Hello! Currently I have enabled recipients must elect to use the ERSD with each envelope from our account. Is there a way to force our member to have top view and accept rather than just checking the box to accept? If the envelope is View Only it does not require acceptance. Our credit union is stating member’s have to accept a disclosure whether the envelope is View Only or being signed. Is there an option I am missing under the Legal section or the Admin section in general for view only envelopes? Or would I need to use the Supplemental Documents option?
Thank you for your time!
Wendi