HighTechForms” menu and select “Add-A-Page.” A new blank page will be added to the end of your document.

Inserting New Data

You can insert new data at the bottom of your report and then let Alphabetize place it where it belongs. Be sure when inserting new data that you include the field name, lease name, and RRC Identifier.

DO NOT manually add rows to any tables in the document. This will throw off the spacing of the document and data and the RRC will REJECT the form.

Deleting Empty Pages/Tables

Position the text cursor somewhere inside the table you want removed. Click “HighTechForms>Delete Table.”

AutoCalc

AutoCalc now calculates the End of Month value using whatever values are supplied. Items left blank are considered to equal zero. If you only enter the “Beginning of Month” and “End of Month” values, and they are not equal, you will get a warning. If you fill in three of the four values (Beginning of Month, Production, Disposition, End of Month), the item you leave blank will be calculated for you.

Fonts

Do not change the fonts on your Form PR. They have been specified by the RRC.

Transferring Numbers

The “End of month” column provides the values for the next month’s “Beginning of month” column.  When you are ready to start next month’s form, open the prior month’s form, then select “Transfer Values” from the “Forms” menu, and all the end of month values will be transferred to the Beginning of Month column.  Save this new file with a new filename.

 

Filing Via EDI

If you elect to file via EDI, remember to get your new account number from the RRC. You must complete a S.A.D. form on their website. Once you receive your new account number from the RRC you may begin filing electronically. The HighTechForms software is already programmed to generate a valid EDI file. To do so, follow the steps below:

  1. Open the PR form from which you want to create the EDI file
  2. Click the “HighTechForms” menu, then click “Create EDI File” (see right)
  3. At the bottom of the screen in the Word application status bar, you’ll see the path to the EDI file (see below where the file name is “form_pr_tester.edi” and the path is… really long).
  4. Send the EDI file to the RRC (contact the RRC for submission requirements, methods, and information).

form_pr_statusbar

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19.10.RRC of TX - Form W-12 - Inclination Report #

Checking Boxes

Checking boxes on the W-12 uses HighTechForms’s Check-A-Box feature. You can get details about Check-A-Box HERE.

Adding Pages

You can add pages for additional depth reporting by clicking the HighTechForms menu and choosing “Add-A-Page.”

AutoCalc (Calculating Displacement in the Record of Inclination Section)

After completing columns 11 and 13, click on the HighTechForms menu and choose “AutoCalc” to have the form calculate and complete the other columns.

Yes No

19.11.TCEQ Stage II #

These are additional instructions for the TCEQ Stage 2 Report for Microsoft Word for Windows.

Introduction
The Stage II Test Procedure Worksheets Version 2.0 template allows you to complete the test procedure forms quickly and easily, then have it automatically calculate and determine pass/fail status. It also includes an integrated facility manager.
Starting a New Report
Create a new Stage II document (open Microsoft Word, click “File>New,” double-click “stage2k3.dot”). You will see a blank Stage II cover page document. Your options at this point are available from the HighTechForms menu.

stage2_menu

New Report Wizard The New Report Wizard will take you step-by-step in creating a report that will be ready to receive the testing data. It helps you choose a facility.
Add-A-Page You can add additional pages with this command.
AutoCalc Calculate and determine pass/fail status for each available page.
Change Executive Order Use this to update the form with a new executive order.
Import Old Test Data Use this if you have a report in an older version of a HighTechForms Stage II document.
Print Form 101-2 Grid Prints the grid page.
Facility Manager Access the Facility Manager.
Integrated Facility Manager
The Stage II template now has integrated facility management features. The facility manager keeps information regarding each facility for which you are doing Stage II work. The Facility Manager lets you maintain up-to-date information for all facilities, and allows you to add or remove facilities.

Click “HighTechForms>Facility Manager.” You will see the Facility Manager dialog box. You can do the following:

fac_man

New This will add a record for a new facility. Fill in the appropriate information for each facility.
Remove This removes the currently selected facility.
First (<<)
Last (>>)
Next (>)
Previous (<)
These buttons display the chosen record.
Find… This will allow you to use a search term (this can be one or more words) and will return the record with the most instances of the search term. It searches each field of the record, so you can search for owner names, facility ID numbers, etc.
Cancel This cancels any changes since the Facility Manager was started.
Close This saves any new data and closes the facility manager.
Using the Stage II New Report Wizard
The New Report Wizard helps create a document ready for test data. Click “HighTechForms>New Report Wizard” to start the wizard.

