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First Approval not printing on the PO

First Approval not printing on the PO



Description of Issue

Need to print First Approval on PO



Context
  • Munis

  • ReadyForms

  • Enterprise Forms

  • Template

  • PO

  • Purchase Order

  • Toggle

  • Use First Approval



Cause

Use First Approval toggle is turned off.



Resolution
  1. From the Tyler Hub menu, navigate to ReadyForms > Readyforms Administration

  2. On the side menu, click on Puchasing > Purchase Order

  3. On the right side of the screen, select the PO template you wish to change

  4. Click on the Forms Design tab:

    1. At the bottom to the page, click on the toggle Use First Approval

  5. Click on Save at the lower right side of the screen.

  6. To preview the Template follow instructions here: How to preview data file with ReadyForms Template



Additional Information

Further assistance needed, please contact TylerForms support.











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