The main screen contains the name of the form, as well as the selection of the category of the external form used in conjunction with this transaction form. This is where we select whether this form will be linked to the basic (legacy) external form or the advanced PDF/HTML layouts. The external forms determine the format of the printed version that will be given to the customer. The specific layout chosen appears just below this field and is dependent upon the selection of either the basic or advanced forms.
We can also enter a disclaimer for this transaction and a specific logo for this form, if different from the standard logo. We can also designate this form as the preferred form:
Custom Transaction form
We determine the ...
