Tools Menu

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Menu-Tools-Basic

 

Tools Menu (Lite, Basic & Standard)

Menu-Tools-Enterprise

 

Tools Menu (Enterprise)

 

Convert Databases - Used to Convert databases from 2016 into the 2017 eForms format

 

Merge Companies - Opens the Merge Companies dialogue

 

Transfer Companies - Opens the Transfer Companies dialogue

 

Global Changes - Make global changes to Adjustment Options, Contact Information, Slip Information or Removes slips of any type from any or all companies

 

Import/Export Data - Allows you to import or export data to and from eForms. Data may be imported from Excel and XML format files (you can also use the Open Excel Templates from this menu to access the Excel Templates to help you properly format an import file). Data can be exported from any form into a CSV format file

 

Import User Information from Last Year's eForms - Imports user setup information from 2016 eForms into 2017 eForms installation

 

Create Slips from Another Type (under development) - Use Create Slips from Another Type to create slips of one type from already existing slips of another type

 

Event Viewer (Enterprise) - Opens the Event Viewer window in which significant events occurring during use of eForms can be reported

 

Find Database - Use the Find Database tool to locate a database when its location has been "forgotten"

 

Items that are greyed out are not available because: (i) The function is not supported by the installed eForms version; (ii) The function is not required by the current form; (iii) A database has not been opened or (iv) No data has been entered.