How to Install SnapForms-FREE
SnapForms-FREE Basic Document Assembly for Professionals
In addition to our full suite of Firm Management and Document Assembly add-in software, offered here is only a small piece of our software's capability offered Free and at no cost to all professionals that use Microsoft Word: SnapForms-Lite.
Downloading and installing SnapForms is easy. No need for your IT guys, just give us your email (this allows your firm to access free demos and updates in the future) in order to get your copy, and follow these easy three-step process:
To install:
1. Click the download button below and copy the OneDrive link to your browser.(If necessary, click 'Download' on the SharePoint Download page).
2. Open the zip file that contains the template you will need and copy the Word template or save the template file into: %appdata%\microsoft\word\startup
(copy and paste the path into your Windows search bar to gain access to Word's startup location)
3. Completely close and reopen Word and finally locate the new ribbon addin in Microsoft Word called "SnapFormsLite". You're all set to start using it!
Mac OSx Installation Instructions:
SnapFormsFREE works on all macs without any modifications.
You must first setup a STARTUP folder for Word; this is normally automatic for PC users, but Mac users you have to go into Mac's Word’s Preferences -> File Locations -> Startup -> and select some folder which will house your Word addins. Finaly, download the addin and save it into this folder. Restart Word.
Learn to use SnapForms-FREE with your first document:
- If this is the first time you used SnapForms-FREE, open a template that you want to be automatically filled in. You can create your own by just starting with a blank Word document, then locate the ribbon bar in Word called SnapFormsLite, then locate and click "New Questionnaire" as shown in Figure labeled "1" above.
- You will receive a table that contains Label, Question, and Answer columns. Fill the resulting table out to say Label="Name", Question="What is the name?", Answer="Daniel", inserting new rows for however many questions you'd like to ask; this is shown in Figure labeled "1A", "1B", and "1C" above.
- Next, return to the first page of the document and put your cursor where you want the answer to fill, such as the beginning of the blank document, type "My name is " and leave your cursor after "is " as shown in the figure labeled "2A" above.
- Locate and click "Smart Field" as sown in the figure above labeled "2", then click "Insert" in the resulting window. Repeat as many times as you'd like the "Name" to appear, this is shown in the figure labeled "2A" and "2B" above.
- Finally, Click "Fill", and the answers you filled will be automatically assembled into the inserted fields, this is shown in the figure labeled "3" above.
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