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Is there a way to send disclosures to a recipient along with a form but only get the form back? We have deposit disclosures we need to send (based on different products/services) to the recipient, but we don’t need them back with the envelope. Thank you for your help. 

Hello @sfernandez,

Thank you for reaching out to the Docusign Community.

To clarify are you referring to a Disclosure created by your company? Or to the Docusign Disclosure?

If it is the first one the closest option that we offer is Supplemental Documents, Supplemental documents can be enabled for an account, and default recipient actions can be specified for signers to complete. These settings are applied to all permission profiles on the account. The options include requiring signers to view, accept, or read supplemental documents, and these interactions are logged in the History and Certificate of Completion for an envelope.

To enable the Electronic Record and Signature Disclosure (ERSD) for your account, go to eSignature Settings and select Legal Disclosure. Choose whether you want recipients to accept the ERSD once for the account, once for each envelope, or once for each time they appear in the signing order. You can also enforce the frequency setting for all members on the account and allow recipients to withdraw their consent. Save your settings to enable the ERSD for your account. Enable the Electronic Record and Signature Disclosure for Your Account

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

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