Update current rtf asset in ReadyForms Template

Description of Issue

Need to update information on current rtf file.

Context
  • Munis
  • TylerForms
  • ReadyForms
  • Asset
  • rtf file
Cause

Update current file instead of creating new one.

Resolution

To download the current rtf file from the Template do the following:

  1. Navigate to Tyler Menu > ReadyForms >ReadyForms Administration
  2. Locate the template that needs to be updated
  3. Click on the Template to open the configuration screen
  4. On the top-right click on the arrow to Export the Template. It will download a zip file
  5. Unzip the file and go to the Asset folder
  6. Right-click on the rtf file that needs to be updated and open with: Wordpad or Notepad.
  7. Make the proper changes than save it.
  8. Go to the Template in ReadyForms Administration
  9. Click on the Form Design tab
  10. Drag and drop the new rtf file in the asset area as current rtf is located.
  11. Save the Template.

To create a new .rtf Asset file, please follow the instructions in: Update Client Address information printing on ReadyForms

Additional Information