Admin: How to Change Default Forms Types in G2

Release 11.14.4

Set up & Administration

Now the Form Types for formatting the data on Checks, Work Orders, Sales Quotes, Accounts Receivable Statements, and other items can be controlled and updated from G2.

To Change the Formatting Type of a Form, users will log into G2 Admin> Setup> Update Codes and Tables> Admin> Update Forms File, and the Forms Control window should appear. Select a line to change; for example, change AR STATEMENTS from ARTINA to PAPER and Save.

Then change the AR STATEMENTS back to ARTINA and Save.

*Only DOC and PDF Form Types will need or allow a file name to the right in the Documents column.

admin how to change default forms types

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