Proof

Add and Manage a Custom Electronic Consent Disclosure

Organizations can add and manage a single PDF custom electronic consent disclosure in Transaction Settings, which requires signers to accept it before proceeding with any transaction, is recorded in the audit log, does not replace the default Proof eSign consent, and can be updated or removed via the Settings menu.

Audience: Organizations

The short answer: Enable a custom electronic consent disclosure in Transaction Settings to require signer acceptance before any transaction.

How It Works

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 real estate transactions.

If the disclosure changes while a signer is in session, the customer's transaction refreshes and they are presented with the new disclosure to accept.

Customer Experience

When a custom disclosure is enabled, customers:

  • 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.

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.

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

Remove a Custom Disclosure

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

This change is saved immediately.

Replace a Custom Disclosure

To replace a disclosure, first follow the steps above to remove the existing disclosure, then follow the steps to add a new one.

Summary Checklist

  • Custom disclosure must be a single PDF file
  • Enable the disclosure in Settings → Transaction Settings
  • Upload your disclosure file and click Save changes
  • To remove: click the X next to the filename in Transaction Settings
  • To replace: remove the existing file first, then upload the new one

Still Unsure?

Our support team is happy to help. Submit a support request or chat with us from any page in the app.

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