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:
- Go to the Customers homepage, then select the customer where you would like to view and/or edit customer information.
- In the customer record, click the PDF Authoring tab at the top of the page.
- In PDF Authoring, scroll to a field on the PDF where you would like to add/edit a value.
- 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: