TRIAL FORM SET DOWNLOAD

TRIAL 3D FORM SETS

I believe that it is very important for Inspectors to try out the form sets that they are considering, before they buy. I know that many of you believe that you will just start from scratch, but it can take hundreds of hours to build forms from ground up. Instead, you should consider purchasing a good form set and then spending your precious time modifying and tweaking instead of starting from a blank page. My trial form set that you will download from this page will run with either the 3D demo software or the full running 3D software. It will allow 5 uses before expiring, which should allow you enough uses to decide if you like my report format or not. Some key features of my form sets are:

  • Optimum performance on Pocket PC and full Windows machines.
  • Individual room reporting. That's right, you don't have to settle for just a general interior rooms section like most other report form sets. Instead, you can report on the information about a room while you are standing in the room. When you shut the door on that room you never have to think about it again.
  • Individual component reporting. For example, if there are 3 heaters, then you can report on each separately. This allows for more specific reporting.
  • Extensive use of subforms. This allows making changes to one section and the changes will be dispersed throughout the report...... A real time saver.
  • The extensive subform hierarchy also makes the creation of specifically tailored form sets very easy.
 REPORT COVER
REPORT SECTION 
LENDER'S SUMMARY

Please fill in the information below so that I know who is trying out my form sets.

  • Name:
  • Company Name:
  • Profession:
  • If Other (Please Describe):
  • Address:
  • City: State: Zip Code:
  • E-mail:
  • Phone: Home.... Work.... Cellular
  • What professional organizations do you belong to?

Questions & Comments:


DESKTOP VERSION - Click to download the trial form set. NOTE: This form set requires having either the Evaluation version or full version of the 3D Report Writer installed on your desktop, laptop, or tablet PC.... INSTALLATION INSTRUCTIONS

This download is for those with either the Evaluation version or full version of 3D on their machines.


POCKET PC VERSION - Click to download the trial form set. NOTE: This form set requires having the full 3D Report Writer and Pocket PC Report Writer module installed on your desktop, laptop, or tablet PC.... INSTALLATION INSTRUCTIONS

POCKET PC - If you own 3D with the Pocket Report Writer installed then you can try the following download.


DESKTOP INSTALLATION INSTRUCTIONS

Thanks for your interest in my trial report form set. This downloadable EXE file will self extract into your machine and install itself into the C:\Program Files\ 3D Inspection folder. It is a limited use, non-modifiable form set that will allow you to use the form, do an inspection, and yes even print out a report for your client. This form set is designed to let you experiment with my trial form, but it is not personalized for you like a purchased form set will be. Follow the directions and have fun experimenting with the 3D Inspection system and my form sets.

WINZIP - In order to load the attached program you will first need to have a file unzipping program installed on your machine. This program allows for files to be compressed smaller for easier transmission on the internet. Then they open the file and put it where they need to be on your computer. I recommend the free WINZIP program available at www.winzip.com The version that you receive is the temporary trial version, but it turns out that you can use it forever for free since the time never expires. For occasional users this is the best option. For somebody like me it is better to spend the $80 and get the full version and take advantage of the more advanced features. This software is the one needed to open the file TRIAL.EXE that you have downloaded.

After Winzip is installed it needs to be opened and then restart your computer. If you already have winzip on your machine you can continue to the next step.

ATTACHED FILE OPENING - Double click on the attached file and it will cause Winzip to automatically open. When it ask you if you accept the term click on I Agree and the attached folder should self-extract to the 3D folder. Some systems save the .exe file on the desktop of in a temporary file. Wherever it is stored it needs to be double clicked on to open up and self extract automatically to the right folder. Once it is finished you should open the 3D Inspection software and perform the following steps.

OPENING A REPORT - Go to the 3D Report Writer and click on FILE, then NEW. A window will open that allows you to name a report and select which form set to open. Select the report form named 2TrialSFD to open a new report. The computer will then tell you how many uses of the report form you still have. The Trial report form is a full functioning report form, but you cannot modify it like you can when you purchase the full version.

MY CUSTOMIZABLE HEADER & FOOTER TEMPLATES - Go to the 3D Word Processor and select FILE and then OPEN DOCUMENT. Scroll to the Top1.w3d documents. There are four options:

  • Top1AII.w3d
  • Top1ASHI.w3d
  • Top1CREIA.w3d
  • Top1NAHI.w3d

HEADER & FOOTER - I have included several background documents. This is the document that displays behind each page of you report and contains your business information and logos. The included Top1 background documents are set up for AII, ASHI, CREIA, and NAHI. So if you belong to CREIA, then open up Top1CREIA.w3d in the word processor and you will find a pre-designed template that will allow you to quickly insert your information. To save the format of each line all you have to do is highlight the one line and then type in you information. This will retain the text size and font settings. Make sure that you also go to the bottom of the page and insert your name into the footer section.

