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Instructions Electronic Forms
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Instructions for using electronic templates:
- Open the document as "read only" if prompted.
- Save the document to your computer or removeable storage device.
- Open the document from your computer or removeable storage device.
- Save the document with your new name (ex: Sylvia appraisal 030906)
- The first field indicator should be a darker shade of gray, almost black. This field is ready to accept text.
- Type text.
- Use "tab" or cursor to advance to next or desired field.
- For "checkboxes" click on the desired checkbox to indicate selection; click a second time on the same checkbox to de-select.
- Save document periodically to avoid loss of data.
Troubleshooting:
- Text fields disappear when I begin typing: This will not affect the final product, as input will be allowed, however to force fields to remain grayed, search the toolbar (where you find font selections, paragraph selections, spacing selections, etc.) for a "lock" and select it by clicking on it once. You may need to expand the toolbar using the double arrow to the far right of the toolbar if you have not used this feature previously.
- Document will not open without password: Select "read only". Ignore "read only" designation. Document will save changes made in designated fields.
- I want to change the document itself, in addition to adding data to the designated input fields: Search the toolbar (where you find font selections, paragraph selections, spacing selections, etc.) for a "lock" and select it by clicking on it once. You may need to expand the toolbar using the double arrow to the far right of the toolbar if you have not used this feature previously. De-selecting the "lock" by right clicking on it once will allow document changes.
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