Tools Menu (Lite, Basic & Standard) |
Tools Menu (Enterprise) |
Convert Databases - Used to Convert databases from 2023 into the 2024 eForms format
Merge Companies - Opens the Merge Companies dialogue
Transfer Companies - Opens the Transfer Companies dialogue
Global Changes - Make global changes to Adjustment Options, Contact Information, Slip Information or Removes slips of any type from any or all companies
Import/Export Data - Allows you to import or export data to and from eForms. Data may be imported from Excel and XML format files (you can also use the Open Excel Templates from this menu to access the Excel Templates to help you properly format an import file). Data can be exported from any form into a CSV format file
Import User Information from Last Year's eForms - Imports user setup information from 2023 eForms into 2024 eForms installation
Create Slips from Another Type (under development) - Use Create Slips from Another Type to create slips of one type from already existing slips of another type
Event Viewer (Enterprise) - Opens the Event Viewer window in which significant events occurring during use of eForms can be reported
Find Database - Use the Find Database tool to locate a database when its location has been "forgotten"