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Electronic Record and Signature Disclosure in Certificate of Completion

Forum|Forum|2 years ago
July 24, 2024
7 replies
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Is this document NOT made a part of the Certificate of Completion? Sometimes I get the Certificate of Completion that has it attached and sometimes it’s not attached. Trying to determine when it is or isn’t supposed to be included.

eSignature

Best answer by nathaly.monge

Hello @ValerieP ,

Welcome to the Docusign Community and thank you for posting your concerns!

I understand you would like to know when an Electronic Record and Signature Disclosure (ERSD) is attached to your documents.

This will depend on how your account was set up. If the settings are set as “Yes, I elect to use an Electronic Record and Signature Disclosure with my new recipients” with the option “Once for this account” the recipient will only be requested to accept once an probably won’t have it attached for future documents signed sent from that same account.

If the recipient has already accepted the disclosure and if this one hasn’t changed, then it won’t reappear when a new signing session is initiated. This also depends on the frequency set in your settings.

If you need the ERSD to reappear to all recipient once, and you don’t need to change the disclosure itself, there is a workaround :

As an Admin, go to Settings > Legal Disclosure
Scroll down to “Enter HTML”
At the end of the HTML body, add the remove a space
The button SAVE should appear in blue, allowing you to save a new version that will be prompted to your recipients

For more information, please view the following article: Electronic Record and Signature Disclosure

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

Michael.Rave

Docusign Employee

@ValerieP

It depends on the fact, if the ERSD was accepted during that transaction or not. If the signer has already accepted it before and it not shown to them for the second envelope, it will not be attached in the end.

You can configure how often the ERSD needs to be accepted in the “Legal disclosure” settings, but typically it is set to only once for the account.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

N

nathaly.monge

Answer

Docusign Employee

Hello @ValerieP ,

Welcome to the Docusign Community and thank you for posting your concerns!

I understand you would like to know when an Electronic Record and Signature Disclosure (ERSD) is attached to your documents.

This will depend on how your account was set up. If the settings are set as “Yes, I elect to use an Electronic Record and Signature Disclosure with my new recipients” with the option “Once for this account” the recipient will only be requested to accept once an probably won’t have it attached for future documents signed sent from that same account.

If the recipient has already accepted the disclosure and if this one hasn’t changed, then it won’t reappear when a new signing session is initiated. This also depends on the frequency set in your settings.

If you need the ERSD to reappear to all recipient once, and you don’t need to change the disclosure itself, there is a workaround :

As an Admin, go to Settings > Legal Disclosure
Scroll down to “Enter HTML”
At the end of the HTML body, add the remove a space
The button SAVE should appear in blue, allowing you to save a new version that will be prompted to your recipients

For more information, please view the following article: Electronic Record and Signature Disclosure

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

V

ValerieP

Author

Newcomer

@Michael.Rave and @nathaly.monge

Where can I go to find my “legal disclosure” settings? I would like to know what my settings are set at.

Michael.Rave

Docusign Employee

@ValerieP

You need to be an Administrator for Docusign eSignature to access the settings. Then is has it’s own tab called “Legal Disclosure” on the lefthand navigation, where you can configure the ERSD.

This Docusign Support article provides step-by-step instructions.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

N

nathaly.monge

Docusign Employee

Hello @ValerieP ,

If you found our response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

C

cg1stph

Newcomer

Hi. I have a related question. Is there a way to get the certificate of completion without the legal disclosure content. Our docusign settings only request to accept the ERES at first login but we always get the legal disclosure pages in all certificates of documents we sign.

Is there a way to get the signed docusign with certificate but without the legal disclosure?

FYI we are using both Part 11 and normal Docusign modules

Thanks for your help

Celine

N

nathaly.monge

Docusign Employee

Hello @cg1stph ,

Welcome to the Docusign Community and thank you for posting your concerns!

Unfortunately no, there isn’t a way to control if the legal disclosure is to be added or not to the certificate of completion, what is controlled is the frequency in which a recipient need to accept the Legal Disclosure: Enable the Electronic Record and Signature Disclosure for Your Account

Let us know if you need further assistance with this.

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

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