Onboarding terms and conditions

This optional flow is used to create Anchorage Digital branded terms & conditions through Docusign for end clients to review and sign. They are then attached to a subaccount onboarding application.

Step 1: Create new terms and conditions for a signer

`POST /v2/onboarding/agreements/terms`

The endpoint accepts the following entries data:

Tag	Description	Required	Type	Value restrictions
legalEntityName	legal entity name	Yes	String
signerFirstName	signer’s first name	Yes	String
signerLastName	signer’s last name	Yes	String
signerEmail	signer’s email address	Yes	String	valid e-mail address
termsAgreementFormat	agreement format docusign for Docusign integration	Yes	String	docusign (anchorage format has been deprecated)
returnUrl	URL of the page to be redirected to once the terms and conditions have been accepted	No	String
frameAncestorress	URL where the terms and conditions link should be embedded	No	String

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.

Note: Anchorage supports Docusign’s Embedded Signing integration, which allows immediate signing within an app or website. While there are user experience advantages with this integration, the signed URLs returned do have additional security and should be generated immediately before use and is subject to a 5 minute timeout from Docusign that cannot be changed.

Details from Docusign are available in this page. Should a URL expire, a new URL can be requested with a subsequent GET call to the agreement endpoint.

Note: The agreement(s) need to be signed by all parties and reflect a status of COMPLETE prior to submitting the entire onboarding application.

Step 2: Check the status of the terms/generate a new signed URL

`GET /v2/onboarding/agreements/terms/{{termsAgreementId}}`

Return details of the agreement, including status and if still IN_PROGRESS a new Docusign signed URL (timed).

Changelog

Date	Change
June 10, 2025	Updates for new onboarding API payloads and flows
May 1, 2025	Initial version