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Adding or Editing "Instructions" on a Form

How do I add or edit the “instructions” on a form?

Updated over a month ago

You can add or edit the instructions for staff on a form by getting to the form’s “Edit” page in your forms library:

Go to Onboarding > Forms > Edit

You have a variety of formatting options in the “Instructions For Staff” toolbar.

The form instructions appear below the form’s title but above the document and fields to an onboardee, as seen below.

Onboardee View

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