How to edit a document

Showing where to go to be able to edit documents

Step One:

Click on More on the  menu tab


Step 2:

Click on Document templates

Step 3:

Click on the pencil icon of the document you want to edit

If you need to insert a field from profile click on Insert field from user profile


If you need to make a fillable field, click on create fillable field and once created click where you want to add it and then click insert fillable field