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 summarizes important terms and offers some best practices.

Click here for the video. 

• 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 ...

• ASPIRE Training Video Inventory

  The following is a list of training videos available in this Knowledge Base. The links will take you to the Knowledge Base article that contains the link to the video. Be sure to browse the Category for additional information related to your topic. ...

• EFT Bank and Company Setup

  See attached document for details. Please see the attached guide for specifications on the EFT Bank setup in ASPIRE (Administration > Cash Management > EFT Bank)

• 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 ...

• 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 ...