Including instructions at the page, section, and/or question level is one of the best ways to ensure complete, correct submissions and minimize questions during the process.
Page Level
In the form-level Settings, make sure the "Show page titles" box is checked.
Then back in the Designer view, type directly below the page title.
Section Level
There are two ways to add instructions to break the form into sections:
1. Paragraph Field - A block of text that can be formatted with things like bullets, styling, etc.
2. Section - Overall instructions can be added to a group of questions placed within a section.
1. Paragraph Field
To add a block of instructional text, add the Paragraph question to the form. Then click Settings.
In the Paragraph text section, use the rich text editor to type in any instructions.
Applicant View
2. Section Field
- From any toolbar, select Section and then drag and drop to the desired location. (Left side toolbar is shown below).
- Click Add Question to begin adding questions to the section.
- Click Settings to customize the section, add logic, or adjust the layout.
In Settings>General, give the section a title (A) and instructions (B) to provide more context for applicants.
Applicant View
The section is outlined in red below. Notice the slight separation (grey areas) between the sections above and below.
Question Level
- Type directly where it says "Enter field description" to add instructions. If nothing is entered here, the applicant will not see any text below the field.
- Click the Settings icon to open all question-level options.
In the expanded configuration panel, administrators can modify:
A. Instructions - Appear below the field name
B. Text field placeholder - Appear within the field or area
- This does not appear for all question types.
- Text field example is shown.
Applicant View
Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.