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Text File | 1993-02-27 | 21.3 KB | 830 lines

::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: : : : Copyright (c) 1992 : : David A. Works : : All Rights Reserved : : : : This is NOT free software. This is : : NOT public domain software. This : : is shareware: you are expected to : : pay a registration fee to the : : author of this program if you : : find it useful. See registration : : details in the REGISTER.ME file : : : ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: F & L (Macintosh) V1.0 "USER'S GUIDE" Registration has great benefits: 1. User's Guide 2. Latest version of F & L 3. Bonus diskette 4. More Programs! (See REGISTER ME) ========================== F & L ========================== USER'S GUIDE David A. Works Grand Universal P.O. Box 4118 Whitefish, MT 59937 HOW TO REGISTER F & L® Drop a US 20 dollar bill in an envelope and here's what you get! • Latest Version Of F & L. • Technical support (minimum 3 months) by way of regular mail, e-mail (through the online services listed below), or phone. • USER'S GUIDE A complete PRINTED User's Guide will be included with all registrations. The User's Guide will also include screen shots of all files! • Update notices will be sent to you. • SPECIAL OFFERS: Registered Users of F & L are entitled to receive a discount on a subscription to Shareware Magazine. The regular yearly subscription rate of $14.95 is reduced to just $9.97. A toll-free number and special Order Number will be provided upon registration. CompuServe: full details about a special offer for CompuServe will also be provided. The offer provides for FREE sign up, a $15.00 usage credit and a complimentary subscription to CompuServe Magazine. ADDITIONAL FEATURES: In addition to all the features listed above, we will also include more forms & letters. Among these are: • Nondisclosure Agreement This Nondisclosure Agreement protects your rights and ideas. Mandatory when sharing your ideas with others. • Corporate Lease • Limited Power of Attorney • Bad Check Letter • Thank You Letter • Trade Show Visitor Letter • Many, many more! As of the date of this version, the "Additonal Features" folder was almost the same size as this file! As I will be constantly adding new forms & letters, I am not able to exactly list all of the files available! I wish I could have included all these files in this file, but I felt to keep it the file small enough to allow folks to download it at 2400 bps without spending a fortune. Those who find them useful will get even more when they register. BONUS DISKETTE: Also included with the registered version diskette will be another diskette with exceptional business and productivity programs. Drop TWO US twenty dollar bills in an envelope and get the following: ~~~~~~~~~~~~~~~~~~~~~~~ PROFESSIONAL BUNDLE ~~~~~~~~~~~~~~~~~~~~~~~ Receive our three most popular software packages - BIZ PLAN DEVELOPER, Propose It! and "F&L". Individually these programs would cost you $60, but you can have all three programs for only $40 plus shipping and handling. Propose It! Create winning proposals by using these proven templates. Close that sale, win that bid or get that pet project approved. Templates. Registration - $20. Business Plan Master Every business needs a business plan. Great when you need to raise capital or get a loan, even BETTER as a management tool! Includes sample text and powerful spreadsheet files. Registration - $20. REGISTER DIRECTLY WITH THE AUTHOR: VISA or MASTERCARD Call us at (406) 862-1280 between 9:00 and 4:30 (Mountain Time; GMT-6) Monday through Friday. We will ship immediately. You may also mail the completed Author Registration Form with payment to Grand Universal at the address below. Please include any comments about BIZ PLAN DEVELOPER with your order. Hope the P. O. Box doesn't offend you, but going to the Post Office is one of the highlights of our small town's social scene. This program is produced by a member of the Association of Shareware Professionals (ASP). ASP wants to make sure that the shareware principle works for you. If you are unable to resolve a shareware-related problem with an ASP member by contacting the member directly, ASP may be able to help. The ASP Ombudsman can help you resolve a dispute of problem with an ASP member, but does not provide technical support for members' products. Please write to the ASP Ombudsman at 545 Grover Road, Muskegon, MI 49442 or send a CompuServe message via CompuServe mail to ASP Ombudsman 70007,3536. F & L Author Registration Form Macintosh Use this form to register your copy of F & L and order the latest version directly from the author. NAME: _______________________________________________________ COMPANY: _______________________________________________________ ADDRESS: ___________________________ CITY/TOWN: ________________ STATE/PROV: _____________ ZIP/CODE: _________ COUNTRY: ____________ TELEPHONE: ______________________ HOW DID YOU FIRST LEARN OF F & L ? _________________ HOW DID YOU GET THE EVALUATION COPY ? _____________________________ ----------------------------------------------------------------------------------------------------- QTY DESCRIPTION PRICE TOTAL ----------------------------------------------------------------------------------------------------- Latest version of F & L, upgrade notices, Printed User's Guide, ___ BONUS diskette, CIS/Shareware Mag. offers $20.00 ___.00 ********************************************************* * PRO BUNDLE: Includes Biz Plan Developer, * * Propose It!, and F & L * *___ Normally a $60 value! * $40.00 ********************************************************* Shipping and Handling: ANY: $4 US (1st class), $10 overseas (air) __.00 ___.00 (send a US 20 dollar bill [2 for PRO BUNDLE] shipping free!) (CASH ONLY!!) TOTAL: ___.00 Grand Universal CompuServe 70400,153 David A. Works Delphi DAVIDWORKS P.O. Box 4118 GEnie D.WORKS3 Whitefish, MT 59937 America OnLine DAVIDW2959 (406) 862-1280 Table of Contents ___________________________________________________________ Introduction 1 Requirements 2 Usage 2 Files 3 Getting Started 7 First File 8 File