Settings

Workspace, security, and integration preferences

New Contract

Profile

Visible to your team across the workspace

Notifications

When should we ping you

Approval requests

Email + in-app when your sign-off is required

Redline activity

Daily digest of inbound counterparty edits

Renewal reminders

60, 30 and 7 days before expiry

Marketing updates

Product news and release notes

Team & Roles

Workspace members and their permission scope

  • MT

    Marcus Thorne

    General Counsel

    Owner
  • PS

    Priya Shah

    Senior Counsel

    Admin
  • RH

    Rebecca Hall

    CFO

    Approver
  • YA

    Yusuf Aydin

    Contract Manager

    Editor
  • LP

    Lena Park

    Procurement

    Reviewer

Integrations

Connect Veritas to systems your team already uses

  • DocuSign

    E-signature provider

    Connected

    Since Jan 2025

  • Salesforce

    CRM contract metadata sync

    Connected

    Since Mar 2025

  • Slack

    Approval notifications

    Connected

    Since Nov 2024

  • NetSuite

    Finance system of record

    Disconnected

    Since —

  • Microsoft 365

    SSO and document storage

    Connected

    Since Aug 2024

Security

Authentication and session controls

Two-factor authentication

Require TOTP for all workspace logins

SSO (SAML 2.0)

Enforced via Okta — last sync 2h ago

IP allowlist

Restrict access to corporate network ranges