Form descriptions appear at the top left of form pages, and can be used to help guide signers through the signing process.

To edit a form description:

  1. Go to Sign Requests or Templates as applicable.
  2. Search for and select the sign request or template you want to edit.
  3. Enable forms if you haven’t already.
  4. Click the form icon (third from the left) in the header. If you see a document icon instead, then you’re already in the form editor view and can go to the next step.
  5. Click the description (or the “Add description” placeholder) appearing at the top left of the form.
  6. Make your desired edits.