How To: Uploading the Bottom Text File to Your System – Same (02-18-15)

Overview

This tutorial describes how to upload the bottom text spreadsheet file when using the same bottom text for all branches/regions.

Once you have created the bottom text file, you need to upload it to your Tyler directory using this selection (02-18-15).

Video

Step-by-Step

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1. Click the Folder icon at the top of the screen.

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2. The Select File to Import window appears. Select the bottom text file from your computer.

3. Click ‘Open.’

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4. The file path appears at the top of the screen.
   REMEMBER: The path to the file must be 52 characters or less or the import will fail. For example, use ‘C:\Tyler Bottom Invoices\tp1_bottom.txt’ instead of something like ‘C:\Documents and Settings\User1\My Documents\Tyler Invoices\tp1_bottom.txt’).

5. Click the ‘Preview File’ button to preview the bottom text in a new window.

6. If everything looks correct, click the ‘Load File’ button.

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7. The file is uploaded to your system.
   NOTE: You cannot delete existing entries. If you need to change the bottom text file after upload, simply make changes to the spreadsheet and re-upload it using steps 1-4. As long as the filename hasn’t changed, the existing bottom text is completely replaced with the new bottom text and these modifications are reflected on the invoice the next time it is printed.