                      Rapid Deposit System

   Copyright (C) Success Marketing - Kenneth Adams 1996


HELP INSTRUCTIONS:

Select the FIND button and enter the name  located on the top of the
screen on which you need help (Browse the Mail File). This will take
you to that help area. You can also enter any other phrase for your
search. 

Read GENERAL HELP also. This will give you a general overview of the
RDS program operation.

************STEPS TO PRINTING CHECK ON LAST PAGE********************

GENERAL HELP:

There are four sections to the Rapid Development Program (1) Menus, 
(2) Browse Screens, (3) Forms and (4) Reports. From Menus, (the Menu
is the first opening screen), you can select the option you wish to
perform. The Browse Screen is a screen with scrolling information
used to select records and buttons used to perform other functions.
Forms are used to add, update and delete data from your data file.
Reports are used to send printed information to your screen, printer
or fax. Understanding the four sections above is the key to the fast 
successful operation of the RDS for Windows Program.

RDS for Windows works like all programs written for the Windows
environment and the same rules apply. RDS for Windows is ready
for Windows 95, and you will find many Windows 95 features running
under Windows. There are several buttons throughout the program that
when used make operations easier to perform or operate the program in
a certain way.

When buttons are pressed, they perform the function listed on the
button.

ALT + underlined letter will select that function or move the cursor
to that location.

TAB key will move the cursor forward from field to field or from
button to button.

Shift Tab will reverse the direction of the cursor or back up.

The Enter key will generally save the current screen or confirm your
choice.

Esc key will, in most cases, exit the current screen.

Arrows will move the cursor up and down the scrolling screens or drop
boxes.


PRINTER SETUP:  

If you have more than one printer on your system or would like to 
send a report by fax, you must change the printer setup. A 
Printer Dialog Window will open before each report. Click on
the Down Arrow, and select printer or choose your fax driver for faxing.
To fax, you must have a fax/modem and Windows Faxing Software in your
system. From this window, you can also select options for your printer,
print quality, color, etc.


BROWSE THE Client Names And Information FILE and other Browse Screens:

This is the section in which you add, change, delete and view your
Client names, addresses, and much more. This  selection is the heart
of the Rapid Deposit Program for Windows. This screen is known as
a Browse Screen. On the top of this screen you will find several TABS. 
Each of the Tabs has a choice on it. When you click on that Tab, your
Selection Sort Order changes and the Locator for the record search
changes.

As you select Tabs, you can search and view records by different choices
or Locators. The LOCATOR is found just below the Tabs such as ENTER
FIRST NAME: by entering the first name you will be taken to that record
or to the closest match. The Locator may behave differently on different
Tabs. On some, you will enter your choice and then press the Tab Key. On 
others, as you type, the scrolling bar on the list box will go to the
closest match.

From this screen, you can add, edit or delete records by pressing the
correct button on the screen.

There are also several other choices on this screen. On the bottom, a
button labeled PHONES will pop up a phone window with the phone numbers
of the record listed under the scroll bar in the list box. On the right
side of the screen, there are several other choices.

PRINT MAIL LABEL and PRINT MAIL LABEL WITH PH#: Both of these buttons
print a single mail label for the record under the scroll bar in list
box. The label with the phone number works nicely to place the label in
an address book or Rolodex card. The phone number printed is the first
number listed on the record form. This selection works best with a dot
matrix printer.

PRINT LETTER BUTTON: Prints or faxes the letter written in the WRITE A
NOTE FOR MAIL OR FAX FORM.

FAX LETTER BUTTON: The same as Print Letter Button except in fax format.
You must set your print setup for faxing.


CHANGING A Client RECORD:

This is what is known as a form. On the top of this form are more Tabs:
Name Address File, and Write A Note For Mail Or Fax. Each Tab will be
covered below.

NAME ADDRESS FILE:

On this form, you can enter the name, address and phone number information.
In the phone field, you can press the down arrow for the drop box and
choose a selection. In the ext. field you can use the spin arrow or 
enter the ext.  There are 2 note lines and Add'l note areas. The Add'l
Notes opens another window for more notes. If you add notes in the
Add'l Note area, click on the More Notes Box, so you will know that there
are Add'l Notes.

BANK AND CHECK INFORMATION:

Fill in the bank's Name and Address as it appears on the Client's check.
Next fill in the Bank Federal Reserve ID Number. This number is usually
a smaller number near the top of the check - often near the check number.
Sometimes this number is on two lines. 

The Check Transit Number is the group of 9 numbers on the bottom of the 
check with a leading small vertical line and two dots and ending with the 
same mark. The next group of numbers is the account number. If there is a 
group of numbers before the Transit Number, this is the check number. You 
don't need to enter that number at the bottom of the check. Do enter the 
check number from the top of the check, or the one the client gives you.

(NOTE*** if there are ||| dashes in the account number use, shift D for
the dashes on account number field.)

