How to Create, Configure and/or Convert an Eforms Database

After installing eForms you'll see “NO OPEN DATABASE” on the toolbar and at the center of the "Start Page", indicating that you will need to create a current year database, open a current year database or convert a previous year database in order to use eForms to process your data.

Here's how to do that:

Create a Current Year eForms Database

1. Use the FILE > NEW DATABASE menu to open the "Create Database" window
2. Type the name you want to give your database in the "File Name" field of the window
3. Click the "Save" button at the lower right to create and open the new database

Open a Current Year eForms Database

1. Use the FILE > NEW DATABASE menu to open the "Create Database" window
2. Browse to the location where this year's eForms database is stored
3. Select the database to open
4. Click the "Open" button at the lower right to open the database

Convert a Previous Year's eForms Database

1. Use the FILE > CONVERT A DATABASE menu to open the "Convert Database" window
2. Browse to the location where last year’s eForms database is stored; if you don’t know this location (after all, you only do this once a year), you can:
   1. Use the FILE > NEW DATABASE menu to open the "Create Database" window where you can specify the location(s) to search and the type of database to locate; or
   2. Use the HELP > DIAGNOSTICS AND FILE LOCATIONS menu in last year’s eForms to open the "Help & Diagnostics" window where last year’s database will appear on Line 1
3. Select the database to convert
4. Select the folder where the new converted database will be saved
5. Select the appropriate "Conversion Options" to remove or retain existing data as required
6. Click the "Convert" button at the lower right to convert the database

And you're finished!

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