1.Quick Start
These Quick Start instructions are for those who don’t read instruction guides. More detailed instructions are available in later sections.
If you follow a link from this section, be sure to come back to finish the Quick Start procedure!
Installing the Forms Manager
Forms are managed with the High Tech Forms Manager. You will need to install it first. Click HERE for the download link and instructions.
Installing Your Forms
Click the following link for instructions on installing your forms: Installing Your Forms
Creating New Documents Using the Forms Manager
Using the Forms Manager, double-click on the template you want to use from the list of Currently Licensed Forms.
Creating New Documents From Word
Click THIS LINK for specific directions for your version of Word, then come back here to continue.
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 2013/2016/365 users need to review this information on saving documents.
Features
Most High Tech Forms automation features can be accessed via the High Tech Forms (or Forms On-A-Disk) menu. Read all about the High Tech Forms/Forms On-A-Disk menu here.
Turn Off Revision Balloons
If you are using revision-tracked forms (such as from IADC, JOA/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.
Was this helpful?2.Installing the High Tech Forms Manager
The High Tech Forms Manager is used to install and uninstall the High Tech Forms templates to your PC. So, the first thing you’ll want to do is install the Forms Manager on your PC!
3.Installing Your Forms
To install forms, you will need the Authorization Code provided to you via email from High Tech Forms.
- Run the Forms Manager.
- Enter your Company Name.
- Click the “Install with Code” button.
- A dialog box will pop up asking you for your Authorization Code. Enter the Authorization Code you received via email from High Tech Forms (you can copy and paste it from your email).
- Your forms will be downloaded and installed.
Once your forms are installed, your Forms Manager will show folders and form files. You can now double-click on a form to open it in Word.
When you’re done using the Forms Manager, simply click the “Quit” button to exit the program.
4.Creating A New Document
Word 97/2000
Select New from the File menu.
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 High Tech Forms start-up dialog box. 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.
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 High Tech Forms 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.
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 High Tech Forms 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
Click on the Microsoft Office Button (the circle at the top-left of your Word application window).
Click “New”
Click “My Templates…”
Find the template you want to use and double-click it.
Word 2010
Click on the “File” tab
Click “New”
Click, “My Templates…”
Find the template you want to use and double-click it.
Word 2013/2016/365
Click on the “File” tab
Click “New”
Click “PERSONAL”
Find the template you want to use and single-click it.
5.Modify A Previously Created Form
Select Open from the File menu and select the document file you want to edit.
6.Saving Your Form Documents
Click Save or Save As… from the File menu.
NOTE: Make sure to save your High Tech Forms documents as normal Word documents (*.doc). Do not attempt to create template files (*.dot), as your High Tech Forms 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.
7.High Tech Forms Menu
High Tech Forms 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.
Some of the forms still have a Forms On-A-Disk menu. They work just the same and are up-to-date. We will continue to migrate all forms to a High Tech Forms menu.
In versions of Word up to and including 2003, the High Tech Forms menu is located to the right of Help on your menu bar.
In Word 2007 and later, there are two possible locations for the High Tech Forms menu.
On backwards compatible templates, you will find the menu on the Add-Ins tab.
For Word 2007 and later templates, you will find the menu on the Ribbon.
8.Moving Through Your Form
High Tech Forms documents are customized Word documents with helpful automation features built-in.
There are a variety of ways to move through your form. Some forms will use different methods than others.
- Use the cursor keys (also called the “arrow keys”).
- Use the Page Up and Page Down keys.
- If your form has form fields, use the TAB and Shift+TAB keys
- You can use your mouse to position the text cursor on the form, click the document window scrollbars, or roll the mouse wheel.
- In most cases, unless there is room to do so, DO NOT use the ENTER key to move around the document.
See the instructions for your particular form for additional information (if any).
9.Creating A Boilerplate Document
One of the primary benefits of High Tech Forms templates 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.
- Simply fill in the remaining information.
- Save the document with a new name so you don’t overwrite your boilerplate document!
If you ever need to change the default (boilerplate) information, open your boilerplate document, make the changes, and save it.
10.High Tech Forms Automated Features
High Tech Forms 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.
Here is a list of form automation features. Check your Forms 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 (click Check-A-Box on the Forms menu). You can also uncheck a box with this same procedure.
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.
11.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.
- CLICK HERE TO DOWNLOAD AND INSTALL THE LATEST VERSION OF THE FORMS MANAGER.
- Run the Forms Manager.
- Fill in the company name. This might already be filled.
- 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.
- 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 runs into an error uninstalling your templates, wait a few minutes and try again. If it continues to fail, please contact High Tech Forms Technical Support.
Once your forms have been uninstalled, contact High Tech Forms Technical Support for assistance with reinstalling the forms.
12.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 (EST). HTF provides technical support by documentation via its web site 24/7. Phone numbers and contact information can be found on HTF’s support website 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 (EST).
13.License Agreement (Summary)
This is a summary of the High Tech Forms LLC (“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 and has Active Subscriptions (“Subscription(s)”). 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. With a High Tech Forms Software Subscription, Software can be transferred from one PC to another by uninstalling Software 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 or reinstatement fee. 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 during the duration of any Subscription(s).
CUSTOMER REMEDIES. Licensor’s entire liability and Licensee’s exclusive remedy shall be replacement of the Software that does not meet Licensor’s Limited Warranty or cancellation of any Subscription(s).
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.
15.Specific Forms Instructions
Here are some specific instructions for some of our more advanced forms.
