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Custom forms can be imported into USAS-R to be 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.

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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 - A user defined way to categorize reports. Can be utilized to filter records within the grid (optional)
• 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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