Frequently Asked Questions

Why can I no longer get Census Tract Data?

What resources are available to help me in getting started?

How do I know if ClickFORMS is the right software for me?

How do I download and install ClickFORMS?

How do I register multiple users in ClickFORMS?

How do I add the new Fannie Mae forms?

How do I convert Appraiser’s ToolBox reports into ClickFORMS?

How do I set up My Digital Signature?

How do I download WinSketch for ClickFORMS?

How do I repair the Forms Library?

How do I add the Windows Calculator to the Tools menu?

General FAQs

Why can I no longer get Census Tract Data?

The website that ClickFORMS accesses to provide this information has been changed by the Government to http://app.ffiec.gov/geocode/default.htm. This change has been updated in ClickFORMS version 6.0. (Download the update here.)

How do I know if ClickFORMS is the right software for me?

Can I install ClickFORMS on multiple computers?
Yes. Install on as many computers as you need to get your work done.

Can my assistants use my software?
Yes. We only charge for people who will be applying a signature to the report.

Can I work with lenders that require AI Ready (Appraisal Port) or Lighthouse?
Yes. AppraisalWorld Connection enables ClickFORMS to integrate with your lender's preferred network.

How long will it take to learn ClickFORMS and be productive?
Almost immediately. ClickFORMS works like Microsoft® Word. The controls are simple and powerful. Cells are preloaded with industry standard responses. 14 automatic adjustments do a lot of the work for you. There is a customizable error checker that will find mistakes and point them out. And we offer free training to new users. Also, you can call us toll free for help during the first 30 days.

Will ClickFORMS work in a large networked office?
Yes. ClickFORMS is designed to easily share data over networks. Simply set default locations where you store reports, templates, photos, databases, preferences, licenses, etc. and share instantly.

Does ClickFORMS limit the number of photos I can load like my current software?
No. ClickFORMS' Photosheet loads ALL of your photos, including photos still in your camera. See every photo you took that day, then drag the ones you want into your report. Save the rest in an archive for later.

What do I do with my Appraiser's ToolBox files?
Simply open them in ClickFORMS. All data transfers seamlessly. The original file stays in tact.

Do I need to purchase Adobe Acrobat to deliver PDF reports?
No. ClickFORMS comes with a super fast PDF Creator.
You can use this or Adobe Distiller, as you wish.

What happens when the required forms change or there are new ones?
No problem. Our customers are usually the first to get new and updated forms. They are included with your software maintenance as part of your ClickFORMS subscription.

What is included when I buy ClickFORMS?
Everything you need to create an appraisal report: intuitive form processing software with industry-leading tools and databases, professional sketcher, Photosheet, over 400 forms, plus the first year of a ClickFORMS subscription, including software maintenance, unlimited location maps, all new forms, all program updates, membership in our Appraiser Directory and the ClickFORMS User Forum. You also get 30 days free telephone technical support, free online training, and a dedicated account manager to take good care of you.

How do I download and install ClickFORMS?

To download and install ClickFORMS, please follow these step-by-step instructions.

1. Click on the link below and enter your email address.
   http://www.bradfordsoftware.com/support/downloads.asp
2. From the download page, click on the program you want to download and select SAVE, then choose where you would like to save the download. We recommend that you save the download to your desktop because it will be easy to locate.
3. Once the download completes, you can select OPEN to begin installing ClickFORMS. We recommend that you close all running programs prior to selecting OPEN, especially if you have a previous version of ClickFORMS running.

Please follow these instructions to install ClickFORMS:

1. On the Welcome screen, click on NEXT to continue.
2. Once you read the license agreement and accept it, you will be able to click on NEXT to continue.
3. The next screen is the ReadMe file. This contains all the changes and updates that are included with this version of ClickFORMS. Click on NEXT to continue
4. This screen allows you to select where you want ClickFORMS to install. We recommend that you let ClickFORMS install to its default directory. Click NEXT to continue. Advanced users may select the Browse button to choose a different install directory.
5. On this step, choose Compete Installation, then click on NEXT to being installing to your computer.
6. Click on FINISH to complete the installation.

