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Enabling End-User Editing

End users can be given different ways of interacting with the document being generated in Dynamo:

  1. Editing within the document/email: If document or email editing is enabled from the Settings, defined document parts can be editable.

  2. Editing through an Input Screen: If the online template flow includes input screens, users can interact with them to impact the document output or provide additional data.

The document, once edited by the end user, can be saved as a new file or a new version of the created file (if the first version has already been generated).

The below pages cover both scenarios of end user editing as well as the option to save the edited document as a new version.

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