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This page is a draft and may contain incomplete or inaccurate information |
Custom forms can be imported into USAS 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.
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- 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 - An optional field that a user may define to categorize and 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 to Save the Form or Cancel to exit. Once saved, the custom form will show in the Reports Manager grid.
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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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