Note that on your desktop screen, you will see a shortcut icon for ClickFORMS.
You can use this to launch it.

How do I register multiple users in ClickFORMS?

You’ll want to register each user that will be applying their name to the Appraiser’s side of the report. If you don’t register your software ClickFORMS will go into a 30 DAY EVALUATION PERIOD.

1. From ClickFORMS click on Help, then select the Registration option to bring-up the Software Registration window.
2. Select the name of the person that you want to register. Then, click on the Next button. Note: If there's only one user, ClickFORMS will automatically bring up the default user information.
3. Enter your information in the Contact Information section. Then, click on the Next button.
4. Enter you Appraisal License or Certification Information. Then, click on the Next button.
5. Enter your Name, Company Name and your 20 digits Customer Serial Number (CSN). Click NEXT.
6. Click the INSTANTLY RETRIEVE CODES button to register ClickFORMS.
7. Click OK on the Notice Screen that states your codes have been retrieved and applied for you.
8. Click the FINISH button.
9. Click OK on the Notice Screen that states your license has been validated.
10. Lastly, click the PRINT button to print a copy of your Software Registration Information.

How do I add the new Fannie Mae forms (i.e., 1004) into my existing report?

When you open your report ClickFORMS doesn't automatically convert the report to the new forms. The report opens with all the forms it was originally comprised of. Please note that these instructions will apply when adding ANY new form to your report.

To add new forms to the report please do the following:

1. Open the report in ClickFORMS by selecting the FILE Menu and clicking on the OPEN option.
2. If the report is signed please remove the Digital Signature. To do this, go to the TOOLS menu and select the SIGNATURES option. In the SELECT ACTION box select the REMOVE APPRAISERS SIGNATURE option, and then click the REMOVE button.
3. Open the New Fannie Mae Forms folder in the Forms Library and Double-click on the FNMA 1004 form to add it to your report. You will also need to add the 1004 Cert page, as well as the 1004 Xcomps page if you are using more that three comps in your report. At this point you can also add any other ancillary forms you might need.
4. The old 1004 data will automatically populate the common fields of the new 1004 Form that has been added to your Report.

You can delete the old 1004 from your report at this point.

Reapply your digital signature to the 1004 Cert page, then save the report with a different file name to indicate the report contains the new forms.

You have now converted your Report to the New Fannie Mae forms.

Please note that these instructions will apply when adding ANY new form to your report.

How do I convert Appraiser’s ToolBox reports into ClickFORMS?

When you open the report from Toolbox in ClickFORMS it doesn't automatically convert the report to the new forms. The Toolbox report opens in ClickFORMS with all the forms it was comprised of in Toolbox. Please note that these instructions will apply when adding ANY new form to your report.

To add new forms to the report please do the following:

1. Open the Toolbox report in ClickFORMS by selecting the FILE Menu and clicking on the OPEN TOOLBOX REPORT option.
2. If the Toolbox report is signed please remove the Digital Signature. To do this, go to the TOOLS menu and select the SIGNATURES option. In the SELECT ACTION box select the REMOVE APPRAISERS SIGNATURE option, and then click the REMOVE button.
3. Open the New Fannie Mae Forms folder in the Forms Library and Double-click on the FNMA 1004 form to add it to your report. You will also need to add the 1004 Cert page, as well as the 1004 Xcomps page if you are using more that three comps in your report. At this point you can also add any other ancillary forms you might need.
4. The old 1004 data will automatically populate the common fields of the new 1004 Form that has been added to your Report. 

You can delete the old 1004 from your report at this point.

Reapply your digital signature to the 1004 Cert page, then save the report with a different file name to indicate the report contains the new forms. 
  
You have now converted your Report to the New Fannie Mae forms.
 
Please note that these instructions will apply when adding ANY new form to your report.

