The Zurich release has arrived! Interested in new features and functionalities? Click here for more

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

miro2
Mega Sage

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.

 

0 REPLIES 0