How to rename a Enterprise Forms Template

Owned by Knowledge Assistant
Last updated: Sept 25, 2024
1 min read



Description of Issue

How to rename an Enterprise Forms template



Context

  • Munis

  • EERP

  • TylerForms

  • Enterprise Forms

  • ReadyForms

  • Template

  • Name



Cause

Enterprise Forms Template name needs to be more generic.



Resolution

  1. Open the Tyler Menu.

  2. Navigate to Enterprise Forms Administration.

  3. Open the template that needs to be updated.

  4. Navigate to Configuration Options tab.

  5. Change the Template name under the Description field.

  6. Click Save.



Additional Information

Please review the Master Article - ReadyForms for all related topics.