Who it's for
Use this if you are someone who is sharing confidential information with a client, contractor or supplier who is not sharing any back.
A Pro template. You can fill it in and preview it for free; creating it needs AgreeVia Pro.
Status
This template is in beta while a solicitor reviews it before public launch. In the app it is marked as a draft and every page of the PDF is stamped DRAFT until it is published. It is a starting point, not legal advice.
What it covers
- What counts as confidential information, and the usual exceptions
- What the recipient must do to keep it secret
- How long the obligations last
- Rights and remedies, and general terms
What you fill in
- Your details and the recipient's
- The purpose: why information is being shared
- Confidentiality period: 1, 2, 3 or 5 years
- Governing law: England and Wales, or Scotland
Clauses you can switch on or off
Each optional clause shows its full wording before you decide. Defaults are shown in brackets.
- Return or destroy information on request (on)
- Injunctive relief; interdict in Scotland (on)
Then send it to sign
- Fill it inAnswer a few plain questions and switch optional clauses on or off. You see a preview before anything is created.
- Add who signsChoose people from your contacts, or send a link by email to anyone else.
- They sign on their phoneSigners open the link in their browser and sign. They don't need an account or the app.
- Keep the proofEveryone gets the signed PDF. Every view and signature goes into a tamper-evident audit trail, and you can generate an evidence package and check the document at agreevia.co.uk/verify.
Every template lets you choose England and Wales or Scotland as the governing law. Templates are provided for general use and are not legal advice.
Get started
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