Cloud Quickstart

Get started with TheTerms cloud in under 5 minutes.

1. Sign up at app.theterms.app/signup. Create an account with your email and a password, and name your organisation — your isolated workspace — as part of the same signup form.

2. Verify your email. Check your inbox for a verification link. You won’t be able to sign in until your email is confirmed.

3. Create a container. From the dashboard, click New Container. Give it a name (e.g., “Employee Agreements”) and optional description.

4. Add a document. Inside the container, click New Document. Name it (e.g., “NDA”) and you’ll enter the clause editor.

5. Add clauses. Click Add Clause to create your first clause. Use the rich text editor to format your terms. Add as many clauses as needed — they can be reordered with drag-and-drop.

6. Publish the version. When ready, set the version status to Active. This makes it available for signing.

7. Invite a signer. Click Invite Signer, enter their email address, and send. They’ll receive an email with a unique signing link.

8. Review the result. Once the signer completes their review, you’ll see their per-clause acceptance/rejection decisions on the signing request detail page.

Tip

You can also bulk-invite signers by uploading a CSV file. See Signing Invitations for details.

What’s Next?

• Team Management — Invite team members and assign roles
• Clause Editor — Learn the rich text editor features