Adding Agreement Instructions
Custom instructions help clients understand what they're agreeing to.
Where Instructions Appear
Instructions are shown:
- Above the "Review Agreement" button
- Only when agreement is required on a form
Writing Effective Instructions
Keep instructions:
- Clear — State exactly what the document is
- Brief — Under 500 characters
- Actionable — Tell them what to do
Examples by Use Case
Service Agreement
"Please review our Service Agreement covering project scope, deliverables, timelines, and payment terms. Click the button to view the full document."
Terms of Service
"By proceeding, you agree to our Terms of Service and Privacy Policy. Please review before continuing."
Contract Preview
"This is a preview of our standard contract. The final version will be sent for signature after we confirm project details."
Non-Disclosure Agreement
"Before we discuss project specifics, please review and acknowledge our mutual NDA."
Instructions vs Agreement Content
When to Update Instructions
Update your instructions when:
- You change your agreement document
- Clients express confusion
- Your service offering changes
Tip: Test how instructions look by previewing your form before sharing.