| 1. | The Properties option on the Clients menu displays the default logo that will appear on all of the ADMS Forms. Be sure to read the Clients | Properties help documentation for instructions on setting up your company logo so that it may be printed on the forms. |
| 2. | Ideally, the contacts that you will be sending documents to should be set up in the Clients list and the job information should be set up in the List of Jobs so that you can easily pull the information onto each form. Contact information can be added 'on the fly' on the form screen by clicking on the Clients icon. In addition, data can be simply typed into any field on the form without adding it to the database if necessary. Hint: Your company information will be pulled from the System Administrator | Configuration Screen. |
| 3. | If you own the AccuBuild Document Management System (ADMS), then be sure to add the contact and job information into the system before you create the forms. This way, the document will be automatically linked to the appropriate contact name and job number and filed accordingly. A list of e-mail contacts can be created to use with AccuBuild's internal e-mail option. If you attach a document to an e-mail in AccuBuild, then the system will log that you have e-mailed the document to that contact. |
| If you do not own the ADMS, then you can export the form into PDF, Word, Excel, or HTML and save the document in any file path of your choice. |
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