Step 3 – Create Documents

Answer Questions

To Start Up:

The questions are used to fill in the blanks for a document but it’s not as time consuming as it may first appear.  Where ever possible data is automatically entered from the Corporate Manager database. 

For the most part questions are self-explanatory. 

Many questions have default answers inserted from the database.  The default answer to the question above is Bill Turner because Bill’s name was marked as the Chairman of the Board of Directors on the Officers and Directors form. 

If it is appropriate to save changed items back to the database a button will appear asking whether or not you want to make the change in the database. If the change button is clicked in this situation Bill Turner would be removed as chair and Mary Jennings would be designated as the new chairperson on the Officers & Directors form. 

If you don’t want to change the current chairperson in the database, but only want to change the name temporarily for the current document, don’t press the button. Just move to the next question by pressing the Next button at the bottom of the form.

Only names of directors for the selected company appear as options because only a current director can be the chairman.  If you wanted someone else in the company to be listed as the chairperson you would first need to designate the person as a director and that can be done on the Officers and Directors form.

You are likely to encounter situations where a person’s name or a date is not in a list.  It is because the person or date does not meet the requirements.  Return to the form that holds the data and change it as needed.

Examples are the dates for director and shareholder meetings.  At first glance it would appear that the pull down list should allow you to enter any date for a meeting but only the dates of director meetings created on the Director Meeting form and only dates for shareholder meetings created on the Shareholder Meeting form appears in the lists.  This keeps documents organized by the date of the meeting.  If you want to create a document with a date other than what’s in the tables, just continue through the questions and make the change in the word processor.  You can still save the document to the Saved Documents table.  Otherwise return to the form that holds the data and change it as needed.

There is a Next, Back, and Cancel button on each page.  Cancel aborts the process and returns to the Create Documents & Resolutions form.  Next and Back allow you to move back and forth through the questions.  The Back button is disabled on the first question and the Next button changes to Finish on the last question.

When you press the Finish button focus moves to the word process where the document is displayed for final modifications before it is printed and/or saved to the database.