|
| | | Supreme Being
Group: Forum Members
Last Login: 10/8/2008 8:13:28 PM
Posts: 126, Visits: 152 |
| | Has anyone been able to get the updated CHARMs Booklet (http://www.federalreserve.gov/Pubs/arms/armsbrochure.pdf) to work as a custom form? We've been able to use the old version without difficulty, but not this one. We converted it to Word, but Point does not read it in the same manner as Word. For example, it is 37 pages long. When we edit the custom form through Point, it becomes 58 pages (many blank pages inserted here and there). Or when we try to produce a PDF from Point, it results in the error message "Printer not Activated -30". Printing to an alternative PDF driver results in a 58 page document that looks just like the custom form. We even tried opening the custom form, and the Word file side by side. We deleted everything in the custom form, then copied everything from the Word file and pasted it into the custom form. At this point, it showed the correct number of pages (37). We saved it, but as soon as we re-opened it, it was back to 58 pages. |
| |
| | | Junior Member
Group: Forum Members
Last Login: 10/21/2008 11:19:13 AM
Posts: 17, Visits: 19 |
| | bump! Anyone have the CHARM booklet in Word format?
J.Mohr
Hunter Financial Group, LLC |
| |
| | | 
Supreme Being
Group: Moderators
Last Login: 11/15/2008 10:00:24 PM
Posts: 835, Visits: 1,899 |
| I used OCR to convert from PDF to Word, and I think it turned out great. There's just one problem. For some reason Point is not able to open the document in custom form. I have not been able to get it to open. The error I get is "The member cannot be accessed on the background shape." Try it and see if you have the same problem. Just rename it to charm.pcd then copy it to your templates pnttempl\customdoc folder.
9/30/07: I deleted the attachment in this post because it wasn't working with Point. Please see my later post for a corrected CHARM booklet that works in Point.
Bryan
Point Product Manager |
| |
| | | 
Supreme Being
Group: Forum Members
Last Login: 9/12/2008 11:24:50 AM
Posts: 289, Visits: 242 |
| | Unless you're printing to pdf, I'm not sure why you would want a 38-50 page document in your print forms. Why not just print it once (double-sided) and copy it for placement in the application package. It certainly doesn't need to be customized with the loan or borrower information Actually, the same thing would apply if you're doing a pdf. Just leave it as a PDF and include it in the email. I will guarantee this will take quite some time to convert to pdf when printing forms and will slow your forms printing down to a crawl (if it doesn't error out).
- Mike
mike@mtig.biz |
| |
| | | Junior Member
Group: Forum Members
Last Login: 10/21/2008 11:19:13 AM
Posts: 17, Visits: 19 |
| While we don't customize the CHARM booklet - we do have it as part of the print group - this ensures that when our LO's select the form group they booklet is included when the email is generated from Calyx. If they have to add another document to the email from an outside drive - I run the risk that they will forget to include it.
J.Mohr
Hunter Financial Group, LLC |
| |
| | | Supreme Being
Group: Forum Members
Last Login: 10/8/2008 8:13:28 PM
Posts: 126, Visits: 152 |
| jmohr (9/24/2007)
While we don't customize the CHARM booklet - we do have it as part of the print group - this ensures that when our LO's select the form group they booklet is included when the email is generated from Calyx. If they have to add another document to the email from an outside drive - I run the risk that they will forget to include it. I agree with you 100%. That's the whole reason I was trying to convert it to Word in the first place. If there were an additional option in the Print Groups to attach static PDFs that are located on a shared drive or network folder, that would solve the first issue (making sure the LOs send it) and bypass the lengthy Word to PDF conversion. It wouldn't make any difference if they were included in the Forms(Other) attachment or not. In fact, it would probably be better if it were just attached separately as the original file since most borrowers don't want to print it. These sort of extra attachment don't contain sensitive information, so it's okay if they aren't password-protected. My 2 cents... |
| |
| | | Supreme Being
Group: Forum Members
Last Login: Today @ 10:58:28 AM
Posts: 109, Visits: 1,169 |
| Bryan Telford (9/18/2007)
I used OCR to convert from PDF to Word, and I think it turned out great. There's just one problem. For some reason Point is not able to open the document in custom form. I have not been able to get it to open. The error I get is "The member cannot be accessed on the background shape." Try it and see if you have the same problem. Just rename it to charm.pcd then copy it to your templates pnttempl\customdoc folder.Did anyone get this to work yet? I am getting the same error that Bryan did and I really need to get something together by 10/1 or else I need to get booklets to multiple offices asap. |
| |
| | |
Supreme Being
Group: Moderators
Last Login: 11/15/2008 10:00:24 PM
Posts: 835, Visits: 1,899 |
| Ok, I got this to work. I discovered the problems that were preventing Point from opening the file.
1) The first problem is that Point's custom forms does not recognize text boxes. This was causing the error about the background shape. To resolve it I had to copy and paste all the text from the text boxes, manually delete every text box, then paste the text in normal paragraph formatting.
2) The second problem is that Point automatically inserts a 0.5" top and bottom margin when a custom form is opened. This was probably causing sb1920alk's problem. To resolve this in Word 2003 I opened File > Page Setup > Layout (in Word 2007, click Page Layout > Margins > Custom Margins, then choose the Layout tab). Make sure to set Header and Footer to 0".
After all this, and cleaning up some formatting glitches after the PDF conversion, the file size is now only 926kb. I've tested print preview from Point and it comes up fine, have not tried to print hard copy yet. I deleted the old CHARM document in this thread.
Cheers,
Bryan
Point Product Manager
|
| |
| | | Junior Member
Group: Forum Members
Last Login: 10/21/2008 11:19:13 AM
Posts: 17, Visits: 19 |
| Thank you SO much - I was able to upload and create the custom form using your document. Thanks again!!
J.Mohr
Hunter Financial Group, LLC |
| |
| | |
|