How to Import Enterprise Forms Templates

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

Importing templates in the Enterprise Forms Administration page

Context
  • Munis
  • EERP
  • Enterprise Forms
  • TylerForms
  • ReadyForms
  • Standard Templates
  • Custom Templates
  • Import
Cause

Loading a new template, or migrating a template from another EERP environment.

Resolution

  1. Access Enterprise Forms Administration program

    1.  Via EERP (Munis) : TylerMenuR

      1. Enterprise Forms Administration Missing From Tyler HUB Menu

    2. Directly via the Enterprise Forms URL located in TylerDeploy: How to find Enterprise Forms URLs

  2. In the Enterprise Forms Administration page click on Import Template

    1. Unable to import templates to Enterprise Forms Administration
  3. Drag-and-drop the .zip file of your template into the window pane, or use file explorer to select the file ***
  4. Click Import
Additional Information

How to export a Enterprise Forms Template from Munis: How to export one or all Enterprise Forms templates

How to access Enterprise Forms Administration: How to access and use Enterprise Forms

Determining if a Enterprise Forms template is Standard or Custom: How to identify if Template is standard or custom