Office Setup and Settings
Fill in Your Identification Information
Identification asks you to enter information about your company. The data in these fields is entered into your database and will be included in various reports. To enter your identification information:
1. Choose Utilities | Identification. The Identification dialog box appears as shown below.
2. Fill in the appropriate information indicated below, then click OK.
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Company ID |
This number gets filled in when you install the Nova Office program. This number will be used in future versions of the software. If the number is missing, call Day One Technical Support. |
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Name |
Enter your company’s name. |
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Tax Id # |
Enter your company’s tax identification number. |
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Branch |
If you are a branch office, enter your branch office identification number. If you are not a branch office, leave this field blank. |
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Address |
Enter your company’s address. |
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Contact Name |
Enter the name of the person you would like your clients to contact. |
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Phone #, WATS #, Fax# |
Enter your company’s phone, WATS, and Fax numbers. Include the area code. |
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E&O Insured |
If your company is E&O insured, click in this box to place a check and enter your company’s E&O Policy number and expiration date. If your company is not E&O insured, leave the check box, expires and policy # fields empty. |
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Transmission Parameters |
The information is not required for this version of the program. Just leave these fields alone for now. |
The Identification Dialog Box
Settings
The Settings option allows you to tell Nova Office if you want to require an area code in all of your telephone number fields, logging options, etc. To enter your settings:
1. Choose Utilities | Settings. The Setting dialog box appears as shown below.
2. If you would like an area code to be required, click to place an X in the Require Area Code box.
3. If you would like to show only recent cases in the Cases listings, click to place an X in the Show only recent Cases box, then enter a time period in the box that appears.
4. If you would like Office to create an appraisal file in Nova Forms when a new case is closed, click to place an X in the Create appraisal when saving case box.
5. If you would like to log activities, click to place an X in the Enable Logging box.
6. Enter Log filename - Fill in the pathname for the Nova Office log file. TIP: If you are unsure what to enter, just leave the pathname that appears alone.
7. Enter the Detail level at which you would like to log.
8. If you would like to automatically print the Order Sheet and Invoice when clicking the Print button within Edit a Case and Bill a Case, respectively, check the Auto-print Order/Invoice box. If left unchecked, the reports are previewed onscreen prior to printing.
9. Click OK.
The Settings dialog box