Editing Configurable Forms

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 ...
    • 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 > ...
    • Setup a Configurable Form Video

      See attached documents and linked videos for complete information.  The series of linked videos covers the process of creating a configurable form with demonstrations of key sections. The attached PowerPoint deck follows the video, and the Reference ...
    • 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 ...