You are first prompted to select the facility to use for the new report. If you have no facilities available, you will be given the option to create one with the Facility Manager.

Next, you will be prompted to select the applicable executive order. Then, you will be prompted to select the tank type and test purpose.

If you realize later that you have inadvertently selected the wrong Executive Order, you can select “Change Executive Order” from the “HighTechForms” menu to select a new executive order. The form will automatically update using the new executive order parameters.

The last step is to select the forms you want to include in the report. The forms you select are added to the document. Then, the AutoFill feature transfers header information (from the Facility File) to each page, including Facility Name, Facility ID, etc.

Once a new document has been created, data entry is as simple as using , <shift+tab>, the keys, or the mouse to move from blank to blank.

After completing all your data entry, select “AutoCalc” from the “Forms” menu. AutoCalc steps through the form and insures that you have completed all needed data, including test dates and tester names. The form will prompt you for any missing data. AutoCalc calculates and fills-in “Pass/Fail” for each test procedure.

Adding a page to a report is simply a matter of selecting “Add-A-Page” from the “HighTechForms” menu and selecting the report(s) you want to add.

Circling Answers
Two of the report pages, Form 101-1a and Form 102-1, require you to circle your answer. Each page has a circle graphic at the top of the page that you can use to circle your answers. Just click and drag the circle into position. If you need another circle, click and drag an existing circle and press your Ctrl key. Keep the Ctrl key pressed until you drop the new circle. You can tell it’s going to copy the circle (instead of moving it) when you see the plus symbol next to the cursor.

You can also highlight an available circle, press Ctrl+C, then press Ctrl+V, and a new circle will be pasted into the document. Now move the new circle where you need it to be.

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19.12.RRC of TX - Form T-1 - Monthly Transportation and Storage Report #

The HighTechForms computerized RRC Form T-1 uses a Form + Data Document system to more efficiently keep track of data and fill the form. The steps to a final T-1 form are:

  1. Start and complete a new T-1 Data Document
  2. Select “Create T-1 Form” from the “HighTechForms” menu to create a T-1 Form based on your T-1D
  3. In the new T-1 document, select “AutoCalc” from the “HighTechForms” menu
  4. Print and save the form.

The Form Document is simply the T-1 form itself. The T-1 form can be utilized separately from the Data Document, but generally you will only use it during a merge process with the Data Document.

The Data Document is where you will enter all your information for the T-1 form. By filling in each table in the data document, you will have a quick and easy way to enter information and have it organized for you. For example, the Data Document provides an “Alphabetize” macro that will sort your “Detail of Receipts from Leases” alphabetically by Field, Operator, and Lease.

STEP ONE: – Start and Complete a New T-1 Data Document

Select “New” from the “File” menu and select the “RRC_T-1D” template. To open a previously filled Data Document, simply Open the file using the filename with which it was saved.

Complete each table in the Data Document. If there is no data for a particular table, simply skip that table. DO NOT delete any tables from the page. DO NOT delete the first blank row of any table. If you accidentally delete something, use the “Undo” feature to get back to the document as it was before the deletion. You can use CTRL+Z (Word’s “Undo” keystroke) as many times as necessary to restore the document.

Adding Rows

To add a row to a table, use Word’s Table menu. You can add a row to the table by pressing the TAB key at the end of the last row. That will add another blank row for you.

When you complete any table (except the Form Information table), select “Alphabetize” from the “Forms” menu and the data will be completed and alphabetized. You MUST utilize the “Alphabetize” macro if you want the T-1 properly filled.

Adding Districts

To add tables for another district, use the “Add New District Tables” command on the HighTechForms menu.

Filling and Alphabetizing the Data Tables

When entering data in a data table, you do not have to enter DUPLICATE information. For instance, if you have multiple Operators for a Field, or multiple Leases for an Operator, you can enter the information as shown in the following table.

