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Quick Start

High Tech Forms

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 Software Manager

Forms are managed with the High Tech Forms Software 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 Software Manager, double-click on the template you want to use from the list of Currently Licensed Forms.

Saving Documents

Always save your forms as Word documents. Using any other format will prevent your forms from working properly.

Faster table navigation

Tab moves to the next fillable field; Shift+Tab moves to the previous one. Updated table-based forms skip headings and non-entry cells, so there is no need to tab through header cells or use cursor keys to reach each answer. See table navigation.

Macro security

Form automation requires VBA macros in Windows desktop Word. See Macro Security for file-specific enabling and current internet-file blocking guidance. Do not enable all macros globally.

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.