QlickForms Library

Professional writers may find themselves customizing the same document time and time again for slightly different needs or clients. QlickFill allows you to make a document a customizable form for easy reuse.

Often new professional documents resemble different parts of existing ones. In Word, "pasting" together these documents can be almost as time consuming as writing them from scratch. The QlickForms Library simplifies this process by storing and organizing your group documents and clauses by area and category to aid you in "building" a final document.

Documents and clauses are added and categorized by your system administrator. See QlickForms Administration for additional information.

Using QlickForms

From the QlickForms dialog box, the user may choose the practice area and category to narrow down the selection of forms and clauses. Double-clicking the form or clause places them in a list of selected items. The order of clauses in the list may be modified by moving them up or down the list. When the forms are in the correct order, click the OK button to place them in the document.

Since the forms themselves may change, they may contain LockFill fields to allow easy entry of information. This makes it easy to TAB through the entire document filling in the information while viewing it in context.

Once all the LockFill fields have been entered, click the Finalize Form button or press SHIFT + ALT + G to change the fields to plain text.

To Generate a QlickForms Document:

Click the QlickForms Library button or use SHIFT + ALT + Q.

The following dialog is displayed:

Click on the appropriate Practice Areas (libraries) to display a list of Categories. Click on a category to display a list of Forms & Clauses.

Double click on the Form you wish to add. The name of that form appears in the Selected Items box.

Note: Single clicking once on a Form or Clause will display a description of that form.

Repeat steps 2 and 3 until all desired forms are added.

Click the OK button to generate the document with the forms and clauses in the Selected Items list.

Note: The order in which the forms and clauses appear in the list is the order they will appear after generating the document.

If there are any fields that need to be populated, use the TAB key or the Goto Next Fill-In button to move to the desired field. Enter the appropriate text in each field.

Finalize the document by pressing the Finalize Form button or by pressing SHIFT + ALT + G.

Additional QlickForm Buttons

The Clear List Button

Used to clear your Selected Items box of all selections.

The Delete Selection Button

Removes only the selected form or clause from the Selected Items box.

The History Buttons

Allows the user to scroll through previous documents created with QlickForms. History is useful for reviewing and making changes to documents without having to reassemble documents from scratch. Use the left and right arrows to move backward and forward through documents.

The Insert in Current Document Button

Inserts the Selected Items into the current document rather than a new document. Generally, when you finish with QlickForms a new document is generated with the forms and clauses you selected. Check this box if you want to insert a form or clause into a document in which you are currently working. The clauses will be placed at the insertion point.

The Insert Reference Button

Generates a QlickFill field check box. Users may produce documents where whole clauses are sometimes needed and at other times are not needed. Inserting a reference generates a QlickFill field check box. When finishing the document, the author will be prompted to indicate whether the clause appears or is hidden. To insert a reference, highlight the clause in the Selected Items list, and click the Insert Reference button.

The Move Clause Buttons

Move the selected clauses position in the Selected Items list box. Clicking the up or down button moves the selected clause either up or down in the list of Selected Items. Moving clauses changes the order they appear in the generated document.

The Shortcuts Button and Text Box

Rather then searching for clauses by area and category, certain frequently used clauses have shortcut keys assigned to them. To add a clause by shortcut, type the shortcut in the field and then click the Add by Shortcut button or press ALT + S.

Adding Fill-in Fields

A simpler but less powerful alternative to QlickForms is the use of Fill-in Fields. Fill-Ins allow the user to place a "place holder" field in the document at the insertion point. When the user is ready to customize the document, they move from field to field and fill in the "place holder" with specific information.

While typing or editing a document, place the insertion point where you want to insert Fill-in fields.

Click the Insert Fill-in button or press SHIFT + ALT + Y to insert the place holder.

Repeat steps 1 and 2 for all of the fields you want to insert. Save your document.

For each final document, click the Goto Next Fill-in button or press ALT + PAGEDOWN. Enter the customized information.

Repeat Step 4 for each field.

Note: There is no need to finalize a Fill-in Field Document. Fields are converted to regular text when you type.