1. Open a report and go to the page with the signature cell.
2. On the Menu Bar Click on TOOLS > SIGNATURES
3. Select the USER NAME.
4. Click on the SETUP button.
5. Click on the LOAD button. Select the location you want to load your signature file from:
   - 31/2 Floppy [A] if loading from a diskette.
   - Browse the folder containing your signature file.
6. Select signature file and click the OPEN button.
7. Reposition and resize your signature, if necessary:
   - Adjust the size of your signature by clicking on the vertical sliding arrow to the left of the screen. Click and hold down the Left Mouse button and drag the selector arrow up or down.
   - Adjust the position by clicking on your signature and holding down the Left mouse button. Drag your signature into the position you prefer. Click on the OK button once your signature is in position and is the size you prefer.
8. Choose whether you are signing as an APPRAISER or SUPERVISOR or Reviewer in the SELECT ACTION box.
9. Click on the AFFIX button to digitally sign your report.
10. Your signature will now be displayed on the signature line.

How do I download WinSketch for ClickFORMS?

To Download WinSketch for ClickFORMS please do the following:

1. Please ensure that ClickFORMS is closed while installing WinSketch.
2. Click on the link: http://www.bradfordsoftware.com/files/WinSketch7.exe
   When prompted please click on the SAVE option.
3. Direct the WinSketch installer package to SAVE to your DESKTOP.
4. Once the download is complete locate the “Winsketch7.exe” icon on your DESKTOP, double-click it and run the installer.

When you launch ClickFORMS WinSketch will now be available for use.

How do I repair the Forms Library?

Please delete your forms library and run a repair install of ClickFORMS.
Please follow the instructions below:

1. Close ClickFORMS completely.
2. Open your My Computer icon
3. Open the C drive
4. Open the Program Files folder
5. Open the Bradford folder
6. Open the ClickFORMS folder, then delete the Forms Library folder.
7. If you still have the ClickFORMS.exe icon double-click on it and run the REPAIR option. Click on the Next button to progress through Repair installer screens to reinstall the Forms Library, then click the Finish button to complete the process.

If you don’t have the icon anymore please click on the link below to download it. Enter your email address then click the Enter button. www.bradfordsoftware.com/support/downloads.asp
 
Click the save option when the dialog window pops-up and direct the installer to save to your desktop (it’s the easiest place to find it). Once the download is complete you can continue with the instructions on step 7.

How do I add the Windows Calculator to the Tools menu

To add the Windows Calculator to the Tools menu please do the following:

1. Click on the Edit menu title in the menu bar.
2. Move the mouse cursor down to Preferences.
3. Click on the Tools option.
4. Click on the User Specified tab to add or modify your tools settings.
5. In the Menu Name Column enter the Name of your Program i.e. Calculator.
6. Now click on the [...] button in the Select column.
7. In the Select a Tool Window, choose the C drive, then select the Windows folder,
   then select the System32 folder.
8. Click on the Calc.exe program file to populate the File name box at the bottom of the window.
9. Click on the [Open] button to set the path.
10. The Tool Path line should now read C:/Windows/System32/Calc.exe
11. Click on the [Ok] button to close the Tools Preferences sheet.

Now when you go to the Tools menu you will see a Calculator option to choose from.

General FAQs

How to Set PDF Security in ClickFORMS?

If you are using the ClickFORMS PDF Driver to create the PDF file:

1. In ClickFORMS, click EDIT>PREFERENCES>APPLICATION>PDF and make sure the option "Use ClickFORMS PDF Driver" is selected.
2. Click FILE>CREATE PDF, and on the SECURITY Tab UNCHECK the option PROTECT PDF FILE.

If you are using the Acrobat PDF Driver to create the PDF file:

1. In ClickFORMS, click EDIT>PREFERENCES>APPLICATION>PDF and make sure the option "Use Adobe Acrobat Driver" is selected.
2. Click FILE>CREATE PDF>SETUP>PROPERTIES. Under the "Adobe PDF Security" option, chose "NONE".

This will allow the Lender to save, print or modify the report if necessary.
The lender will need a full version of Adobe Acrobat to modify the report.

When I double click on a blank sketch page, I receive the message,
“This sketch was created with (another program).”
But I don’t have the other program.

It looks as though you’ve created a template with a sketch already in the report.
Doing this embeds the original sketch into all new reports created from that template.
To fix this issue what you want to do is rebuild your template.
 
