Manage consultations

Add a consultation

If a participant only needs to read a document of the transaction, you can assign them a consultation action. For instance, a transaction might include both documents that require signatures and appendices. Since appendices are not intended to be signed, you can assign a signature action for the documents signed and a consultation action to allow the participant to read only the appendices. To add a consultation:

1. Select the document you want to be read by a participant.
2. Click the button Add consultation.

Note that, unlike the signature field, the consultation is not visible on the document.

Assign a viewer

Now that you have added a consultation, you need to assign a viewer. The viewer can be:

• an email address,
• a designation of an unknown participant.

Note that for a single consultation, you can add one or more alternate viewers.

Add consents

A consent is a text that the participant agrees to before signing a document. Universign’s default consent on a document is “I have read, and I accept this document”. Consents are added at field level and are therefore specific to each participant. You can create up to 10 custom consents per field in addition to Universign’s default consent. They will add up on the signature page underneath each document for each participant to agree to.

There are 2 types of consents :

• Mandatory consents: The participant must agree to before reading a document.
• Optional consents: The participant has the choice to agree to or not before reading a document.

Before you can add optional consents, ensure with us that this feature is activated on your workspace.

Note that you can add consents only for consultations and signature fields.

If the optional consents feature is deactivated on your workspace, the optional consents toggle switch doesn’t display under consent boxes.

If the optional consents feature is activated on your workspace, the optional consents toggle switch displays under consent boxes and can be activated/deactivated.

If the feature is deactivated on your workspace while a transaction already contains any optional consents:

• the optional consents toggle switch will not display anymore under consent boxes,
• existing optional consents will remain optional and can no longer be switched back to mandatory (greyed out toggle switch).

Delete a consultation

You can delete a consultation from a document as long as it has no viewer assigned to it.

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