To customize a form before printing it

To customize a form before printing

Note: You can use the Preferences window to select custom settings that affect all forms

In the appropriate command center, click the Print option you want to use; the Forms Selection window opens. (Finding forms)

Use the Forms Selection window to specify the kind of form you want to customize. (For example, if you're creating a custom statement, choose either Invoice or Activity from the list at the top of the window.)

In the Selected Form for... field at the bottom of the window, choose the form that most closely matches the form you plan to create. This will save you time as you customize.

Click Customize. The Customize window displays the layout for the form you selected.

You can add a background image to your form. (To add a background image to a form)

You can add design elements, such as text, lines, rectangles and pictures to a form. (To add design elements to a form)

You can also add data fields and columns that currently do not appear on the form. (To add data fields to a form).

Once they appear in the layout, you can change or move existing elements as you like. (To change or move elements on a form)

You can change the text fonts that appear in any text or data field on the form. (To change text fonts for individual form fields)

You can copy elements that already appear on the form. (To copy elements on a form)

In some cases, you may want to remove elements you've added. (To remove elements from a form)

To undo the last change you made, click the Undo button in the toolbar.

If you're customizing a check form, you can customize both the check form and its associated stub. When you've finished customizing the check form, select the kind of stub you want to customize from the Layout menu in the toolbar. (To customize the check form)

To review the changes you've made, click the Form Preview button in the Customize window toolbar. After you've finished, click OK to continue working in the Customize window. (To preview printed forms as you customize)

Save your custom form:

Click Save Form if you're creating an entirely new form or are making changes to a custom form you created earlier.

Click Save Form As if you chose a custom form in step 2 and you want to keep both that custom form and the new one you've just created.

If you're creating a new form or are saving a form under a new name, a dialog box appears; name your form and add a description, if you want. Click OK to return to the Customize window.

When you're finished making changes, click OK to close the Customize window and return to the Forms Selection window, where you can prepare, preview and print your custom forms.

When you are ready to print forms, the name you gave your new custom form will appear in the Selected Form for... list at the bottom of the Forms Selection window.