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ContractWriter File Menu

File Menu Commands
GENERAL DISCUSSION

These are the menu commands under the File Menu.

File Menu Commands
Menu Description
Enter File Name Opens a small dialog box that allows you to enter the File Name, which is then copied to the top of all the documents and also used as the default file name when you save the file.

You can change the File Name at any time.

You may also override the File Name during the File-Save routine.
Set Customer Type Opens a dialog box that allows you to replace the word that refers to the customer throughout the entire program.  Your choices are:

  • Owners
  • Buyers
  • Customers
  • Leaseholders
  • Property Manager
  • Clients

The idea is to allow you to tailor your contract to reflect the nature of your relationship to your customer.  For example:

  1. If your customer is buying a home from your inventory, then they are “Buyers”.
  2. If your customer is remodeling their home, then they are “Owners”.
  3. If your customer is a commercial tenant, then they are “Leaseholders”.
  4. If you are a designer, you would want the specifications to refer to the customer as “Client”.

You may change this setting throughout your ContractWriter Checklist and other documents at any time.
Print Dialog Box This will open the standard Excel Print dialog box, which will give you complete control of the printing of your documents.

Although each document menu includes commands to preview and print that document, there are certainly situations where you might need to perform a print function outside of the standard print routines we have programmed into ContractWriter.  Some special print situations where you would want to use this dialog box are:

  1. You need to print a document on a printer other than you default printer.
  2. You only want to print one or several pages of a document, and not the entire document.
Save to Hard Drive This command will save the file to the drive and folder set under the File Path set in the Settings dialog box, using the File Name.

ContractWriter will ask you to confirm that this is where you want to save the file before it actually performs the save function, at which point you can cancel the operation and change the file path or the File Name.
File Save Dialog Box This command will open the standard Excel File-Save dialog box, which will give you full control of where and under what name you save the ContractWriter File.

Although ContractWriter provides you with two automatic file-save functions, there are certainly situations where you would need to perform a save function that is different that our standard routines.

Some situations where you might want to use the File Save dialog box are:

  1. You want to save the file in a different location that the path set in the Settings dialog box, but you want to keep the default file path as is.
  2. You want to save the file as a different name than the Project Name, but you want ContractWriter to keep the Project Name as it is.
Close ContractWriter  This will close the ContractWriter file and return you to Ex