Table I. Example BEFORE Alphabetize

t-1_table_before

Note that the information in the table above is out of alphabetical order, and duplicate Fields and Operators have not been entered. After you run the “Alphabetize” macro, your table would look like this:

Table II. Example AFTER Alphabetize

t-1_table_after-1

Notice now that it is in alphabetical order (from Field to Operator to Lease), and blank cells in the table have been filled in for you. Again, this step must be completed for EACH table or the data may not transfer properly to the form during the merge process.

When you have completed the Data Document, save the file.

STEP TWO: – Create a T-1 Form based on your T-1D

Select “Create T-1 from Data” from the “HighTechForms” menu and a new T-1 will be created with your data.

There are several items to be entered on the T-1 form, including the Balance Available for Movement (Beginning of Month), Frozen Stock, Liquid Hydrocarbons In Line, Receipts from Leases (Liquids from Gas Wells Reported by Producer on Form P-2), etc. The data you need to complete is marked with an open bracket symbol. Replace each < you see with the appropriate data, or delete it if there is no data for that location.

STEP THREE: – Run AutoCalc

Choose “AutoCalc” from the “HighTechForms” menu to calculate all required formulas.

STEP FOUR: – Print and save the form.

Print the T-1 form, then save it, if desired, with an appropriate name.

When you want to go back and make changes to a T-1, make the changes to the T-1D form, NOT the T-1!

Yes No

20.Miscellaneous Instructions #

20.1.Revision Balloons #

These instructions apply to Word 2002 and later.

Revision Balloons are new to Word since version 2002 (XP). They highlight revisions by drawing a line from the revision to a “text balloon” in the margin, explaining the revision. Revision balloons cause printing and display problems, so you’ll want to turn them off. Here’s how to get rid of them:

Word 2002
  1. Click “Tools>Options” and click the “Track Changes” tab.
  2. Uncheck the “Use Balloons in Print and Web Layout” box.
Word 2003
  1. Click “Tools>Options” and click the “Track Changes” tab.
  2. In the “Use Balloons (Print and Web Layout)” dropdown listbox, choose “Never.”
Word 2007
  1. Click “Review” tab.
  2. Click the Balloons button and select “Show All Revisions Inline.”
Word 2010
  1. Click “Review” tab.
  2. Click the “Track Changes” button and select “Change Tracking Options.”
  3. In the “Balloons” section, for the “Use Balloons (Print and Web Layout)” option, select “Never.”
  4. In the “Formatting” section, uncheck the box that says “Track formatting.”

Word 2013

Change “Simple Markup” to “All Markup”

For revision tracked documents, make sure the Display for Review item selected is “All Markup” (see image right). This way, you’ll see the revisions onscreen just like they will print out.

all_markup_dropdown

Turn Off Display of Revision Balloons

  1. Click the “REVIEW” tab.
  2. Click the tiny button to the right of the word “Tracking” (see image right)
  3. For the “Balloons in All Markup view show:” option, select “Nothing”
track_changes_2013
Yes No

20.2.Revision Marks #

These instructions will help you remove the revision marks (vertical lines) you see in the margins. If you don’t see these marks, you can ignore these instructions.

Instructions for Word 97 to 2003
Instructions for Word 2007 and Word 2010
Instructions for Word 2013


Removing Revision Marks in Word 97 to 2003

  1. On the menu, click “Tools>Options”
  2. Select the “Track Changes” tab
  3. For “Changed Lines,” set the “Mark” to “None.”
  4. Click OK

Removing Revision Marks in Word 2007 and Word 2010

1. Click on the Review tab.

1_review_tab

2. Click the Track Changes button and click “Change Tracking Options…”

2_track_changes

3. Find the section titled “Markup” (topmost group) and the drop-down item for “Changed Lines.” Select “None.”

4. If you do not want colored revisions, set the “Color” items at the upper right to “Black.”

3_changed_lines

Showing Revisions in Word 2007 and Word 2010

In order to properly show revision marks, follow the instructions below.

show_revisions2

  1. First, click on the Review tab.
  2. Next, click the Show Markup dropdown button.
  3. Make sure “Insertions and Deletions” is checked. If it’s not, click it to check it.

See also instructions for turning off Revision Balloons.


