AAPL and COPAS

AAPL and COPAS Quick Reference Sheet

These instructions apply to the Microsoft Word version of the AAPL and COPAS templates.

Table of Contents

First Things First

Read Revision Balloons Settings in the Users Guide.

Adding Text

Position the text cursor at the location in the contract where you want to insert text. Click “Forms On-A-Disk>Insert Text.” You can also do this manually by positioning the text cursor at the location in the contract where you want to insert text, then typing a slash character “/” surrounded by spaces to indicate the insertion point (see sample below, line 11). Then, position the cursor on the line immediately above the line of text and set a tab mark on the ruler that will position the new text above the "/" you just typed. Press <CTRL+TAB> to position the text cursor above the "/" and type your additional text.

Figure 1. Sample Text

Adding Multiple Lines of Text

This is a very important topic, so it gets highlighted.

When entering multiple lines of data, first enter a line of data, then press the <DOWN ARROW> key TWICE to position the cursor on the next numbered row and continue entering the text.

IMPORTANT: Do not allow text to wrap around from one line to the next, and do not use the <ENTER> key to position the cursor on the next line.

Filling in Blanks

To fill in the blanks throughout the form, use your cursor keys and the <PAGE UP> and <PAGE DOWN> keys to position the cursor inside any blank (see Figure 2. Blanks, for detail), then enter the appropriate text. You can also use your mouse to position the text cursor on the blank lines.

Figure 2. Blanks

Checking Boxes

If you need to check or uncheck a box, position the cursor next to the box to be checked, then click “Forms On-A-Disk>Check-A-Box.” Alternately, you can press <Alt+J> to check or uncheck boxes.

Deleting Text

Deleting text in these revision tracked documents will cause the words to be struck through. To strikethrough text, simply select the text and press <DELETE>. The text will be marked as above (refer to Figure 1, line 12). If you strikethrough text accidentally, you can simply select "Undo" from the "Edit" menu (or press CTRL+Z) to undo the deletion. If you come back to a form later and need to remove the strikethrough line, see "Removing Revisions" below.

Removing Revisions

To remove a strikethrough line in your document, highlight the text that has the strikethrough line you want to remove and click "Forms On-A-Disk>Remove Revision."

Replace Text

To replace text, simply strikethrough the text to be replaced, then add the text that will replace it. See “Adding Text” and “Strikethrough Text” above for more information, and Figure 1, line 10, above, where “title holders” replaces “owners.”

Accepting Changes and the "Final" Document

The AAPL wants all the original language to show on all contracts generated with Forms On-A-Disk software. We therefore do not support using "Accept changes" to create a "final" document. You should always print your document with the revision markup displayed.

Also, by accepting the changes, you will ruin the editability of the document by making your revisions a permanent part of the document.

If you have any questions about this, please feel free to get in touch with us.

Adjusting Page Numbers

How to adjust pages that have the same page number

The page numbers on the document are static. That is, if you insert a page break, the next page will have the same number as the prior one. This was done to insure that the page numbers on the computer generated documents match up with the originals as printed by AAPL. When you add pages, you will need to modify the page number so that they are sequentially numbered. For instance, if you add pages to Article XV. Other Provisions of the JOA 1982, your page numbers will become 14a, 14b, 14c, etc. Here's how to adjust the page numbers:

The Easy Way

Currently, this Easy Way only works for the Other Provisions sections of the JOA 1982 and JOA 1989 agreements.

Position your text cursor on the page with the page number you want to modify. Click the "Forms On-A-Disk" menu and select "Add ABC Page Numbers."

If in the future your document no longer needs the ABC page numbers, simply position the text cursor on that page and click the "Forms On-A-Disk" menu and choose "Remove ABC Numbers."

The Manual Way

Older versions of the form did not have the menu item (above). If you have an older version of the template, please contact us regarding an upgrade! However, you can also adjust page numbers manually by following these instructions:

Versions of Word up to and including Version 2003
Word Version 2007
  1. Place your text cursor on the page for which you want to change the page numbering
  2. Click "View>Header and Footer" (menu)
  3. Click the "Switch Between Header and Footer" button on the floating Header and Footer button bar
  4. Position the text cursor to the right of and right next to the page number.
  5. Click the "Insert Page Number" button on the floating Header and Footer button bar.
  6. Click "Insert>Page Numbers" (menu)
  7. Click the "Format" button
  8. For Number Format, change the drop-down box to show "a, b, c, ..."
  9. In the Page Numbering section, select the "Start at" option and choose "a."
  10. Click "OK"
  11. Click "Close" (Do NOT click "OK"!)
  12. Click the "Close" button on the floating Header and Footer button bar
  1. Double-click the footer space. This will make the footer active.
  2. Position the text cursor to the right of the page number.
  3. In the "Header & Footer" box, click "Page Number," highlight "Current Position," and select "Plain Number" (first option).
  4. In the "Header & Footer" box, click "Page Number," and click "Format Page Numbers..."
  5. Change "Number Format" to "a,b,c,..."
  6. For "Page Numbering," choose "Start at" and select "a."
  7. Click OK
  8. Double-click the document body to exit the footer, or click the "Close Header and Footer" button in the "Close" box.

Important Notes

Multiple Authors/Editors

Multiple authors/editors refers to a document that will be edited by more than one person on more than one licensed PC. To modify a document that has been sent to you from a separate PC and already edited, you will need to use the "Remove Revision" feature to modify the original editor's revisions. For instance, to delete text they added to the contract, highlight that text and select "Remove Revision" from the "Forms On-A-Disk” menu. NOTE: Each PC on which the document will be edited will need to be licensed. Otherwise, the document cannot be edited on that PC.