Capture standalone clickwrap 'I agree' consent using the DocuSign Click API outside a full envelope signing ceremony

domain: developers.docusign.com · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Create a clickwrap (an elastic template holding the agreement terms/display settings) via the Click API's ClickWraps create operation.
  2. Publish an active version of the clickwrap using the create-clickwrap-version operation so it has a live, servable version end users can agree to.
  3. Embed the clickwrap in your site/app using Click's client-side JavaScript snippet, passing the clickwrapId and a clientUserId for the specific end user; the snippet renders the terms and an Agree control directly in your page.
  4. When the user clicks Agree, the Click service records the consent event server-side automatically; retrieve captured agreement/consent records for a given clickwrap and user via the ClickWraps resource's get-clickwrap-agreements operation.
  5. For a fully server-driven (non-embedded) flow, send the clickwrap's hosted URL to the end user directly instead of embedding the JS snippet, then still retrieve consent status afterward via get-clickwrap-agreements.
  6. Use the get-agreement-pdf operation to fetch a PDF record of a specific captured agreement for audit/compliance retention, independent of any DocuSign envelope.

Known gotchas

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