Editing a locked document

Once a PDF has been generated Daylite Sales Assistant locks the document. This means that the document can no longer be edited. The details and line items will appear greyed out. In order to edit it the PDF MUST BE CLEARED.

Press the Clear PDF button to go back into Edit mode.

Details are locked after a PDF is generated and must be cleared to allow editing

Line Items are locked…

Locked Line Items in DSA

*From the preview screen press the Clear PDF button (words) to remove the PDF and unlock the document.

Clear PDF