# 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. 

<figure><img src="https://2146673059-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxf03WeriwvCXaogSFatV%2Fuploads%2FP3cznWsvJbb33zHbPfjX%2Fcreate%20legal%20document%20template.png?alt=media&#x26;token=3395ad58-3bbe-477e-b76c-ce2302239084" alt=""><figcaption></figcaption></figure>

### Adding a template to a subscription plan

<details>

<summary><strong>Option 1: Create template then link it to a plan</strong></summary>

1. Go to [Veriam App](https://admin.myveriam.com).
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.

</details>

<details>

<summary><strong>Option 2: Create a template as part of setting up a plan</strong></summary>

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.&#x20;

</details>

## 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.

<figure><img src="https://2146673059-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fxf03WeriwvCXaogSFatV%2Fuploads%2Fksc7eX0fz7PanI5eSIeg%2FVeriam_subscriptions_with_legal_docs.png?alt=media&#x26;token=8cf825e2-d8cf-435d-899e-589e0bbef52f" alt=""><figcaption></figcaption></figure>

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