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Unlocking a File for Editing

by | Mar 19, 2024

A report signed with an ACI digital signature is password-protected and cannot be alternated without removing the signature. A Padlock icon on the form denotes a password-protected file. Remove the signatures and unlock the file to allow report editing.

See Signing a Report and Clearing Signatures from a Report for additional information.

  1. In the current opened signed report, click File > Unlock File for Editing.
  2. Click Yes to remove all signatures from the report file or click No to cancel.
  3. The report is unlocked for editing.

Deleting Templates

by | Mar 19, 2024

  1. Click File > Template > Delete.
  2. Select the applicable Report Pak then the template and click Delete.
  3. Click Yes to confirm deletion, or click No to cancel.

Editing Templates

by | Mar 19, 2024

  1. Click File > Template > Edit.
  2. Select the applicable Report Pak, select the template to edit, and click OK.
  3. Edit the template data.
  4. Click File > Save, or click the Save icon, or press CTRL+S on the keyboard to save changes.
  5. Click File > Close or press CTRL+F4 on the keyboard to close the template file.

Creating Templates

by | Mar 19, 2024

  1. Click File > New, or click the New Report icon or press CTRL+N on the keyboard.
    1. Enter the Filename for New Report and click New.
    2. Select the applicable Report Pak.
    3. Select <none> in Report Template.
    4. Select the Picklist (the Default Picklist may be used), and click OK.
  1. Enter data to be applied to future reports.
    1. Enter any frequently used verbiage in the main form i.e., 1004 Single Family 2005, a
    2. Add any additional forms
  2. Click File > Save As > Template.
  3. Enter the Description (name) of the template and click OK.

The template is available the next time a report using the selected Report Pak is created.

Saving the Current Report

by | Mar 19, 2024

There are two methods of saving the current report, saving it to its existing file location or saving a copy of the report to another location such as an external storage device or folder on your computer desktop.

To save the file to its existing location:

  1. You can save a file in three ways:
    1. Click File > Save.
    2. Click the (Save) icon.
    3. Press CTRL+S on the keyboard.

Note: If Track integration is enabled. The Track order updates when saving the report.