Add approved language
Open Settings → Disclosures and enter only language approved for your organization, market, and workflow. Give each disclosure a clear purpose so teammates know when it applies.
Review before use
Check the exact text, effective date, audience, and placement. Product defaults and AI suggestions are not legal advice. Your organization is responsible for determining which disclosures are required.
When legal or business policy changes, update the source disclosure and test the affected document or workflow with a company-controlled example. Existing sent or completed documents keep their prior text; handle corrections according to your legal process.