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Add or update Backer on the Template

Add or update Backer on the Template

Description of Issue
  • Need to change the text on the PO Backer - Page 2

  • Need to add Terms and Condition backer on Purchase Order Template. 

  • Need to add Instructions or more information on the Template

Context
  • ReadyForms

  • Munis

  • Enterprise Forms

  • Template

  • Backers

  • Terms and Condition

  • Page 2

Cause
  • Outdated information.

  • Add a Backer, second page to the Template

  • Notes entered in EERP are getting cut off on the Form. Too many characters.

Resolution
  1. Login to Tyler Hub and click on Tyler Menu at the top left of the screen, go to Forms>Enter Forms Administration (ReadyForms)

  2. Select the Model Purchasing>Purchase Order Template 

  3. Select the template you would like to change

  4. Click the Form Design Tab.

  5. Scroll down to the Backers Section.

  6. Create .rtf text file to use for your backer.

    1. In order to work properly, please make sure to use WordPad.

  7. Add the desired .rtf backer file in Backer.

  8. Click the Save

  9. How to preview data file with ReadyForms Template

 

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