Pre-built forms

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  • April 19, 2022 at 1:32 AM #47126

    Jonathan Westwood
    Participant

    Hello. I’m sorry if I’m being incredibly stupid, but the user manual says “The list of pre-built forms is found in the Sample Forms document under the All Forms dropdown menu.” However, my dropdown menu under All Forms is completely empty. Can anybody tell me what I’m doing wrong, please? Thanks.

    April 19, 2022 at 1:53 AM #47127

    Brendan
    Keymaster

    Hi Jonathan,

    Do you have the Sample Forms document opened?

    If so, at that point when you click the My Forms popup button and then select All Forms, you’ll see all the forms that came with Tap Forms.

    You can then copy the forms to any of your documents using the Export Tap Forms Archive command and the Import Tap Forms Archive command.

    Thanks!

    Brendan

    April 19, 2022 at 6:43 AM #47128

    Jonathan Westwood
    Participant

    Great. Thank you, Brendan.

    June 20, 2022 at 10:15 AM #47510

    Tosh Brice
    Participant

    I want to start a new project using the pre-built business accounts forms,which I plan to adapt for a small UK charity.

    I have the same question that Jonathan had but unfortunately the answer doesn’t help me – I can’t work out how to find or open the Sample Forms document. I can only open the document I created a few years ago or make a new document.

    With thanks in anticipation
    Tosh

    June 20, 2022 at 10:21 AM #47512

    Tosh Brice
    Participant

    ah,I have found the zip file in forums,hopefully that solves my problem!

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