(see User Guide for more exhaustive treatment):
Edit/View/Print tab - document retrieval
FreshStart bankruptcy software features an interface which virtually eliminates the need to enter data directly into the document. User prompts are confined to those essential for entering pertinent client information. Forms generation, data manipulation, and statistical computations are carried out in the background.
- Documents automatically format to your default printer.
- Mailing List automatically generated in multiple formats.
- Skips questions irrelevant to the active client's filing status.
- Zeros out blank fields with 0.00, None, n/a, or a blank check box.
- Automatically compiles/updates Petition, Summary, Summary of Statistics, Declaration Concerning Debtor's Schedules, Mailing List (matrix), Form 21 (SSN), and ECF Header/Declaration.
All documents can be modified and added-to as required; and a blank or "None" form will be generated when a document's data fields are empty. To facilitate data entry, all calculable numbers are automatically punctuated and converted to currency format when placed in final documents.
Pre-loaded exemption citations (Schedule C). Two exemption lists can be accessed; Federal and user's state (two state lists in California). Also, commonly-used creditors (Schedules D and F) can be pre-loaded/edited.
An emergency Petition can be generated within minutes of opening a client's file. Entering data and printing a full set of filing forms for a typical file can be done in less than 45 minutes.
A set of individual forms includes, but is not necessarily limited to, the Petition, Summary of Schedules, Summary of Statistics, Schedules A-J, Declaration, Mailing List, Mailing List Verification, Attorney Fee Disclosure, Mailing Affidavits or Certificates, Statement of Financial Affairs, Statement of Intent, and Reaffirmation Agreement.
The Documents Menu, Edit/View/Print tab screens provide access to specific documents and serve as a checklist for a particular file; completed items are checked off and inapplicable items are dimmed. The following menus are from an individual Chapter 7; the Petition and Summary will be undimmed after completion of the administrative statistics but are immediately available for emergency filing from the Edit/View/Print Menu. Note that after selecting a document for compiling from the Documents menu, you can immediately go to that file's Edit/View/Print tab and retrieve the document.
