If a document will not let you fill it out the way you need to, you can take manual control of it. That turns it into a custom document, so you can make freeform changes.
Manual Control is not available on every task. If the task opens in the side-by-side view, with the questions on one side and the document on the other, there is no Manual Control option there.
If the document is a webform, click Preview first. Otherwise the Manual Control Options icon (3 vertical dots) is already shown on the document.
Save every other section of the webform first, so that what you have already filled in is mapped to the document before you take manual control.
Click the Manual Control Options icon (3 vertical dots).
The Manual Control Options icon is on the document Preview toolbar, and in the task’s step menu. It is not the three-dot menu beside the document in the file list — that menu has Edit Document, Download, Archive and Delete.
The original document task is archived, and a custom document is loaded in its place where you can map any fields you want.
Adding something the form gives you no field for. If a document needs an entry the form does not provide — your own initials or signature on a line meant for the agent, or any other field that is not part of your client’s signing fields — take manual control of the document and map the field yourself.
See Uploading Documents & Document Templates for how to map a document.
Editing a document that is already manually controlled
Once a document is under manual control, you cannot go back and edit it the way you would a normal task. To make changes, remove the existing task and then add the form again from the forms library.
Mapping signatures after manual control
When a document leaves the generated-form flow — through Manual Control, Mark as Completed, or Map Fields — it no longer carries the form’s pre-mapped signature fields. On the custom document you map the signatures and initials by hand. If you need the form’s original fields back, delete the document and add it again from the Forms Library.