Clients' ability to edit documents they already submitted
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Is it possible for clients to edit documents, ie a questionnaire, that they have already submitted through the client portal?  

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    Ayelette R

    Hi there, Devora,

    While clients are not able to edit forms that they've already submitted, you can re-send them a copy of the form so they can include their updated information on the new form.

    If you'd like any guidance on resending forms to clients, feel free to check out this Help Center guide: What if I need to resend a form to a client?

    Hi there, Devora,

    While clients are not able to edit forms that they've already submitted, you can re-send them a copy of the form so they can include their updated information on the new form.

    If you'd like any guidance on resending forms to clients, feel free to check out this Help Center guide: What if I need to resend a form to a client?