Docusign ERSD disclosure acceptance : Best way to retrieve and store this information

Hello 

Thank you for your questions regarding Electronic Record and Signature Disclosure (ERSD) acceptance.

Docusign provides REST APIs for retrieving the disclosure content and envelope audit information. However, the public API does not provide a separate endpoint that returns ERSD acceptance as a standalone record or Boolean value.

The recommended approach is:

• Configure Docusign Connect to send an event when the envelope is completed.

• Use the envelope ID from the notification to retrieve the Certificate of Completion (CoC):

  GET /restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}/documents/certificate

• Store the CoC in your core credit-union platform or document repository, linked to the envelope, recipient, member/customer record, acceptance timestamp, signing timestamp, and completion timestamp.

When applicable, the CoC contains the envelope audit trail, the recipient’s ERSD acceptance date, and the executed disclosure text. Depending on the account’s ERSD settings, the certificate may instead indicate that the disclosure was not offered.

You can also retrieve supplementary envelope audit events using:

GET /restapi/v2.1/accounts/{accountId}/envelopes/{envelopeId}/audit_events

The following documentation provides additional details:

• Docusign Connect webhooks

• How to download envelope documents

• EnvelopeDocuments:get API reference

• Envelopes:listAuditEvents API reference

• EnvelopeConsumerDisclosures API reference

• AccountConsumerDisclosures API reference

This approach provides an auditable copy of the acceptance evidence that can be retained in your core platform in accordance with your retention and compliance requirements.

Best regards,

Sai