Legal policies are used to manage the legal documents that need to be sent to your talents, such as an NDA, service agreement, or contract.
Once you add a legal document template to Fiverr Enterprise, a default legal policy is automatically set up and is set, by default, to “Always required,” which means that all new talents assigned to workspaces in that legal entity will have to sign it. (You can change this if it’s not required from all talents.) If your company’s legal document processes are relatively simple, this default policy is probably a good fit.
Sometimes companies have more complex legal document requirements for their talents. If you need to manage multiple, interdependent legal document templates and policies, you can set up advanced policies.
When to use advanced policies
Use advanced policies | Don’t use advanced policies |
If you have many different interconnected legal documents and policies, e.g., different types of service agreements for different roles in a company | If each of your legal documents templates stands on its own |
If one or more your company’s policies requires multiple document templates, or one template is used for many policies | If each of your policies only has one document template and vice versa (e.g., NDA policy has one NDA document template) |
If you need to group together different legal templates to use in certain situations, e.g., “For talents with data access" | If your legal templates for different situations are independent of one another |
How to set up advanced policies
The option to use advanced policies appears once you’ve uploaded at least one legal template. Go to the Legal entities page and click on Set up advanced policies under your desired legal entity. You’ll be asked to define your policies in two steps:
Add policy: Name your legal policy and select whether its documents always require a signature from talents, then click Add policy. You can add as many policies as you need before moving on to the next step.
Assign templates: Select the applicable legal templates for each of your policies, then click Save and assign.
You can view your defined policies under the Policy column of each legal entity. Hover over a policy in that column to make a tooltip appear with the requirements assigned to each template.
To edit policies after they’ve been set up, go to the Legal entities page and click on Manage policies under your desired legal entity. You’ll then be able to change the settings for your templates and policies.