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How to add custom legal disclosure for your signers?

Fri, 12 Nov, 2021

Legal terms give the users legal disclosures, terms, and conditions before they can continue with the actual process. The legal terms added is not just to inform but also to get approval to the terms beforehand. BoldSign provides its user an option to add legal terms as per their requirement. The user can define their custom terms and get signer’s approval on them before proceeding with the signing process.

  • The option for adding custom legal terms is available under the Branding section. To add it, first, you have to start by creating or editing a brand.

Create or edit brand

  • You can see the Custom Legal Terms option at the bottom of the branding page. Enable the option.
  • Add a title in the title box to display during the signing process. The title you add here will appear as a link text during the signing process along with the terms and conditions of BoldSign.
  • Next, you can see a text box below the title box to add the custom legal terms as per requirement. You can use markdown format or the toolbar to format the contents of it.

Custom legal terms option

  • Here are the supported markdown syntaxes for your reference.
Formatting option Markdown Syntax
Heading Size 1 # Heading 1
Heading Size 2 ## Heading 2
Heading Size 3 ### Heading 3
Bold **Bold Text**
Italic *Italic text*
Lists * List Item
Link Text [Link Text] ( “Help Text”)
  • You can see the preview of the legal terms on the right side. Click on the title of the legal terms to see the preview of your legal terms.
  • After entering the required legal terms and formatting, update the details to the brand by clicking the Save Change button at the top right.

Legal terms preview

  • While sending the document, select your respective brand where you have defined your custom legal terms and send the document as usual.

Select brand

  • When signing the document, the signer is now presented with custom legal terms and must agree to it, to continue signing the document.
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