Custom Forms: Importing


Big Business 3.0.6 finalizes the functionality of controls for Importing, Exporting, and Deleting Custom Forms and Reports.

The new interchange format is not platform specific, meaning a Custom Form exported from the Mac can be Imported on a Windows machine and vice versa.


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Big Business includes an Import button on the Report/ Form Name window in the Custom Form tool.

To Import Report/Form Templates:
1. Open the Custom Form/ Report tool.
2. Click the Import button.
3. Select the file to import.
The imported Report/ Form opens directly into the Custom Form/ Report editor and has not yet been saved.
4. Make any changes you want including setting the Page Setup (from the small file menu within the window).
5. Choose Save As... from the small File menu and give your new Form or Report a name. Close the Custom Form/ Report editor window.
6. Test your new form or report from its place of use (i.e. if it's an Invoice Form, open an existing Invoice to print a test page).

If you have found an older Custom Form Template for Import (in the Solutions Database, on an older CD, or exported from an older version of Big Business) follow its accompanying instructions (or email the template to support@bigbusiness.com for conversion).



Related:

(Prev) Custom Forms: Editing Existing
(Next) Custom Forms: Exporting

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  Chapter 15 Custom Forms and Reports

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