How can we manually edit the document in DRTE immediately before starting the signature workflow?

Published on October 3, 2026 DRTE

Make the DRTE editor editable directly on the record page by unchecking/removing the checkbox from the "Read Only" property. This will allow on-the-fly editing before creating a signature request.

Implementation Note: You will need assistance from a seasoned Salesforce expert within your organization to implement this feature. Test all changes thoroughly in a Sandbox first.

Knowledge Article Number: KA-00435