Remittance Configuration - Forms

A Form, or collection of Forms, makes up Receipts, Endorsements, Validation, and Deposit Slips. A Form layout is configured in Form Editor. Information on the Form may consist of text that has been entered on the form as well as data fields that have been placed on the Form. Refer to the Form Guide for additional Form information.

 

The Forms page is located at Configuration>Remittance Configuration>Forms.

(Example of the Forms page)

(Options for the Forms page)

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Add a Form. (by uploading a created Form)

Edit a Form. (Name and Type)

Delete a Form.

Download a Form.

 

It is recommended that forms be created and Edited using the Form Editor.  However, it is possible to download a form from this page, open it with Form Editor, make the changes in Form Editor, save the changes, and Add the form on this page.

 

 

 

 

 

 

Related Topics

Configuration
How To: Add a new Form (using the Administration and Management Portal)


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