How to Add Descriptions for Flow Templates

When your organization needs to gather signature authorizations from customers, use a Description to make it very clear to your Flow recipients what you are asking them to authorize by entering their digital signature. 

Adding a Description for Flow Templates

Navigate to Configure > Flow Components > Description. Click the + New Signature Description button. Type in the description that should be displayed on the page when a Flow recipient is asked to enter their digital signature. 

When you're done, click the Save Description Message button. 

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Sending Flow Requests

Still Need Help? 

Please reach out to our Customer Success team via email at support@pdcflow.com for more help.