Need to make a new form template with Standard Forms.
Steps on creating a new Forms Template with ReadyForms.
ReadyForms
Enterprise Forms
RF
EF
Tyler Forms
Standard Template
A new form template is needed to fulfill an office need.
Navigate to Tyler Menu > Forms > Enterprise Forms
Select the category that best represents the needed template from the left-hand side menu
Select the desired template from the subcategory menu
In the bottom right-hand corner, click the yellow + to create a new template
Give your template a description and select from the available layouts
Under configuration options, choose the PCL option for physically printing, or choose the PDF option for archiving, downloading, or emailing
Under Advanced Options, you can designate tray selections for check printing, or choose whether or not the document processes as individual files or a large packet: Archived or Emailed Enterprise Forms (ReadyForms) record contains all images from run
The Data Display Options tab on templates will vary by form type, but these give control over some options that are able to be displayed or toggled off for the template, as well as options for how it is sorted
In the Form Design tab, customize colors appropriate to branding, add logos, backers and signatures
When complete, click the Save button in the bottom right-hand corner of the template window
Please note that image file type .png is the preferred image file type to use with Form templates for items such as signatures and logos:
How to create a ReadyForms Logo
Signature change for standard ReadyForms
For text entries such as backers or addresses, please use documents in the .rtf file type:
Update current rtf asset in ReadyForms Template
If the Standard Template options do not have all desired configuration options, a Custom Template may be requested from Forms Design via a Request for Service: Request for Service ReadyForms Custom Template
For further documentation, see: Tyler Community Documentation for ReadyForms
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