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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

Hello ​@Wendi Barker ,

 

Thank you for reaching out here in the Docusign Community. Welcome to the Docusign Community and thank you for posting your concerns!

 

I understand the confusion the ERSD might have caused your View Only recipients, and I'd gladly answer your question.

Currently, if the ERSD is turned on, it will send it to all new recipients that have a Docusign account, whether they will sign the document or not.

Please use this link for reference.

Enable the Electronic Record and Signature Disclosure for Your Account

Let us know if you still need assistance with this topic.

 

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

Thank you Rodolfo.  For me just having that checked did not force the agreement to be checked for view only.  However I checked the box to enforce and that seemed to do the trick.

 

Thank you for taking the time to respond.  I appreciate it!

Hello ​@Wendi Barker 

I hope you are doing well. 

It appears that you were able to solve your issue. Favor, may you please mark your answer as the "Best Answer ✅" by clicking “Select as Best”.  

It helps other community members who might have similar questions. Thank you!

Best regards,
Marco Paulo | Docusign Community Moderator

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