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| Getting
Started |
Perfect Form Quick Guide -Getting Started
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After choosing a matter to work on or creating a new matter (Matter List tab), click on the Matter Info tab and one of the categories on the left side of the screen will be Standard Information, which is information that you only want to type in once but that will appear on a number of froms. (Information will not carry over from the prior version of Perfect Probate.) If you double-click on Standard Information, you will see the different types of standard information (this will depend on which form packs you have downloaded). |
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| If you click on "Estate" Standard Information you will see the input screen. Depending on the setting of your monitor, the form may appear to be too big or too small on the screen. We can change that with "Zoom." |  |
| If you click on the "Options"
tab you will see the Options screen. One of the options, near the bottom,
is the "Form Zoom" slider bar. If you click on this and hold your
left mouse button down and move it, you can change the size of the forms
on the screen.
Try adjusting it, and then clicking Save, and then going back to Matter
Info and see what the effect is on the size of the Standard Information
form. |
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| When you have zoomed your screen to be the way you like it, go back and fill in Standard Information. This information will carry to the appropriate locations on the probate and tax forms. If you wish to change the information on the form itself you will be able to do that. (Changes that you make on a form will affect only that form.) |  |
| Sometimes you have a list of
names and addresses that you want to be able to type in once and then quickly
insert into forms where appropriate. Click on "Quick Names" and
you will see the screen that allows you to do this.
In this example, we clicked on "Add New Item" and typed in four lines for John Q. Smith. Then we clicked on "Add New Item" again and typed in three lines for Jane M. Smith. Finally, click "Save." |
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| Click on the Forms tab again. Double click on the "Ohio" form category and it will expand. The categories you see will depend on which form packs you have downloaded. Double click on "Standard" and then on "Decedent's Estate." Finally, when you click on "Part 1" you will see the actual form listing on the right. Double-click on the 1.0 (Front) and the form will appear. |  |
The following form is the one that will appear. It is typical and there are a few things to notice about it.
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| 1. | Some of the fields are brownish. These are the fields that can be automatically filled in from Standard Information. (On some forms, these fields automatically calculate.) Even though the field might be already filled in, you can always override that by typing in something different. In that case, the field will turn red to remind you that you have overridden. If you have red fields on a form and would like to return to the default values, click the "Reset Red Fields" button at the top. Changing the standard information on this form will not cause standard information on any other form to change. |
| 2. | When you move into a field it turns yellow. To move around in a form you can either use your mouse or you can use the tab or arrow keys. |
| 3. | Below the form there is a section entitled "Error Message or Advisory." In cases where an input error has been detected on the form you will be given a message here. |
| 4. | If you run out of space on a form and you need another one, click "New Copy." You will be asked if you want to save the copy you are on, and then a new copy of the form will appear. In the upper left you will see "2 of 2." You can create as many additional copies as you wish, moving back and forth between them by clicking "Previous Copy" and "Next Copy." |
| 5. | You can click the Print button to print the form. If you have more than one copy, only the copy that you are currently viewing will be printed. To print all copies of a form click on the Forms tab, click on the box in front of the form (in the "To Print" column) and then click on "Print All Checked." |
| 6. | You can delete a form by bringing it up onto the screen and clicking the "Delete" button. If you have more than one copy of it only the copy that you are currently viewing will be deleted. Deleting a form just deletes the data that you typed on it - the original blank form remains on the menu. |
| 7. | You may see some extra fields and not know what they are for. Over the years our customers have requested extra fields here and there and we are happy to put them in. If you don't need them, just ignore them. For example, above the field containing the name of the decedent there is another field. This is because in some cases the name of the decedent takes up two lines. Also, you can see that above the title of the form there is a field. This has been added for those who want to type "Amended" here, or something similar. Fields on signature lines are for people who want to type "By:" in front of the signature. |
| 8. | Because of all the extra fields, it is sometimes not easy to tell where the actual lines are on the form. On this form, for example, there are two rows of fields for each line. If you look carefully on the far right hand side you can see where the lines stick out slightly. This is where the lines will be when you print the form, and you can therefore position your input appropriately. |
| 9. | We're going to bring in some of the Quick Names that we entered. When you bring in Quick Names, the first line is brought in to the field that you're currently in. The next lines are brought in to the fields that you move to when you press the Enter key. Notice that on this form each line has two fields (one above the other) in the Name column and two fields in the Residence Address column. When you press the Enter key you move from the top field to the bottom field in the Name column, then to the top field in the Address column and finally to the bottom field in the Address column. We created two Quick Names: one with four lines and one with three. Let's bring in the one with four lines. We'll start on the line below the Surviving Spouse line, in the top field in the name column. |
| When you press the F9 key a list of all the Quick Names you have entered will pop up. Holding your left mouse button down, highlight the text that you want to bring in to the current form. In this case we will highlight the first row. Then, click on the OK button at the bottom of the window. |  |
| This is what the screen looks
like after we bring in the four lines from Quick Names. We were in the "John
Q. Smith" field when we pressed F9.
Quick names will not be brought in to fields that only accept numbers.
Those fields will be skipped over. |
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| When we want to bring in the three quick names, we move to the field directly on the line, press F9, highlight the text we want, and click OK. |  |
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