Customize wording of customer UI

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 PDF Templates and External Documents 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.

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.

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.