View Source DocuSign.Api.AccountConsumerDisclosures (DocuSign v1.2.0)

API calls for all endpoints tagged AccountConsumerDisclosures.

Summary

Functions

Gets the default Electronic Record and Signature Disclosure for an account. Retrieves the default, HTML-formatted Electronic Record and Signature Disclosure (ERSD) associated with the account. This is the default ERSD disclosure that DocuSign provides for the convenience of U.S.-based customers only. This default disclosure is only valid for transactions between U.S.-based parties. To set the language of the disclosure that you want to retrieve, use the optional langCode query parameter.

Gets the Electronic Record and Signature Disclosure for an account. Retrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) associated with the account. To set the language of the disclosure that you want to retrieve, use the optional langCode query parameter. Note: The text of the default disclosure is always in English, but if you are using a custom disclosure and have created versions of it in different signer languages, you can use the langCode parameter to specify the signer language version that you want to retrieve.

Updates the Electronic Record and Signature Disclosure for an account. Account administrators can use this method to perform the following tasks: - Customize values in the default disclosure. - Switch to a custom disclosure that uses your own text and HTML formatting. - Change values in your existing consumer disclosure. To specify the signer language version of the disclosure that you are updating, use the optional langCode query parameter. Note: Only account administrators can use this method. Each time you change the disclosure content, all unsigned recipients of outstanding documents will be required to accept a new version. ## Updating the default disclosure When you update the default disclosure, you can edit all properties except for the following ones: - accountEsignId: This property is read-only. - custom: The default value is false. Editing this property causes the default disclosure to switch to a custom disclosure. - esignAgreement: This property is read-only. - esignText: You cannot edit this property when custom is set to false. The API returns a 200 OK HTTP response, but does not update the esignText. - Metadata properties: These properties are read-only. Note: The text of the default disclosure is always in English. ## Switching to a custom disclosure To switch to a custom disclosure, set the custom property to true and customize the value for the eSignText property. You can also edit all of the other properties except for the following ones: - accountEsignId: This property is read-only. - esignAgreement: This property is read-only. - Metadata properties: These properties are read-only. Note: When you use a custom disclosure, you can create versions of it in different signer languages and se the langCode parameter to specify the signer language version that you are updating. Important: When you switch from a default to a custom disclosure, note the following information: - You will not be able to return to using the default disclosure. - Only the disclosure for the currently selected signer language is saved. DocuSign will not automatically translate your custom disclosure. You must create a disclosure for each language that your signers use. ## Updating a custom disclosure When you update a custom disclosure, you can update all of the properties except for the following ones: - accountEsignId: This property is read-only. - esignAgreement: This property is read-only. - Metadata properties: These properties are read-only. Important: Only the disclosure for the currently selected signer language is saved. DocuSign will not automatically translate your custom disclosure. You must create a disclosure for each language that your signers use.

Functions

Link to this function

consumer_disclosure_get_consumer_disclosure(connection, account_id, opts \\ [])

View Source
@spec consumer_disclosure_get_consumer_disclosure(
  Tesla.Env.client(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.AccountConsumerDisclosures.t()}
  | {:error, Tesla.Env.t()}

Gets the default Electronic Record and Signature Disclosure for an account. Retrieves the default, HTML-formatted Electronic Record and Signature Disclosure (ERSD) associated with the account. This is the default ERSD disclosure that DocuSign provides for the convenience of U.S.-based customers only. This default disclosure is only valid for transactions between U.S.-based parties. To set the language of the disclosure that you want to retrieve, use the optional langCode query parameter.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • opts (keyword): Optional parameters
    • :langCode (String.t): The code for the signer language version of the disclosure that you want to retrieve. The following languages are supported: - Arabic (ar) - Bulgarian (bg) - Czech (cs) - Chinese Simplified (zh_CN) - Chinese Traditional (zh_TW) - Croatian (hr) - Danish (da) - Dutch (nl) - English US (en) - English UK (en_GB) - Estonian (et) - Farsi (fa) - Finnish (fi) - French (fr) - French Canadian (fr_CA) - German (de) - Greek (el) - Hebrew (he) - Hindi (hi) - Hungarian (hu) - Bahasa Indonesian (id) - Italian (it) - Japanese (ja) - Korean (ko) - Latvian (lv) - Lithuanian (lt) - Bahasa Melayu (ms) - Norwegian (no) - Polish (pl) - Portuguese (pt) - Portuguese Brazil (pt_BR) - Romanian (ro) - Russian (ru) - Serbian (sr) - Slovak (sk) - Slovenian (sl) - Spanish (es) - Spanish Latin America (es_MX) - Swedish (sv) - Thai (th) - Turkish (tr) - Ukrainian (uk) - Vietnamese (vi) Additionally, you can automatically detect the browser language being used by the viewer and display the disclosure in that language by setting the value to browser.

