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Questions
Purpose: After document selection and before the
document is sent to the word processor, questions with default answers are
presented for review and modification. The default answers are from the data tables
for the company selected in the company tabs
Overview: There are a variety of formats for
answers, from a standard textbox to quick fill boxes, pull down lists, and
multiple answer grids. Most questions
are self explanatory. After the
question phase, the document is sent to the word processor where it can still be
modified prior to printing and/or saving it to the Saved Documents
Table. While in the word processor it
can also be saved in an RTF file format.
The example above asks the question, “What is the date of the
first board of directors’ meeting?"
A pull-down list of director meeting dates is provided to choose
from. The date of the first meeting is
from the Director Meeting form and it is automatically displayed as the
default answer for the selected company.
If there is no default answer or you can not change the date, it is
because the meeting date was not entered on one of the meetings form. Meetings are organized by date and all
related data are tied to the meeting dates.
If you want to create a document for a date that is not in the
database you can continue answering the question until the word processor
appears where you can make any changes that might be needed including the
date.
The question above asks, “Who are the vice-presidents of
the corporation?” Because there are
multiple options for the vice-presidents, a list of everyone associated with
the company is displayed. The
directors currently listed on the Officers and Directors form are the default
answers. The default answer can be
changed by clicking on a selected checkbox to uncheck it. New directors can be added by checking the
checkboxes next to their names to mark them.
A record of past vice-presidents is not tracked in the database. The same holds true for all officers,
directors, and shareholders. Documents
created in the Corporate Manager Software and are save
to the Saved Documents file do no change with time. When newly created documents are saved to
disk, the entire document is saved. It
is not just a template with links to data files. For this reason documents can be stored in
the database for as long as the database is maintained without concern for
changes in the data.
Changes on the data forms will not affect saved
documents.
The question here is “What is the address of the meeting
place?” If the default answer is
modified, which is the current information in the data files, a SAVE button
appears so changes can be saved back to the data files.
New records, such as adding a company or person, cannot be
created or deleted while in the Questions sequence.
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Company Name:
Name of the company that was selected on the Resolutions
form and it is the company that the document will be created for. The name of the company will appear at the
top of the document and everywhere else the company name is called for in the
document.
GO TOP
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Document Title:
Name of selected document on the Resolutions form. This is the title of the document that is
in the process of being created.
GO TOP
____________________________
Question: One of the questions that needs to be
answered to complete the document.
GO TOP
____________________________
Default Answer: Many questions have default answers from
the data tables. If the default answer
is changed and the answer is one that should be saved to a data table, such
as a change in the name of the corporation’s secretary, a SAVE button appears
so you have the option of saving the change to the underlying data table. In some situations there may be a default answer
where a change should not be saved to the underlying data table, like the
name of a corporate officer that a memorandum is being sent to. In these situations, a SAVE button will not
appear.
GO
TOP
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Next Button: Navigate to the next question by pressing the Next
button. In most cases an answer does
not have to be given to a question to move to the next form. At the last question on a form the caption
on the Next button changes to Finished.
If questions have been left unanswered the document will be displayed
in the word processor with blank lines in place of the answers. The blank lines can be modified or left as
is and the document can be saved as an RTF file.
GO TOP
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Back Button: Return to prior
questions by pressing the Back button.
This can be done any time prior to the Finished
button being pressed.
GO TOP
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Cancel Button: Press to cancel
the questioning process. Data is not
saved or changed. GO TOP
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Checkboxes:
In the example a check box format is used on the last form. Click on the checkbox to check or uncheck
it. GO TOP
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Address: Long addresses are displayed as shown in
the last example.
GO TOP
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