'Edit' option on the 'Preview document' in HR case?

miro2
Mega Sage

‎09-22-2025 06:35 AM - edited ‎09-22-2025 06:38 AM

Hi,

Does anyone know how to enable the 'Edit' option on the 'Preview Document' button? Buttons like Generate/Regenerate or Initiate Document Tasks are available.

PDI

miro2_1-1758536479761.png

after clicking the Preview button, I don’t see the Edit option, even though the SN docs indicate it should be available.

miro2_0-1758548248618.png

 

 

SN docs for reference

miro2_0-1758536334127.png

The goal is to give the agent the option to edit the document before manually clicking Initiate Document Tasks.

 

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miro2
Mega Sage

‎09-22-2025 08:54 AM

I did some research and it seems that it’s not possible to edit a PDF document dynamically in the Preview window. It looks like the functionality is designed OOB for HTML documents only, so dynamic modifications aren’t allowed in Preview.

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