...
To set up a UDF for review signing, find the relevant UDF, open the Edit Window and make sure that the Form For field includes Learners.
...
Next, go to the Locations and Visibility Restrictions tab in the User Defined Form Builder. You will need to enter the following details:
Add Learner to the Form For field – This will make the UDF appear in learner records.
Add either Learner or Contact into the Extra User Type field – This will control which type of record can fill in the UDF.
Add Review Details to the Learner Location field – This will make the UDF appear in the details section of the Review Summary.
...
Summary and select … > Edit by the Learner location.
...
In the first step, set the Location to Review Details. Select Next to continue.
...
In the second step, a field for Extra User Type will be available. Here you can choose whether you want Learners or Contacts to be able to fill out the UDF. Select Save to finish.
...
Next add any questions to the UDF that you want to be completed. Remember to Save the UDF once you are finished.
...