Description of Issue

Set up EFT Template to email Vendors

Context

Cause

Informational

Resolution

To create a new Template for AP EFT emails:

Open the Tyler Menu.
Navigate to Enterprise Forms Administration (ReadyForms)
Navigate to Accounts Payable > Account Payable Check.
On the left hand side of the AP Check template, click Duplicate
1. Recommended name for template is AP EFT
Click Copy.
Make proper EFT configurations on the Template: How to change AP template header name in Enterprise Forms Administration
Create ReadyForms Delivery Definition and add Email Step: Add Email Step to Enterprise Forms Delivery Definition

Additional Information

Cannot modify Templates: Unable to Edit or Import Templates

Test Email from a Non_Prod environment like Test and Train: Testing Emails in non-production environment

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