Frequently asked questions

Answers to common questions and quick fixes.

Do my clients need an account?

No. They open their private portal link and upload directly.

Is my data secure?

Files are encrypted in transit and at rest and are only visible to your team. Each client only sees their own portal.

A client lost their portal link.

Open the client in Clients and copy or resend the link.

Why don't I see my template when adding a client?

Only published templates are listed. Open the template and click Publish.

Why is AI analysis showing an Upgrade button?

AI policy and document analysis is part of the Professional and Enterprise plans.

The document preview is blank.

PDFs display on the page. Other file types (such as Excel) show a Download link instead.

Are e-signatures legally binding?

Signatures include consent, signer details, time, IP address and a document fingerprint, meeting US ESIGN/UETA and Canadian PIPEDA requirements.

I didn't get my sign-in code.

Codes last 10 minutes. Check spam, then use Resend after 30 seconds.

How do I change my plan?

Go to Billing and choose a plan. Your currency stays the same as your first subscription.