This video will show you how to install and use your new package of intelligent forms.

You've got a zip file that you downloaded that contains your new package of intelligent forms.

First, I'll talk about just a couple of things when dealing with zip files.

First, it's always a good idea after you've downloaded a zip file to right click on that file and choose properties and then look at the bottom here for a button that says unblock. Sometimes Windows will block zip files that have been downloaded. If you see an unblock button here click unblock, apply, okay.

Then that file will be unblocked and ready to use.

There are many different programs that can be used to open zip files. I'm going to show you how to open a zip file using the standard Windows application. That way we can all be working with the same system here. To do that, right click on your zip file, choose open with, and choose file explorer from your list of choices.

Choose file explorer and click okay.

That'll give you a standard looking Windows interface into the zip file.

Okay. Now we know how to deal with zip files. The next step is to install either the form tool or one of the DocsRAR programs.

Go to our website theformtool dot com and purchase either the Form Tool Pro or one of our DocsRAR programs and you will receive a zip file, another zip file. I've got the form tool here but this also works for the Docsoraw products. Open up the zip file and you will find an installation guide in here. It's a pdf file. You can open that and that will give you all the instructions you need. But just if you'd like to see a quick preview here, what you'll be doing is double clicking on the FormTool profile or the Docsara file.

It will open in Word, you'll click enable content, and Yes to agree.

It says, Click Okay to install, so I click Okay.

It says, One more step. Now, I have to close and reopen Word. So, I'll click Okay. I will close and reopen Word.

And now, the form tool has been installed.

Now that you've got the form tool or Docsara installed, we're gonna get your ready to use.

Open up the zip file that contains your new forms and you'll find a ReadMeFirst getting started file.

Double click to open that and you'll see some detailed instructions that show you how to get your forms prepared.

We're gonna run through those instructions now.

Your particular form set might not have all of these components, but it might have, for instance, the first one we're gonna deal with here is master lists.

If your form set has a folder of master lists, this is what you'll do. Double click to open up this master lists folder and you will find any number of files in it. You're gonna treat each one of them the same. I have two files here. You might have one file or more than two files. What you'll do for each file is double click to open it and click the form tool or Docsara, sources, master list, and save and close.

That has installed the first master list for your form set. Move on to any remaining master lists. I'll do this second one here. Double click it, choose sources, master lists, and Save and Close.

That's it. We've got all of our master lists in place now and we can move on to the next step.

And, with that much done, the forms are ready to use right now. There's more we can do and I'll show you that in a moment. But first, let me just show you here in the forms folder.

There's my list of forms that were included in my package. I can double click on any one of these and it's ready to go. I can actually start using this form right now. This next step is optional.

If your form set includes a brand with wrappers folder and if you would like to customize and personalize your forms with your own branding, then you'll do this additional step. Open up the brand with wrappers folder and you'll see, could be two, could be more folders here with some different options.

Often, you'll find a Calibri option and a Times New Roman option. If you tend to like your documents to have a block style, with a sans serif font, go with the Calibri one. If you like a, more flowery look with the Times New Roman font and indented paragraphs, choose the Times New Roman one. Whichever one you decide, open up that folder.

And then, each of the files within it, we're going to treat in the same way. Here, I've got two files to work with but you might have more or less. For each file here, double click to open it.

Remember, we're dealing with wrappers here, so you'll click on the sources menu, the wrappers button.

There's an option at the bottom to create new wrapper with current document, click that, and make sure to accept the default name that's shown here. Do not change this name. This name is keyed in with your form set so that it will work properly. Just click okay to accept what's suggested, and that wrapper has now been added to my set of wrappers.

Click done, close that particular wrapper, and move on to the next one in the list. Work through each one in the list here. I'm gonna do my second one here. Same steps.

I double click to open it. I click Sources, Wrappers, and Create new wrapper with current document.

Okay.

Done.

Now my forms as I use them will be personalized with my own wrapper choices.

If you're using wrappers, and remember it's optional, you don't need to use wrappers, but if you are, you'll at some point want to go in and change the way your wrappers look. For example, I've got a wrapper in here that I had just copied on called, letter, and I can open that up by clicking the open button.

And as I'm reminded here, I need to remember to click file save to save my changes when I'm done. I'll click okay.

This letterhead is just the generic one that was provided with my form set. I'll wanna come in here and change the company name to my own company name. I can rearrange things however I like. I can format things differently, italic and add a different color.

I'll change my address, my phone number, my domain. Maybe I'll completely redo my header. Maybe you'll even, go open a letter that you've got on your system already, copy the letterhead out a bit, and paste it here into your wrapper including logo, and graphics, and lines, and colors, and everything else. Once you've got it looking just how you want it, then click Save to save your changes and close your wrapper.

Now that I've modified that letter wrapper, every letter form that I use from my form package is going to automatically be updated with my own firm's letterhead.

Finally, let's think about where you're going to store your forms and how you're going to protect them.

I would suggest that you take this zip file and store it somewhere safe, make a copy of it, and do not alter any of its contents. That will serve as your backup. You can always return to the original form if the one that you're working with gets compromised in any way.

Next, where should you put your forms? If you're on a network, go to a network drive, create a folder there, and store your forms there. If you're on your own local computer, you can put that folder wherever you like. I'm just gonna create a folder here on my desktop called my forms.

And then I'm gonna copy all of the forms out of this forms folder.

I'll select them all and just drag them over and drop them into my forms folder.

And now, I've got in addition to my safe zip file which I'm gonna store away somewhere safe, I've also got a working set of forms that I'll be using right here on my own computer.

You can customize these forms yourself.

For instance, if you decided you wanted to change the Asset Purchase Agreement form, you can right click on it, choose Open to open that Word template, and make any changes you like. Maybe I'd like my asset purchase and purchase agreement to say purchase and sale agreement at the top. Save your changes.

Close it. And now I have customized my own copy of that particular form.

If I ever do anything to it that breaks the form in some way, I can always go back to my original form that's safely locked away in the zip file.

And before we stop here, my last suggestion is similar to my first one. Return to your original file has this ReadMeFirst Getting Started PDF in it. Double click on that, and if you scroll down to the bottom, you'll see this list of resources.

Lots of good material here, maybe the best one for beginners is this videos link here. It's a great library of videos that are ranked from beginners through intermediate to advanced in all kinds of different subject areas. So however you like to approach a problem, you'll likely find a video in here which will guide you step by step through the process.