What this field does: The Text Description field is a read-only block of text that appears within a request. Clients cannot type into it – it’s used to display instructions, compliance notices, terms, or explanatory text.

How to add a Text Description field

  1. Open your request in the Request Builder.
  2. Select “+ Add a Field” and then click Text Description to add it to the current section.
  3. Click the field on the canvas and type your text directly into it.
  4. Use the formatting options to style the text as needed.

Common uses

  • You would like to give clients additional instructions between fields
  • You would like to display some text conditional on a previous answer, but do not require a corresponding answer.
  • Compliance statements that you would like the client to see and to appear on the PDF record

What clients see

Clients see the text displayed as a non-editable block within the request. It looks like a paragraph of text – there’s no input box and nothing for them to fill in.