PrintBoss 4 Electronic Copy
DATE & TIME FORMAT MASKS .......................................................................................................................... 81
DELIMITING PARAMETERS ................................................................................................................................. 81
#TEXT COMMAND .......................................................................................................................................... 83
EDIT #TEXT FROM A VIEW................................................................................................................................. 83
FORM EDITOR ................................................................................................................................................... 85
SUBSTITUTION FUNCTIONS ................................................................................................................................ 87
SECURITY FEATURES ................................................................................................................................... 91
SETTING UP SECURITY ...................................................................................................................................... 91
ACCESSING SECURED AREAS ............................................................................................................................. 95
OTHER SECURITY OPTIONS................................................................................................................................ 95
TEXT SECURITY ................................................................................................................................................ 96
SIGNATURE DISKS ......................................................................................................................................... 97
PRINTBOSS SIGNATURE CDS OR USB DRIVES .................................................................................................... 97
DUPLICATING PRINTBOSS SIGNATURE DISKS ..................................................................................................... 97
ADDING A PASSWORD TO AN EXISTING PRINTBOSS SIGNATURE DISK ................................................................. 98
CREATING NON-ENCRYPTED SIGNATURE DISKS ................................................................................................. 99
ADDING A SIGNATURE TO A CHECK ................................................................................................................... 99
USING PRINTBOSS SIGNATURE DISKS .............................................................................................................. 102
WORK/ARCHIVE FILES ............................................................................................................................... 103
CONFIGURE WORK/ARCHIVE FILES ................................................................................................................. 103
OPEN DOCUMENT WORK FILES /ARCHIVES ...................................................................................................... 105
BROWSE WORK/ARCHIVE FILE SELECT ........................................................................................................... 109
WORK FILE/ARCHIVE EDIT.............................................................................................................................. 109
DEPOSIT SLIPS .............................................................................................................................................. 111
CREATING/EDITING DEPOSIT SLIPS .................................................................................................................. 111
PRINTING DEPOSIT SLIPS ................................................................................................................................. 113
E-MAILING ..................................................................................................................................................... 114
SETUP ............................................................................................................................................................. 114
FORM SETUP FOR E-MAIL ................................................................................................................................ 123
E-MAILING...................................................................................................................................................... 124
MANUAL E-MAIL ............................................................................................................................................ 124
ASSIGNMENTS................................................................................................................................................. 125
VARIABLES ..................................................................................................................................................... 126
FORM / BANK REQUEST LIST .................................................................................................................... 127
SETUP ............................................................................................................................................................. 127
CONFIGURATION ............................................................................................................................................. 128
IMPLEMENTING REQUEST LIST FROM THE WORK FILE ...................................................................................... 129
REQUEST LIST PROCESS .................................................................................................................................. 132
POSITIVE PAY ............................................................................................................................................... 135
SETUP IN PRINTBOSS ....................................................................................................................................... 135
ENTERING ACCOUNT/ROUTING NUMBERS........................................................................................................ 137
OPERATION..................................................................................................................................................... 138
COMMON SUBSTITUTION FUNCTIONS USED...................................................................................................... 138
ACH SETUP..................................................................................................................................................... 141
BANK SETUP ................................................................................................................................................... 141
PAYEE LIST SETUP .......................................................................................................................................... 141
FORM SETUP ................................................................................................................................................... 144
CREATING THE ACH FILE ............................................................................................................................... 147