Florida Realtors / Florida Bar Residential Contract USER GUIDE

Transcription

1 DisplaySoft TM Software Contract Florida Realtors / Florida Bar Residential Contract USER GUIDE This publication contains fictitious information and should not be construed as legal training, but as a guide to DisplaySoft software product functions and design. Display Systems, Inc. 100 N.W. 15 th Street, Okeechobee, Florida support@displaysoft.com/sales@displaysoft.com

2 Table of Contents Chapter Page Introduction 1 File Menu New Save, Save As 2 Open 3 Data Entry 4 DisplayWord Processor 6 Preferences 8 Output 9 Help 10 FR/BAR Contracts Table of Contents DisplaySoft 2018 Display Systems, Inc.

3 INTRODUCTION Welcome to the DisplaySoft Florida Realtors and the Florida Bar Residential Real Estate Contract Software program. This software contains replicas of the Residential Contract for Sale and Purchase, the AS IS Residential Contract for Sale and Purchase, along with the addendums and comprehensive riders associated with them. Contracts, Addendums and Comprehensive Riders FR/BAR Contracts Page 1 DisplaySoft 2018 Display Systems, Inc.

4 FILE MENU A file must be opened or newly created to activate the program features. Each file contains a complete set of forms to fill in, specific to that sale. A file may be created using names, numbers and special characters. Create a New file or Open a file in progress. Click Save at any time. Progress is saved automatically when changing forms and selecting other menu topics. The Save As feature will copy of the contents into a new file. The Output menu contains Print PDF and options. Preferences allow font and data entry field background color options. Exit the software and return without loosing any progress. New Click File, New and type in a reference to create a new contract file. The data entry forms will become available. Create Files FR/BAR Contracts Page 2 DisplaySoft 2018 Display Systems, Inc.

5 Open Created files are added to a storage list and can be retrieved. Click File, Open then click the file to retrieve and review the contents or continue working on it. The Filter will narrow down the list to locate a file when a few characters are keyed into the space provided. From the list, click the File or Created Date header to sort the list by name or date to locate a file. More than one file may be open at a time. Each file opened is added to an active list. The push pin feature appears when more than one file is activated. The push pin feature is optional and used to keep the active list expanded. Click the push pin to expand and contract the active list. The topmost file is the active file receiving data entry. Click a file reference form the active list to switch between files. The data entry forms will become available. Push Pin Open Files Active files retrieved list Filter Sort Select to retrieve FR/BAR Contracts Page 3 DisplaySoft 2018 Display Systems, Inc.

6 Data Entry Create or open a file and the Sale Contract list of forms will appear. Select Standard or As Is version and then select a form or page to begin data entry for the active file. The form that appears on screen is the same form that prints (PDF/ ). Click a gray colored background and begin typing. The green color background indicates the cursor s position. The colors may be changed by using Preferences from the File menu. Use the Tab key from the keyboard to move the cursor along to the next data entry field. The Contract All Pages contains the entire contract. Since all pages in the contract have no data entry, the Contract Data Pages feature will narrow down the data entry to just those pages of the contract that require information. Click onto boxes to make check-marks. Scroll down to view more of the page. Use the zoom feature to enlarge or reduce the form view. The contract, riders and addendums are easily recognizable, being endorsed with the FLSSI logo, and may not be revised in this software. The FLSSI logo insures the standard form is being produced. Data Entry Active file S C R O L L Zoom FR/BAR Contracts Page 4 DisplaySoft 2018 Display Systems, Inc.

7 The information from the contract flows to addendums and riders. Making changes to the contract information will update the information, as well. Click the expander to the left of the category to expand and collapse the list of available forms. Inside each addendum is an Edit button. Click the Edit button to open the built-in word processor (DisplayWord) and begin typing. Continuation pages will be created automatically. Upon exiting the word processor, the typed words will appear on the form. Word Processor Expanded Collapsed FR/BAR Contracts Page 5 DisplaySoft 2018 Display Systems, Inc.

8 DisplayWord The DisplayWord built-in word processor contains features common to most word processors. Common addendum renditions may be stored to a list to be retrieved in other contract files. To save a commonly used rendition phrase, type the words in the body of the word processor. Click Clause List from the top menu, and Save to Master Clause List Button, then type a reference in the Clause Title space provided. The phrase s title will be added to a list located on the left border. DisplayWord Phrase List Main Body Reference FR/BAR Contracts Page 6 DisplaySoft 2018 Display Systems, Inc.

9 Retrieve the saved rendition phrase in a ny contract file by using the Edit button to open the word processor. Select one or more phrases from the list you create, and then click the Insert Selection button to retrieve one or more phrases; or double click the phrase name to insert the words into the main body of the addendum. Click a reference from the list to preview the wording. Insert the reference to make it part of the addendum. Active File Phrase List Main Body Preview FR/BAR Contracts Page 7 DisplaySoft 2018 Display Systems, Inc.

10 Preferences Click File, Preferences to change the font style and size for data entry. Change the color of the data fields. Click File once more to return to the data entry form and exit preferences. Clicking on any other menu item will also close the preference window, saving the selections. Preferences FR/BAR Contracts Page 8 DisplaySoft 2018 Display Systems, Inc.

11 Output Do more than print from Output. Produce forms via Print, PDF and . The contract or as-is contract will print depending on the data entry selection. Print, PDF and Outlook 1. Click File. 2. Click Output. 3. (a) Click tiles to select forms and add them to the Queue. (b) Click the categories to reveal and select more forms. 4. Click the Print (6 in Q) button; Or click PDF, or Outlook to produce the queued forms. Also: Click the document name in the queue to deselect a queued document (cancel). Click the expander to exit to data entry. output and return to data entry, or click File to return OUTPUT Categories FR/BAR Contracts Page 9 DisplaySoft 2018 Display Systems, Inc.

12 Help Help is just a click away. The Help Desk Link uses a desktop connection feature. Contact Display Systems, Inc. before using these features. HELP For questions or assistance contact: Display Systems, Inc. 100 S.W. 15 th Avenue Okeechobee, FL (863) ph (863) fax sales@displaysoft.com support@displaysoft.com FR/BAR Contracts Page 10 - End DisplaySoft 2018 Display Systems, Inc.