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¥ ** Read Me First **¥ This User Guide Update, for West's Bankruptcy Practice Systems -- Chapters 7∙11∙12∙13, contains information that might not be in your printed copy of the User Guide. Please read this document to learn of new or changed features. Because these changes have also been incorporated into the On-Line User Guide, you should refer to the On-Line User Guide instead of your printed copy of the User Guide. Updated topics include: ■ Basics--Debtor Files ■ Managing Client Files ■ Basics--Installation ■ FILES Statement ■ Working With a Network ■ Where the Program Is Installed ■ Compressed File Format ■ Disk Caching Program Advised ■ Installing from the DPS Menu ■ Memory Requirements ■ Disk Space Requirements ■ QEMM Error When Printing ■ Changing Your Setup ■ Editing Documents--Word Processor ■ Filenames ■ Formatting Codes ■ Hardware Requirements ■ Compatible Printers ■ Required Memory ■ Help ■ Keystrokes Summary--General ■ Keystrokes Summary--Data Entry ■ Menu--General ■ Printing Answers ■ Printing To A File ■ Printing Many Documents ■ Q&A--Data Entry ■ Continuation Sheets ■ Data Entry Screens ■ Default Answers ■ Entering Dates ■ Entering Multi-Line Data ■ Table Entry ■ Using Chapters 7∙11∙12∙13 the First Time ■ Viewing Documents ■ Word Processor Name and Path ■ Changing Name and Path to Word Processor ¥Basics--Debtor Files¥ Chapters 7∙11∙12∙13 is ideal for large practices and small, handling up to 125 debtors at one time. If you need to add more, you can periodically back up and erase the files in the DATA subdirectory, and handle up to another 125 debtors. The easiest way to accomplish the changeover is to create your practice templates as soon as you install the program. You should then save the contents of the DATA subdirectory to another directory. Then, after you have backed up and erased the 125 debtor files in the DATA subdirectory, you can copy your practice templates back in and go right back to work. ■ ¥Managing Client Files¥ Client data files are stored in the \DATA directory. File filename format is supplied name plus the extension .ZPS. For example, a file saved with the name SMITH would appear in the data directory as SMITH.ZPS. These files may be freely copied to a floppy disk or to another part of your hard disk. NOTE: These files may only be used if they are in the \DATA directory. They may not be accessed from a floppy or another directory. These .ZPS files use a compression technique to compress all the data into a very small file. This results in a considerable savings of hard disk space. Whenever you access that client file, the program automatically uncompresses the file, and recompresses it after you have finished working on it. ¥Basics--Installation¥ ■ ¥FILES Statement¥ Before using Chapters 7∙11∙12∙13, you will want to make sure that your CONFIG.SYS files contains the statement: FILES=15. The number should be 15 or greater. ■ ¥Working With a Network¥ If you encounter difficulties using the program when logged onto a network, you may need to log off the network before using the program. This is best done by rebooting your computer and using the program without logging onto the network. ¥Where the Program Is Installed¥ During installation, the program is installed in whatever directory you specify. This "home" directory contains the program files, as well as subdirectories containing fonts, data, and other program files. The "home" director also will contain the ALLCRED.LST document created when you have chosen the all-creditor list. The \DATA subdirectory is where all data files are stored. This is the directory you'll want to periodically back up to keep a record of client files. ■ ¥Compressed File Format¥ Data files are put in a compressed format so that you can easily backup or transfer client files. The client files have the extension .ZPS. Each .ZPS file contains all files and information relating to a single client answer file. These files can be archived by saving them to a floppy disk, although they cannot be used from a floppy disk. The files can only be used by the program if they are in the \DATA subdirectory on your hard disk. Client files may be transferred to another computer hard disk for use with a copy of Chapters 7∙11∙12∙13. The transfer will only work, however, if the path to the \DATA directory is identical: the same drive and program directory name (usually \WEST). ■ ¥Disk Caching Program Advisable¥ Operations requiring considerable disk access, such as sorting of creditor and asset databases, can be substantially sped up if you have installed a disk caching program. These programs are readily available, and will speed up performance of many other of your programs as well. ■ ¥Installing from the Desktop Practice Systems Menu¥ If you have already installed a module of West's Desktop Practice Series, you may install any new module or update directly from the start up menu. To do so, type DPS and press ENTER to get the menu, then select "Install/Update a Desktop Practice System." You will then be asked for letter of the drive from which the update or install disks will be accessed. The install or upgrade will then begin, and you will be asked to confirm the directory in which the program is to be installed and, if this is an upgrade, you will be asked to confirm that you wish to upgrade the program. ■ ¥Memory Requirements¥ The program requires a minimum of 540K of RAM. You will be informed if your computer does not have enough memory available when you attempt to start Chapters 7∙11∙12∙13. If this