The Configuration form can be accessed either through the main screen menu item File, Configuration, or from the print / preview form. The program allows you to define an unlimited number of different configurations, each of which can contain different settings, including different data folders.
It is divided into four general areas, as follows:
Work Order Appearance
If you wish to change from the default font, "Arial", click the [...] button and select another. Note that not all fonts print the same way as they display in the viewer!
Your company information is shown in the upper left corner of all orders. You may either use text for this, or select a graphic file to use instead. If you use a graphic, make sure it does not exceed roughly 300 wide x 100 tall.
If you wish to include a scanned graphic image of your signature, create it with a scanner and a paint program, then specify it in the Signature Graphic are. Make sure the box is checked as well. The maximum width of the graphic should be less than 1/2 the over-all width of the form, or around 300 pixels. The built-in e-mail utility will automatically include the graphic.
Printer "Fit" Adjustments
Work Order creates .html documents (web pages, essentially) and displays them in a scaled-back web browser for preview and printing. If your printed output does not look like you want it too, these three adjustments may be helpful. Each is changed by clicking the [+] or [-] buttons, or returned to the default setting with the little "default" button.
"Over-all width of form" adjusts just that - over-all width. The default is 640, which works well with most printers set at their default margin widths.
"Bottom of form spacing" adjusts the placement of the totals and the signature line on your forms. It is literally the number of blank lines inserted between the top of the form and the bottom. The program counts the number of line items your order contains, subtracts that from this figure, and inserts blank lines. The goal is to make it so most work orders fit neatly on a single page. If your orders are spilling onto two printed pages (even though they only have a few line items on them) then decrease this value. If the signature line is always further up than you want it to be, increase the value. Obviously, if you have a great many line items on a single order, it will go to two (or more) no matter what.
"Characters in description lines" is related to bottom of form spacing, over-all width, and your font selection. This value is an estimated average number of characters each line of the instruction text contains. The program uses it to estimate how many lines of text there are, and then how many blank spaces need to be inserted. Think of this as the "fine" adjustment, after you have settled on a font and an over-all width.
"Top of form spacing" pushes the entire document down from the top of the paper. This is useful if you wish to print Work Orders on pre-printed letterhead stock - adjust the value until the WO does not print over your letterhead. Note that you will need to decrease the bottom of form spacing a corresponding amount.
If you have called the configuration form from the Preview / Print form, then the "Rewrite" button will be enabled. Click it, and the order will be re-displayed immediately so that you can check it's appearance, printing characteristics, etc.
WO Number Prefix This optional field is used to prefix WO numbers with up to ten additional characters. Possible uses might be to differentiate between regional offices of the same company, or to flag order numbers with your company acronym (making them easier to locate in other systems). If the field is empty, it is not used at all.
Prefix with user field - Click one of the three buttons to make the content of that user defined field the number prefix. This over-rides the fixed prefix described above. Click the blank button to clear your selection.
Default tax multipliers - If you enter in a decimal multiplier here then new orders will automatically have it inserted.
Show cost information... - Select whether or not cost information (if any) is printed on Open or Complete orders.
Print (Job number, Account, Category) field on work orders - If you are using these fields for "internal use only" then un-check them here and they will not be printed on orders.
Tax labor charges This is a "global" change that makes the program add labor costs and material costs together before calculating tax. By default, this is not done (no tax is figured on labor costs). If labor charges are taxable for you, check this box and re-start the program. If in a multi-user environment, make sure everyone is set the same!
Select the e-mail option you wish to use.
Each person using the program can have a different user level selected. Details here.
Also, users can be set individually to be required to input final cost figures before saving orders as Complete or Archive.
The final item on the Configuration form is the Data Directory selection. Work Order is designed as a multi-user application. Select the same shared folder for all users, and everyone will have access to the same data, saved orders, etc. If you have elected to use ShareCon for names & addresses, you can also select a shared data directory for that.