You may prompt your users to accept your company's terms of use before proceeding to the data room.
To apply custom Terms of use, click Settings in the left panel and select Project.
Here you will find the Terms of use tab, where you can create new terms of use.
This brings you to a new page where you can create and edit your new terms of use.
Title of Terms of use
From the drop-down, select the appropriate option for your new terms of use.
Administrators have the following title options available to use?:
NDA
Terms and conditions of access
Confidentiality agreement
Disclaimer
Custom title
Display terms of use
Here you can decide whether the users should accept the terms "On first sign-in" or "On each sign-in":
On first sign-in: the users will accept the terms before signing in to the project for the first time.
On each sign-in: the users will accept the terms prior to each sign-in to the project.
💡 In case you select the option "On first sign-in", the users will be offered to accept the terms of use each time its text is updated by the administrator.
Assigned groups
Here you can assign specific terms to specific groups as you require. Click the drop-down and select the groups required.
💡 Each group can have only one active agreement at one time.
Editing terms content
To edit the text, you may use the editor provided. All formatting options are available.
Tags for terms
Tags are a quick and easy way to customize your terms of use for your project. When editing the terms, press “/” to see a dropdown list of helpful tags.
The list of tags is as follows:
First name
Last name
Full name
Company
Email
User group
Date
These values will be replaced with the relevant information for each participant upon signing in to the project.
The editor is a quick and easy-to-use word processor that allows admins to effortlessly amend terms as they see fit.
💡 Participants will need to accept the terms after each time the administrator updates its text.
Preview and edit Terms of use
Once you've created the Terms of use, you can review how the assigned group will see them and make edits if needed.
Hover over the specific Terms of use in the list and click Preview to open it in preview mode. If changes are needed, click the pencil icon to open Terms of use in the editing mode.
Downloading Terms of use
Project administrators can download every accepted Terms of use in PDF format.
Navigate to the Terms of use tab and click Download accepted terms.
Use the following filters to refine your search:
Click the All dropdown to select the relevant Terms of use by title.
Click the All users dropdown to select a group or individual participant. You can also use the search bar to quickly locate specific users.
To download the accepted Terms of use, hover over the needed title and click the Download button.
The downloaded Terms of use will include:
Title
Full text of the Terms of use
Participant's full name, email, and company
Date of acceptance
Reports and Terms of use
Project administrators can track which text was applied and when in Reports by reviewing the Activity log.
You will find the relevant information under Action and Description columns. This allows administrators to track who accepted the terms and includes its publication date.
Terms of use examples
Below you may find some examples of terms, which you can use to draft your text.