If you have a PDF document mapped in your template, you might want to allow your clients and prospects to download the filled document once they complete the engagement. To enable this option, open the PDF Mapper and click the “Edit” button located on the top-right corner of the screen.

Once the PDF details panel is open, enable the “Allow access to engaged contacts” option and save the changes.


Now, whenever a client or prospect completes an engagement with this template, they will be able to download a copy of the fillable document from the “Thank You” page.
Note: If the mapped PDF includes electronic signatures, the client/prospect will always be able to download a copy of the filled and signed document at the end of the completed engagement.

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