Solutions

Consent and disclosure forms

Capture disclosure and acceptance with traceable evidence at scale — disclosure text shown before signing, signer proof points, and retention per envelope.

Shown first

Disclosure before signature

Acceptance recorded as an audit event

OTP

Signer identity on every form

Email or phone verified — no account needed

Hash-sealed

Tamper-evident consent record

Document integrity verifiable post-signing

Policy

Retention per envelope

Automated deletion schedule, audited

Consent workflows EndorsedSign supports today

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Terms and conditions acceptance

Configurable disclosure text shown to the signer before they can begin. Acceptance is recorded as an audit event.

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Patient consent (healthcare)

HIPAA-profile consent workflows with PHI-safe notification and two-person deletion gate. See the healthcare page for the full pattern.

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Research participation consent

Multi-signer consent flows where participant, witness, and investigator each sign in required sequence.

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Digital product consent

In-app consent capture via the Elements embed. Terms accepted and signed inside your product — no redirect.

What makes consent defensible

RequirementPaper / email todayWith EndorsedSign
Disclosure shown before signingPaper given to participant; no record of readingDisclosure text displayed in signer path; acceptance is an audit event
Signer identityName only; no verificationOTP to verified email or phone; recorded with timestamp and IP
Document integrityUnsigned copy vs. signed scan — version riskHash-sealed document; tampering detectable
Audit trailPaper log or email chainAppend-only hash-chained event log per envelope
RetentionManual retention schedule; risk of premature deletionPolicy-driven retention with documented deletion events

Defensibility requirements vary by jurisdiction and consent type. Consult applicable regulations for your specific use case.

Common questions about consent and disclosure

Consent packs with statuses you can audit

Consent tenant documents list with disclosure forms
Consent Clinic documents — disclosure forms in mixed states.

Set up a consent template in your sandbox

We will configure a consent form with disclosure text and walk through the signer path together.