Skip to main content
This flow creates Anchorage Digital branded terms and conditions through Docusign for end clients to review and sign. Agreements are attached to a subaccount onboarding application.
1

Create new terms and conditions for a signer

POST /v2/onboarding/agreements/{agreementType} with agreementType set to terms.A unique termsAgreementId is returned, which will be used in an end client onboarding application. A Docusign signed and timed url is also returned. A new signed URL is returned on each GET call as long as the terms are still IN_PROGRESS.
Anchorage Digital supports Docusign’s Embedded Signing integration, which allows immediate signing within an app or website. Signed URLs are valid for 5 minutes (a Docusign limit that cannot be changed) and should be generated immediately before use. If a URL expires, request a new one with a subsequent GET call to the agreement endpoint. All agreements must reflect a status of COMPLETE before submitting the full onboarding application. See Docusign embedded signing documentation for details.
2

Check the status or generate a new signed URL

GET /v2/onboarding/agreements/{agreementType}/{agreementId} with agreementType set to terms and agreementId set to the termsAgreementId.Returns details of the agreement, including status. If still IN_PROGRESS, a new Docusign signed URL is returned.

Changelog