1. Under Knowledge Base
  2. Customers
  3. Customer Record - PDF Authoring

How can I edit values on the PDF in a customer record?

Discover the process of adding and editing values on the PDF within an existing customer record.

To edit values on the PDF in a customer record, follow these steps:

  1. Go to the Customers homepage, then select the customer where you would like to view and/or edit customer information.
  2. In the customer record, click the PDF Authoring tab at the top of the page.
  3. In PDF Authoring, scroll to a field on the PDF where you would like to add/edit a value.
  4. After adding/editing all desired values, click Save PDF.

It is recommended to only add/edit values on PDF authoring that do not also exist in the Customer Details in Data & Docs. You may run into issues such as values not saving, validation errors, and other rendering problems if you do not take this into account.

As a rule of thumb, utilize Data & Docs for customer-facing information and utilize PDF Authoring for internal information that would not be editable by the customer completing the application.

Here is a short video that provides a clear explanation of the process mentioned above: