Forms Designer

Access this form using Reports>Forms Designer>OK button.

Use the Forms Designer to create custom forms for printing checks, invoices, and so on. The top and bottom buttons help with customizing the design of the layout.

  • Use the top buttons to open, copy, import, and save a layout; select print options; insert fields; and display the grid lines on the screen.
  • After selecting a box (such as text box or table), use the bottom buttons to assign properties, align boxes on the layout, and format selections.

  • Use the templates, that are already set up for you, to create a custom layout. Each Layout Type has a template associated with it. Select a template of "None" to create a layout from scratch.
  • To hide the grid lines on the screen, click Show/Hide Grid "off."
  • To view the layout as it will actually print, click Print Preview .
  • All the buttons at the bottom of the form can be accessed by right-clicking on the layout.
  • To enter the bank routing number, account number, and check number, so that they will print on the check in the special font required by the bank, see Inserting MICR Code.
  • To view step for adding a signature to a check or any other document, see Adding a Signature using Forms Designer.
  • To restrict the usage of the signature box, see Restricting Signature Usage.
  • When working with foreign currency, if you need to format the foreign currency text, see Foreign Currency Format.