Printing a Contract

There are two ways to print a Contract.
  1. While entering or inspecting a Contract, click the Printer icon in the Button Bar or select 'Print' from the File menu. If you want to print to screen, click the Preview icon.

  2. Click the [Documents] button in the Master Control panel or use the ⌘-D keyboard shortcut. Double-click 'Contracts' in the 'Documents' list window, or highlight it and press the Enter key. Enter the Contract Number (or a range of numbers) to be printed and press [Run].
Whichever method you use to print a Contract, the Form (i.e. the stationery) used will be determined as follows:
  1. Using the Form register, design the contract Form. Use the 'Properties' function on the Operations menu to name the Form (in this description, we have used the name "CONTRACT") and to assign it a Document Type of "Contract". A sample Contract Form is supplied with Standard Contracts: you can modify this to suit your requirements.

  2. Click the [Documents] button in the Master Control panel or use the ⌘-D keyboard shortcut. The 'Documents' list window is opened: highlight 'Contracts'.

  3. Select 'Define Document' from the Operations drop-down menu.

  4. In the subsequent window, enter "CONTRACT" in the Form field in the first row (you can use 'Paste Special' to ensure the spelling is correct).

    If you only want to be able to print Contracts that have been approved, enter "OKed" in the Status field. This will prevent the printing of Contracts that have not yet been approved.

    You can also use this feature to use a different Form when printing unapproved Contracts, as shown below:

  5. Click [Save] to save the Contract Form definition. From now on, the form that you have designed will be used, from the 'Documents' function and from the Printer icon.

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