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Click here to go Back to the Main Help Page.
We will start with going over the contents of the menus along the top of the screen in ClickFORMS version 4.6.
Click here to View the Microsoft Excel file of menus, icons, and their descriptions.
Click here to View the PDF file of menus, icons, and their descriptions.
Start by opening a template or an empty container. You can create your own report by starting with an empty container and then pull forms from the Forms Library or you can start with a template and add forms as you need them. Below is an image of the template list.
In this example, we will start with the “UAAR Template.cft”. You will notice in the Forms Manager that there are 23 forms in this template. We will start by going through some of the forms.
UAAR Quickstart – this form is a summary of the appraisal that is usually not printed as part of the appraisal. You enter in the subject information, the land use table, the improvements, and the sales used in each approach. *This form automatically fills information from it to several other forms in the report including the Report Summary, Cost Approach, Income Approach, Sales Comparison Approach, etc.
Report Summary – this is basically the same as the Quickstart page and summarizes the subject property and the appraisal.
Cost Approach – you can enter the sales in this form one of four ways – database #, index #, sale #, or manually.
*If you want to use the database number, you must input a ‘d’ before the database number. The sale information will then fill in after you click off of the cell.
*If you want to use the index number, you must input an ‘i’ before the index number.
*If you want to use the sale number, you have to pull sales into the container and then rename them to Sale #1, Sale #2, etc. In the image below, look at the top right corner – Sale #_______.
This is where you enter the numbers ‘1’, ‘2, etc. to rename the sale to Sale #1 in the Forms Manager, similar to the image below.
Cost Approach Time Adjustment – this form automatically fills from the Cost Approach form, but it only fills the following fields: Date of Sale and Periods.
Income Approach – this form is basically the same as the Cost Approach form. You can use the database number, the index number, the sale number, or manually enter the sale information.
Sales Comparison – this form is basically the same as the Cost Approach form. You can use the database number, the index number, the sale number, or manually enter the sale information.
Sales Adjustment – this form automatically fills from the Sales Comparison Approach form, but you can also fill it in using the Sale # cell.
Below is an image of the tools/icons for the Forms Manager.
View Forms Library - Move Form Up - Move Form Down - Delete Form
If you right click on a form in the Forms Manager, the image below is about what you will see. You will see an option to add another of the same form, you can move the form to the very top, move up, move down, move to the very bottom, or delete the form.
To change the name or spacing of a form, right click on the yellow header bar of the form and select Page Properties. You can select whether the form is included in the page numbering, whether the form is included in the Table of Contents, you can also change the name of the form, and you can change the spacing of the title (move in 5 spaces to add a little dimension to the Tables of Contents, etc.).
To find out what the actual name of the form is for support purposes, right click on the yellow header bar of the form and select Form Properties.
Below is an example of what the Forms Manager from a completed appraisal looks like.
The pages called Addenda, Tab 1, etc. are just exhibit forms that are renamed so that the Table of Contents is correct. Those pages are not printed with the report, but are necessary to keep the appraisal organized and easy to read.
You can bring the Forms Library into view a number of ways:
Click on the far left icon in the Forms Manager.
Click on the menu Forms > Show Forms Library or you can press “Ctrl + L”.
The image below is of the Forms Library. The white box at the top left of the screen is a search box. You can enter the name or part of the name of the form you are looking for, click on “Find”, and forms with that search criterion will be highlighted in blue. Click on the Find Again button to continue searching with that criterion.
The Preferences box looks a little different from the previous version of ClickFORMS, but it still has basically the same options. The Preferences options are now in a separate screen and the menu is along the left side of the screen, as shown in the image below. We will start with the Application section.
There are five sections under the Application section: Startup, Folders, Saving, PDF Creator, and Photo Inbox.
The Startup section has several check boxes where you can select what you want to happen when you start ClickFORMS. The default for the program is to open to the UAAR template.
The Folders section you should not have to use very often. This where you go if you want to point a particular portion of the program to a different location, such as a separate hard drive, etc. If you want to change where the program looks for Reports, click on the three dot button under the Browse column. Find the correct folder for the Reports and then click on Ok. Then click on the Apply button at the bottom of the Application Folders screen.
The Saving section is where you can change the settings of when and how the program saves your reports. If you do not like to have the Save option box come up every 10 minutes, this is where you go to change that option. The top option box is where you can change the automatic save option. Saving formatting changes to the Forms Library is a good idea if you are changing cell preferences, fonts, etc.
The PDF Creator section is where you can use the Adobe Drivers to create PDF files. If you have already purchased the Adobe products, you can use that instead. The Adobe products give you more control over how the file is generated and usually produces a smaller PDF file.
