How to add agreements before viewing documents or data rooms?

Want to make sure viewers accept your terms before accessing your content? Papermark lets you add legal agreements (like NDAs, terms of service, or custom agreements) that viewers must accept before they can view your documents or data rooms.

All agreement acceptances are tracked in your analytics, giving you a clear record of who accepted what and when.

You can manage agreements in two ways:

• Through Settings → Agreements to set up agreements before adding content
• Directly in document or data room link settings when sharing

Step-by-step setup

1. Upload your content – Either:
   • Upload individual documents to your workspace
   • Create a data room and organize your files into folders

2. Create a shareable link – Go to your document or data room and click "Create Link".

3. Open link settings – In the link settings panel, find the "Agreements" section.

4. Add your agreement – Add an existing agreement or create a new one:

• Signing template (recommended): Upload a PDF and place fields on it (signature, name, email, initials, date, text, and more), assigned to the viewer. The viewer signs inside Papermark before they get access.
• Link to online agreement: Enter a URL to your hosted agreement; the viewer accepts with a checkbox.
• Upload PDF or paste text: Add an agreement the viewer accepts with a checkbox.

With a signing template, you place and assign the fields the viewer must complete, then click Update Template to save it.

5. Share the link – Send your link to viewers. They'll see the agreement screen first:

6. Track acceptances – Monitor who's accepted your agreement:
   • Check the analytics section of your dashboard
   • See who clicked "Accept" and when
   • Download acceptance logs if needed

Agreement types you can use

• NDAs: Protect confidential information
• Terms of Service: Set usage rules
• Custom Agreements: Any legal text you need accepted
• Disclaimers: Add important notices
• Usage Policies: Define how content can be used

Tips for success

• Keep agreements clear and concise
• Use plain language when possible
• Consider having your agreement reviewed by legal counsel
• Test the viewer experience before sharing widely
• Remember that agreements apply to all content in a data room

Common questions

Related guides

• How to create a data room
• Understanding link settings
• Track document analytics

Need help? Contact support@papermark.com or use the in-app chat.