Contracting

Manage all your legal agreements and contracts in one place. Veriam allows you to easily upload your T&C's and Privacy Policies and enforce agreement of them as part of getting a subscription.

Adding a template to a subscription plan

Option 1: Create template then link it to a plan

1. Go to Veriam App.

2. Navigate to Advanced > Subscriptions > Contracting.

3. Here you’ll see an overview of all legal agreement templates that have been configured for use in subscription plans.

4. Click Create template.

5. Add a name for the legal document, this will display to customers

6. Upload the PDF file of the legal agreement you want to use.

7. (Optional) Add a version reference or description to help with internal tracking.

8. Note: At this time, legal agreements can only be accepted by the initial admin user who purchases the subscription on behalf of their organization. Additional signing options will be available soon.

9. Click Save. Your template is now available for use.

10. Go to the subscription plan where the legal agreement should apply.

11. Click Edit.

12. Add the legal template you just created.

13. Click Save & Publish to apply your changes.

Option 2: Create a template as part of setting up a plan

When creating or editing a subscription plan, you can add a placeholder legal document template to keep everything connected in one place.

1. In the plan configuration screen, scroll to the Legal Document section.

2. Click Add legal document.

3. Enter the name of the new template you want to create.

4. Complete the rest of the plan setup and click Save.

5. After saving the plan, navigate to the Contracting section under Advanced > Subscriptions, find the newly created template, and upload the corresponding PDF legal agreement.

6. Save and publish your changes.

Customer agreement to legal documents

When a new subscription is created for a customer — either manually or via the self-service pricing page — and the plan includes a legal document:

• The customer will be shown a checkbox to agree to the legal terms.

• A link to view the PDF version of the legal agreement will be provided.

• The subscription cannot be activated until the customer has agreed to the legal document.