- 29 Aug 2022
- 2 Minutes to read
Customize wording of customer UI
- Updated on 29 Aug 2022
- 2 Minutes to read
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.
Here is an outline of the steps for customizing wording of the customer UI for a template-based document:
Create a custom wording template
- In the Administration screen, go to Customizations > Wording and click New Template.
- Name the template and click Create.The template configuration page opens with a table of all customizable UI and audit trail elements.
- Add custom text to a field in the Value column.
- Delete the custom text to return to the System Default text.
- Click Reset to return to the last saved version of the text.
- 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:
- In the Administration screen, go to Shared Items and select or upload a document.
The document opens in the PDF Designer.
- In the left panel, in the settings tab, select the relevant wording template.
- 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).