Add a custom consent disclaimer

Open Settings > Advanced features > Custom disclaimer notice, edit the text in the box, and click Enable custom disclaimer. Your wording then replaces the standard electronic-record disclosure that every signer in the workspace reads before they sign.

Who can do this

Workspace admins, on Business and above. It changes what your signers legally consent to, so get whoever owns your contract wording to approve the text before you turn it on.

Write and enable a custom consent disclaimer

1. Open Settings > Advanced features and click Configure on Custom disclaimer notice.

2. Read what is already in the editor. We pre-load our standard six-section ESIGN disclosure rather than a blank page. Most workspaces edit a few paragraphs instead of drafting from scratch.

   

3. Edit it. The toolbar gives you Bold, Italic, Underline, two heading levels, and bulleted and numbered lists. Enough structure for a disclosure, and not enough to make a mess of one.

   

4. Click Enable custom disclaimer. The button stays disabled while the editor is empty.

If you want the standard copy back while you're still writing, Restore defaults reloads it into the editor. It only touches the editor. Nothing changes for signers until you click the enable button.

What your signers see

Before a signer can open the document they get a consent screen, the first stop in signing a document you received. The line on it reads "By continuing, you confirm you have read and understood the Electronic record & signature disclosure and consent to use electronic records and signatures. Your IP address, browser, and the time of every action will be recorded in the audit trail." The disclosure phrase is a link. Clicking it opens a dialog with that same fixed heading at the top and your text below it. The signer closes the dialog and clicks Agree & continue.

Your wording is also written into the legal-disclosure page of the audit trail PDF for every document signed while it is active. An auditor reading that PDF years from now sees the wording you shipped today. Get it right the first time.

Manage your custom disclaimer

Once enabled, the page turns into a status panel: Status, a Word count, Last updated, and the fixed Heading, next to a rendering of your text. The dialog frame around it follows the logo and color in your branding settings.

• Edit reopens the editor with your current wording loaded. Click Save changes to publish the revision.
• Disable custom disclaimer switches signers back to our standard disclosure. Your text isn't kept, so copy it somewhere first if you might want it later.

If something goes wrong

• Enable custom disclaimer will not click. The editor is empty, or holds only blank paragraphs. Type something.
• The page shows a coral Business chip. Your plan does not include this feature and the editor is replaced by an upgrade panel.
• A signer says they never saw your notice. They may have signed before you enabled it. Open that document's audit PDF, which carries the disclosure that was actually shown.
• Your text looks cramped in the dialog. Long disclosures scroll inside it while the heading and close button stay pinned. Length isn't the problem. Break it up with headings if it reads as a wall.
• You need different wording for a single document. The feature card describes an override per envelope from the wizard. There is no such override today. One disclaimer covers the whole workspace.