How to add Steps on ReadyForms Delivery Definition

Owned by Knowledge Assistant
Last updated: Oct 22, 2024
Description of Issue

Need to add new Step on the ReadyForms Delivery Definition. 

Context
  • Munis
  • EERP
  • Tyler Forms
  • ReadyForms
  • Enterprise Forms
  • RF Delivery Definition
  • Step
  • New Step
Cause

Missing a Step

Resolution
  1. Sign into Munis and click on TylerMenu > System Administration > Printer/Device Administration > ReadyForms > Delivery Definitions
  2. Click on Search
  3. Select Document Model
  4. Click Accept twice
  5. At the lower left-side of the screen, navigate to the Delivery Definition that you like to add the Step
  6. Under the Steps heading, click Add
  7. In the Name field, under the Step Details heading, enter a name for the step (ex. 'Archive')
  8. Under the Templates tab, check the box of the form template to be used
  9. Scroll down and check the Archive checkbox
  10. Click Accept
Additional Information

More details about ReadyForms Delivery Actions please review the following article: Enterprise Forms Delivery Definitions Actions

How to add Email Step:: Add Email Step to Enterprise Forms Delivery Definition

How to add Archive Step: Add Archive to TCM Step to Enterprise Forms Delivery Definition

How to delete a Step: How to remove steps from a ReadyForms Delivery Definition