How to manage electronic signature disclosure consent

Previously, all signers were required to view and accept an electronic signature disclosure by default before accessing and signing the document, and these details were not tracked. With the latest update, account administrators can now control the presentation of the electronic signature disclosure consent dialog to signers, and the consent details will be tracked in the audit trail document.

Follow the steps below to manage the electronic signature disclosure consent:

• Expand the Settings menu and select the Business Profile option.
• On the Business Profile page, scroll down to find the Electronic Signature Disclosure Consent section.

• Click the dropdown arrow and options such as Do not display, Display to all signers, and Display to external signers only will be displayed. By default, the Display to All Signers option is selected.
• Select your preferred option from the dropdown menu and click the Save Changes button. Your changes will be saved successfully and reflected on the signer side during the signing process.
• For instance, if Display to All Signers option is selected, recipients will be required to read and agree to the disclosure terms before signing the document.

• After agreeing and signing the document, the timestamp of their consent will be recorded in the audit trail.

• If Do Not Display option is selected, the electronic disclosure consent dialog will not appear during the signing process, and the audit trail will indicate Not requested by the sender in the Electronic Signature Disclosure Consent section.

Disclosure consent dropdown menu options

• Do not display: The consent dialog will not be shown to any signers. This setting ensures that the disclosure terms are not presented during the signing process, thus streamlining the experience for all signers.
• Display to all signers: The consent dialog will be shown to all signers before they proceed with signing. This setting ensures that every signer is prompted to read and accept the disclosure terms before completing the signing process, maintaining full compliance with electronic signature regulations.
• Display to external signers only: The consent dialog will only be shown to signers from outside your organization. Signers within the same organization will not be shown the consent dialog, allowing for a streamlined experience for internal users while ensuring compliance for external parties.

We have also published a video tutorial on this topic. Check out the video below: