Shareware and Freeware Programs for Microsoft Excel

Home Page

Download / Purchase

Macro Support

Excel Related Links

Sponsored Links

Recent Programs

XLEcom Ecommerce Website Creator

Multiple Price Options Add-to-Cart Form Utility

Multiple File Import / Export Utility

Data Sheet

Newsletter Generator Utility

MySQL Database Backup Utility

Drupal CMS Theme Generator

Drupal File Comparison Utility

Drupal Members List PHP Script Generator

Sponsored Links

Older Programs

Database "Plus"

Database "Standard"

Schedule "Plus"

Schedule “Standard”

Form Print Spooler

Credit Card Program

Financial Analysis of Life

Email Generator Utility

Bulk File Generator

Phone / Email Book

Convert Cell References

Mathematical Summary Utility

Extra Utility Tools

Open & Save Utility

Sponsored Links

Form Print Spooler

You can also use this program to start a small printing business.

Download Version 4.1 Now

 Register it for $39.00

Save hundreds to thousands of dollars printing your own forms instead of using an outside printing company.

Design and Spool Print an unlimited amount of:

  • Serialized blank forms
  • Serialized letterhead forms
  • Single page, half page, and two forms / page forms
  • Carbon-copy type multi-page forms

Keeps track of both the serial numbers printed for each form and for each client / customer

Includes the following features:

  • Control Panel Interface to manage all your forms
  • Client Database to Manage all your Clients
  • Serial Number Tracking Chart
  • “Design your own forms” wizard
  • Form Editing Tools
  • Printing Mode Simulation feature for Testing purposes
  • 14 Different Control Panel Design Styles
  • Variety of "functional use" interactive Business forms

Forms included with the program are:
     • Sales Quote   • Production Sales Quote   • Purchase Order   • Billing Invoice   • Consulting Billing Invoice
     • Material Requisition    • Court Services    • Service of Process

Includes full detailed instruction with illustrations.

Note: All the information within this document is also available within the Program. Refer to the Help and Information section of the program.

You can also use this program to start a small printing business. See Why develop a Form Print Spooler Program? description below.

The view a larger image of the screen shot below, click here.


Full Description

The following information contains both the description of the program and instruction on how to use it. Dialog Box screen shots are also supplied to help you understand the functionality of the program.

Note: All the information within this document is also available within the Program. Refer to the Information section of the program.

Form Print Spooler Program
Although this program has many other features, it was designed primarily as a Form Print Spooler Program. In other words, this program was designed to spool print an unlimited amount of serialized blank forms and to keep track of both the serial numbers printed for each individual form and for each individual client listed in the Client Information List. You can design your own forms or use the sample forms provided.

Why develop a Form Print Spooler Program?
Many companies utilize numerous business forms within their organizations. Many of these business forms are required to be serialized blank forms or serialized company letterhead forms. For this reason companies are forced to use an outside printing vendor to design and print their forms. Utilizing outside printing vendors to make company forms is very expensive. This is usually the only solution a company can turn to if they want serialized blank forms.

This Form Print Spooler Program for Microsoft Excel will allow a user to design and spool print an unlimited amount of serialized blank forms. It has the capability to spool print single page, half page, and two forms per page forms. If you have access to blank carbon-copy type multi-page forms, you can even spool print these forms. There is a “Keep bottom copy for your records” feature for use with these types of carbon-copy type multi-page forms.

As an extra bonus, the sample business forms provided were also designed as "functional use" forms for everyday business use. In other words, all the forms have been setup so they can also be used as interactive business forms utilizing real data. These sample business forms will respond to data entered into the forms. In the absence of data, all the form formula function cells will calculate to blank, non-visible values so they can be used for the serialized blank forms operations.

Sample forms provided within this program:
An assortment of samples business forms are provided within this program for you to use for either testing purposes or in your everyday business.

