How to change PR template header name in Enterprise Forms Administration
Description of Issue
Already has a PR check template and needs to make a PR check Advice template in ReadyForms.
Context
- ReadyForms
- Enterprise Forms
- EERP
- Munis
- Payroll
- Check
- Advice
- Direct Deposit
- Header
- Name
Cause
Need a PR check Direct Deposit Advice template.
Resolution
To create a new Template for PR Advice:
- Open the Tyler Menu.
- Navigate to Enterprise Forms Administration (ReadyForms)
- Navigate to Payroll > Payroll Check
- On the left hand side of the PR Check template, click Duplicate
- Recommended name for template is PR ADVICE
- Click Copy.
To change the check header name:
- Navigate to the Forms Design tab
- Click on Check.
- In Stub Header Type the desired name. Example: Employee Direct Deposit Advice
- Toggle on Document is a Copy
- Press Save Button.
Additional Information
To change header on AP Check: How to change AP template header name in Enterprise Forms Administration