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Call 08450 17 55 17, option 2 email: support@oyez.co.uk |
Getting Started with OyezForms
OyezForms provides a managed library of legal forms with fill-in fields overlaid for efficient completion and storage. FILE>NEW presents the library, ordered by legal categories, from which you can select a form to fill. You can search by typing in the field at the top-right of the dialogue.
In any form, the Tab key moves the user between fill-in fields (outlined in blue), while F5 inserts a tab into a field. You can add a ticks to checkboxes by right-clicking and selecting from the context menu. Other shortcut keystrokes are listed here.
You can create a PDF of any form via FILE>EXPORT TO PDF... Click here for details.
Initial settings
- The default Open/Save folder is set in TOOLS>OPTIONS>GENERAL: 'Path to completed forms
- The default font for filling forms can be set in TOOLS>OPTIONS>STYLES: 'Default font'
- The ToolBar controls allow MSWord-style text formatting. VIEW>RULER allows tab positioning
- TOOLS>SPELLING triggers the spell-checker
Expanding fields
Certain forms contain fields that expand vertically as you enter text. The form will paginate to accommodate the extra text. Forms that support expanding fields have the suffix _Flexi after their title. Expandable fields are outlined in cyan
Self-calculating forms
Many forms require numerical values to be totaled or otherwise manipulated. OyezForms does this for you automatically as you progress through the form. If you wish to disable auto-calculations, select TOOLS>MACRO>STOP. This will disable the feature for the current form. The TOOLS>OPTIONS>MACRO dialogue offers more control.
Auto-filling your practice details
Your company details will automatically prefill into the relevant fields on all forms. See Defining Practice Details for more information
Receiving authorities database
Address information for LAs, Probate Registries, Water Authorities etc is stored and managed by OyezForms. Any field that can have this information auto-filled is outlined in green. Right-click and select PICK FROM LIST to select the relevant authority.
Storing frequently used text in the pinboard
If you use phrases or paragraphs repeatedly across forms, you can store them in the pinboard feature.
Highlight the text you wish to store, and Select EDIT>ADD TO PINBOARD, then subsequently INSERT>PICK FROM PINBOARD to select and paste it into a field. You can remove stored text from the pinboard.
Duplicating pages and adding fill-in fields
On non-expandable forms, you can duplicate pages via EDIT>COPY PAGE and INSERT>PASTE PAGE . You can copy pages between forms. You can also create a blank page for continuation via INSERT > APPEND BLANK PAGE.
INSERT>ADD FIELD allows a new fill-in field to be positioned and sized at any point on a page
Spell checking
You can invoke spell checking via TOOLS>SPELLING.
The checking engine allows for exceptions to be added to its lexicon. You can set the spell-checker to operate in real-time mode via the TOOLS>OPTIONS>STYLES: 'Active spell checking' checkbox.
See also
Defining your Practice Details