  • Sales Quote
  • Production Sales Quote
  • Purchase Order
  • Billing Invoice
  • Consulting Billing Invoice
  • Material Requisition
  • Court Services
  • Service of Process

“It is very important that you first experiment with the sample data that was initially set up in this program so that you can feel confident about the functionality of the program before creating your own forms.”

Table of Contents

Getting Started

  • Font Color Conventions used throughout this program
  • The Control Panel – Setup Sheet
  • Serial Number Tracking Chart
  • The Control Panel Sheet Style
  • Client Information List – Clients Sheet
  • Setting up the Client Information List utilizing your own client information

Form Design and Usage Summary

  • Sample forms provided within the program
  • Editing the Sample forms
  • Utilizing the sample forms as functional use forms

Creating New Forms and Deleting Old Forms

  To Create / Add a Form

  • Method 1:  Using the Form Tools utility to create a new form
  • Method 2:  Using an existing form as a template to create a new form
  • Method 3:  Creating a new form starting with a new blank worksheet

  To Delete a Form

  • Method 1:  Using the Form Tools utility to delete a form
  • Method 2:  Manually deleting a form

The Form Print Utility

Print Utility Description

  • Select a Form drop down scroll box
  • General Form Properties
  • Client Form Properties
  • Display / Print Options
  • Transferring Serial Numbers back to the Client Information List and Simulate Test Mode features
  • The Print Utility Dialog box Buttons

Getting Started

Font Color Conventions used throughout this program
If you need to modify any of the spreadsheets and / or want to manually fill out the sample forms on an individual basis utilizing the initially setup formula functions, then please be aware of the following font color conventions used throughout this program.

  • Red fonts = User data input cells - Manually enter data into these cells. These values may be used by other cells that contain formulas / functions.
  • Blue fonts = These cells contain formulas and functions - Do not overwrite them unless you are redesigning the forms.
  • Magenta fonts = Calculated Constant Values - Data within these cells (values, not formulas) are controlled by the macro routines.
  • Black and other colored fonts = General Text - Used for labels, headings, and notes.

The Control Panel – Setup Sheet
The Setup sheet as shown in the screen shot image below acts as the control panel user interface and the summary sheet for all forms within the workbook. Use this sheet to manage all your forms. It has been initially setup with the information for the sample forms provided within the workbook. You can get a good feel on how it functions if you study the sample forms.

To view a larger image of the screen shot below, click here.

You have two options to setup the program utilizing your own forms. You can either use the Form Tools utility provided to automatically add or remove forms, or manually enter the information for each individual sheet form you create into the "Form Properties" table.

If you choose to use the Form Tools utility feature provided to automatically add or remove forms, you will have the following Add and Remove options as shown in the dialog box screen shot images below.

If you choose to manually enter the information for each individual sheet form you create into the "Form Properties" table, please adhere to the following rules.

Do not sort "Form Properties" table. You can edit, clear, but do not delete cells within the Form Properties table. All user editable cells are located under the following headings:

  • Form ID
  • Form Sheet Name
  • Form Revision
  • Forms / Page
  • Prefix Code
  • Form Number Prefix Titles (separate table to the right of the Form Properties table)

Do not edit any of the cells within the following areas:

  • Under the “Last Print Series” header
  • The "Form and Client Information" area.
  • The "Company Letterhead Information" area except the cells indicated by red colored fonts.
  • Do not edit the Chart.

Both the Serial Number Tracking Chart and the cells under the “Last Print Series” are used to track the serial number count of all your forms printed within this workbook.

The rest of the program’s form features such as printing and serial number count control are accessed via the "Print Utility" as shown in the dialog box screen shot image below. This is the program’s main feature and will be explain later in the document.

Serial Number Tracking Chart
The program provides a Serial Number Tracking Chart as shown in the screen shot image below to keep track of the Last Printed Serial Number for each of the Forms.

Use the Chart Tools utility as shown in the dialog box screen shot image below to Display, Hide, and Change the font color of the chart.