Now enter to whom the check is to be paid. Then fill in the check memo 
area if you choose. The next field is used for a monthly bank draft. Fill 
in the day of the month for the draft. The Monthly Draft Amount OR CHECK
AMOUNT is the amount for this check or monthly draft.

You can print checks directly from the Checks to Post And Print Screen
without filling out this screen.

TEXT READER:

On the Browse the Mail File, you will find the Text Reader Button. 
This button is used to read any text file on your hard drive. Select
this choice, then click on the Look Up ASCII File Button. This is a
standard Dos file look up window. Choose the file you wish to read or
search and view it in the Text Reader Window.


Journal:

In this area, you can enter notes daily. Use the Find Feature to locate
your notes anywhere in your file. You may wish to enter a date at the
beginning of each day. This section uses the Mircosoft Write Program. This
Journal selection is a great way to keep up with your daily activities.
With just a key stroke, you can enter the Journal area. Read the Help for
the Write Program In the Write Program. Remember to save your Journal 
when you exit.


Quick Write:

Quick Write interphases with Mircosoft's Write. This gives you an
online word processor within RDS. You can quickly write a note
or letter with word processor features and stay in the RDS
environment.

POSTING CHECKS TO PRINT BROWSE:

From this screen, you add the checks you wish to print. Start by pressing
the Add Button. This opens the Check Information Screen covered below.
You have two new buttons on this screen on the right side - Print Single
Check - Print All Checks. Each button will lead you to a selection
menu of the style of check to print.

Enter Check Information Form:

You can enter the information you wanted on your check and save or if the
Client has been added to the Client file, you can have this screen filled
for you. If you choose to press the Select Client Button, the Client Names
and Information Screen pops up. Select which client you wish to print a
check for click on their name and press the Select Button. The check screen 
will be filled out for you. Edit any information neccessary and save the 
screen by pressing The OK Button. You can press the Post Monthly Draft 
button and enter your monthly drafts in the same manner.

Post Monthly Drafts

Monthly Drafts are posted and printed in nearly the same way as posting
and printing checks. The only difference is that instead of pressing the
Select Client Button, Press The Post Monthly Draft Button. Select and 
print the day for printing, select checks to print and print the checks
in the same manner as above. 


Steps To Follow to Produce A Check

1.  From the Main Menu Screen, press Client Records Button.

2.  From the Client Names & Information Screen, press Add Button and
    fill in Client Information on left of screen and bank information
    on right side of screen.  Remember to fill in the Pay To and Check
    Memo.  Fill in the Draft Day only if it is a Monthly Draft. You may
    fill in the Draft Amount for a Check or Draft as this amount will
    fill in the amount automatically on the Checks Information Screen .
    When complete, press OK and Return to Main Menu.

3.  Press the Main Menu Button that reads Post and Print Checks.
    This will take you to the Enter Checks Information Screen.  
    After pressing Add, this screen gives you 3 choices.

     A.  You may fill out the information on this screen, Enter Check
         Information,  for a one-time check.

     B.   You may press the Select Client Button and Select a designated
          client from the Client Names & Information Screen.

     C.   You may print Monthly Drafts by pressing the Post Monthly
          Draft Button. If you chose B, and pressed the Select Client
          Button you will go to the Client Names and Information Screen. 
          With your mouse, click on the desired client.  Now click on 
          Select.  This will automatically fill in the selected client 
          information on the Enter Check Information Screen.  Verify that 
          the amount and pay to are what you desire for this check. With 
          your mouse, click on OK.  You are now at the Posting Checks to 
          Print Screen.  From here you may print the selected check or 
          all checks on the Posting Checks to Print Screen.  If printing 
          a single check, put in Check ID number and press Continue. You 
          may now Select the type of Check to be printed, Style 1 or 
          Style 2 and press the appropriate button.  The check will be 
          printed. Once checks have been printed, will leave this screen 
          upon re-entry.  If checks need to be reprinted, go to the Check 
          Register and Reprint Check Button on the Main Menu.

     If you chose #C, Monthly Drafts, press the Post Monthly Draft Button 
   on the Enter Check Information Screen.  This will take you to the 
   Monthly Draft Information Screen.  Enter the Draft Day of the Check to
   be printed.  Choose the checks you wish to print for that day one at a 
   time.  With your blue bar on your client check to be printed, press the 
   Select Key.  Verify or change any information on the Enter Check 
   Information Screen.  Now press OK.   You are now at the Posting Checks 
   to Print Screen.  With the cursor on the appropriate client's name, 
   press Print Single Check Button.  Enter the Check ID # and press 
   Continue Button.  Now Select the Style of Check and print Check.

   Print Checks - The Print Checks Button prints all checks on the Posting
   Checks to Print Screen.  If you need to reprint a single check, go to 
   the Check Register.



