Request for Service ReadyForms Custom Template

Owned by Knowledge Assistant
Last updated: Apr 21, 2022
1 min read





Description of Issue

Custom ReadyForms Template needs further customization or form changes



Context

  • Request for Service

  • RFS

  • Request for Service Form Modification

  • ReadyForms

  • Custom ReadyForms Template

  • Tyler Forms



Cause

Forms require modifications for an existing Custom ReadyForms Template



Resolution

  1. Create a case in the support portal and title the case RFS Custom ReadyForm Template Change

  2. A Request for Form Modification form will be sent, including instructions to fill out pages 1 & 5, and to include a mock-up, data file, and zip folder containing the current ReadyForms Template 

    1. ReadyForms Template Zip File will walk through how to export the current ReadyForms Template as a .zip file

  3. A KiteWorks link will be sent for secure file upload

    1. Once the Request for Form Modification form is completed, upload this and any other supporting/requested documents to KiteWorks via the link that will be provided by a Tyler Forms technician (the link does expire after 30 days)

    2. Leave a note in your support portal case stating that forms have been uploaded and be sure to set the case status back to Open 



Additional Information

Tyler Forms Request for Form Modification Form

Example data files for check forms can be used from a test or train environment, as long as they match the mock up.

If there are multiple copies of the form, please provide and list all applicable form names that the changes should be made to.