DO NOT INSTALL THIS UPDATE UNTIL THE FOLLOWING IS COMPLETED:

This update requires the 'Office Tools .NET Preparation Utility' in order to run properly. Please read the article on the preparation utility and perform the steps outlined in the guide before downloading and installing this update.

This update contains the following:

• New Form Letter Manager (for creating / editing / printing Appointment Form Letters / envelopes / labels) that fixes the page break issues present in previous versions.

• Added 'Time Remaining' to the 'Generating Form Letters' dialog

• Removed 'Sincerely,' as the default signature when one does not exist.

• Added the ability to edit/print Client Service Letters/Envelopes/Labels

• Added support for 'Mark for Printing' and 'Mark Completed' in Appointment Confirmation Letters.

• Added built-in filter to filter out appointments not marked to print.

• Added 'No Data for this report' message to Appointment Confirmations when there are no appointments that match the filter criteria.

• Synchronized selected Form Letter between the Form Letter Editor and its respective dialog ('Print Appointment Confirmations' or 'Print Client Service Letters' dialog)

• Updated 'Select Letterhead' and 'Insert Signature Graphic' to eliminate 'Being used by another process' issue on some machines

• Added the ability to print the body page footer specified by Office Tools (Setup -> My Company -> Information & Settings -> Letterhead -> Body Page Footer)

• Removed the Day of Week from the 'Print As Date' within the Appointment and Client Service form letters.

• Abililty to print on paper that already contains a company Letterhead

• Added the ability to print Project Form Letters

• Improved the performance of the Client Service Letters.

• Added support for Emailing Form Letters (supports all Project, Appointment, and Client Service Standard Letters)

Be sure to run the 'Office Tools .NET Preparation Utility' on your server before downloading this update. If you have already run the 'Office Tools .NET Preparation Utility', then there is no need to run it a second time.

Before running the .NET Preparation Utility, be sure to:

1. Create a current backup of your database using the 'Office Tools Database Backup Utility'.

2. Install and execute the '.NET Preparation Utility' on the computer acting as your Office Tools Server.

3. Ensure there were no error messages displayed during the .NET Preparation process

Frequently Asked Questions:

1. What is the .NET Preparation Utility and why do I need it?
   - The .NET Preparation Utility was created to prepare your Office Tools Professional database for use with the 2010 Version of Office Tools Professional. The latest features that we are adding to the 2009 version of Office Tools are all written using the functionality from the 2010 Office Tools. These new features require that the database be updated using the .NET Preparation Utility in order to function to its fullest extent.

2. What will happen if I installed the update without running the .NET Preparation Utility?

   - Do not worry, you simply need to download and install the .NET Preparation Utilty on to your Server. Once the installation is complete and your database has been update by running the utility, you will be able to log back in to Office Tools Professional just as you would normally.

3. I installed the update but did not install the .NET Preparation Utility. Did I just ruin my database?

   - No. Your database is safe. Without running the .NET Preparation Utility, you will most likely experience issues when attempting to use the new features included in the update (Form Letter Manager for Appointment Confirmation Letters). Just be sure to install and run the .NET Preparation Utility before attempting to use these features.

4. What exactly does the .NET Preparation Utility do?

   - Each Office Tools database has subtly differences in the schema of the database (table structure and definitions). The .NET Preparation Utility eliminates these small inconsistencies. It does this by re-naming your existing database (to OfficeToolsOld) and creating a brand new database in its place. This new database is a completely empty shell, so all of the data is imported from your old database into the empty shell, creating a function duplicate that conforms to the requirements of the 2010 version of Office Tools Professional.

5. Why is this update so important?

   - This update is the first in a series of updates that will incorporate new features to ease the migration from the 2009 Office Tools into the 2010 Office Tools. These new features will have a similar look and feel to what you are used to, but they have been changed to improve performance and stability while also including new features never before seen in Office Tools Professional.

6. What should I do if there is an error during the .NET Preparation process?

   - Do not close the .NET Preparation utility. You will need to create a new email, then copy and paste the contents of the .NET Preparation Log (displayed in the main window of the utility) into the body of the email. Be sure to type '.NET Conversion Error' in the subject of the email, then send it to Support@OfficeToolsPro.com. A technical support representative will contact you as soon as possible to assist you in converting your database.

7. I installed the .NET Preparation Utility on my server. Is this all I need to do?

   - No. If you did not get a screen that says 'Office Tools .NET Database Update Utility' in the title, and has a button that says 'Convert', then you will need to run this file manually. This file is called 'Database Update.exe' and can be found in its installation directory (default location is 'C:\Program Files\Office Tools\Preparation'). Once you have run this utility and the conversion has completed successfully, you will be ready to continue working inside of Office Tools Professional.