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.

Configure disclosure consent settings

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 to view available disclosure consent options.
• Select your preferred option from the dropdown menu.
• Click the Save Changes button to save your configuration. Your changes will be reflected on the signer side during the signing process.

Disclosure consent options

Display to all signers

• Disclosure dialog appears every time before each document is signed. Signers 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 for each document. By default, this option is selected.

Do not display

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.

Display to external signers only

Disclosure dialog appears only for external signers (outside your organization). Signers within the same organization will not be shown the consent dialog. External signers must agree before signing and their consent is recorded in the audit trail.

Show once per signer

The disclosure consent dialog appears only once per signer. The date and time of the first agreement is recorded once and appears on the audit trail of all subsequent documents. If the consent dialog appears again due to added or modified custom legal terms, the new agreement timestamp is also recorded in the audit trail.

In the following cases, the consent dialog reappears for the signer:

• If custom legal terms are added to a brand, the consent dialog will reappear the next time the signer signs a document if this brand is associated with the document.
• If existing custom legal terms are modified for a brand, the consent dialog will reappear the next time the signer signs a document if this updated brand is associated with the document.

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