Documentation
How to add custom legal disclosure for your signers?
Fri, 12 Nov, 2021
Legal terms gives 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 a legal term as per their requirement. The user can define their custom terms and get signer's approval on them before proceeding with the signing process.
Defining the custom legal terms
- 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.
- You can see the Custom Legal Terms option at the bottom of the branding page. Enable the option.
- You can add a title to display during the signing process. The title you add here will appear as a linktext during the signing process along with terms and conditons 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 or the toolbar to format the contents of it.
- 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](www.link.com "Help Text") |
- You can see the preview of the legal terms on the side. You can click on the title of the legal terms on the side to see the preview of your legal terms.
- After entering the required legal terms and formatting, update the details to the brand by clicking 'Save Changes' button at the top right.
Using the custom legal terms
- While sending the document, select your respective brand where you have defined your custom legal terms and send the document as usual.
Custom legal terms on Signer pages
- When signing the document, the signer is now presented with custom legal terms and must agree to it to continue signing the document.
- The signer can see the title of the terms and conditions of your organisation.
- The signer can click the title to open the terms and conditions of your organisation before agreeing.
- After checking the the checkbox and clicking the continue buttton, the signer can continue with signing process of the document.
