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How do I change the wording on the Authority form?

Updated over 3 weeks ago

Amending the authority form

The wording of the Authority Form in HandiTrust can be amended as follows:
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  1. From the Reports menu, click Edit reports.

  2. In the Report Writer window, scroll down and highlight the report named Authority with a type Authority Forms.

  3. Click Copy.

  4. In the Copy of Authority window, type in a new unique name and click OK.

  5. In the Report Writer window, highlight your new report name and click Design.

  6. The Report Design window shows the Bands and Cells in the report. These cells contain the information that is reproduced on the form. Locate the cell which has the information in it that you wish to change. Double click on the cell.

  7. In the Cell Details window, complete the Cell Value with the applicable text you wish to add. Please ensure that the text remains enclosed by inverted commas.

  8. Click OK.

  9. From the Report menu, click Save.

  10. To view the report, from the Report menu, click Execute.

  11. We can refer to the steps above when editing a Receipt form by creating a Copy of the Receipt form and following through steps 5 to 10

Note: For more information on report designing, please refer to your Advanced Features User Manual.

Making the new Authority form your default Authority Form

To make the new Authority Form your default authority form:
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  1. From the Options menu, click General.

  2. In the General Options window, under Forms, in the Authority field, select your Authority by clicking the ellipses and selecting the form from the Authority Forms window.

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