One Minute Tutorial

A.  Blue Words and Green Words

As you go thru your document you will notice blue words and green words.

The blue words open windows that permit you to enter information and make selections (see “To use your Masterform document” below).

The green words tell you 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.

To make an Information Window visible, simply place the cursor over the green word and right-click the mouse. The Information Window will open.

You can see what your document looks like without the blue words and green words at any time by clicking on the “Show Nodes” button [@@@@@@] on the Toolbar or by going to the “View” menu and clicking on “Show Nodes” to uncheck it.

B. 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 part of a paragraph, select the text (including any «Select», «Company», «Individual», «Date», «Time», «Number» or «Fill-In») and press the Backspace key.

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 plus 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.

5. To add special clauses and (if you wish) have them automatically numbered in sequence:

  1. Go to the Edit menu and drag the cursor down to “Create New Paragraph” or click the @@@@@@ button 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.

Revise the following information:

6.  When you are finished creating your {DOCUMENT] Will, you can PRINT it and/or DOWNLOAD it as a Microsoft Word document or a Rich Text Format [.rtf].

  1. a) To print your Will, go to the View menu and make sure Show Nodes is not checked. Then go to the File menu, drag the cursor down to Print, then left-click the mouse and click the OK
  1. b) To download your Will as a Microsoft Word 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 Download as Microsoft Word [.doc] Document, then left-click the mouse and click on the Download 
  1. c) To download your Will as a Rich Text Format [.rtf] 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 Download as Rich Text Format [.rtf] Document, left-click the mouse and click on the Download
  1. d) IMPORTANT: To save your Will so that you will be able to return later to make changes and/or print it or download it again, go to the File menu, drag the cursor down to Save, left-click the mouse and click on the Save Then fill in the Name, E-mail, Password and Confirm Password boxes and click the Save button. You will receive an email with a link that will take you back to your saved Will at any time.
  • When you are finished creating your document, you can save it in two different ways.

 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

  1. 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 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.).