| vTip
#23 - Highlighting and creating a template for vForms printer documents: You have the ability to highlight specific
areas on all forms or documents printed to our vForms printer. You can also
create highlighting templates for each of the forms or documents you print and
email with the vForms Printer. If you have specific signature lines or areas you
wish to point out to the recipient of your emails, you can create a highlighting
template that will automatically set the yellow highlighting marks on your
specific forms.
Complete the following steps to load and
highlight an area of a form or document printed by the vForms Printer:
STEP ONE: Printing and preparing
the forms for highlighting
- Open your LOS or other form that you
wish to print. Print these document(s) by selecting the vForms Printer. Setup,
configuring and printing with the vForms printer is explained in vTip #s 3, 9,
and 10.
- Open vForms and click on the "Send"
icon on the top of the vForms screen.
- The vForms Send Option screen will
appear, Your printed documents from the vForms Printer will be located in the
"Available Documents" to be emailed box.
- Click on the vForms Printer file and
then click the "Add" or "Move" box to move the files to the "Documents
to Email" area.
- Click the "Highlight Document"
box located at the bottom left side of the screen and the click "OK".
- The "Document Highlighter"
screen will appear and your vForms Printer Documents will appear in the left
side of the screen.
STEP TWO: Highlighting the forms
- Click on the first of the forms you
wish to highlight.
- This form will appear in the right hand
side of the screen.
- You can enlarge the screen size by
clicking on the magnifying glass or Zoom icon. Then left click in the form to
increase the size or click the right top button on your mouse to reduce the
size of the form.
- Move the form by clicking and holding
your mouse button on the sliding bar on the right side of the screen. Position
the form to select the area you wish to highlight.
- Click the "Highlight" pen icon
on the top of the screen. Click your mouse and hold the left side button down
while you mark the area you wish to highlight.
- If you wish to change your highlighted
areas, simply click on the "Undo" icon directly to the right of the "Template"
icon.
- When these areas are highlighted, click
on the "Save" icon or the floppy disk icon to the left of the "Hand"
icon. This will save your highlighted areas for this specific form.
STEP THREE: Creating a Highlight
Template for commonly emailed documents
Creating a template will
enable you to quickly select the template that pertains to the form you wish to
highlight. For example, if you wish to consistently highlight the signature
lines on selected pages of the 1003, GFE, or TIL forms, or any other documents,
the template will expedite this process.
- After your highlighting has been saved,
click on the "Template" icon on the top of the screen.
- Highlighting templates screen will
appear on the right side of the screen. To make this screen disappear, simply
click on the "Template" icon again.
- To save the current highlighting, Click
on the "Save" icon located at the bottom of the Highlighting screen.
- A Template Name screen will appear.
Enter a name for this template in the box marked "Enter a Name for your
Highlight Template" and click "OK"; i.e.,
Page one of the 1003, the Good Faith Estimate, or the TIL. If you
clearly mark your template forms, it will be easier for you to select the
correct template for future forms.
- To reapply saved Highlighting, select
your specific form and double-click on the "Template" name. This form will
automatically be highlighted with your pre-programmed highlight areas.
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