happens, reconfigure your system to make more memory available. ■ ¥Disk Space Requirements¥ Before the program can be run, there must be a minimum of 750K of free space on your hard disk. The program will check for this free space each time you run it. If there is insufficient free disk space, you will be notified how much space you must free up for the program to run. ■ ¥QEMM Error When Printing¥ Some users who have installed QEMM version 6.0 or higher may experience an error while printing. A message similar to the following will appear at the top of the screen: Fatal Error evm0009: EMM error: error = 8B, function = 5001 If this happens, you will need to add a statement to your AUTOEXEC.BAT file to allocate memory for the printer drive. The statement usually will be: SET RTVMCONV=545,100 This statement sets the environment for the printer driver, allocating up to 545 kilobytes for program functioning and instructing it to leave 100K of memory free for forms and data. If this statement does not fix the problem, you should replace "545" with another number higher or lower (100 to 640) or change the "100" to a larger number (up to the number allocated for program less 100) until the problem ceases. ¥Changing Your Setup¥ ■ "Printer Paper Feed" has been renamed "Paper Feed." "Word Processor Path" has been renamed "Name and Path to Word Processor." The printer port options also include LPT3. ¥Editing Documents--Word Processor¥ ■ ¥Always Accessible¥ The Edit Documents command may be accessed at all times, even while you are in a graphical document. This makes your word processor available at any time in case you wish to create addenda or other related documents. Please note, however, that you still may not edit the contents of a graphical form (petition, schedules, etc.) using the Edit Document command. If you need to edit the answers printed on a graphical form, just select the form and change whatever answer you wish. ■ ¥Filenames¥ When you use the Edit Document command, be sure to save your document under your own file name. The Edit Document command automatically names every document "dps.txt." As a result, if you do not save the changed document under a new name, it will be overwritten the next time you use the Edit Document command. ■ ¥Formatting Codes¥ Some word processors do not honor this program's "center" code. Be sure to check for flush-left headings when editing documents created by the program. ¥Hardware Requirements¥ ■ ¥Compatible Printers¥ Because Chapters 7∙11∙12∙13 produces exact replicas of the new Official Forms, you will need a Hewlett-Packard LaserJet Series II compatible laser printer. If you own a compatible printer, make sure it is in the Hewlett-Packard mode. ■ ¥Required Memory¥ Chapters 7∙11∙12∙13 requires a minimum of 640K of memory. ¥Help¥ ■ The Help titles have been changed from those listed in the User Guide. The possible topics and their contents are discussed fully in the On-Line User Guide. ¥ Keystrokes Summary--Data Entry¥ Keystrokes Summary--Data Entry contains all of the keystrokes needed to complete data entry screens. Data entry screens are used to enter multiple items for each property and claim type. You are already familiar with most of the keystrokes used to complete data entry screens. However, some extra keystrokes have been added and a few have been modified. These changes will help you quickly enter and review information about each property or claim. This Keystrokes Summary consists of the following topics: Navigation Key Summary--Data Entry Editing Key Summary--Data Entry Function Key Summary--Data Entry Ownership Codes Summary--Data Entry Intention Codes Summary--Data Entry Retain Codes Summary--Data Entry. ■ ¥Navigation Key Summary--Data Entry¥ Esc Return to Entry List from a record Tab Move cursor to next field Shift-Tab Move cursor back to previous field F9 Move back to previous record F10 Move to or add next record Enter Move cursor to next line Ctrl-Home Move to first record Ctrl-End Move to last record Page Up Move to next page for this record Page Down Move to previous page for this record [up arrow] Move cursor up one line [down arrow] Move cursor down one line ■ ¥Editing Key Summary¥ F2 Clear this line Insert Change between insert and overtype mode Delete Delete character cursor is on Ctrl-D Delete the displayed record Home Move cursor to beginning of line End Move cursor to end of line Backspace Delete character to left of cursor [left arrow] Move cursor left one character [right arrow] Move cursor right one character [up arrow] Move cursor up one line [down arrow] Move cursor down one line Enter Move cursor down one line ■ ¥Function Key Summary¥ F1 Help F2 Clear this line F9 Move back to previous record F10 Move to or add next record ■ ¥Ownership Codes Summary¥ H Husband W Wife J Joint C Community ■ ¥Intention Codes Summary¥ A Surrender B Retain ■ ¥Retain Codes Summary¥ A Reaffirm B Redeem C Avoid Lien ¥Menu--General¥ The print and save commands are not active when you are entering data from the data entry screens. Once you leave these screens, however, they will once again be active. ¥Printing Answers¥ ■ When you wish to print "Answers," you do not need to view the "Review Answers" screen before you select "Print" from the Menu. ¥Printing Many Documents¥ Whenever you use the Print Many command, your document selections will be saved by the program. The next time you use the command, the same documents will be selected. If you change your selections, this new set of documents will become the default. ¥Printing To A File¥ ■ Some word processors do