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Managing License Agreements

Creating and assigning license agreements for controlled document access

License Agreements in Cognidox allow you to present terms of access that licensee contacts must agree to before they can view documents. This agreement is shown once, and once accepted, the user can access all documents assigned to that same agreement.

 

Creating a license agreement

  1. From the dashboard, select Manage a license agreement from the action panel.

  2. On the agreement management page, click Add Agreement.

  3. Complete the fields:

    • Agreement Title

    • Email Address — the mailbox used by your organization to track agreement signings.

    • Agreement Text — the terms that users will read and accept.

    • Send Receipt — optional checkbox to send a signed copy to the user.

  4. Click Save to create the agreement.

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Assigning a license agreement to a document

  1. Go to a published document’s details page.

  2. If no agreement is assigned, you’ll see a message prompting you to set one.

  3. Click the dropdown and choose Sign license agreement.

  4. Select the agreement you created earlier.

  5. Click Set license agreements to apply it to the document.

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