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196 Best Case Bankruptcy for Windows
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Right-click on the page when in thumbnail view.
Printing: One Page
This button, or
C
-
P
, will open the printing dialog to print the current page.
Printing: Report
This button, or
R
, will open the printing dialog window to print the current report. If any pages have been
marked, only these pages will be printed.
Creating a PDF
Click this button to create a PDF document of the pages in the preview window. Once you click it, the Save
dialog box appears prompting you for a file name and location. The default directory is ECF\<client name>, and we
strongly recommend that you accept the default. This will ensure that all of your PDF documents for this case will
be in the same directory and you will be able to view, find, and upload them easily through the ECF Manager
feature. Once the file has been created, it will automatically be opened for you in Adobe Acrobat so that you can
view it. Electronic Filing is described more fully starting on page 220.
Exiting Preview
Cancel and return to the Forms and Schedules Menu. (Or press
E
.)
Printing Double-Sided on Printers that Can’t Duplex
This option in the print preview screen allows you to print double-sided on printers that do not have a duplexing
option. This is a paper-saver option for office copies or drafts, but you may not be able to file double-sided
documents with the court. This feature works by first printing every odd page, allowing you to reload the paper, then
printing every even page on the reverse side. Before printing a full set of forms,
you’ll need to know which side of
the paper your printer prints on, the top or the bottom. If you don’t know, just draw an “
X
”
on one side of one page
and print a test page to see which side it prints on.
When you know which side the printer prints on:
1. Mark the document or documents to print in the Forms and Schedules Menu, then click the Print button in
the toolbar.
2. In the Print Documents dialog box, click Preview.
3. Click the
button.
4. When the Report Destination dialog box appears, click the Options tab.
5. Click the
“
Print both sides
”
check box then click the Print button. (The Print button will print the report
then return you to the Forms and Schedules Menu. The Print and Remain button will print the report but
stay in print preview. You can use either.)
6. I
f this is the first time you’ve used the double
-sided printing option with this printer and with this computer,
a wizard will appear asking you questions about your printer. Go through the wizard, answering questions
appropriately. Your answers will be remembered for next time.
7. When you click the Finish button, the printer will print all odd numbered pages.
8. Retrieve these from the output bin and insert them into the printer again so that the printer will print even
numbered pages on the blank sides on the second pass, then click the Continue button. (For standard laser
printers, you’ll just retrieve the paper stack from the out bin, then insert the stack face down in the paper
tray. There is no need to reorder the paper before the second pass.)
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Chapter 6
Printing Forms 197
Printing Blank Forms
In Best Case Bankruptcy, you can print blank forms to use for your client interview or for reference in the office.
(Also see the Client Questionnaires in the Supplemental Forms folder.)
To print blank forms:
1.
You’ll first need to decide what chapter of filing and type of debtor you want as these choices affect the list
of forms produced.
2. From the Client List Window, highlight a client of appropriate chapter and type of debtor and click the
Forms
button. (If you don’t have any clients of this chapter and type, add one first.)
3. In the Forms and Schedules Menu, mark a form to print by clicking in the print column to the right of the
form name, or mark all forms to print by double-clicking in the print column. (
S
-
s
also marks all forms to
print.)
4. Click the Print button in the toolbar.
5. In the Print Documents dialog box, under Options, click in the check box labeled
“
Print blank forms.
”
6. If you want to preview forms on the screen before printing, you can click the Preview button. Otherwise,
just click Print.
Amending a Form or Petition
When filing an amended form, you can easily put the word
“
Amended
”
in the title when printing with Best Case
Bankruptcy.
If you’re fi
ling an amendment and know the case number, you can input it in the Filing
Information tab of the Voluntary Petition, in the lower left corner.
1. Mark the form or forms to print in the Forms and Schedule Menu by clicking in the Print column. (Described in
greater detail in
“
Printing Forms
”
above.)
2. Click the Print button in the toolbar.
3. Under Options, click
“Print ‘Amended’ in form title”
then click Print.
Note that this option does not apply to the Creditor Address Matrix, which does not have a printed title.
Note that your local court may have additional forms or motions that you need to file when
filing an amendment. Check your local rules for this information.
Printing Only the New or Changed Items on an Amended Schedule
When filing an amended Schedule A
–
H or an amended creditor address matrix, some courts want only the new or
changed items listed, while some want you to list all original information and all new information. First, you’ll need
to find out which your court requires.
If your court wants only the new or changed items listed on the amended schedule:
1. Go into the schedule which you need to amend and make the necessary changes by editing current records
and/or adding new records.
2. Each entry screen for Schedules A-H has a check box in the bottom left-hand corner marked
“
Amended
”
as
pictured below. For each item that you want to print on your amended form, check this box. Note that when you
return to the summary list window for this schedule, an (A) appears next to each amended item.
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198 Best Case Bankruptcy for Windows
User’s Guide
An Amended item on Schedule D
3. When you are ready to print, mark the form to print, then click the Print button in the toolbar.
4. Under options, check
“Print ‘Amended’ in form title”
and the option beneath it labeled
“
Include only items
marked ‘Amended’”
then click Print.
Note that the word
“
amended
”
does not appear on the matrix since no courts that we know of want it there. For
Schedules D-F, additional notice parties associated with amended creditors will appear in the matrix. On Schedule
B, the
“
None
”
boxes will not be checked when you are preparing an amended-items-only schedule, since checking
the None column for a supplementary form is somewhat misleading.
