HOW THE KANES FORMS PROGRAMS WORK

The Kanes Forms Programs are easy to use.  There is no new program to learn to have complete access to all forms.  Your ability to use the forms to document oil, gas, and energy transactions only depends on your ability to use your existing word processing program.

All of the Kanes Forms Programs only use four (4) functions:  “Quick Print,” “Save To,” “Copy,” and “Exit.”

All of the forms are available in both Rich Text Format (“RTF”) (which can be read by and saved to any word processing program) and MSWord.  You have a choice as to the format you want to save a form to a file for editing and revision when you use the “Save To” function, described below.  (MSWord is the default selection.)

In making the forms available in both formats, some specialized format features have not been included.  You may want to add these to a document to meet your specific requirements.  For example, the forms do not contain signature lines, in that these lines will be replaced with text or moved when you edit the form to meet your particular transactions needs.

VIEWING THE LEFT SCREEN TO LOCATE A FORM

When the Kanes Forms Program CD or USB drive is installed in your computer, and you are running the Program, once you open the Program, two screens will initially appear on your monitor.

The left screen is the Index of the contents of the Program, divided into Sections.  To the left of each Section name is a picture of a book (an icon) and a box with a “+” in it.

Viewing the Sections

By clicking on the name of a Section, the right screen will display information about the forms in that Section.  You may change Sections by clicking on another Section name, or using the up/down arrows on your keyboard.

Opening and Closing a Section

To view the title of the forms included in a Section, you may:

1.    Single click on the box to the left of the Section Name (the “+” will turn to a “-“); or,

2.    Double click on the book icon next to the Section Name, or the Section Name itself; or,

3.    With the Section name highlighted, press Enter on your keyboard.

Any of these actions will open the list of the names of the forms in the Section you have selected.  This list will appear on the left screen following the Section Name.

To close a Section you have opened, you may:

1.    Single click on the box to the left of the Section Name (the “-“ will turn to a “+”); or,

2.    Double click on the book icon next to the Section Name, or the Section Name itself; or,

3.    With the Section Name highlighted, press Enter on your keyboard.

Any of these actions will cause the Section to close.

Opening a Form

When you open a Section, you will see the names of the titles of the forms in that Section, with an icon to the left of each form name.  To view a form, single click on the icon or the name of the form.  The form you select will appear in the right screen.

Maximizing the Left Screen

Some of the Section names and form titles may be longer than the left screen is wide.  If you select a Section or form name that has a lengthy title, when you place your cursor on the title, it will appear, for a brief time, extending into the right screen.  If the title disappears, to view it again, scroll the left screen right and left.  Another option is to Maximize the left screen by clicking on the “Zoom Left” button.  This will cause the left screen to Maximize and the right screen to be “hidden.”  You may then view the complete Section and form names without scrolling left and right. 

From the Maximized screen, when you click on the title to a form, or a Section Name, the text of the form you selected will be “hidden” in the right screen, behind the Maximized left screen.  To view the form, return the left screen to its original size by clicking on the “Norm Left” button at the bottom of the screen.  The form you have selected for viewing will appear in the right screen on your monitor.

Viewing a Form From the Right Screen

The right screen will display the text for the Section or the form you have selected in the left screen.  (See Viewing the Left Screen to Locate a Form.)

When you have both the Index Screen (the left screen) and the right screen open, the form you select, that appears on the right screen, is “wrapped” to fit the screen, so you may view the entire form by only scrolling up and down (without having to scroll left and right).  The amount of text you see in the right screen, without scrolling down, depends on the size of your monitor, the length of the form, and whether you are viewing the right screen in minimized or maximized mode.  The wrapped text may cause the formatting of the document to appear unusual.  However, when the form is “Saved to” a file on your computer, it will be saved in a standard format.  (Standard format is 12 pitch Times New Roman font.)

Maximizing the Right Screen

To view a form, full screen, click on the “Zoom Right” button.  This causes the left screen to disappear and the right screen to expand to fill your monitor screen.  To return to the split screen mode click the “North Right” button and the two-screen view will appear again on your monitor.

