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 Guide summarizes important terms and offers some best practices.

Video 1 - Introduction - 5:30 minutes

Video 2 - Account Demo - 8:50

Video 3 - Asset Demo - 3:50

Video 4 - Contract Structuring Demo - 6:30

Video 5 - Documents and Contract Entry Page Demo - 5:05

• 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 ...

• 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 ...

• ASPIRE Training Video Inventory

  The following is a list of training videos available in this Knowledge Base. Be sure to browse the Category for additional information related to your topic. This article is INTERNAL only, as the links are accessing the LTi Employee KB Article. There ...

• 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 Finance Product Video

  See linked video for details. The linked 3 minute video reviews the process for setting up Finance Products in ASPIRE. Click here.