Transaction Desk: Allowing Editing of Forms

In this video, I will guide you through the process of allowing editing of forms by a consumer in Transaction Desk. I will also show you how to send the form to the consumer in Transaction Desk with the "Allow Editing of Form" option selected. I will also walk you through the steps to setting this preference as a default in your settings. By the end of the video, you will be able to effectively send forms to the consumer to be completed on their devices and saved in the transaction.

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Transaction Desk Basic #3 Checklist & Tasks