not honor all of Chapters 7∙11∙12∙13's formatting codes. Consequently, you may want to check for the formatting changes described under "Editing Documents in Your Word Processor." ¥Q&A--Data Entry¥ ■ ¥Continuation Sheets¥ Chapters 7∙11∙12∙13 automatically creates continuation sheets when the data supplied overflows the spaces on the forms. The continuation sheets for each form are printed with the appropriate caption and label. If you need to supply additional information with a filing, however, you must do so using your own forms and addenda. When adding them, be sure to adjust the total number of sheets on the Summary of Schedules as well as on any affected schedules. ■ ¥Data Entry Screens¥ The Representative Data Entry Screen described in the User Guide is now the Interested Party Entry Screen. There is no requirement of specifying print location for each party. Taxing authorities and other government agencies who require notice may best be entered in the Authorities question, accessible from the matrix. ■ ¥Default Answers¥ Occasionally, you will find, upon reaching a question, that an answer is being suggested. Often this will be the result of your answers to previously asked questions when filling out other forms. Sometimes, however, the program will suggest an answer because there is a great likelihood that most users will choose that answer. Regardless of the source of the default answer, you may overwrite the answer or erase the answer by pressing F2. ■ ¥Entering Dates¥ Dates must be entered in the MM/DD/YY format. Also, two characters must be used to represent each month, each day, and each year. Examples: "September" must be typed "09" "the first of the month" must be typed "01" ■ ¥Entering Multi-Line Data¥ When entering addresses and other data in multi-line answer blocks, you must press ENTER at the end of each line to get to the next line. When you have reached the last line, pressing ENTER will advance you to the next question. ■ ¥Table Entry¥ Many forms, such as the Petition and Statement of Financial Affairs, have questions which allow entry of several similar types of data. For example, you may have to enter one or more gifts given by the debtor. These questions are answered using table fields. When one of these questions appears, you will see the question and comment, and at the bottom of the screen will appear an answer area. To fill in data, put information in the first blank, then press ENTER. You will then move to the next blank line for data entry. A total of three lines can appear at a time on the screen. If a question has more than three parts, an indicator will appear on the right side of the entry area showing that there are more fields to fill. The next blank line will appear when you press ENTER from the third line. As an aid to answering the questions, a message will appear on the status line at the bottom of the screen describing what kind of information is being sought. Each of these questions contains a message informing you of the number of records permitted. To go to the next record, press F10. When you are done entering records, press F10 twice to advance to the next question. You may go to previous records by successively pressing F9. ¥Using Chapters 7∙11∙12∙13 the First Time¥ The addition of the new Express Answer feature should alter the way many have used this program, adding even more flexibility. Express Answers allows users to answer all questions related to the core filing forms (petition forms, schedules, matrix, etc.) in a single session. Instead of completing a filing form by form, you will now probably want to use the Express Answer session to answer all questions related to the core filing forms, and then, if needed, complete any additional forms. Once you have answered the questions, you may then use the Print Many command to print the entire filing. You should be aware that, because the Express Answer session encompasses the questions for an entire filing, it takes a few seconds to start the session and save the answers. ¥Viewing Documents¥ ■ To quickly return to the beginning of a document, press HOME. To quickly go to the end of the document, press END. ¥Word Processor Name and Path¥ ■ To send Chapters 7∙11∙12∙13 documents to your word processor, the program needs to know the full path and file name for your word processor. You will be asked to specify this during your first installation of a Desktop Practice System. Some examples follow: C:\wp50\wp.exe D:\wp51\wp.exe F:\word\word.exe ■ If you do not know the path and file name for your word processor, you may check with your system administrator. ■ ¥Even if your computer does not have a word processor,¥ you may still use Chapters 7∙11∙12∙13 to create complete and customized bankruptcy documents and to print them on your printer. During installation, when prompted for the "Name and Path to Word Processor," leave the response line blank and press ENTER. ■ ¥Changing Name and Path to Word Processor¥ You may find it necessary or convenient to change the designation for the word processor to be used with your documents. This might happen if you upgrade or change your word processing package or if your computer has access to more than one word processing package. ■ From the Menu, use the arrow keys to highlight "Change setup" and press ENTER, or simply press C. The "Setup Summary" screen will appear. ■ Use the arrow keys to select "Name and Path to Word Processor." ■ Make the necessary modification. ■ When finished, press F10 or ENTER until the "Setup Summary" screen disappears. (end of User Guide Update)