How to set Inline edit mode?
Inline edit mode has been released to give users options on how they wish to edit data. This mode will eliminate the need to click on the edit button to access data in certain sections.
- Within the system navigate to your profile in the top right
- In the drop down click profile
- Then edit profile
- Locate the page layout and the Mode section
- In the drop-down users may select edit as the option.
- Click save changes.
The restore button is NOT an undo button. It acts as a "cancel" button if changes have not already been saved.
Not all sections will be available for inline edit mode. Where applicable, when users see the edit button the traditional editing of data applies. For example, Overview > Terms and Mortgage section still operates on the traditional method even when set to inline edit mode.