Request for Service Enterprise Forms Custom Template

Custom Enterprise Forms Template needs further customization or form changes

Custom template based on a standard template.

• Request for Service

• RFS

• Request for Service Form Modification

• ReadyForms

• Enterprise Forms

• Custom Enterprise Forms Template

• Tyler Forms

• New Custom Template

Forms require modifications for an existing Custom Enterprise Forms Template

Standard Template is not sufficient to print all necessary data needed.

The standard template does not have the options or functionality that the client is looking for

1. Create a case in the support portal with recommended case title below:

   1. RFS - Custom Enterprise Forms Template Change

   2. RFS - Request for quote for Custom Enterprise Template

      1. Difference between Standard and Custom Enterprise Forms

2. Fill out the Request for service form: Tyler Forms Request for Form Modification Form

3. Please include a mock-up, data file, and zip folder containing the current Enterprise Forms Template 

   1. mockup - an example that illustrates what the final outcome might look like.

   2. data file - a data file can be produced by simulating the re-printing of the specific mockup example, but instead of selecting the RF Delivery Definition you would click on Output button then select the "Save" option. This will save the data file to your My Saved Reports screen in Munis, and from there you can export

   3. How to export one or all Enterprise Forms templates

4. Once you have all files, please send a message to technician via case. A KiteWorks link will be sent for secure file upload. If not sent, please request technician to send one.

   1. Once the Request is completed, upload this and any other supporting/requested documents to KiteWorks (the link does expire after 30 days)

   2. Leave a note in your support portal case stating that forms have been uploaded and be sure to set the case status back to Open 

Tyler Forms Request for Form Modification Form

Example data files for check forms can be used from a test or train environment, as long as they match the mock up.

• How to create Enterprise Forms data file for Purchase Orders

• How to create XML data file for payroll checks and advices

If there are multiple copies of the form, please provide and list all applicable form names that the changes should be made to.