Returns

  • {:ok, DocuSign.Model.AccountConsumerDisclosures.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

consumer_disclosure_get_consumer_disclosure_lang_code(connection, account_id, lang_code, opts \\ [])

View Source
@spec consumer_disclosure_get_consumer_disclosure_lang_code(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.AccountConsumerDisclosures.t()}
  | {:error, Tesla.Env.t()}

Gets the Electronic Record and Signature Disclosure for an account. Retrieves the HTML-formatted Electronic Record and Signature Disclosure (ERSD) associated with the account. To set the language of the disclosure that you want to retrieve, use the optional langCode query parameter. Note: The text of the default disclosure is always in English, but if you are using a custom disclosure and have created versions of it in different signer languages, you can use the langCode parameter to specify the signer language version that you want to retrieve.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • lang_code (String.t): The code for the signer language version of the disclosure that you want to retrieve. The following languages are supported: - Arabic (ar) - Bulgarian (bg) - Czech (cs) - Chinese Simplified (zh_CN) - Chinese Traditional (zh_TW) - Croatian (hr) - Danish (da) - Dutch (nl) - English US (en) - English UK (en_GB) - Estonian (et) - Farsi (fa) - Finnish (fi) - French (fr) - French Canadian (fr_CA) - German (de) - Greek (el) - Hebrew (he) - Hindi (hi) - Hungarian (hu) - Bahasa Indonesian (id) - Italian (it) - Japanese (ja) - Korean (ko) - Latvian (lv) - Lithuanian (lt) - Bahasa Melayu (ms) - Norwegian (no) - Polish (pl) - Portuguese (pt) - Portuguese Brazil (pt_BR) - Romanian (ro) - Russian (ru) - Serbian (sr) - Slovak (sk) - Slovenian (sl) - Spanish (es) - Spanish Latin America (es_MX) - Swedish (sv) - Thai (th) - Turkish (tr) - Ukrainian (uk) - Vietnamese (vi) Additionally, you can automatically detect the browser language being used by the viewer and display the disclosure in that language by setting the value to browser.
  • opts (keyword): Optional parameters

Returns

  • {:ok, DocuSign.Model.AccountConsumerDisclosures.t} on success
  • {:error, Tesla.Env.t} on failure
Link to this function

consumer_disclosure_put_consumer_disclosure(connection, account_id, lang_code, opts \\ [])

View Source
@spec consumer_disclosure_put_consumer_disclosure(
  Tesla.Env.client(),
  String.t(),
  String.t(),
  keyword()
) ::
  {:ok, DocuSign.Model.ErrorDetails.t()}
  | {:ok, DocuSign.Model.ConsumerDisclosure.t()}
  | {:error, Tesla.Env.t()}

Updates the Electronic Record and Signature Disclosure for an account. Account administrators can use this method to perform the following tasks: - Customize values in the default disclosure. - Switch to a custom disclosure that uses your own text and HTML formatting. - Change values in your existing consumer disclosure. To specify the signer language version of the disclosure that you are updating, use the optional langCode query parameter. Note: Only account administrators can use this method. Each time you change the disclosure content, all unsigned recipients of outstanding documents will be required to accept a new version. ## Updating the default disclosure When you update the default disclosure, you can edit all properties except for the following ones: - accountEsignId: This property is read-only. - custom: The default value is false. Editing this property causes the default disclosure to switch to a custom disclosure. - esignAgreement: This property is read-only. - esignText: You cannot edit this property when custom is set to false. The API returns a 200 OK HTTP response, but does not update the esignText. - Metadata properties: These properties are read-only. Note: The text of the default disclosure is always in English. ## Switching to a custom disclosure To switch to a custom disclosure, set the custom property to true and customize the value for the eSignText property. You can also edit all of the other properties except for the following ones: - accountEsignId: This property is read-only. - esignAgreement: This property is read-only. - Metadata properties: These properties are read-only. Note: When you use a custom disclosure, you can create versions of it in different signer languages and se the langCode parameter to specify the signer language version that you are updating. Important: When you switch from a default to a custom disclosure, note the following information: - You will not be able to return to using the default disclosure. - Only the disclosure for the currently selected signer language is saved. DocuSign will not automatically translate your custom disclosure. You must create a disclosure for each language that your signers use. ## Updating a custom disclosure When you update a custom disclosure, you can update all of the properties except for the following ones: - accountEsignId: This property is read-only. - esignAgreement: This property is read-only. - Metadata properties: These properties are read-only. Important: Only the disclosure for the currently selected signer language is saved. DocuSign will not automatically translate your custom disclosure. You must create a disclosure for each language that your signers use.

Parameters

  • connection (DocuSign.Connection): Connection to server
  • account_id (String.t): The external account number (int) or account ID GUID.
  • lang_code (String.t): The code for the signer language version of the disclosure that you want to update. The following languages are supported: - Arabic (ar) - Bulgarian (bg) - Czech (cs) - Chinese Simplified (zh_CN) - Chinese Traditional (zh_TW) - Croatian (hr) - Danish (da) - Dutch (nl) - English US (en) - English UK (en_GB) - Estonian (et) - Farsi (fa) - Finnish (fi) - French (fr) - French Canadian (fr_CA) - German (de) - Greek (el) - Hebrew (he) - Hindi (hi) - Hungarian (hu) - Bahasa Indonesian (id) - Italian (it) - Japanese (ja) - Korean (ko) - Latvian (lv) - Lithuanian (lt) - Bahasa Melayu (ms) - Norwegian (no) - Polish (pl) - Portuguese (pt) - Portuguese Brazil (pt_BR) - Romanian (ro) - Russian (ru) - Serbian (sr) - Slovak (sk) - Slovenian (sl) - Spanish (es) - Spanish Latin America (es_MX) - Swedish (sv) - Thai (th) - Turkish (tr) - Ukrainian (uk) - Vietnamese (vi) Additionally, you can automatically detect the browser language being used by the viewer and display the disclosure in that language by setting the value to browser.
  • opts (keyword): Optional parameters
    • :include_metadata (String.t): (Optional) When true, the response includes metadata indicating which properties are editable.
    • :body (ConsumerDisclosure):

Returns

  • {:ok, DocuSign.Model.ConsumerDisclosure.t} on success
  • {:error, Tesla.Env.t} on failure