How to access and use Enterprise Forms

Owned by Knowledge Assistant
Last updated: Nov 25, 2024
2 min read



Description of Issue

Would like to start using Enterprise Forms.



Context

  • Tyler Forms

  • Enterprise Forms Administration

  • ReadyForms

  • Templates

  • ReadyForms Delivery Definitions

  • Access

  • Login

  • Tyler Menu

  • Printer Definitions

  • YET

  • Year End Tax



Cause

Not sure how to start using Enterprise Forms.



Resolution

Enterprise Forms can be accessed via Munis > TylerMenu > Forms > Enterprise Forms Administration or via the URL.

  • Enterprise Forms URL can be found in TylerDeploy under the Site Report section.

The steps on Enterprise Forms startup configurations are:

  1. Review the Enterprise Forms User guides. It will guide on how to create Templates, add signature, Logos, etc.

  2. Create new Form Templates

    1. Instructions for this can be found in the relevant Enterprise Forms User Guide documentation: How to create a new template with Enterprise Forms

    2. For Year End Taxes (YET), the Templates are pre-installed when installing the latest version of Enterprise Forms Administration: 2024 Year End Tax via Enterprise Forms

  3. In the Enterprise ERP app server, install the physical printer(s) that will be used to print the Forms

    1. Please note, the printer should be installed on the EERP app server via TCP/IP, and using one of the 3 specific drivers: Universal PCL5, Universal PCL6 or Generic Text Only

    2. More information on setting up printers can be found here:

      1. Setting Up A New Printer As A Self Hosted Site 

      2. How to create an Enterprise Forms Printer Definition

      3. Tyler Hosted SaaS clients will need to request this be configured by Tyler Systems Management SaaS Support. The printer needs to be fully networked. Support staff will require the printers inside IP address. SaaS support will then request a NAT (Network Address Translation) address be created for any relevant Tyler VPN Appliance integrated into the client network. The printers share name noted in step 5 of the resolution step will follow Tyler hosting standard naming conventions. 

  4. Add the printer(s) in Munis and Create the ReadyForms Delivery Definitions. Review the Integrating ReadyForms, it will guide you on configurations in Munis like: User permissions, add printers and how to create ReadyForms Delivery Definitions.



Additional Information