How To “Print” A Form

Once you have located a form to review, to print a draft of the form, double click on the “Quick Print” button.  This will send the text form to your printer.  Another way to print a form is to open the File Menu in the top left hand corner of the screen, and click “Print.”

The “Quick Print” draft allows you to review the text of a form on paper to determine if it meets your particular needs, before saving it.  The print-out for all forms, when using “Quick Print,” regardless of how they are formatted, is letter size, and may not contain all the standard format features available when you “Save” a form to a file (for example, the “Quick Print” draft will not contain justified right hand margins).  “Quick Print” is intended to provide you a rough draft of the form for review.  When you “Save” the form to a file, it will have all the standard format features for the forms in that Section.

USING THE “SAVE TO” FUNCTION

When you identify a form you wish to save, edit, and/or revise for your particular transaction, you will need to “Save” the form to a file in your computer.  Following is a simple checklist for saving an entire form:

1. When you have located the form you wish to Save (the form to be Saved should be open and appear in the right screen), click on the “Save To” button.
2. A “Save Document to” screen will appear, prompting you to “Save in” a file folder.  You must select the folder where you want to save the form.  This may be a folder listed in your word processing directory, a folder you have created, or “My Documents.”  Once you decide on the folder in which to Save the form, this folder name should appear in the “Save in” box at the top of the “Save Document to” screen.BEFORE clicking the “Save” button, there are two (2) more steps:

• In the “File Name,” give your form a name.  The default name of each form is the title of the form.  You may use that name, or rename the    document.  You may desire to rename the file, as some form titles are very lengthy; or, you may want to give the file a name related to the project you are working on.
•  Below “File Name” will be a box titled “Save as Type.”  You will have two (2) choices.  You may save the form as a “Word” file (*.doc), or as an “Rtf” file (*.Rtf). “Word” is the default.  Rtf can be used with any word processing program, and if you prefer Rtf, you will need to select that format.

After selecting the “Save as Type,” then click “Save.”  After clicking “Save,” the form is then saved in the file and folder you selected, and the Program will again appear on your monitor.

   3.  To be able to locate the form you have Save, remember the file name you give the form and which folder (directory) you have saved the form in, for future reference

   4.  After transferring the form to your file, the saved form is available for you to edit, amend, revise, and add to, to meet your specific needs.  You may then minimize or exit the Program and open your new file to work on the form.

   5.  The original form you “Saved” remains unchanged on the Program USB Drive, and is available for use in another transaction.

USING THE “COPY” FUNCTION

The Copy Function is a “Copy and Paste” function.  To copy all or part of a form to a file you have already created, follow these steps:

1.    The document file, where the copied text will be pasted should be open.

2.    Open the Kanes Program to the form you want to copy.

3.    Highlight the part of the form you want to copy by holding down the left mouse button and dragging the cursor over the portion of the form you wish to copy.  The portion of the form you have selected to copy will be highlighted.

4.    Click on the “Copy” button at the bottom of the screen.

5.    Minimize or exit the Program.  Either procedure should allow you to then see, on your monitor screen, the file you opened (see 1. above).

6.    Go to the place in your document where you want the copied information to be added.  Place your mouse cursor at the place you intend the copied text to appear.

7.    In the tool bar along the top of the screen, open the “Edit” menu, and click on “Paste.”  The portion of the form you want to copy will be inserted into your file and appear on your screen, in your document.

The “Copy” function may be used most often when you are adding Acknowledgments to a form, attaching Riders to an Oil and Gas Lease, inserting provisions in an existing form, or creating your own form from the text of several forms.

USING THE “EXIT” FUNCTION

By double clicking the “Exit” button at the bottom of the screen, the Forms Program will close.

You may leave the Program CD or USB drive in your computer for use at a later time.

If you remove the Program CD or USB drive from your computer, it will be necessary to insert it in your computer the next time you wish to use the Program.  The form files are not copied to your hard drive, and must be accessed from the Program CD or USB drive.