Settings → Legal and agreements holds the text a reader accepts before a shared report opens.
Your wording, not ours
The platform ships defaults so nothing is ever shared ungated, but your firm's counsel will have their own confidentiality and non-reliance wording. Add it as a template, and it becomes the default for new shares.
Templates are versioned. An acceptance records which version was accepted, so changing the template does not rewrite history — the person who accepted v2 is recorded as having accepted v2.
How acceptance is captured
- Clickwrap — the reader reads the terms and accepts. Recorded with name, time and version.
- Acknowledge mode — a lighter confirmation, for a reader already under a signed master agreement, where the notice is a reminder rather than a new contract.
- E-signature envelope — the agreement is executed through a signature workflow instead of a click, for the cases where counsel requires it. Available on the plans that include the e-sign channel.
- Executed document upload — where the agreement was signed outside the platform, attach the executed copy so the record is complete.
Re-acceptance
Set whether acceptance persists for a reader or must be renewed: per share, after a period, or whenever the template version changes. A reader who accepted a superseded version is asked again rather than being silently carried over.
Per-project overrides
A specific project can override the workspace default — a target under a bespoke arrangement, or a co-investor with their own terms. The override applies to shares from that project only.
Availability
Custom templates, acknowledge mode, re-acceptance policy and per-project overrides are part of the plans that include custom agreement templates. Every paid plan can still use the platform defaults.