Removing All Amended Checkmarks
An option in the File Menu allows you to remove all checks from the Amended checkboxes. You might use this
feature if you have a large case and are creating a second amendment to a form, and want to clear the previously
selected amended items. To remove all “Amended”
checkmarks:
1. From the Forms and Schedules Menu, click File/Clear All Amended Checkboxes.
2. A dialog box appears asking you to choose which schedules you want to clear the checkboxes for, and
indicating how many items you have marked as amended on each form. Make your choice then click Clear
Amended.
Creating an Attachment
What is an Attachment in Best Case Bankruptcy?
In Best Case Bankruptcy, you can add attachments to documents listed in the Forms and Schedules Menu. Each
attachment is a separate document that lists additional information not captured in the main form or schedule. You
can add an unlimited number of attachments to each document. You can include attachments when printing forms or
creating documents for electronic filing.
At the top of each attachment, the form title, the debtor’s name, and the attachment print title (e.g. “
Attachment A
”
)
appear.
Note that attachments are not the same as continuation sheets, which Best Case Bankruptcy adds for you
automatically when you add a lot of items to Schedules A-H. Attachments are specifically for additional information
not captured in the form; for example, if you want to itemize many
“
other
”
expenses on Schedule J, include a
lengthy property description on Schedule D, or add an explanation for an unusual or confusing answer, you would
use an attachment. You can also use the Attachment Editor and the BestScan
™
feature to Attach a scanned
document such as pay stubs or the deed to a house. For more information about BestScan see Scanning Documents
with BestScan: on page 230.
Check this box to indicate that
this item has been amended and
should print on the “Amended”
form.
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Chapter 6
Printing Forms 199
For a few documents, such as Adversary Proceeding Cover Sheets and Proof of Claim forms,
you cannot add attachments because they use a special printing process. However, you could
create an attachment for one of these documents and attach it to a different form.
Adding Attachments
1. Select a form: You first need to select your main document. From the Forms and Schedules Menu, highlight
the document you would like to add an attachment to then click the Attach button at the bottom of the window,
or press
A
-
t
2. Add an Attachment: The attachments list screen appears. Click Insert to add a new attachment. You can add a
standard attachment into which you will type text, which is described below, or a PDF attachment, which you
might choose if you had a scanned document in PDF format that you needed to include when filing
electronically. PDF Attachments are described in Chapter 5, starting on page 230. Choose Standard Attachment
to type a text attachment.
3. Type your text: The attachment appears in the Best Case Editor, a built-in word processor in Best Case
Bankruptcy. Notice that the caption, title of the main form, and title for the attachment (Attachment A, B etc.)
have been inserted for you. You can change these by typing over them if you want.
Type the text of your attachment. For detailed instructions on using the various formatting tools available in the
Best Case Editor, refer to the section Editing RTF documents and QuickForms in the Best Case Editor on page
203.
4. Save your document: When you are ready, click File/Save to save this attachment. The Save dialog box
appears with common answers marked:
The Save Dialog Box for Attachments
5. The Name is the title you will use to refer to this document, and does not actually print on the form. It defaults
to Attachment A for the first attachment you create for this form, Attachment B for the second, etc., just like the
printed title.
6. Attach to Form refers to how you will access the document and where it will print. It defaults to the form
where you created the attachment, but you can select a different document from the list.
7. When does this document print? Your choices here are Before Form, After Form, Replaces Form and Do Not
Print. The first three options are in relation to the form the document is attached to, and After Form is the most
common choice. When creating an attachment, you generally would not want to use the Replaces Form choice,
as this would replace the main document (Schedule I in the example above) with the attachment. Click Save to
Case to save the document.
8. After saving, click File/Exit to close the Best Case Editor, and click Close to exit the list of attachments.
9.
Back in the Forms and Schedules Menu, you’ll notice that a paperclip appears on top of the form icon next to
your document indicating that there is an attachment.
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200 Best Case Bankruptcy for Windows
User’s Guide
Editing and Reordering Attachments
To make changes to an attachment that you have already created, go to the Forms and Schedules Menu, highlight
your document, and click the Attach button. The list screen appears containing all attachments that you have created
for this document.
Attachment List Window for Schedule I: Two attachments are listed
Editing an attachment: To edit an attachment, highlight it and click Edit. The document will appear in the
Best Case Editor. Make your changes then click File/Save to save them. Click File/Exit to close the Editor.
Reordering an attachment: To reorder an attachment in the list, highlight it and click
to move up or
to move down. You may then want to edit the print titles of the attachments to reflect the new order.
Changing Attachment Options
Choices in the Attachment Options screen allow you to change the name of an attachment, the document it is
attached to, where and if the attachment prints, and whether the attachment is included in the page count on the
Summary of Schedules.
To access these options, from the Forms and Schedules Menu, highlight the document your attachment is associated
with and click the Attach button in the bottom left corner. Highlight the attachment name and click the Options
button. The options window appears as pictured below:
The Attachment Options Screen
The first three options on this screen are described in the section Adding Attachments beginning on page 199, in
steps 5-7, as they are the same options that appeared in the Save dialog box.
If this attachment is attached to a Schedule A-H and you check the box labeled
“
Omit from Page Count,
”
the
attachment will not be included in the number of pages in the Summary of Schedules. Otherwise, it will be included.
Printing Attachments
When you print your main document from the Forms and Schedules Menu, the attachment will print with it unless
you have checked the
“
Do Not Print
”
option mentioned above.
You can also print the attachment from the attachments list screen: from the Forms and Schedules Menu, highlight
the main document and click Attach. Then, highlight your attachment and click the Print button.
Documents you may be interested
Documents you may be interested