Your logo should be inserted in place of mine. First highlight the MLC logo and then hit delete. With the header box still highlighted you should click on INSERT, then IMAGES, then WRAP IMAGE AROUND TEXT. This will open up a window that will allow you to locate your company logo on your hard drive. Bring it in at about 1.5 inches realizing that it will be way too big. Once it is brought into the header you have to move it and resize it as needed.

RESIZING AND MOVING LOGO - This is a little trickier than you would expect due to the need to hold the ALT key down during the process. This is not very intuitive at first, but click your mouse on the image. Then let go and hold the ALT key down and reposition your mouse on the image. You will see the mouse either displayed as a crosshair or an arrow up and down or right to left. When the crosshair is displayed you can hold down the left mouse button and drag the image. With the mouse positioned at one of the edges (while holding the ALT key) you can then click the left mouse button and stretch the image that particular direction.

Have PATIENCE with the resizing and positioning. The keys to remember are the ALT key and the WRAP IMAGE AROUND TEXT when you insert the logo. Failing to hold down the ALT key will make it so that you can't move the image. Just using the import image icon it will not free the image up from the text..... Play around with this process and you will rapidly master it.

SAVING THE TOP1.W3D FILE - Now that you have modified the background document you will need to rename it. To do so, while in the Word Processor, you need to click on FILE, then SAVE AS and change the name to TOP1.w3d. This is important for one of the upcoming steps below.

BACKGROUND DOCUMENT - Once you have opened the report you need to select OPTIONS, then REPORT LAYOUT. On this screen you need to select a new BACKGROUND DOCUMENT. Click on BACKGROUND DOCUMENT and find the file called Top1.w3d. Once you select it you should see it next to the BACKGROUND DOCUMENT button.

PRINTOUT SETTINGS -Leave the Word Processor and return to the Report Writer and click on FILE, then NEW. A window will open that allows you to name a report and select which form set to open. All of the sets that start with numbers followed by SFD are the ones that I have provided. The others came standard with 3D.

Select any of the numbered forms and once opened select OPTIONS, then REPORT LAYOUT. When the REPORT LAYOUT window opens you should click on file FILE, then SAVE A LAYOUT TEMPLATE. Type OLD SETTINGS and click save. This step will allow you to be able to go back to your old printout settings later if your wish, but I want you to experiment for a moment with a few of the printing layouts that I have provided. To do so please click on LOAD A REPORT LAYOUT. You should select the file AII Settings.LTP. This changes the settings so that the printing layout looks like my sample reports on my website. Once the AII Settings are loaded you should see the Top1.w3d file to the right of the icon that says background document. If another file is listed there, then click on BACKGROUND DOCUMENT and load the Top1.w3d file.

Next you should delete the name next to INDEX DOCUMENT and the line next to INDEX DOCUMENT should be blank.

Click back on FILE and once again SAVE A LAYOUT TEMPLATE. Title it with today’s date like 122903ltp for December 29, 2003 and then if you mess with these settings later you will always have this setup to reload at a later date.

PREVIEW SETTINGS - Now leave the REPORT LAYOUT screen and return to the report writer where you have a form already open. Next comes the moment of truth as you should click on FILE, then PREVIEW (there is also a PREVIEW icon that looks like a piece of paper with a magnifying glass in front of it). This will take the screen that you shows you what the report is going to look like when it prints out. You should see your header and footer at the top and bottom of the page. All of the colors, fonts and settings that are associated with this printed view are accessed back at the OPTIONS, REPORT LAYOUT screen and they can be modified as you wish (see the Report Writer manual for more details.

PRINTER SETTINGS - While in the Report Writer you should click on FILE, then PRINT SETUP. Use the drop down menu to select the printer that you want 3D to print to. From there you are set to go.


POCKET PC TRIAL FORM INSTALLATION

When you self-extract the 2TrialSFDPPC.exe file it will place the file 2TrialSFD.3dc into your 3D Inspection System folder. After self extracting the Pocket PC Trial Form you will need to manually place the file into the desktop Pocket PC folder that synchronizes with you CE unit. Typically this folder is the POCKET PC folder that resides in the My Documents folder. When you place the 2TrialSFD.3DC file into this folder it will synchronize with the POCKET PC machine and it will be available on your unit.

NOTE: In order to open the file on your desktop once again you will need to have the desktop version of the trial form set already installed.

2nd NOTE: You cannot use this 3D Pocket Report Writer form set on the Pocket PC's unless you have first purchased the Pocket Report Writer and desktop 3D Report Writer software first. Currently there is a desktop 3D Report Writer demo, but NOT a 3D Pocket Report Writer demo.


Copyright; 2004
Michael Leavitt & Co
1145 N. Main St.
Orem, UT 84057
801-225-8020