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titleDescription of Issue

Would like to start using Enterprise Forms (ReadyForms).


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  • Tyler Forms
  • Enterprise Forms Administration
  • ReadyForms
  • Templates
  • ReadyForms Delivery Definitions
  • Access
  • Login
  • Tyler Menu
  • Printer Definitions
  • YET
  • Year End Tax


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titleCause

Not sure how to start using ReadyFormsEnterprise Forms.


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Access ReadyForms Enterprise Forms can be accessed via Munis > TylerMenu > Forms > Enterprise Forms Administration or via theReadyForms URL. You can find the RF URL the URL.

  • Enterprise Forms URL can be found in TylerDeploy under the Site Report section.

The steps on ReadyForms Enterprise Forms startup configurations are:

  1. Review the
ReadyForms
  1. Enterprise Forms User
Guide
  1. guides. It will guide
you
  1. on how to create Templates, add signature, Logos, etc.
  2. Create new Form Templates
    1. Instructions for this can be found in the relevant
ReadyForms
    1. Enterprise Forms User Guide documentation
and here
    1. : How to create a new template with Enterprise Forms
    2. For Year End Taxes (YET), the Templates are pre-installed when installing the latest version of Enterprise Forms Administration2024 Year End Tax via Enterprise Forms
  1. In the
Munis
  1. Enterprise ERP app server, install the physical printer(s) that will be used to
Print
  1. print the Forms
    1. Please note, the printer should be installed on the
Munis
    1. EERP app server via TCP/IP, and using one of the 3 specific drivers: Universal PCL5, Universal PCL6 or Generic Text Only
    2. More information on setting up printers can be found here:
      1. Setting Up A New Printer As A Self Hosted Site 
      2. How to create
a ReadyForms
      1. an Enterprise Forms Printer Definition
      2. Tyler Hosted SaaS clients will need to request this be configured by Tyler Systems Management SaaS Support. The printer needs to be fully networked. Support staff will require the printers inside IP address. SaaS support will then request a NAT (Network Address Translation) address be created for any relevant Tyler VPN Appliance integrated into the client network. The printers share name noted in step 5 of the resolution step will follow Tyler hosting standard naming conventions. 

  1. Add the printer(s) in Munis and Create the ReadyForms Delivery Definitions. Review the Integrating ReadyForms, it will guide you on configurations in Munis like: User permissions, add printers and how to create ReadyForms Delivery Definitions.


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