by Josh Hook | 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.
- In the current opened signed report, click File > Unlock File for Editing.
- Click Yes to remove all signatures from the report file or click No to cancel.
- The report is unlocked for editing.
by Josh Hook | Mar 19, 2024
- Click File > Template > Delete.
- Select the applicable Report Pak then the template and click Delete.
- Click Yes to confirm deletion, or click No to cancel.
by Josh Hook | Mar 19, 2024
- Click File > Template > Edit.
- Select the applicable Report Pak, select the template to edit, and click OK.
- Edit the template data.
- Click File > Save, or click the Save icon, or press CTRL+S on the keyboard to save changes.
- Click File > Close or press CTRL+F4 on the keyboard to close the template file.
by Josh Hook | Mar 19, 2024
- Click File > New, or click the New Report icon or press CTRL+N on the keyboard.
- Enter the Filename for New Report and click New.
- Select the applicable Report Pak.
- Select <none> in Report Template.
- Select the Picklist (the Default Picklist may be used), and click OK.
- Enter data to be applied to future reports.
- Enter any frequently used verbiage in the main form i.e., 1004 Single Family 2005, a
- Add any additional forms
- Click File > Save As > Template.
- 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.
by Josh Hook | 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:
- You can save a file in three ways:
- Click File > Save.
- Click the (Save) icon.
- Press CTRL+S on the keyboard.
Note: If Track integration is enabled. The Track order updates when saving the report.