One Minute Tutorial

A. To open your Masterform document:

  1. When you install your Masterform legal form, the installer will place a Masterform Program shortcut on your desktop. You can either double-click on that shortcut or click on the Start button, drag your cursor to All Programs, then across to Masterform, then to Masterform Program and left-click the mouse.
  2. After Masterform Program opens, go to the File menu, drag the cursor down to Open and left-click the mouse. In the Open Document window locate the Masterform folder (in Program Files) and double-click on the name of your Masterform document (Employment Agreement Masterform, Non-Disclosure Agreement Masterform, Equipment Purchase Agreement Masterform, etc.).
  3. If you have not already registered that Masterform document, you will be presented with a “Welcome to the [name of your Masterform document]” window. If you have a registration key, press “Register,” enter your name, Company and Registration Key, and press “OK.” If you do not have a registration key, press “Try.”
  4. If you have already registered this Masterform document and want to obtain additional Registration Keys for other users on your network, click on the Help menu, drag down to Purchase additional Registration Keys and release the mouse button. You will be taken to a web page where you can obtain additional Registration Keys.
  5. Your Masterform legal form will open.

B. Information Windows:

  1. The presence of one or more green words tells you that an Information Window is available. An Information Window is a window that “floats” over the document and displays additional information that supplements some aspect of the document. The Information Window may also contain a web link or an email link. To activate the Information Window, simply place the cursor over the green word and right-click the mouse. The Information Window will open.

C. To use your Masterform document:

  1. Go through the document and make choices, fill-in data, etc. to meet your specific requirements. Here are some guidelines:
    1. «Select» When you left-click on a «Select» you are presented with two or more alternative clauses, phrases or words. Left-click on the heading in the Select Description window that corresponds to the clause, phrase or word you want and your selection will automatically be inserted into the document.
    2. «Company» (or «Employer» or «Seller» or «Buyer», or «Manufacturer», or «Licensor», etc.) When you left-click on a «Company» you are presented with a window into which you can enter the name, address, etc of the company.
    3. «Individual» (or «Employee» or «Consultant» or «Buyer», or «Representative» or «Licensee», etc.) When you left-click on an «Individual» you are presented with a window into which you can enter the name, address, etc of the individual.
    4. «Date» When you left-click on a «Date» you are presented with a window into which you can enter a date and select its format.
    5. «Time» When you left-click on a «Time» you are presented with a window into which you can enter a time and select its format.
    6. «Number» (or «Amount» or «Percentage», or «Number of miles», etc.) When you left-click on a «Number» you are presented with a window into which you can insert a number and select its format.
    7. «Fill-In» (or «Location» or «Job title» or «Title of Supervisor», or «Duties» or «Territory», etc.) When you left-click on a «Fill-In» you are presented with a window into which you can enter text.
  2. To add or change text anywhere in your document, simply type as you would in any word processing program.
  3. To delete a part of a paragraph, select the text (including any «Select», «Company», «Individual», «Date», «Time», «Number» or «Fill-In») and press the Backspace key. (You can reverse this action at any time.)
  4. To delete an entire paragraph, click on the paragraph name («Restrictive Covenants» , «Notices» , «Governing Law», etc.) to open the Section Properties window. Then click on the box to the left of Include in document to uncheck it. You can also delete an entire paragraph by clicking the button on the Main Toolbar or going to Edit and then down to Include/Exclude Paragraph and clicking the box to the left of the paragraph name to uncheck it. (You can reverse this action at any time).
  5. To add special clauses and (if you wish) have them automatically numbered in sequence, either
    1. Go to the Edit menu, drag the cursor down to Create New Paragraph, and left-click the mouse, or click on the Main Toolbar. A Create New Paragraph window will open.
    2. Select the paragraph in the Create New Paragraph window that you want your new paragraph to FOLLOW and click OK. A New Paragraph Properties window will open.
    3. Enter the name of the new paragraph in the Tag name box, type the text of the new paragraph into the Please type the paragraph text box, click on the box to the left of Numbering if you want the paragraph to be numbered consecutively following the paragraph that precedes it (or leave the Numbering box unchecked if you do not want it to be numbered) and click OK. The new paragraph will be inserted after the paragraph that you selected in the Create New Paragraph window.
  6. When you are finished creating your document, you can save it in two different ways.
    1. To save it as a word processing document, go to the View menu and make sure Show Nodes is not checked. Then go to the File menu, drag the cursor down to Save As Word Processing Document, left-click the mouse, type a document name and click on the Save button.
    2. To save it as a Masterform template, go to the File menu, drag the cursor down to Save As Masterform Document, left-click the mouse, type a document name and click on the Save button. Note: you will only be able to Save As a Masterform Document if you have registered the original Masterform (Employment Agreement Masterform, Non-Disclosure Agreement Masterform, Equipment Purchase Agreement Masterform, etc.).