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How to access and use Enterprise Forms

How to access and use Enterprise Forms



Description of Issue
  • Would like to start using Enterprise Forms.

  • How to access Enterprise Forms

  • How to access ReadyForms

  • Where is 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 Enterprise Forms.



Resolution

Enterprise Forms can be accessed via Munis > TylerMenu > Forms > Enterprise Forms Administration or via the URL.

The steps on Enterprise Forms startup configurations are:

  1. Create the Templates

    1. How to create a new template with Enterprise Forms

    2. For Year End Taxes (YET), the Templates are pre-installed when installing the latest version of Enterprise Forms Administration: 2024 Year End Tax via Enterprise Forms

  2. Install the physical printer(s) in the server and add in Enterprise ERP:

    1. Please note, we recommend the printer(s) to be installed on the Enterprise ERP 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 an Enterprise Forms Printer Definition

      3. Tyler Hosted SaaS/AWS 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. 

  3. Create the ReadyForms Delivery Definitions. Enterprise ERP support teams can assist with ReadyForms Delivery Definitions and Forms processing

    1. Creating or Adding a ReadyForms Delivery Definition



Additional Information





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