How to compete the PDF
Open the Record that has the PDF
Click on the PDF to open it (in the embedded Document viewer)
Complete the required fields
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 to the most recent version to complete it. Each time you update the document, a new version is saved.