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Description of Issue

Need to make a new form template with Standard Forms

Context
  • !RF printer definition
  • Forms
  • Forms Configuration
  • Standard Forms
Cause

A new form template is needed to fulfill and office need

Resolution
  1.  Go to your ReadyForms Template Configuration Page
  2. Select from the left hand side the category that best represents the needed template
  3.  Select the desired template from the subcategory menu
  4. In the bottom right-hand corner, hit the yellow + sign.
  5.  Give your template a description and select from the available layouts. 
  6. Under configuration options, if you are making a check template, select PCL, otherwise, select PDF. 
  7. Under Advanced Options, you can select a tray if you are printing checks, or choose whether or not the document processes as individual files or a large packet. 
  8. Data display options will vary by template, but these give you control over some options that you can choose to have or not have on the template, as well as options for how it is sorted. Make the appropriate selection for your goals and continue on to Form Design. 
  9.  In the Form Design tab, you can select colors appropriate to your branding, add logos, backers and signatures. 
  10. When you are complete, hit save in the bottom righthand corner of the template box. 
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