Filling Out a Form A cover sheet should be the first form you add to a new transaction. They are important for a number of reasons. First, completely filling out the cover sheet will fill out a majority of the information in the forms you have included in your transaction. Second, it provides a single point of reference to view and edit all the basic information related to your transaction.
Once you have added a cover sheet to your transaction, be sure to add all the other forms you will need by double-clicking their names in the Form Manager. Once you have filled out the cover sheet and added any necessary forms, you can begin to edit and complete the information in your forms.
To select a particular form to complete or edit, double click on the form you want to edit in the forms manager pane to open it in the form window.
Moving through the fields in a form is simple. You can either click directly on a field using your mouse, or use your Tab key to move through the fields. Holding down the Shift key while you tab will move you backwards through the form.
Only the active page is editable. To move through multiple pages in a form, use the forward and backward arrows in the header bar. To open a different form, double click on the form’s name in the Form Manager, or use the pull-down menu in the header bar.
You will notice that there are a variety of different kinds of fields in your form.
To save you time typing and formatting, ZipFormOnline includes an auto-formatting feature on certain types of fields. For example, when you enter numbers in a dollar field, ZipFormOnline automatically places the decimal in the correct place. When entering telephone numbers, ZipFormOnline automatically adds parenthesis around the area code.
To reduce the time you spend typing and retyping, ZipFormOnline keeps a record of entries on certain data fields in your forms, such as email addresses, city names, etc., in an easy-to-access drop-down list. When you activate a field like City, you can “look up” Cities you have already used by clicking on the drop-down arrow and selecting the appropriate City. You can also scroll through the list with the arrow keys or a roller on a mouse.
Whenever you need to enter a date on a form, a calendar pops up when you click on the date field. You can use the arrows on the calendar to scroll through the months and select the appropriate date. Or, if you wish to type directly into the date field, you can use the space bar override.
Check Boxes are simple to mark. You can click directly on the box with your mouse to mark it, and click on it again to unmark it. If you are tabbing through fields, simply hit the space bar when you reach a check box to select it.
