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Native Electronic Signature and Transfer to Document Records - Edit the report after download

edited Nov 16, 2023 6:26AM in Journeys 2 comments


We are configuring electronic signature and transfer to document of records. After the employee types in their name and email and clicks see document, is there a way to enable the report so the employee can type/edit report. They are signing a confidentiality agreement, but there is a place within the document they would need to type if they have any licenses and if not type done. I added a text box in the rtf, but when the report downloads, user is unable to enter in the text box.

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