Custom Electronic Disclosures

Overview

Steps to obtain customer consent by including a custom electronic disclosure with all of your transactions. 

🎯Primary Audience: Proof for Business

Need to Know

If enabled, this custom electronic disclosure:

• Must be one (1) file in portable document format (PDF).
• Appears for every signer who attempts to complete a transaction.
• Is recorded in the audit log of the transaction and tied to specific signers.

Your customer:

• Must use the Proof website (on a mobile device or computer) to complete a transaction with a custom electronic disclosure, not the Prof mobile app.
• May not take actions or view documents until the disclosure is accepted.

This is how the custom electronic consent disclosure appears to your customer. The customer must click I Agree before proceeding to the document.

Manage Your Custom Electronic Disclosure

The custom electronic disclosure setting can be found in the Settings menu.

1. Log in to your Proof account.
2. Click ⚙️ Settings from the navigation panel on the left:
   • If you don't see the panel, click the caret to expand it.
3. Select Transaction Settings from the Settings menu.
   • The Signer settings tab opens as the default.
4. Scroll down to the second box labeled Custom electronic consent disclosure. You can perform the following actions:
   • Enable and add the disclosure for all transactions

     1. Check the box to unlock the feature.
     2. Click Upload a PDF or drag and drop the desired file to the upload box. 

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   • Remove a File

     1. Click the X next to the file name to delete the file.
        
        
        • Add a new file if desired. If not, move to the next step.

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   • Disable the custom electronic disclosure option for all transactions

     1. Click the box to uncheck this option.
        

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5. Click Save changes.

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