The Control Panel Sheet Style
The drop down scroll box labeled “Sheet Style” on the Setup sheet allows the user to change the look of the Control panel using any of the 14 predesigned styles.

Client Information List – Clients Sheet
The Client Information List on the Clients sheet as shown in the screen shot image below acts as the client database for the program. It has been initially setup with sample data for use with the sample forms provided within the workbook.

Setting up the Client Information List utilizing your own client
information:

  1. Clear or overwrite the sample data cells identifiable by the red colored fonts. These cells are within the Client Name, Address 1, Address 2, Phone, and Fax data fields. The Phone / Fax field identified by blue colored fonts is a formula function field concatenating both the Phone and Fax Numbers together. Do not remove these formula functions.
  2. Next, clear the form serial number cells, Form 1 through Form 15. If you want to start a form at a particular serial number, then enter in both the Start and End numbers. Otherwise, if left blank, the program will automatically begin the count at 000001.

To add additional Client Listings, use the "Add New Client" utility. To delete a Client's Listing, either overwrite it or delete the entire row. To sort the Client Information List, use the "Sort Client List" utility.

Form Design and Usage Summary

Sample forms provided within the program:
An assortment of samples business forms are provided as "examples". You do not have to use them. You can edit, redesign, or completely delete any of the forms. As stated earlier, use the Form Tools utility feature provided on the Setup sheet to automatically add or remove forms. The following is a list of the sample business forms included within the program.

  • Sales Quote
  • Production Sales Quote
  • Purchase Order
  • Billing Invoice
  • Consulting Billing Invoice
  • Material Requisition
  • Court Services
  • Service of Process

The following image is a screen shot of a half page (two forms per page) sample form provided within this program.

The following image is a screen shot of a single page Billing Invoice sample form provided within this program.

Editing the Sample forms:
To properly edit a form, you should first restore the Row and Column Headers and turn off the sheet protection. When finished editing, restore the sheet protection and hide the Row and Column Headers to prevent accidental modifications. Use the supplied "Sheet Tools" utility located on each form sheet, as shown in the dialog box screen shot image below, for displaying the Row and Column Headers and unprotecting / protecting the sheet.

Utilizing the sample forms as functional use forms
As an extra bonus, the sample forms provided were also designed as "functional use" forms. In other words, these forms already contain formula function cells that will respond to data entered into the forms. In the absence of data, these formula function cells will calculate to blank, non-visible values.

These sample forms were intentionally designed to initially "appear" blank except for the Client and Company information cells so that you can use them to print many serialized blank forms using the Form Print utility. When data is entered into the obvious cells, you will see the calculated results appear. These formula function cells were not intended to be overwritten and are initially sheet protected. If you need to redesign any of the forms, first unprotect them, then make your modifications. To help you get started and acquire a better understanding of the functionality of the sample forms, use the supplied "Show Sample Data" utility located on each form sheet.

Creating New Forms and Deleting Old Forms

To Create / Add a Form:
There are three methods you can utilize to create / add new forms. First, you can use the provided Form Tools utility to generate a new generic form template. Second, you can make a new form by starting with a copy of an existing form as a template; and third, start from scratch with a new blank worksheet.

This program supports up to fifteen (15) different forms. If you need more than fifteen forms, use another copy of this program.

Note: To properly edit a form, you should first restore the Row and Column Headers and turn off the sheet protection. When finished editing, restore the sheet protection and hide the Row and Column Headers to prevent accidental modifications. Use the supplied "Sheet Tools" utility located on each form sheet for displaying the Row and Column Headers and unprotect / protecting the sheet.

The following instructions outline the three methods for creating new forms:

Method 1:  Using the Form Tools utility to create a new form:
The easiest and recommended way to make a new form is to use the provided Form Tools utility located on the Setup sheet as shown in the dialog box screen shot image below. Using this utility, you will have the option to create either a single form per page or a half page (two forms per page) form. This utility will add a new generic form template to the workbook, enter the new form’s property information into the Form Properties table on the Setup sheet, and set its serial number start value to 000000. This new generic form template will include all the basic information required for it to function properly. After the form is created, you will need to design / modify the new form for your particular requirements.

