Editing content in the LiveDoc editor

Once you have created your LiveDoc, you are now ready to edit your content and use the LiveDoc editor.

To begin editing your LiveDoc, open the document and select the Edit Document button:


You will recognise you are in Edit Mode when you see the editor appear:


Summary of the Editor Features

The below will provide you with a brief summary of each of the buttons that appear within the LiveDocs editor.


Data Fields Further Explained

The data fields that are provided in the data fields menu are all fields that are found within your client file or in your firm registration. We recommend that you complete all of these fields correctly to use the LiveDoc editor to its full potential.

The data fields in the LiveDoc editor can be found in the following locations:

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