This screen allows you to fill in an empty form, or select a previous data file or to organize a "batch job" to print a file generated by one of your systems or another procedure.

To fill in an empty form, select Fill form manually.

To select a previous data file, select Load existing form data then modify, then complete the file name or select Browse and locate the data file that way. This shows the Browse screen with Test-BAS.csv selected.

Select the Run batch job, then complete the file name or select Browse and locate the data file that way. This does NOT allow the data to be changed and instead directly prints or emails the document. No validation on the data file is performed and missing or erroneous fields are not validated. Note that the file may contain multiple lines of text, each completing one printed or emailed form.

Data fields may be keyed or entered from tables, as shown:

Next invokes edits on the data, as shown below:

In this case, the user should have not left spaces between the elements of the "Contact Phone" number.

The screen below appears after pressing Next, and shows a decision point in this form, in this case a choice set between three mutually exclusive groups. You must select one of the choices and the appropriate group of data fields are presented when you press Next.

Here is the next group of fields, in this case "Option 1: Calculate and report quarterly"

Note: When keying numeric fields, you do not need to key the decimal unless you need it, the program works out the punctuation and adds decimals where they are required (ie key $4,231.00 as 4231)