Manual Form Conversion

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Many forms hold common information between them. By using the Manual Form Conversion facility it is possible to transpose certain information held on one saved form to a new form of another type. For this feature to work correctly the formatting of fields must be exactly the same on each form and the field names must be identical.

 

Another use for Manual Form Conversion is to update Agent details on forms. When a form is saved within ADLForms your company details are locked into the saved form and cannot be changed. If you open a saved form that was saved under an older company name, you cannot change your company details on the form simply by trying to edit it. When you have a company name change, address change, have sold your rent roll to another company or purchasing another rent roll you can use the Manual Form Conversion feature to convert all your forms to include the new company details.

 

To Manually Convert a Form

 

1.

From the ADLForms 'Main Menu' click on the <Convert> button

 

2.

Select the saved form you wish to convert and click <Open>

 

3.

The 'Form Type Selection' window will appear. Select the form type you wish to convert the saved form to and click the <OK> button.

 

When updating Agent details only, select the same form type as the saved form type.

 

4.

The form you have selected to convert to will appear on the screen with as much information as possible transferred to the new form from the saved form. The new form will be 'Untitled' and ready for editing. You may save the new form and print as required.