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Completing an editable PDF

You can complete editable PDFs directly in the SideDrawer platform.

Support avatar
Written by Support
Updated over a year ago

Navigate to Records, in the Front-end.

Select a Record.

How to complete the PDF

  1. Open the Record that has the PDF.

  2. Click on the PDF to open it (in the embedded Document viewer).

  3. Complete the required fields.

  4. Click on Save New Version.

When the PDF is saved it will upload a new copy with your edits.

Above you see the Professional (Praveen) uploaded the document. You also see the subsequent document completed by Praveen’s Client – H Smith

NOTE: If you don't complete the PDF entirely the first time, you can save the document and return it to the most recent version to complete it. Each time you update the document a NEW version is saved.

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