Andrew Adams 0 Report post 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! Quote Share this post Link to post Share on other sites
Craig Lambie 0 Report post Posted July 27, 2020 Hi Andrew, I came across this today too - I am trialing Nitro, and wanted to test this out. In you scenario, when you "USER1" presses "use template" you can actually add a couple of fields. However if you mean that USER1 should actually fill in those fields, you could add them in the first place. The issue/ bug that I see with Nitro is that the "template" itself is not editable after the first go - for example you decide to add a field. OR even in Nitro you decide you want to change the PDF, without losing all the fields on the document?? How do you do that I wonder @Nitro? Thanks Quote Share this post Link to post Share on other sites
