Product Support: FAQ

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BizPlanBuilder v9

How to: Reformat Your Assembled Plan

Sometimes when you assemble your business plan the formatting may need to be touched up a bit. We have used styles on every text item in the BizPlanBuilder system, and we have included a special Word template* (JIAN.dot) for managing your business plan documents separately from everything else on your system. This way you can format a heading, for example, and every heading like it will automatically change to look the very same throughout your entire plan. First follow these steps...

Pull down under 'Tools' to 'Templates and Add-ins'

Put checks in these boxes:

[x] Automatically Update Document Styles

[x] JIAN.dot

Click 'Attach'

A new window will appear:

Click on 'JIAN'


Click 'Open'


Click 'OK'

Groovy.

Now, go back to your assembled business plan. Highlight any text you want to reformat and go ahead and change it. (You can even expand or contract the spacing between paragraphs.) All of the text with the same style will automatically change to match your selection -- This way, you can change the formatting of the entire document in just a few minutes!

If you want to change the master style sheet.

The next time you modify the style of any text, pull-down under 'Format' to 'Styles & Formatting'

In Word XP, you will get a list of styles on the right, click on the arrow at right of the style name, and let go on "Modify...". The 'Modify Styles' window will appear.

Make your changes, then put a check in the box (at bottom left):


[x] Add to template

Click 'OK'

*If "JIAN.dot" does not appear here, then you can grab it from the BizPlanBuilder folder and surgically implant it yourself.

Open your 'C:' drive and look for the 'Program Files' folder.

Open 'JIAN', then open 'BizPlanBuilder' -- it's in here somewhere! OK, keep this window open and hold on to that file. Now we'll show you where to put it:

Open the 'C:' drive again,

Open 'Documents & Settings'

Open 'Owner'

Open 'Application Data

Open 'Microsoft

Open 'Templates

Drag the 'JIAN.dot' into the 'Templates' folder.

As always, we appreciate hearing your Success Stories as well as your Suggestions & Feedback.

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