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Sharing & Agreements

Share an issued report outside the firm under a confidentiality or non-reliance gate, with acceptance recorded.

3 articles

Sharing a report externally

Create a scoped link to an issued release, gate it behind an agreement, and see who accepted what.

Agreement templates

Use your firm's own confidentiality and non-reliance wording, decide how acceptance is captured, and set when it must be renewed.

Reliance letters

Record a negotiated reliance letter and grant a relying posture on a share, with the letter's limits visible to the reader.

Sharing & Agreements - Percomb Help Center — Percomb