These Quick Start instructions are for those who don't read instruction guides. If you want more detailed instructions, click here.

1. Installation

   Most installations are now done using the Forms On-A-Disk Forms Manager (click on the link for more information). If you are installing from a disk or by using a ZIPped file that was emailed to you, do one of the following:

   From ZIP File - See these instructions for installing from a ZIP file.
   
   From Disk - Insert disk into 3.5" floppy drive. Click Start button and choose Run. Type a:\install and press ENTER. Follow prompts.
   
   
   
2. Changing Your Macro Security Settings - Before you start creating documents, you must change your macro security setting so that Word won't disable the Forms On-A-Disk automation features. (This applies to Word 2000 and later.) Click here for instructions.
   
   
3. Creating New Documents - Using the Forms Manager, double-click on the template you want to use from the list of "Currently Licensed Forms." Or, follow the directions below for your version of Word:
   
   
   • Word 97/2000 Users - Open Word. Click the File menu, then New. Click the "General" tab. Double-click the icon of the template you want to use.
   • Word 2002 Users - Open Word. Click the File menu, then New. Click on the General Templates link in the Document Pane (usually located on the right side of the screen; click here to see it). Click the General tab, then double-click the icon of the template you want to use.
   • Word 2003 Users - Open Word. Click Click the File menu, then New. In the "Templates" section on the right, click "On My Computer" link (click here to see it). Click the General tab, then double-click the icon of the template you want to use.
   • Word 2007 Users - Open Word. Click the Office Button, then New. Click on the "My Templates..." link. Click the General tab, then double-click the icon of the template you want to use.
   • Word 2010 Users - Open Word. Click the File tab, then New. Click on the "My Templates..." button. Click the "Personal Templates" tab, then double-click the icon of the template you want to use.


4. Macro Security when Opening Documents - Microsoft comes with built-in macro security. See THIS PAGE for instructions on opening your Forms On-A-Disk files.


5. Saving Documents - Always save your forms as Word documents (*.doc files). Using any other format will prevent your forms from working properly.
   
   Word 2007 users need to review this information on saving documents.
   
   Word 2010 users need to review this information on saving documents.


6. Features - Most Forms On-A-Disk automation features can be accessed via the Forms On-A-Disk menu. Read all about the Forms On-A-Disk menu here.


7. If you are using contract forms (such as from IADC, AAPL/COPAS, or Pound Printing), you will need to turn off the Revision Balloons. Revision Balloons are new to Word since version 2002 (XP). They highlight revisions by drawing a line from the revision to a "balloon" in the margin, explaining the revision. Revision balloons cause printing and display problems, so you'll want to turn them off. Click here for instructions on how to do that in your version of Word.
   
   
8. Uninstalling Your Forms - See this page for a guide to uninstalling your form files.