Descriptions 8 F & L - User's Guide ---------------------------------- INTRODUCTION ____________ I have spent many years being occupied with small and medium sized businesses either as an employee or as an owner. I also have spent a number of years surrounded by lawyers - my grandfather was on the faculty at a local law school and I put my brother through that same law school. My grandfather's career was very distinguished and my brother is making the "big bucks" working for a major New York bank. As I have been involved in business ventures I have gotten a return on my investment by having my brother go over my deals (usually laughing hysterically) and giving me pointers on how to improve my legal writing ability. I also learned to find him tucked away in the law school library. Since we look somewhat alike, I usually got in without having to pay or without an ID. I soon learned that many lawyers rely heavily on "form books". These are books which have legal forms in them to help lawyers understand what it is they are writing. Most of the forms and help I needed were incredibly simple things and didn' t really require the advice of counsel. Unfortunately these books are written for lawyers in technical legal talk and are also priced for lawyers. Over the years I have kept a collection of some of these forms which I translated more or less into common English and changed them drastically for my own usage. I had more or less the same experience with letters. It is awfully hard to just sit down and write a coherent letter about an important subject without taking hours of careful thought. I have taken hoursof careful thought and have shared with you many of the letters I have devised over the years. I think you will find that these files will help you as they have helped me. David A. Works F & L Page 1 User's Guide F & L - User's Guide ---------------------------------- REQUIREMENTS ------------------------- To use "F & L" you will need: • An Apple Maintosh • A word processing program Optional: • Word 4.0 or greater • Microsoft Works 2.0 • Laser printer (fonts are nice too!) • Spelling checker • Grammar checker • Thesaurus Usage --------- Many times in the course of our business or professional endeavors we come across the need to create simple legal documents or simple letters. However, when we come to such a time, we often are at a loss at how to write such documents. One course of action is to buy a book and type out the examples. This is ok, but there is a lot of time and labor involved in typing in such documents. There are a number of software alternatives, but most of them simply give you text in TEXT form which has absolutely no format to it whatsoever. You still have to take a considerable amount of time taking out carriage returns and putting in the fonts you want. This can take even more time than typing in the text from scratch! I have taken the approach of offering PRE-FORMATTED forms and letters. I have also enclosed TEXT files as a last resort for you to use. Here are some ideas to get the most out of "F & L": • I have designed "F & L" to be used as a set of fill-in-the-blank documents. • Always follow any standards or formats that your company has set up. Just because "F & L" is neat and will save you time so that you can play computer games doesn't mean you should ignore any corporate standards. "F & L" is written in Times or Helvetica fonts and the margins are all changeable to suit your needs. F & L Page 2 User's Guide F & L - User's Guide -------------------------- • Get a copy of the "User's Guide". You can print this file out or purchase one from me directly. You may find it useful to print out the other files as well as they are lengthy (also included in purchased User's Guide package). • Work only on copies of the documents. Files ______ The files are available in Word 4.0, MS Works 2.0 and Text formats. Later versions of these programs as well as many other programs canuse these files. For instance, ClarisWorks imports the MS Works files just fine. The files are in their respective folders. FORMS Agreement to Sell Business Bill of Sale Bulk Sales#1 Business Lease Car Bill of Sale Contract/Agreement Contractor's Estimate Sheet Debt Compromise General Power of Attorney General Release Installment Note Lease Loan Purpose Affidavit Release of Lien Simple Partnership Agreement Trade Name Affidavit UCC - Security Agreement Will F & L Page 3 User's Guide F & L - User's Guide -------------------------- LETTERS After an Appointment Asking for Credit Business Service Collection Letters Collection Notice Commercial Credit Request Credit Request Delayed Shipment Employee Warning Firm Offer to Buy Follow-up Sales Letter Interest in a Project New Business Announcement New Client Order Acknowledgement Order Acknowledgement2 Price Increase Referral Request Response to Info Request Sales Inquiry Response To a Referral Why Aren't You Buying? User's Guide This file. REGISTER ME Please fill out this form to register your copy of "F & L". F & L Page 4 User's Guide F & L - User's Guide -------------------------- Getting Started ________________________________________________ After you have downloaded "F & L" and decompressed the files, please copy them onto a floppy disk so that you have a back-up. You will probably goof them up a number of times, so be prepared. Everybody does it so don't feel bad. Don't believe anyone who says they never have - obviously an incredible boor and not good company at a cocktail party. Open your particular word processing application and then open and save each file. Please print out the User's Guide file. I know this sounds stupid since you have already gotten this far, but I guess I need to say it anyway. F & L Page 7 User's Guide F & L - User's Guide ---------------------------------- FIRST FILE ---------------- Now read through the next few sections and pick out a file which you think will work best for you. The convention in the legal world is to use a Times Roman font for legal documents. In fact, many government documents make it a requirement. When it comes to letters, there aren't any conventions you need to be