Modify highlight record easily

Aug 6th, 2022
Icon decoration
0
forms filled out
Icon decoration
0
forms signed
Icon decoration
0
forms sent
Service screenshot
01. Upload a document from your computer or cloud storage.
Service screenshot
02. Add text, images, drawings, shapes, and more.
Service screenshot
03. Sign your document online in a few clicks.
Service screenshot
04. Send, export, fax, download, or print out your document.

How to Modify highlight record with DocHub

Form edit decoration

If you want to apply a small tweak to the document, it must not take long to Modify highlight record. This type of basic action does not have to demand additional training or running through handbooks to understand it. With the appropriate document modifying instrument, you will not spend more time than is needed for such a swift edit. Use DocHub to streamline your modifying process whether you are an experienced user or if it’s your first time making use of a web-based editor service. This instrument will take minutes or so to learn how to Modify highlight record. The sole thing needed to get more productive with editing is actually a DocHub account.

Complete your edits in several easy steps.

  1. Visit the DocHub site and then click the Sign up button.
  2. Key in your email, create a password, or use your email account to register.
  3. Proceed to the Dashboard once the signup is complete and click New Document to Modify highlight record.
  4. Add the document from your documents or via a link from your chosen cloud storage.
  5. Select the document to open it in editing mode and utilize the available tools to make all necessary changes.
  6. After editing, download the file on your device or save it in your documents with the newest adjustments.

A simple document editor like DocHub can help you optimize the amount of time you need to spend on document modifying no matter your previous knowledge of this kind of tools. Make an account now and increase your efficiency immediately with DocHub!

PDF editing simplified with DocHub

Seamless PDF editing
Editing a PDF is as simple as working in a Word document. You can add text, drawings, highlights, and redact or annotate your document without affecting its quality. No rasterized text or removed fields. Use an online PDF editor to get your perfect document in minutes.
Smooth teamwork
Collaborate on documents with your team using a desktop or mobile device. Let others view, edit, comment on, and sign your documents online. You can also make your form public and share its URL anywhere.
Automatic saving
Every change you make in a document is automatically saved to the cloud and synchronized across all devices in real-time. No need to send new versions of a document or worry about losing information.
Google integrations
DocHub integrates with Google Workspace so you can import, edit, and sign your documents directly from your Gmail, Google Drive, and Dropbox. When finished, export documents to Google Drive or import your Google Address Book and share the document with your contacts.
Powerful PDF tools on your mobile device
Keep your work flowing even when you're away from your computer. DocHub works on mobile just as easily as it does on desktop. Edit, annotate, and sign documents from the convenience of your smartphone or tablet. No need to install the app.
Secure document sharing and storage
Instantly share, email, and fax documents in a secure and compliant way. Set a password, place your documents in encrypted folders, and enable recipient authentication to control who accesses your documents. When completed, keep your documents secure in the cloud.

Drive efficiency with the DocHub add-on for Google Workspace

Access documents and edit, sign, and share them straight from your favorite Google Apps.
Install now

How to modify highlight record

5 out of 5
23 votes

amazing record Hollis was compact layouts learning objectives after completing this unit you will be able to describe how compact layouts help your users create a custom compact layout what to come back to layouts to compact layout control which fields you you see in the highlights panel in the top of a record they control also the fields that appear in the expanded lookup cards you see when you hover over a link in the record details and in the details section when you expand an activity in the activities timeline compact layouts help you make your team more productive by presenting them with the key record information so they can easily manage their work for example shop phone numbers and regions on an account or show stages amounts and ownership fields on an opportunity which compact layouts you can highlight whatever your user needs to see at the glance when they look at a record as with page layout there are separate compact layouts for each object use an example of an opportunit

video background

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
Contact us
Each panel can have a minimum of one column of fields and a maximum of four columns. Each column can have one or two fields in top or bottom positions.
How to customize Highlights Panel in Case Page Layout in Salesforce Lightning Open Salesforce Lightning! Click on gear icon. Click on Setup It opens in a new tab. Click on Object Manager Click on Case Click on Case Page Layout Select any Case Page Layout Name Hover on Highlights Panel
The page layout editor lets you: Control which fields, lists of related records, and custom links users see. Customize the order that the fields appear in the page details. Determine whether fields are visible, read only, or required. Control which standard and custom buttons appear on records and related lists.
How to Assign Compact Layouts to Record Types From the management settings for the object that you want to edit, go to Compact Layouts. Click Compact Layout Assignment. Select a compact layout to use as the primary compact layout for this object.
When you view a Lightning pages properties in the Lightning App Builder, click Change next to the Template field to start the template switching process. There will be follow-up steps that walk you through mapping your previous layout to the new layout. Hope this is a useful tip!
Create a Compact Layout From Setup, click Object Manager. Click Energy Audit to open the object and then click Compact Layouts.
Create Page Layouts From Setup, click Object Manager and select Account. Click the Page Layouts link, then click New. Select Account Layout from the Existing Page Layout picklist. Enter Customer Account Layout for Page Layout Name. Click Save.
The highlights panel contains key record fields and is the only part of a record page that you cant customize using the page layout editor. The fields in the highlights panel are customized using a compact layout.

See why our customers choose DocHub

Great solution for PDF docs with very little pre-knowledge required.
"Simplicity, familiarity with the menu and user-friendly. It's easy to navigate, make changes and edit whatever you may need. Because it's used alongside Google, the document is always saved, so you don't have to worry about it."
Pam Driscoll F
Teacher
A Valuable Document Signer for Small Businesses.
"I love that DocHub is incredibly affordable and customizable. It truly does everything I need it to do, without a large price tag like some of its more well known competitors. I am able to send secure documents directly to me clients emails and via in real time when they are viewing and making alterations to a document."
Jiovany A
Small-Business
I can create refillable copies for the templates that I select and then I can publish those.
"I like to work and organize my work in the appropriate way to meet and even exceed the demands that are made daily in the office, so I enjoy working with PDF files, I think they are more professional and versatile, they allow..."
Victoria G
Small-Business
be ready to get more

Edit and sign PDF for free

Get started now