Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleDescription of Issue

Need to update Client Specific address information printing on ReadyForms billsEnterprise Forms Template


Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleContext
  • Munis
  • ReadyForms
  • Enterprise Forms
  • EERP
  • Template
  • Client Address
  • .rtf


Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleCause

Updating information to include contact phone number

...

Panel
borderColor#03396c
titleColorWhite
titleBGColor#03396c
titleResolution

ClientAddress.rtf file in ReadyForms needs to be updated with the desired information. This can be accomplished using the following steps.

Launch

To update/create the file

  1. Open WordPad
    1. Do not use Microsoft Word
  2. Enter desired information onto page
    1. Information has to manually be entered in WordPad
    2. Copy and Paste can cause issues
  3. Format address as desired for font style and size
  4. File > Save As > Rich Text Format (*.rtf)
  5. Name the file ClientAddress
  • Launch Munis

  • Navigate to ReadyForms

    To upload file in the Template:

    1. Login to Enterprise ERP
    2. Navigate to Enterprise Forms Administration in the Tyler Menu
    3. Locate the affected template
    Select the Form Design tab
    1. Click on the Form Design tab
    2. Scroll down to Client Information
    3. Click on the box labeled Address
    4. Navigate through the
    windows 
    1. windows Open dialogue and find the ClientAddress.rtf file created above
    2. Click Open
    3. Click Save on the template
    4. Repeat the steps to import the life to all of Templates used

    How to preview the data file with a Enterprise Forms Template


    Panel
    borderColor#03396c
    titleColorWhite
    titleBGColor#03396c
    titleAdditional Information

    How to access and use Enterprise Forms