Custom forms can be imported into USAS -R to be and used for printing PDF transaction records like Purchase Orders, Disbursements, Receipts, etc. To create a custom form, users would create their own word template and upload it to the Report Manager.  Some Templates are available below.

Customize Template Form in Word

A custom form can be created using MailMerge fields in a Word Template document. The default templates posted found below can also be modified in Word to create custom forms.

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In the Report Manager, use the Create Form option to add custom forms to USAS-R.

• Report Name - Will be what users see when they select the form to use for printing.
• Description - Will be visible in the Reports Manager grid (optional).
• Tag - A user defined way An optional field that a user may define to categorize reports. Can be utilized to filter records within the grid (optionaland filter reports on the Reports grid. (i.e. Forms)
• Entity Type - Select the Entity type that corresponds with the Form that is being added (ex. Disbursement, Receipt, etc.)
• Filename - Click Select Form and select the custom form file from your computer.

Click on Image Modified to Save the Form or Cancel to exit. Once saved, the custom form will show in the Reports Manager grid.   

Note
If non-Admin users need to use this form for printing, use the share icon  to grant access to other USAS Roles.

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When printing transactions to PDF, users will have an option to select the form to be used from a drop down list. The drop down option will appear after selecting "PDF."

Image Modified

Example of Field Updates in Word

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