Method 2:  Using an existing form as a template to create a new form:
Another way to make a new form is to use one of the supplied forms as a template. First, make a copy of an existing form, then edit this copy to suit your needs. To make a copy of a current form, right click on the tabbed sheet name of the form you want to copy, then select Move or Copy from the popup menu. Next, place a check mark in the Create a Copy check box, then press the OK button. Next, rename the new form sheet with a name that will represent this new form. Finally, you must enter the new form properties into the Form Properties table on this Setup sheet and then make sure there are no previous serial numbers located in the Form location on the Clients sheet.

If you want to design a new single page form, start with a current single page form as a template. If you want design a new half page (two forms per page) form, use a current two forms per page form as a template.

Method 3:  Creating a new form starting with a new blank worksheet:
If you want to create a new form starting with a blank sheet, then follow the following procedure:

Step 1. Insert a new worksheet

Step 2. Copy and paste both the Company Letterhead information and the Form and Client Information cells from the Setup sheet to any location on the new form. You can rearrange these cells within the new form at a later time. The Company Letterhead information and Form and Client Information cells (blue colored font cells) are the cells under the following titles:

  • Company Letterhead Information displayed on forms
  • 1st and single page Form Information
  • 2nd form of a 2 page Form Information (only needed for a two forms per page form)
  • Form Revision
  • Carbon Copy Statement

Step 3. Design the rest of your form incorporating the Form and Client Information cells you copied from the Setup sheet in step 2.

If the new form will be a "single page" form, copy and paste just the "1st and single page Form Information" cells to the corresponding area within the new form. If the new form will be a "two forms per page" form, copy and paste both the "1st and single page Form Information" and "2nd form of a 2 page Form Information" cells to the corresponding areas within the new form.

In order for the forms to function properly with the Print Utility routine, the forms must at least contain the following information cells:

  • Company Letterhead Information displayed on forms
  • Client Information (1st and single page Form Information)
  • Form Number
  • Form Revision

These particular information cells are indicated by blue colored fonts. You can rearrange and reformat these particular cells, and even choose to display or not display them using the Print Utility or Setup sheet options, but do not delete or edit the contents (formulas) within these cells. These cells contain references to other sheets in the workbook.

The custom buttons on supplied the sample form sheets “do not" have to be placed on each individual form sheet. They were supplied on the sample forms for your convenience. If you want to place a copy of these custom buttons onto your new form sheets, then unprotect one of the sample form sheets and copy the custom buttons to your new form sheets. You only need to copy the button group containing the two buttons labeled Sheet Tools and Form Print Utility. When finished, protect the form sheets. If you do not need the custom buttons placed on each form sheet, then use the “Print Utility” button on the Setup sheet to manage and print your forms.

Step 4. Finally, enter in the new form’s information in the Form Properties table on the Setup sheet. This information will include the Form Sheet Name, Form Revision, Forms / Page, and the Prefix Code.

You may notice that all the forms will display the same Form Number, Form Revision, and Client Information. This is part of the program's design. When you use the Form Print utility, you can selectively control what information is displayed on the active form. The data from both the Client Information List on the Clients sheet and from the Form Properties table on the Setup sheet are merged together during the Form Print routine to create the custom forms for printing. Use the Form Print Preview function within the Form Print Utility to see an "updated" view of the form to be printed.

The check boxes on the Setup sheet are provided so that you can selectively control what information is displayed on the active form if you decide to printout the forms manually, thus bypassing the Form Print Utility. The Form Print Utility will also control these check box values.

