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How to add your custom legal terms to the audit trail document?

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2 mins read

The legal terms give the users legal disclosures, terms, and conditions before they can continue with the actual signing process. The BoldSign allows you to specify your own custom legal terms. The signers should agree to these custom legal terms along with the Electronic Signature Disclosure Terms and BoldSign’s Terms of Use. Custom legal terms can be added in the branding option of the settings menu, which can be done only by the account administrator. If the custom legal term is enabled, it will also be included in the audit trail document. The audit trail document has the complete summary of the document.

Follow the steps below to add custom legal terms:

  • Select Branding on the Settings menu to go to the Manage Brands page.
  • On the Manage Brands page, click on the Create New Brand button.

Create new brand button

  • You will be taken to the Create New Brand page. On the General section, add the Brand Name, Logo, and color, then switch to the Advance section.
  • On the Advance section, enable the Custom Legal Terms option.
  • After enabling it, you are asked to enter the custom legal terms Title in the first box and the Legal Terms in the second box.
  • By clicking the custom legal terms title on the right side of the screen, you can see a preview of the custom legal terms.
  • Click the Save button at the top right corner of the page and your brand will be created successfully.

Custom legal terms option

  • Now, click Create New Document on the main screen and select a brand under the Document settings section, which has the custom legal terms enabled.
  • Click the Next button at the top right of the page to go to the configure fields page.
  • On the configure fields page, add the required fields and send the document for signature.

Select brand option

  • When the signer opens the document for signing, a confirmation popup will be displayed for reading and agreeing to the Electronic Signature Disclosure Terms, BoldSign’s Terms of Use, and the custom legal terms.

signer page

  • After the signer has finished the signing process, the sender can download the audit trail of the document.
  • The custom legal terms will be seen at the end of the audit trail document.

The below image is the downloaded audit trail document with the custom legal terms.

Audit trail document

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