How to add agreements before viewing documents or data rooms

Require viewers to accept terms, NDAs, or other agreements before access.

Adding Agreements

Open document or data room settings

2. Go to "Security" or "Agreements"

3. Click "Add Agreement"

4. Upload agreement document or use template

5. Configure:

- Agreement type (NDA, Terms, etc.)

- Required for all viewers

- Acceptance tracking

6. Save

**NDA**: Non-disclosure agreements

**Terms of Service**: Usage terms

**Privacy Policy**: Privacy terms

**Custom**: Your own agreement

Track who accepted

When they accepted

IP address

Export acceptance records

Use legally-reviewed agreements

Make agreements clear

Track all acceptances

Keep records for compliance

Update agreements as needed