aware of. I have found that if you will be faxing a document, a sans serif font (like Helvetica) turns out better on the other end. GENERAL INSTRUCTIONS ====================== All of these forms and letters are simple fill-in-the blank type of documents. The items you need to replace will either be in brackets "[ ]".or wil be dollar amounts "XX". Specific instructions (where needed) and advice follows. FORMS Agreement to Sell Business ------------------------------------- The Uniform Commercial Code may require you to use either the Bulk Sales #1 or #2 (additional file whenyou register) with this file. The basic rule of thumb is: if you owe money to creditors, you have to get their permission to transfer responsibility for payment of those debts before you actually transfer it. Bill of Sale -------------- Just fill in the blanks. Bulk Sales#1 ------------------ See "Agreement to Sell Business" above. (#2 is included when you register.) Business Lease ---------------------- Check #18 if you have any other agreements which you have made with your landlord/lessee. Car Bill of Sale --------------------- You must have the VIN number! Your state also might require you to have a notarized odometer statement as well. Contract/Agreement --------------------------- This is a wide-opened contract or agreement. You can agree to or contract for anything with this. F & L Page 8 User's Guide F & L - User's Guide ---------------------------------- Contractor's Estimate Sheet -------------------------------------- A simple form to guide you in remodels or complete house construction. Debt Compromise ------------------------- If you have a customer who is in heavy debt trouble, it may be better to get "something" than to get nothing. Or perhaps you need to propose this to your creditors. General Power of Attorney ----------------------------------- This allows someone else to take care of ALL your affairs. General Release ----------------------- This is the legal way to get out of a contract or to allow someone else out of a contract. This "releases" all parties to an agreement. Installment Note ---------------------- This is a great form for installment sales and for payment tracking. Lease -------- Fill-in-the-blanks Loan Purpose Affidavit ------------------------------- Many banks require a document which states what you are going to do with the money they give you. Release of Lien --------------------- If you have placed a lien on somebody's property, you also need to release that lien when they have paid you. Simple Partnership Agreement ------------------------------------------ If you are forming a partnership and it is not super complicated, this form will do the trick for you. Trade Name Affidavit ----------------------------- Some cities or counties will require you to register your trade name if you are operating a business under any name other than your own. UCC - Security Agreement ------------------------------------ One way of guaranteeing payment is by taking a security interest in one of your customer's assets, so that if he can't pay, you can take possession of the item offered as security. To make this effective, you should file this form with your Secretary of State. Will ------ This is a very simple form to help you draw up a simple "Last Will and Testament". F & L Page 9 User's Guide F & L - User's Guide -------------------------- LETTERS After an Appointment ----------------------------- Use after you have called on a prospective customer. Asking for Credit ---------------------- After you have done business with a supplier for a while, it is customary to be allowed to pay on terms. This is a letter requesting trade credit. Business Service ------------------------ Use this as a mailing to sell your service. Collection Letters ------------------------ A short series of letters to help you collect past-due accounts. Collection Notice ----------------------- A short letter informing your customer that they now have to deal with a lawyer. F & L Page 10 User's Guide F & L - User's Guide ---------------------------------- Commercial Credit Request -------------------------------------- A request for commercial credit. Credit Request --------------------- Same idea as above, different format. Delayed Shipment ------------------------- When you are late shipping... Employee Warning -------------------------- When an employee hasn't been following policy, give him/her a swift kick with this. Firm Offer to Buy ---------------------- You send this to suppliers asking for a firm quote. They can respond to you using a letter which is in the "Additional Features" when you register. Follow-up Sales Letter ------------------------------- Sales letter to follow-up when you missed your contact. Interest in a Project -------------------------- If you are a consultant and you are interested in working on a project, but you need more information, send this! New Business Announcement ----------------------------------------- Right before you open your doors, send this letter out. New Client --------------- After you have signed a deal witha new client, make him feel great with this letter. Order Acknowledgement ---------------------------------- Every customer likes to know you got their order. Order Acknowledgement2 ------------------------------------ Another form of above. Price Increase -------------------- This seems inevitable; helps lessen the shock. F & L Page 11 User's Guide F & L - User's Guide ---------------------------------- Referral Request ----------------------- The best way to get new happy customers is via referrals. Use this to ask your present customers to help you out. Response to Info Request ------------------------------------ Fill in the blanks. Sales Inquiry Response ---------------------------------- Fill in the blanks. To a Referral ------------------ The letter to send after you have been given a referral. Why Aren't You Buying? --------------------------------- An old customer hasn't bought for a while. Send this to find out why. Then buy your whole staff tickets on United and get back that old customer who fired you. F & L Page 12 User's Guide