Removing Revision Marks in Word 2013

track_changes_2013-1

  1. First, click on the Review tab.
  2. Next, click the “Change Tracking Options” button (highlighted at right)
  3. Click the “Advanced Options” button
  4. Find the section titled “Markup” (topmost group) and the drop-down item for “Changed Lines.” Select “None.”
  5. If you do not want colored revisions, set the “Color” items at the upper right to “Black.”

See also instructions for turning off Revision Balloons.

Yes No

20.3.Revision Colors #

These instructions apply to Word 2002 and later.

Revision colors can be changed.

For Word 2002 For Word 2003 For Word 2007 For Word 2010
  1. Click “Tools>Options” and click the “Track Changes” tab.
  2. The color options are at the top of the dialog box.
  1. Click “Tools>Options” and click the “Track Changes” tab.
  2. The color options are at the top of the dialog box.
  1. Click “Reviews” tab.
  2. Click the “Track Changes” button and select “Change Tracking Options.”
  3. The color options are at the top of the dialog box.
  1. Click “Reviews” tab.
  2. Click the “Track Changes” button and select “Change Tracking Options.”
  3. The color options are at the top of the dialog box.

Word 2013
  1. First, click on the Review tab.
  2. Next, click the “Change Tracking Options” button (highlighted at right)
  3. Click the “Advanced Options” button
  4. Find the section titled “Markup” (topmost group) and the drop-down item for “Changed Lines.” Select “None.”
  5. If you do not want colored revisions, set the “Color” items at the upper right to “Black.”
track_changes_2013-2
Yes No

20.4.Using HighTechForms with Word 2007 #

Getting Started Using HighTechForms in Word 2007

Microsoft Word 2007 is significantly different from previous versions of Word. This can have a drastic affect on HighTechForms documents if you don’t know what you are doing. This page should give you enough information so that you will have no problems using HighTechForms documents in Word 2007.

The first step is to familiarize yourself with Word 2007.
Read the Word 2007 documentation.
Explore Microsoft’s Word web site.

Updated Users Guide for Word 2007

Next, make sure you read the HighTechForms User’s Guide.

Make note especially of the following items. They have up-to-date information for users of Word 2007.

Maintaining Compatibility with Earlier Versions of Word

You might have associates who do not yet use the latest version of Microsoft Word. If you need to share Word documents with them, you will need to save your document in a format that is compatible with earlier versions of Word (prior to version 2007). To maintain compatibility with these earlier versions of Word, save the file as a Word 97-2003 document. There are two ways to save a new document in this format.

  1. Select “Word 97-2003 Document” from the “Save As” menu.
    word_2007_saveas_menu

    -or-

  2. Click the “Save As” menu button and you will get the “Save As” dialog box. If you changed the default save format as instructed above, you don’t have to worry about this part. Click the “Save as Type” drop-down list and choose “Word 97-2003.”
    word_2007_saveas_dlg
Yes No

20.5.Using HighTechForms with Word 2010 #

Getting Started Using HighTechForms in Word 2010

Microsoft Word 2010 is significantly different from versions of Word prior to 2007. This can have a drastic affect on HighTechForms documents if you don’t know what you are doing. This page should give you enough information so that you will have no problems using HighTechForms documents in Word 2010.

The first step is to familiarize yourself with Word 2010.
Read the Word 2010 documentation.
Explore Microsoft’s Word web site.

Updated Users Guide for Word 2010

Next, make sure you read the HighTechForms User’s Guide.

Make note especially of the following items. They have up-to-date information for users of Word 2010.

Maintaining Compatibility with Earlier Versions of Word

You might have associates who do not yet use the latest version of Microsoft Word. If you need to share Word documents with them, you will need to save your document in a format that is compatible with earlier versions of Word (prior to version 2007). To maintain compatibility with these earlier versions of Word, save the file as a Word 97-2003 document from the “Save As…” dialog box.

Yes No

20.6.Using HighTechForms with Word 2013 #

Getting Started Using HighTechForms in Word 2013

Microsoft Word 2013 is significantly different from versions of Word prior to 2007. This can have a drastic affect on HighTechForms documents if you don’t know what you are doing. This page should give you enough information so that you will have no problems using HighTechForms documents in Word 2013.

