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Changing company information in WINFormsŪ Desktop
KBA-01123


Problem

How to change your company information in WINFormsŪ Desktop.


Solution

Follow the steps below:


Step 1:
Close out of the WINFormsŪ Desktop program.


Step 2:
Go to www.winforms.com.


Step 3:
Click on the Change Company Info link.
(On the right side of the screen under Support).




Step 4:
Enter your Redemption Code and Last Name.



Please Note:
If you do not know your Redemption Code Click Here.

Then click on the Verify button.




Step 5:
Make the changes that you need.

Please Note:
You cannot change the Agent Name here.



Then click on the Continue button.




Step 6:
Click on the Update Now button.




Step 7:
A File Download dialog box will now appear.
Click on the Run button.




Step 8:
A Security Warning dialog box will appear.
Click on the Run button again.




Step 9:
If the WINFormsŪ Desktop program is open, please close it.
Otherwise click on the OK button.




Step 10:
The Welcome dialog box will now appear.
Click on the Next button.




Step 11:
The Start Upgrade dialog box will now appear.
Click on the Next button.




Step 12:
The Release Notes dialog box will now appear.
Click on the Next button.




Step 13:
The Completed dialog box will now appear.
Click on the Next button.




Step 14:
The Software Registration window will now appear.
Please enter your Redemption Code in the box provided.



Please Note:
If you do not know your Redemption Code Click Here.

Then click on the Next button.



Please Note:
If you have a firewall installed on your computer, click on Allow or Permit when prompted.
Clicking Block will result in an error that reads:

"The registration process requires a connection to the Internet."

If you are receiving this error, please refer to Knowledge Base article KBA-01043.
Otherwise, continue with Step 15.


Step 15:
The installation will now attempt to register the program.
Click on the OK button.




Finished:
Your company information has now been updated.

Please Note:
The change will affect NEW TRANSACTIONS ONLY.
Saved transactions/templates may still have the old information.



Did this resolve your problem?




Support Resources

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WINForms® Quickstart
Form Updates
Change Company Info
Download Software Again
User Guide (pdf)
Documentation
How-To Videos
Training CD
System Requirements





 
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