Consent Policies

sha256sum refract-standard-consent-2026.2.yaml

(Get-FileHash .\refract-standard-consent-2026.2.yaml -Algorithm SHA256).Hash.ToLower()

# REFRACT standard consent policy, version 2026.2.
#
# Starter text awaiting counsel's review (docs/decisions/esign-counsel-review.md, Q13). It is
# deliberately conservative and is not a draft: it ships and is shown to signers as written.
# It says what 2026.1 says, section by section, set out as paragraphs and lists, and names the
# sender and the document through tokens filled in when the policy is shown (consent spec 3.5).
# Counsel's edits ship as a new version (a new file version and a new registry entry); this
# version is never edited, because envelopes created with it keep its text.
#
# This comment is part of the file's bytes and so is covered by its registered hash
# (systemConsentRegistry.ts). Changing anything in this file, including this comment, needs a
# new version.
consentPolicy:
  schemaVersion: 2
  id: refract-standard-consent
  version: "2026.2"
  title: Consent to use electronic records and signatures
  sections:
    - heading: What this consent covers
      blocks:
        - paragraph: You have been asked by {{organizationName}} to review and sign {{documentName}} electronically.
        - paragraph: "This consent covers:"
        - bullets:
            - "{{documentName}} itself"
            - the records about it that are provided to you
            - your electronic signature on it
        - paragraph: If you consent, you agree to use an **electronic signature in place of a handwritten signature** on {{documentName}}.
    - heading: Paper copies
      blocks:
        - paragraph: You may ask {{organizationName}} for a paper copy of {{documentName}}. Contact them directly to ask, and to find out whether a fee applies.
    - heading: Withdrawing your consent
      blocks:
        - paragraph: You may **decline to sign** instead of giving consent.
        - paragraph: "You may also withdraw your consent before you sign, by:"
        - bullets:
            - declining to sign, or
            - contacting {{organizationName}}.
        - paragraph: Withdrawing your consent does not affect records already provided to you electronically, or the effect of a signature you have already given.
    - heading: What you need
      blocks:
        - paragraph: "To review and sign electronically you need:"
        - bullets:
            - a device with a current web browser
            - access to the email address this document was sent to
            - software that can open PDF files
        - paragraph: To keep a copy, you need to be able to save or print a PDF file.
    - heading: Keeping your contact details up to date
      blocks:
        - paragraph: If your email address changes, tell {{organizationName}}.
  acknowledgements:
    - key: electronic-records
      label: I consent to receive and sign this document and its records electronically.
    - key: can-access
      label: I can open and keep PDF files on the device I am using.
  action:
    label: Agree and continue

# REFRACT standard consent policy, version 2026.1.
#
# Starter text awaiting counsel's review (docs/decisions/esign-counsel-review.md, Q13). It is
# deliberately conservative and is not a draft: it ships and is shown to signers as written.
# Counsel's edits ship as a new version (a new file version and a new registry entry); this
# version is never edited, because envelopes created with it keep its text.
#
# This comment is part of the file's bytes and so is covered by its registered hash
# (systemConsentRegistry.ts). Changing anything in this file, including this comment, needs a
# new version.
consentPolicy:
  schemaVersion: 1
  id: refract-standard-consent
  version: "2026.1"
  title: Consent to use electronic records and signatures
  sections:
    - heading: What this consent covers
      paragraphs:
        - The organization that sent you this document is asking you to review and sign it electronically. This consent covers this document, the records about it that are provided to you, and your electronic signature on it.
        - If you consent, you agree to use an electronic signature on this document in place of a handwritten signature.
    - heading: Paper copies
      paragraphs:
        - You may ask the organization that sent you this document for a paper copy of it. Contact them directly to ask, and to find out whether a fee applies.
    - heading: Withdrawing your consent
      paragraphs:
        - You may decline to sign this document instead of giving consent. You may also withdraw your consent before you sign by declining to sign, or by contacting the organization that sent you this document.
        - Withdrawing your consent does not affect records already provided to you electronically, or the effect of a signature you have already given.
    - heading: What you need
      paragraphs:
        - "To review and sign electronically you need: a device with a current web browser, access to the email address this document was sent to, and software that can open PDF files. To keep a copy, you need to be able to save or print a PDF file."
    - heading: Keeping your contact details up to date
      paragraphs:
        - If your email address changes, tell the organization that sent you this document.
  acknowledgements:
    - key: electronic-records
      label: I consent to receive and sign this document and its records electronically.
    - key: can-access
      label: I can open and keep PDF files on the device I am using.
  action:
    label: Continue to document

