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New: Microsoft 365 integration. Signed contracts filed to SharePoint automatically. See integrations

Security and sign-in

Built in for everyone: two-step verification at every sign-in, automatic sign-out after 30 minutes without activity, and sign-out everywhere when a password changes or a person is deactivated. Each workspace’s data is kept apart by the database itself.

Setting (under Settings)What it does
Company sign-in and provisioningLets people sign in with Microsoft Entra ID, Okta, Google or another standard identity provider, and creates or deactivates accounts automatically from your directory (SCIM)
Microsoft sign-inA quick set-up for Microsoft 365 organisations
AISwitches external AI on or off for the whole workspace. Names and personal details are removed before any text is sent for analysis
Letterhead and company stampYour letterhead on every Word and PDF export, and your stamp on signed documents
IntegrationsAPI keys for your own systems and signed webhooks that notify them when contracts change
Microsoft TeamsPosts approval and signing notifications to a Teams channel

Keep API keys secret: create one per system, name it clearly, and revoke it when that system is retired.

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