The first step is to familiarize yourself with Word 2013.
Read the Word 2013 documentation.
Explore Microsoft’s Word web site.

Updated Users Guide for Word 2013

Next, make sure you read the HighTechForms User’s Guide.

Make note especially of the following items. They have up-to-date information for users of Word 2013.

Opening Documents Created with Earlier Versions of Word

If you are having problems opening documents created in earlier versions of Word, follow the directions below. If you are not having problems, skip this section.

Word 2013 has strict security measures built-in, which could prevent you from easily using documents you’ve created in the past. Follow the directions below if you are having problems opening documents from earlier version of Word.

First thing to try is opening the document from your templates folder. To get to your templates folder, run the Forms Manager and click the browse button in the upper right corner of the window. Move your file to the directory window that pops up, then double-click the file from there.

If the Forms Manager doesn’t work for you, you can find the path to your personal templates in Word. Click “File>Options>Save”. In the “Save documents” section, look for the item labeled “Default personal templates location:” That is where you want to put your files for opening.

Make sure the HighTechForms dialog box comes up at the start, and you click the button labeled “Click here to Edit the document.”

If you can’t get it to work, give us a call.

If that doesn’t work, try the following:

word2013fix

  1. Click File tab
  2. Click Options
  3. Uncheck the indicated checkbox

If you still have trouble opening documents, you will need to contact your IT department to have them check your profile settings to make sure you have the appropriate file permissions for the document files you want to use.

Maintaining Compatibility with Earlier Versions of Word

You might have associates who do not yet use the latest version of Microsoft Word. If you need to share Word documents with them, you will need to save your document in a format that is compatible with earlier versions of Word (prior to version 2007). To maintain compatibility with these earlier versions of Word, save the file as a Word 97-2003 document from the “Save As…” dialog box.

Yes No

20.7.Adobe Acrobat Issues #

Adobe Acrobat’s Microsoft Word macros just don’t play nice with other software. You will find that the HighTechForms menu is hidden, unable to display because of how Adobe’s Acrobat software manages its own Word menu.

The first solution is a quick work-around: Do a right click on your Menu Bar, then click “Customize.” Then click the “Close” button. The HighTechForms menu should appear. If not, try the Second Solution, below.

The second solution is to disable the Acrobat macros. If you need to create PDF files of your Word documents, do it through the Acrobat program, not through the Adobe macros.

Yes No

20.8.Protecting Your PDF Files #

Why Password Protect Your PDF Files

You might want to distribute your contract files as PDF. This is generally a good idea, because parties that receive the file cannot make changes to it. However, there is technology available today that allows people to convert PDF files (that are not protected with a password) into other types of files. A malicious user could use this technology to convert your unprotected PDF file to a Microsoft Word file, modify that document, then save it back to a PDF file with the same filename, all done without your knowledge or approval. We hope you aren’t dealing with those kinds of people, but it’s always better to be safe than sorry.

PDF File Password Protection

So, what can you do to protect your PDF files? Adobe has various levels of PASSWORD PROTECTION you can apply to your files, but there are hundreds of different programs that let you create PDF files, from Microsoft Word itself, to free printer drivers you can find on the Internet. It is your responsibility to learn how to use the software you have to password protect the PDF files you create. For some foundational knowledge about password protecting PDF files, you can start by clicking this link, “How to Protect PDF Documents,” which is a video from Adobe’s own web site.

How to Password Protect Your PDF Files

  1. FIRST THING: ALWAYS save YOUR document in Word format. If you ever need to modify the document, you will need to have it in Word format!
  2. Next, create your PDF file, and use password protection on it so that others cannot modify or convert your PDF file. There should be a way to protect the document so that the recipient can still READ the file, but cannot EDIT the file or otherwise manipulate it. Make your password completely random, and more than 8 characters in length. For example, it could be “UDH948hsi38Odj8”. You don’t have to remember this password, since your document is still completely available to you in Word format, and you’re only using the PDF file to let others see it and/or print it.

That’s it! You can feel reasonably confident that your document is protected. However, there might still be ways now, or in the future, to compromise file security, so always- ALWAYS!- be sure to proofread any final copies you receive from others before signing it.

Yes No