Add and manage a custom electronic consent disclosure

If you want to add a custom electronic disclosure to all of your transactions, you can use this feature to obtain consent from your customers. 

Who this is for

Any user in your organization with an owner or admin role and notaries sourcing transactions (NSTs) can perform the actions described below.

What to expect

The custom electronic consent disclosure must be one (1) file in portable document format (PDF).

If enabled, this custom electronic disclosure:

• Appears for every signer who attempts to complete a transaction.
• Is recorded in the audit log of the transaction and tied to specific signers.
• Does not replace the Proof eSign consent form that is automatically generated for every transaction.

Customer experience

• Must use the Proof website on a computer or mobile device.
• May not take actions or view documents until the disclosure is accepted.
• Must review and agree to Proof's eSign consent form that is automatically generated for transactions.

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

Add a custom disclosure

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

Log in to your Proof account to complete the steps below.

1. Click Settings from the navigation panel on the left.
   • If you don't see the panel, click the caret to expand it.
2. Click Transaction Settings from the Settings menu on the left.
3. Check the box next to Enable custom electronic consent disclosure.
4. Click Upload a document and select the desired file.
5. Click Save changes.

Remove a custom disclosure

1. Click Settings from the navigation panel on the left.
   • If you don't see the panel, click the caret to expand it.
2. Click Transaction Settings from the Settings menu on the left.
3. Check the box next to Enable custom electronic consent disclosure.
4. Click the X next to the name of the file to remove the existing file.

This change is saved immediately.

Replace a custom disclosure

Follow the instructions above to first remove the existing disclosure, then add a new disclosure.