Editing Configurable Forms
See attached document for complete details.
The attached document will provide an overview of the screens
utilized for a user, with no security restrictions, while interacting with
configurable forms within ASPIRE.
Configurable forms are intended to be an
alternate interface for entering information into ASPIRE which more closely
mimic the user’s previous method of entry and/ or to combine multiple work
areas of the Contract Explorer into a single form during contract entry or edit. The process of configuring these forms is
outside the scope of this guide and instead, this document will focus on
interacting with previously created forms.
Related Articles
Configurable Forms Demo Video
See linked video for complete details. The linked 7 minute video shows how configurable forms (a.k.a. application templates) are used in ASPIRE. The attached Reference Guide provides a summary of the information provided in the video. Click here to ...
Configurable Forms - Document Packages
Question: Where do the listed documents in the Document Package section come from in the configurable form? Answer: This list is populated from Packages created in Document Management. Contract or Account Explorer > Document Management > Generation ...
Setup a Configurable Form Video
See attached documents and linked videos for complete information. The 30 minute videos covers the process of creating a configurable form with demonstrations of key sections. The attached PowerPoint deck follows the video, and the Reference Guide ...
Reports Overview Video
See linked video for complete information. The linked video reviews the basics for using ASPIRE Dashboard Reports with an attached document outlining some commonly used reports. Click here for the 7 minute video.
Add Section to Account Summary Page
Question: User would like to add a Broker section to their Account Summary page. Answer: 1. Access Administration > Configurable Forms 2. In Tab Templates, locate the Account Summary form and click Edit. Note, if this does not exist: Check Show ...