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How to identify if Template is standard or custom

How to identify if Template is standard or custom

Description of Issue

How do I tell if Template is Standard or Custom?

Context
  • ReadyForms
  • Enterprise Forms Administration
  • Munis
  • EERP
  • Standard
  • Custom
  • Template
Cause



Resolution
  1. Login to Tyler Hub
  2. Go to Tyler Menu > Forms > Enterprise Forms
  3. Click on template group on the left hand side of the screen. (Example: Accounts Payable > Accounts Payable Check).
  4. Click on the template located in the middle of the screen
  5. To the right of the template name, it will have a lock if it's a custom form.  If there is no lock, then it is a standard form.
Additional Information

If the Standard Template options do not have all desired configuration options, a Custom Template may be requested from Forms Design via a Request for Service: Request for Service ReadyForms Custom Template

Unable to Edit or Import Templates


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