The Photo Inbox section is especially useful for those people inserting images into a report and for those scanning documents. Check the top box “Watch this folder…” and the bottom box “If a photo cell is the active cell…” and then browse to a folder on your computer and click on OK. Now any time a new photo is inserted into that particular folder, it will automatically be inserted into a photo page (if there is one in the container).
There are six sections under the Document section: Operation, Display, Printing, Color, Fonts, and Formatting.
The operation section has several check boxes, most of which are self-explanatory. The Automatic Page Numbering is useful if you have more than one container for one appraisal report. You can change the total number of pages to reflect both containers and you can change what number the first page starts on.
The Display section is where you setup the options to have the Forms Manager appear automatically once the program is started, the option to start at the last active cell of a report, and then to set the size of the window.
The Printing section is where you can change whether the forms print the section titles in full color or in light gray and also whether you print information fields such as Net values and Gross values.
The Color section is where you can change the color of text, lines, and cells.
The Fonts section is where you can change the font of the entire report on every form.
The Formatting section is where you can change the alignment formatting for several different cells. The two check boxes at the top are self-explanatory.
There are two sections under the Tools section: Built-In and User Specified.
The Built-In Tools section allows you to select whether the five options are active or not. Those five options include: Spelling, Thesaurus, PhotoSheet, Signatures, and Image Optimizer.
The User Specified Tools section is where you can set up different software programs that can integrate with ClickFORMS such as Apex, Sketch………...
The UAAR Sales Form Preference section is where you decide whether you want to transfer in Two Page Sales Forms or One Pages Sales Forms from the DataLog. You can also make this choice if you use the Copy/Paste Special method of transferring sales from the DataLog to ClickFORMS.
The Cell Preferences option under the Cells menu is the same as the screen that comes up if you right click on an individual cell in the report and select Cell Preferences.
There are four tabs on the Cell Preferences screen: General, Numbers, Dates, and Graphics. We will start with the first tab ‘General’.
The General tab has several different check boxes and then drop down boxes for font style, size, and justification.
The Numbers tab has four options for numbers in your report. You can select whether you want your numbers to round to 1000, 500, 100, 1, 0.1, 0.01, 0.001, 0.0001, or 0.00001. You can also check whether you want commas in your numbers, whether you have a plus sign (+) with your numbers, and/or whether zeroes are displayed.
The Dates tab has three active options for date format: Month/partial Year, Month/Date/partial Year, or full Month/Date/Year (all in number format). The last two options were not completed with this version of the program, so they are not active for use.
The Graphics tab applies to images in photo forms or exhibit forms. The Fit To the Frame option stretches the image to fit the size of the image cell. The Keep Aspect Ratio option keeps the image in its original size and does not allow stretching. The Center Image option centers the image in the image cell. The Draw Cell Frame option creates a line border around the image. If you uncheck the Fit To the Frame option, the Scale will become active and you can adjust the size of the image using the scale. You can move the arrow or you can change the number in the box next to the word Scale.
The
map labels menu in ClickFORMS v.4.6 is found at the end of the icon menu and
look like the image below. The left icon that looks like a white arrow is
called “Subject Map Label (drag to map) and the icon on the right that looks
like three arrows together is called “Map Label Library”.
The Subject Map Label icon has three options under the drop down arrow:
Red Arrow, Yellow Arrow, or
White
Arrow. Once you select which arrow you want, left click on the arrow and
drag it to your image. The arrow that shows up on the image will have
“Subject” written on it like the image on the right. If you want to move the
arrow once it is on the image, simply left click on it and drag it to where
you want it. If you want to delete it, left click on the arrow and hit your
Delete key or right click on it and select Delete Map Label. You can also
rotate the arrow by left clicking on the black box at the end of the label
and dragging it to the proper location.
If you click on the icon for the Map Label Library, a separate screen
will come up that looks similar to the image below. This tool is used the
same as the Subject Map Label above. You simply left click on the arrow
you
want and drag it to your image. If you want to change the color of the
arrow, click on the arrow you want and then click on any of the first four
icons at the top of the screen (red arrow, yellow arrow, white arrow, and
multi-colored box). If you click on the multi-colored box, a screen will
come up where you can pick any color you want or create your own custom
colors. The green arrow with the red star at the top right allows you to
create your own arrow starting with typing in the text you want. The image
on the right is the screen that comes up after clicking on the green arrow.
You type in the text you want, click on Save, and then choose a color for
the arrow.
If you want to move the arrow once it is on the image, simply left click on it and drag it to where you want it. If you want to delete it, left click on the arrow and hit your Delete key or right click on it and select Delete Map Label. You can also rotate the arrow by left clicking on the black box at the end of the label and dragging it to the proper location.
| Getting Started For 2005 Users |
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| Enterprise DataLog Setup |
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| Small Business DataLog Setup |
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