In most cases, interactive documents in template folders will be locked from making certain changes. These forms already contain the fields you need to complete them, and will work in most situations. However, you may run into transactions where you need to edit a form for more than the standard number of clients/signers or need to add additional information to a form. For example:
- You have a third signer, and need to add an additional set of signatures and initials
- You need to initial a change
- You need to add a date or strikethrough
- You received a document that already has signatures, but you still need to make an edit
In these cases, you’ll need to take some additional steps in order to set up your forms.
Note: This setting can be changed by your brokerage or association. You may notify them of your request and once they make the change, you can add a new copy of the document to your loop to add new fields.
You can also Make a Copy by clicking on the 3 vertical dots to the far right of the document name.
Note: If you have more than one document with the same issue, repeat steps 2-6.