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    New PDF Builder: Customize wording of customer UI
    • 16 Apr 2024
    • 2 Minutes to read
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    New PDF Builder: Customize wording of customer UI

    • Updated on 16 Apr 2024
    • 2 Minutes to read
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    Article Summary

    Note
    This article relates to the NEW version of Lightico's PDF Template Builder.
    To use the old PDF Builder, see Create PDF Templates.

    Introduction

    You can create templates that change the default wording of button labels and messages that appear in the customer UI when completing a PDF form. Wording templates apply to preconfigured PDF templates and ad hoc PDFs 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 only affects the specific PDF or overlay template to which you associate it (see below).


    Outline

    Here is an outline of the steps for customizing wording of the customer UI for a PDF Template:

    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 PDF template

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

    To associate the wording template to a PDF template:

    • In the PDF Builder Formatting tab for the relevant document, turn on the Wording template toggle and select the template from the pop-up that appears.

    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

    Key (Name of UI element)

    System Default Text

    Screenshot

    A) Approve Document label in the collaboration room

    Document to approve

    B) Approve button label 

    Approve

    C) Approve consent Accept button label

    Yes


    D) Approve consent Decline button label

    No

    E) 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.

    F) Approve title

    Approval

    Document completion and Esign

    (for preconfigured PDFs and ad hoc PDFs with overlay)

    Key (Name of UI element)

    System Default Text


    Screenshot

    A) Esign opening screen title

    Please review and sign the following document


    B) eSign opening screen subtitle 

    NA

    A) Esign closing screen title

    Your documents have been submitted

    B) eSign closing screen subtitle 

    NA

    A) Sign button label 

    Sign


    B) Sign title 

    Review

    C) Sign consent Accept button label 

    Yes


    D) Sign consent Decline button label 

    Decline

    E) Sign consent text 

    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.

    Download-only document

    Key (Name of UI element)

    System Default Text


    Screenshot

    A) Download button label

    Download

    B) Download only title

    Downloading

    Audit Trail

    Key (Name of UI element)

    System Default Text


    Screenshot

    A) Audit action approved

    approved 


    B) Audit action e-signed

    e-signed

    C) Audit action locked

    locked

    D) Audit action viewed

    viewed

    E) Audit approved status

    APPROVED

    F) Audit signed status

    SIGNED


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