# REFRACT standard consent policy for requests, version 2026.1.
#
# Starter text awaiting counsel's review (docs/decisions/esign-counsel-review.md, Q14). It is
# deliberately conservative and is not a draft: it ships and is shown as written. It is the
# system policy for workflow: the external participants of a request see it before the form
# loads, the person asked to complete and submit it and an approver asked to review it. It
# follows refract-standard-consent 2026.2 section by section, worded for completing and
# submitting a request instead of signing, and uses the same tokens, filled in when the policy
# is shown (consent spec 3.5). Counsel's edits ship as a new version (a new file version and a
# new registry entry); this version is never edited, because requests created with it keep its
# text.
#
# This comment is part of the file's bytes and so is covered by its registered hash
# (systemConsentRegistry.ts). Changing anything in this file, including this comment, needs a
# new version.
consentPolicy:
  schemaVersion: 2
  id: refract-standard-consent-request
  version: "2026.1"
  title: Consent to use electronic records for this request
  sections:
    - heading: What this consent covers
      blocks:
        - paragraph: You have been asked by {{organizationName}} to take part in {{documentName}} electronically, by completing and submitting it or by reviewing it.
        - paragraph: "This consent covers:"
        - bullets:
            - "{{documentName}} itself"
            - the information you enter and submit in it
            - any decision you give on it
            - the records about it that are provided to you
        - paragraph: If you consent, you agree to **complete, submit and review this request electronically, instead of on paper**, and that what you submit and any decision you give are recorded electronically.
    - heading: Paper copies
      blocks:
        - paragraph: You may ask {{organizationName}} for a paper copy of {{documentName}} and of the records about it. Contact them directly to ask, and to find out whether a fee applies.
        - paragraph: You may also ask {{organizationName}} whether you can complete {{documentName}} on paper instead.
    - heading: Withdrawing your consent
      blocks:
        - paragraph: You may **decline** instead of giving consent.
        - paragraph: "You may also withdraw your consent before you submit {{documentName}} or give a decision on it, by:"
        - bullets:
            - declining, or
            - contacting {{organizationName}}.
        - paragraph: If you decline, you cannot continue with {{documentName}} electronically, and {{organizationName}} is told that you declined.
        - paragraph: Withdrawing your consent does not affect records already provided to you electronically, information you have already submitted, or a decision you have already given.
    - heading: What you need
      blocks:
        - paragraph: "To take part electronically you need:"
        - bullets:
            - a device with a current web browser
            - access to the email address this request was sent to
            - software that can open PDF files
        - paragraph: To keep a copy, you need to be able to save or print a PDF file.
    - heading: Keeping your contact details up to date
      blocks:
        - paragraph: If your email address changes, tell {{organizationName}}.
  acknowledgements:
    - key: electronic-records
      label: I consent to take part in this request and to receive its records electronically.
    - key: can-access
      label: I can open and keep PDF files on the device I am using.
  action:
    label: Agree and continue

# REFRACT standard consent policy for document delivery, version 2026.1.
#
# Starter text awaiting counsel's review (docs/decisions/esign-counsel-review.md, Q14). It is
# deliberately conservative and is not a draft: it ships and is shown as written. It is the
# system policy for Delivery: a recipient sees it before the document is provided. It follows
# refract-standard-consent 2026.2 section by section, worded for receiving documents
# electronically instead of signing, and uses the same tokens, filled in when the policy is
# shown (consent spec 3.5). Counsel's edits ship as a new version (a new file version and a new
# registry entry); this version is never edited, because deliveries created with it keep its
# text.
#
# This comment is part of the file's bytes and so is covered by its registered hash
# (systemConsentRegistry.ts). Changing anything in this file, including this comment, needs a
# new version.
consentPolicy:
  schemaVersion: 2
  id: refract-standard-consent-delivery
  version: "2026.1"
  title: Consent to receive documents electronically
  sections:
    - heading: What this consent covers
      blocks:
        - paragraph: "{{organizationName}} would like to provide {{documentName}} to you electronically."
        - paragraph: "This consent covers:"
        - bullets:
            - "{{documentName}} itself"
            - the records about it that are provided to you
        - paragraph: If you consent, you agree to **receive this document and its records electronically, instead of on paper**.
    - heading: Paper copies
      blocks:
        - paragraph: You may ask {{organizationName}} for a paper copy of {{documentName}}. Contact them directly to ask, and to find out whether a fee applies.
    - heading: Withdrawing your consent
      blocks:
        - paragraph: You may **decline** instead of giving consent.
        - paragraph: If you decline, {{documentName}} is not provided to you through this link, and {{organizationName}} is told that you declined. Contact them to receive it another way.
        - paragraph: You may also withdraw your consent later, by contacting {{organizationName}}.
        - paragraph: Withdrawing your consent does not affect documents and records already provided to you electronically.
    - heading: What you need
      blocks:
        - paragraph: "To receive documents electronically you need:"
        - bullets:
            - a device with a current web browser
            - access to the email address this document was sent to
            - software that can open PDF files
        - paragraph: To keep a copy, you need to be able to save or print a PDF file.
    - heading: Keeping your contact details up to date
      blocks:
        - paragraph: If your email address changes, tell {{organizationName}}.
  acknowledgements:
    - key: electronic-records
      label: I consent to receive this document and its records electronically.
    - key: can-access
      label: I can open and keep PDF files on the device I am using.
  action:
    label: Agree and continue

{
  "templateSettings": {
    "esign":    { "consent": { "mode": "required", "policyId": "acme-consumer-records" } },
    "workflow": { "consent": { "mode": "required", "policyId": "acme-consumer-records" } },
    "delivery": { "mode": "SECURE_LINK", "consent": { "mode": "required", "policyId": "acme-consumer-records" } }
  }
}

consentPolicy:
  schemaVersion: 2
  id: acme-consumer-records
  version: "2026.1"
  title: Consent to receive records electronically
  sections:
    - heading: What this consent covers
      blocks:
        - paragraph: "{{organizationName}} would like to provide {{documentName}} to you electronically."
        - bullets:
            - "{{documentName}} itself"
            - the records about it that are provided to you
  acknowledgements:
    - key: electronic-records
      label: I consent to receive this document and its records electronically.
  action:
    label: Agree and continue