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Description of Issue

Would like to start using Enterprise Forms (ReadyForms).

Context

  • Tyler Forms

  • Enterprise Forms Administration

  • ReadyForms

  • Templates

  • ReadyForms Delivery Definitions

  • Access

  • Login

  • Tyler Menu

  • Printer Definitions

  • YET

  • Year End Tax

Cause

Not sure how to start using ReadyForms.

Resolution

Access ReadyForms via Munis > TylerMenu > Forms > Enterprise Forms Administration or via the ReadyForms URL. You can find the RF URL in TylerDeploy under the Site Report section.

The steps on ReadyForms startup configurations are:

  1. Review the ReadyForms User Guide. It will guide you 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 User Guide documentation and here: How to create a new template with Enterprise Forms

    2. For Year End Taxes (YET), the Templates are pre-installed: 2024 Year End Tax via Enterprise Forms

  3. In the Munis app server, install the physical printer(s) that will be used to Print the Forms

    1. Please note, the printer should be installed on the Munis 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 Printer

      3. 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. 

  4. 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.

Additional Information

  • Site IT can access ReadyForms Administration using the Munis or TylerService accounts. Credentials to log with these accounts can be found on the Site Report provided by Deployment Engineers or TSM. If no accounts have access to ReadyForms, please contact TSM Support for assistance

  • The ReadyForms User Guides can be found in the Tyler Community web page, or login to Tyler Community then copy and paste the following link: https://tylercommunity.tylertech.com/tyler/forms/w/wiki/19289/documentation

  • Forms support team can guide you through any questions or issues when creating Templates

  • Munis Support teams can assist with ReadyForms Delivery Definitions and Forms processing

  • For ReadyForms training, please contact your Sales Representative

  • Please review the Master Article - ReadyForms for all related topics.

  • More information about Year End Taxes please visit our Tyler Community page: https://tylercommunity.tylertech.com/enterprise-erp/w/year-end-tax-processing-w2---1099---aca

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