To update/create the file - Open WordPad
- Do not use Microsoft Word
- Enter desired information onto page
- Information has to manually be entered in WordPad
- Copy and Paste can cause issues
- Format address as desired for font style and size
- File > Save As > Rich Text Format (*.rtf)
- Name the file ClientAddress
To upload file in the Template: - Login to Enterprise ERP
- Navigate to Enterprise Forms Administration in the Tyler Menu
- Locate the affected template
- Click on the Form Design tab
- Scroll down to Client Information
- Click on the box labeled Address
- Navigate through the windows Open dialogue and find the ClientAddress.rtf file created above
- Click Open
- Click Save on the template
- Repeat the steps to import the life to all of Templates file into the other Templates being used
How to preview the data file with a Enterprise Forms Template |