To Delete a Form:
The following instructions outline the two methods for deleting forms:

Method 1:  Using the Form Tools utility to delete a form:
The easiest and recommended way to delete a form is to use the provided Form Tools utility located on the Setup sheet as shown in the dialog box screen shot image below. You can use this utility to delete a form, clear a form's property information from the Forms Properties table, and clear a form's serial number count from the Client Information List on the Clients sheet. If you happen to use up all 15 form locations on the Setup sheet and need to free up a location for a new form, and still want to retain all your present forms within the workbook, just select the second check box option, “Clear the form's reference information from the Forms Properties table and also clear the form's serial number count from the Client Information List”. To re-zero a form’s serial number count, just select the third check box option, “Clear the form's serial number count from the Client Information List”.

Method 2:  Manually deleting a form:
To manually delete a form, right click on the tabbed sheet name of the form you want to delete, then select Delete from the popup menu. Remember to update the Setup sheet’s Form Properties table and to clear the serial number counts for the deleted form located in the Form section on the Clients sheet.

The Form Print Utility

The form "Print Utility" as shown in the dialog box screen shot image below is the program’s main feature. It controls the printing functions and serial number count for print spooling serialized forms.

Print Utility Description:
The following describes the main features of the Print Utility. Refer to the dialog box screen shot image above to help get a better understanding of the functionality of this utility.

Select a Form drop down scroll box:
Use this drop down scroll box to select an active form in which all operations within the Print Utility dialog box will have an affect.

General Form Properties:
This section displays the form properties of the selected form. This properties would include the Form ID, Forms / Page, Form Revision, form Prefix, Form Number Prefix Title, and both the Last Start and Last End Serial numbers previously printed which are retrieved from the Client Information List on the Clients sheet. The Form Number Prefix Title for the selected form can be change via the drop down scroll box.

Client Form Properties:
This section is comprised of two subsections. The first subsection referred to as the “Serial Number Sequence” subsection and the second subsection referred to as the Client Information subsection. In the “Serial Number Sequence” subsection you can specify the numbers of forms to be spool printed by entering a value into the End Number edit box. The Start Number is automatically entered in the edit box for you and is determined by incrementing the last form serial number printed by one. You can override this Start Number value, but is not recommended. The Count Total is the total number of forms to be printed and is determined by subtracting the Start Number from the End number. The Errors item is used to check if the number of forms to be printed is correct based on both the Count Total and the type of form selected. The type of form could be either a single page form or a two-form page form (half page forms).

The Client Information subsection is used to select the client information to display and print on the spool printed forms. You have total control over the type of information to display and print. You also have the ability to override any of the client information retrieved from the Client Information List by manually entering data into the edit boxes.

Display / Print Options:
This section allows you to choose which form property information to display and print. You can choose to display and print none, some, or all of the form’s property information. The Dynamic Preview check box allows the changes made within the Print Utility dialog box to be reflected back onto the forms in the background behind the dialog box. Note: The higher you set your monitor’s display resolution, the better view of the forms in the background.

Transferring Serial Numbers back to the Client Information List and Simulate Test Mode features:
The Transferring Serial Numbers back to the Client Information List feature allows you to keep track of the serial numbers used for each individual form and for each individual client. If you do not need to keep track of the serial numbers printed, then uncheck this box. The Simulate Test Mode feature allows you to simulate (test) the actual form printing routine. Checking this box will cause the program to skip only the printing function. All other function will operate as normal. Keep in mind that the serial number count will still advance even though you are in the Simulate Test Mode.

The Print Utility Dialog box Buttons:
There are three main print function buttons. The Printer Setup button allows you to select a printer, either a local or network printer, and also to change the printer’s properties. The Form Preview button provides a full screen preview of the form you are about to spool print. The Print Forms button starts the form print spooling job. If for some reason you press the Print Forms button and then decide to cancel the form print spooling job, use the Windows Operating System printer control to cancel the printing. This will usually be active during the printout in the task bar tray near the system clock in the bottom right hand corner of your screen.

By understanding the information presented in this document, you should be able to use the program effectively. “It is very important that you first experiment with the sample data that was initially set up in this program so that you can feel confident about the functionality of the program before creating your own forms.”

End of Document