Customize wording of customer UI
  • 29 Aug 2022
  • 2 Minutes to read
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Customize wording of customer UI

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    Light
  • PDF

Introduction

You can create templates that change the default wording of button labels and messages that appear in the customer UI when completing an esign document or ad hoc document with an overlay template.

For example, you can change the label on the Approve button to read I Approve.

You can also customize some of the wording on the audit trail. For example, you can change "esigned" to "digitally signed".

In the  Customizations > Wording page you'll find a table of all wording that can be changed in the UI and audit trail.

Note
A wording template is associated with a specific template-based document.

Outline

Here is an outline of the steps for customizing wording of the customer UI for a template-based document:

  1. Create a custom wording template
  2. Associate the wording template to a document

Create a custom wording template

  1. In the Administration screen, go to Customizations > Wording and click New Template.
  2. Name the template and click Create.The template configuration page opens with a table of all customizable UI and audit trail elements.
  3. Add custom text to a field in the Value column.
  4. Delete the custom text to return to the System Default text.
  5. Click Reset to return to the last saved version of the text.
  6. After making all your changes, click Save.
    The wording template is saved.

Associate the wording template to a document

For each template-based document, you can select a wording template with its own unique wording. This template defines wording of the UI elements when this document is sent.

To associate the wording template to a template-based document:

  1. In the Administration screen, go to Shared Items and select or upload a document.
    The document opens in the PDF Designer.
  2. In the left panel, in the settings tab, select the relevant wording template.
  3. Configure any other settings or elements in the document and click Publish.
    The wording template is associated to this document.
    When this document is sent in a session the wording template will define the UI and audit trail wording.

Table of Wording Changes

Below is a table of all the UI and audit trail elements that can be defined in a wording template. The same table (without the screenshots) appears in the wording template editing page (see above).

Document Approval

Name of UI Element

Default Text

Screenshot

Approve Document label in the collaboration room

Document to approve (A)

Approve button label    

Approve (B)

Approve consent Accept button label

Yes (C)

Approve consent Decline button label

No (D)

Approve consent text

By selecting YES, I agree that my approval will be the electronic representation of my signature for all purposes. Especially when I use it on documents, including legally binding contracts exactly like my pen-and-paper signature. (E)

Approve title


Approval (F)


Audit Trail

Name of Audit Trail Element

Default Text

Screenshot

Audit action approved (A)

approved

Audit action e-signed (B)

e-signed

Audit action locked (C)

locked

Audit action viewed (D)

viewed

Audit approved status (E)

APPROVED

Audit signed status (F)

SIGNED


Download only document

Name of UI Element

Default Text

Screenshot

Download button label (A)

Download

Download only title (B)

Downloading


Esign document

Name of UI Element

Default Text

Screenshot

Esign finish screen

Your documents have been submitted

Sign button label (A)

Sign

Sign title (B)

Review

Sign consent Accept button label (C)

Yes

Sign consent Decline button label (D)

Decline

Sign consent text (E)

By selecting YES, I agree that the signature will be the electronic representation of my signature for all purposes. Especially when I use it on documents, including legally binding contracts exactly like as my pen-and-paper signature.


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