Please follow the steps below to rebuild your template:

1. Open the template you want to copy the forms from.
2. Go to FILE>OPEN>EMPTY FORMS CONTAINER and open a new empty container window.
3. Go to WINDOWS and select the TILE VERTICALLY option. This will place the reports side by side.
4. Click on the Window that contains your template and Go to VIEW and select the COLLAPSE ALL PAGES option. This will collapse the forms and give you a view of the yellow title bars of all the forms in your report.
5. On the yellow title bar left-click hold and drag the forms you want from one report into the Forms Manager of the other report.
6. Do this for all the pages in the report accept the sketch page.
7. Save the new template without the sketch page.

How do I edit the Custom Dictionary?

Here’s how to delete words added to your dictionary by mistake:

1. In ClickFORMS, go to TOOLS>SPELLING>REPORT.
2. Next, click the OPTIONS button.
3. Now click the DICTIONARIES button.
4. Click the Dictionary you want to edit and click the EDIT button.
5. If you select Spelling.adu click on the word and click the DELETE button.
6. If you select the Custom.dic, Note pad will open and you want to select the word you added by mistake and delete it.

How do I select multiple pages in the print Dialog?
We have changed the keys used to multi-select pages to print. It used to be if you held the Control Key while clicking, you could select or un-select all the pages. In an effort to follow Microsoft guidelines, we have switched to the SHIFT key. Shift means to extend. So whenever you want to select more than one item in a list, hold the SHIFT key down while clicking.

How do I select more than one checkbox when they are grouped?
In this case, you can hold the CONTROL key down when clicking the checkbox. Control means to take over or disable the automated behavior. In grouped checkboxes, the normal behavior is to check or uncheck the boxes automatically so that only one is checked at a time. By holding the CONTROL key, you take control of the behavior and can check any or all of the checkboxes in a group.

Please add the page list under the Goto menu like it was in ToolBox.
We have done something better. We have implemented a miniature Forms Manager right in every report window. Located on the left side, you have a list of every page in the report.
To "go to" a particular form or page, just click on the page name. In addition, at the top of the Forms Manager are the Up and Down arrows and a Trash Can. You can use the Up and Down arrows to move and rearrange the forms in the report. You can use the Trash Can button to delete a form in the report. So you ask, what is the GoTo Menu for? It is mainly for your own bookmarks. (Maybe we should have called this menu bookmarks.) You can create and name your own bookmarks and place them anywhere in the report. These bookmarks show up in the GoTo menu. So use the Forms Manager page list to quickly go to a particular page. Use custom bookmarks to go to a particular section.

When I convert a ToolBox report, I have to delete many pages.
What is a quick way to do this?
ClickFORMS has two ways of deleting forms. One way is to delete individual forms using the Forms manager Trash Can button. Unfortunately, you can only delete one form at a time.
The other way is to use the Delete Forms function located under the Forms menu.
This function allows you to select multiple forms and delete them all with one click.

I am a member of your support plan, why haven't I received my ClickFORMS CD yet?
We have not released the CD yet due to finishing touches our Programmers are putting on ClickFORMS to insure you receive all the functions enabled.

Where can I get a list of available forms in ClickFORMS?
Email us at forms@bradfordsoftware.com.

What will happen if I install ClickFORMS on a computer that has the Appraiser's ToolBox?
Nothing will happen. Both programs will run the same way.

Will I lose any data if I install ClickFORMS on the same computer that has the Appraiser's ToolBox?
No, ClickFORMS and ToolBox have different program directory.

Can I switch back to my old program if I am not satisfied with ClickFORMS?
Yes, you can switch back and forth using the two programs.

Can I open reports I created in ClickFORMS from the Appraiser's ToolBox?
No, ClickFORMS is not backwards compatible. However, you can open reports created in ToolBox.

Can I use my existing reports and templates created in the Appraiser's ToolBox with ClickFORMS?
Yes, you can use existing reports and templates created in ToolBox with ClickFORMS without affecting your ToolBox Files at all.

Can I use my existing common responses and databases created in the Appraiser's ToolBox with ClickFORMS?
Yes, you can. ClickFORMS will create separate files for the data you converted.