FAQs/PRINTING

How do I set the print margins?

1. Choose Print from the File menu.
2. Click on the Page Layout button and then on the Size/Margins tab.
3. Adjust the margins as you desire, click Apply and OK, then click Cancel.

How can I keep an unused row in a worksheet from printing?
Do not delete rows; hide them. Many built-in formulas may be corrupted by deleting rows.
Select the row, choose the Row Height command from the Format menu, and check the Hide Row(s) option. This will hide it from the printout.

How can I increase the font size of the printed financial statement?
Select the cells that you want to change, choose the Cell Font command from the Format menu and change size from 12 to 16. You can also change the style from Regular to Bold.
Each financial statement is scaled as necessary to print on a single page. For the 12-month statements this can cause the font to be quite small. There are two ways this can be modified.
You can reduce the width of each column in the statement to the smallest width that will still display your numbers. This will allow the program to increase the font size and still print the statement on one page.
The alternative is to have the program print the statement on multiple pages. To achieve this select Print from the File menu. Press the Options button and turn off the option to the Scale worksheets to print within margins.

How can I choose a printer other than my default?
Choose Print from the File menu. All printers available to you on your network will be listed in the Printer pull-down for you to choose.

How can I email my plan to another computer for printing?
Choose Save As from the File menu. Select Document from the Save What section, select Business Plan from the Documents section and choose rtf from the Format section. Then click Save As and save the file on your hard drive. Then use your native email program to send the rtf.

How can I make a worksheet print in my choice of portrait or landscape mode?
Display the worksheet, choose Set Print Options from the Options menu, change the orientation, and click OK.
How can I print only selected topics of my plan?

1. Choose Print from the File menu.
2. From the Save What section choose Selected Topics.
3. From the Documents section choose the section that contains the topics you would like to print.
4. Choose the specific topics you would like to print by clicking on them. You can choose multiple topics by holding the Alt key as you click, or by holding the Shift key to select blocks of topics.
5. Click on the Print button.

How do I print the questions?
1. Choose Print from the File menu.
2. From the Save What section choose Selected Topics.
3. From the Documents section choose Interview.
4. Choose the specific questions you would like to print by clicking on them. You can choose multiple questions by holding the Alt key as you click, or by holding the Shift key to select blocks of topics.
5. Click on the Print button.

How do I print a specific page, but keep the page number(s) intact with what I have already printed?
If you have previously printed your plan, but have now made some changes and want to print only a specific page(s) rather then printing the entire plan again, in order to keep the page numbers intact, you will need to do the following:
Do a Print Preview of the entire plan. When previewing the particular page(s) that you want to replace in your already printed plan, click on the printer icon (on the top left). This will print only the page that you are previewing with the page number.

How do I get rid of charts I don't need?
Save a backup of your plan before following these directions.
We assume you will want to include only a few of the strategy charts in the final plan. To accommodate this, you will first need to Promote the charts that you want to keep.

1. Choose Plan Layout from the Tools menu.
2. Then single-click on the chart to keep, select Promote Topic from the Order menu.
3. Select Promote Topic as many times as needed to get the chart to become a major heading (ex. 14.0, as opposed to 13.8.5.2 or 13.9, etc.).
4. After promoting all of the charts you want to keep to a major heading, delete all of the other charts. You can do this in one step by deleting the Strategy Evaluation heading that contains all of the charts as sub-headings. For example, deleting 13.8.6 will delete 13.8.6.1, 13.8.6.2, and so on.

Now you may want to create a new heading titled Strategic Charts or something like that.

1. Select the first strategy chart in the outline.
2. Select Before on the Insert menu.
3. Type in the name for this outline heading, like "Strategic Charts" then press the Enter key.

You will then want to set the font for that outline heading.

1. Select Font for Selected Topics from the View menu.
2. The default for major headings is Times New Roman / Bold Italic / 32.
3. Click OK on the font dialog.
4. Select the first chart in the outline.
5. Press the Tab key to demote the topic and make it a sub-topic of the new major heading.

Do the same for each of the chart outlines you chose to keep.

How do I print charts and worksheets with the plan?

1. Choose Print from the File menu.
2. Select Business Plan or Marketing Plan from the Documents section.
3. Click on the Page Layout button and then on the Formatting/Options tab.
4. In the Contents box, make sure that "Charts and Worksheets" box is checked.

How do I get a Table of Contents for an exported rtf document?
When you print a document within our program, a Table of Contents is included. When exporting your plan to a Word document, page numbers and a Table of Contents are not created automatically for you. You will need to tell your word processor what you want to do with this text.

1. Open the .rtf document with Microsoft Word.
2. Place your cursor at the top of the first page.
3. Choose the Break command from the Insert menu, then Page Break, then OK.
4. Place your cursor at the top of the new first page. Choose the Index and Tables command from Insert menu. Click on the Table of Contents tab. Click OK.

You may also wish to add page numbers. To do this, go to Insert, then Page Numbers. The default will most likely be satisfactory to you (bottom of page, right hand side). If so, click OK.

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