Reports and forms

To add a check form between two stub forms

 

The Customize Checks window must be open.

If you haven't done so already, use the Forms Information window to display the layout grid and adjust the grid settings as necessary. (To use the layout grid)

  1. From the Layout menu, choose the stub form you want to include with the check. The stub fields will appear in the window. (You may need to use the scroll bar on the right side of the window to view the stub fields.) Since you're customizing the Laser/Inkjet Check form layout, two stubs appear in the Customize window - that's okay; you'll use both stubs.


  2. Select all the items on the first check stub, including all data fields, text fields and any drawing objects. To select multiple items, hold down the Shift key as you click the items you want to select.


    Be careful selecting items on the stub! Don't use the Select All command to select all the items on the first check stub; you'll select all the fields on both stubs.
  1. Drag the selected stub's elements to the proper position in the Customize window. Use the rulers, the layout grid and the dimmed check form fields to find the location on the form where you want the stub to print. When you're satisfied with the location, release the mouse button. (You'll probably have to place the stub items directly on top of the check form, and the Customize window will look a little confusing at this point.)


    Warning:  Fields not entirely within the printable area of a form layout will not print
  1. Choose Check from the Layout menu. Both stubs will disappear, leaving the check form fields in the Customize window.


  2. Choose Select All from the Edit menu to select all of the check form elements.


  3. Using the rulers and layout grid as a guide, drag the check form elements into position in the center of the Customize Checks window. (You may find it handy to verify the location of the check stub you moved in step 3. To do so, choose the appropriate stub from the Layout menu. After you've located the stub, choose Check from the Layout menu again.)


  4. When you've positioned the check form correctly, choose the stub layout you're customizing from the Layout menu and click the Form Preview button. The layout of the check form and the two stubs will appear in the Print Preview window. When you're finished viewing the layout, click OK to close the Print Preview window.


    Note:  Be sure to change all the stubs you'll use with this custom check form
  1. Continue moving the check stubs or check form until all items on the form are positioned correctly. Then click Save Form in the Customize window to save your changes.


    If you're making changes to a custom layout, all your changes will be saved.
    If you're working with one of FirstEdge's predefined form layouts, the Save As window appears; enter a name and description for your new form layout and click OK.

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