Andrew Adams Posted May 19, 2020 Report Share Posted May 19, 2020 Hello, Our legal department would like to start using the Nitro Cloud feature to create forms and make them editable for our clients. However, we are unable to figure out how we could edit a field in Nitro cloud. The workflow being created looks something like this. 1. ADMIN1 wants a team template uploaded containing 2 form fields for Ontellus to update “Client Company Name” and “effective date”. 2. USER1 accesses the template 3. USER1 edits for a particular client. USER1 adds “Client Company Name” and “Effective Date”. 4. Then send to CLIENT for Client e-signature + Title + Sign Date. 5. "COMPANY" Signs e-signature + Title + Sign Date 6. Complete The step that we are running into issues are in step 1-3 to configure and set-up prior to the client receiving the form and being able to edit. Thank you! Link to comment Share on other sites More sharing options...
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