Configure the terms of use and customer disclosure elements

Last updated on Apr 06, 2022 09:25:32 AM GMT

The "Explicit Consent" feature is available to individual, team, business, and enterprise levels of service.

Overview

Terms of Use (ToU) and Consumer Disclosure (CD) documents are commonly found as part of using a service like Adobe Acrobat Sign, and serve to define the vendor/user relationship in terms of limitations, responsibilities, expectations, and within the context of electronic signatures, an agreement to conduct business electronically.

For most use cases, an implicit agreement to these documents is sufficient. To that end, Acrobat Sign makes links to these documents conspicuous when any recipient has access to an Agreement in the signature cycle.

However, some compliance requirements demand a more assertive acceptance of these documents. To fill that need, the Terms of Use & Consumer Disclosure settings allow an Account level admin to require explicit agreement to each document type.

How it’s used

In most use cases, the Acrobat Sign ToU and Privacy Policy are presented to the recipient before they can interact with the agreement. There are two notable exceptions to this:

Recipients that have an active user in the same account as the sender.
Recipients that access the agreement while logged in to Acrobat Sign.

The Consumer Disclosure is presented to the recipient based on the account configuration. If a custom ToU is also configured, it is presented with the CD.

The default setting (implicit consent) exposes the Consumer Disclosure link at the time the Recipient is finalizing their signature. (see example below)

Enabling Explicit Consent requires the Recipient to actively check a box affirming they agree to the ToU and CD.

Enabling Forced Review requires the Recipient to open each document individually, and then actively check the box agreeing to the terms.

Note:

If second factor verification is in place, the Recipient will have to verify their identity first, and then they will be able to accept the ToU/CD

Logging to the Audit Report

When Explicit Consent is enabled, the Audit Report will reflect that there was an acceptance of the Terms of Use and Customer Disclosure.

Adding a custom ToU/Customer Disclosure (enterprise service plans only)

Customers with an enterprise service plan have the option to provide their own (additional) ToU and Customer Disclosure. This option is not currently exposed to the customer interface, so if you would like to take advantage of this feature:

Make your ToU/CD available via public URL.
Contact the Support team and provide them with the URL.
- Adobe must review and approve the content of the document.
Once the content is approved, the URL provided is configured in your account, and the link points to your page.

Configurable options

If there is a need to configure groups differently from the account setting, then you can contact the Support team to have different settings applied at the group level. Group-level settings will override the account-level settings.

The options for this feature are:

Define when the CD and custom ToU are displayed, by Recipient role, at the Account or Group level.
Each Recipient role can be individually configured.

Example of each setting

The setting:

The acceptance process:

Accept the Acrobat Sign ToU and Privacy Policy by selecting the Continue button (after opening the agreement).
Fill in the agreement fields as required.
Accept the Customer Disclosure and custom ToU by selecting the Click to Sign button.

The setting:

The acceptance process:

Accept the Acrobat Sign ToU and Privacy Policy by selecting the Continue button (after opening the agreement).
Fill in the agreement fields as required.
Accept the Customer Disclosure and custom ToU by checking the box.
Click to Sign when done.