DocRoundupUsing DocRoundup
By creating or using a business workspace, you agree to these Terms and acknowledge the Privacy notice. If you act for a business, you must have authority to do so. We record the version and time of agreement.
The service
DocRoundup helps businesses request, collect and review documents and written information, send reminders and arrange PDF signing. It does not provide legal, accounting, financial or medical advice, establish document authenticity, or replace professional judgment. The requesting business decides whether a submission meets its requirements and whether a signing process is suitable for its documents.
Accounts and access
Keep account details accurate, protect credentials and client links, and grant workspace access only to authorized people. Your business is responsible for its team members and the requests it creates. Clients should use the latest link provided by the requesting business. Tell us promptly if you suspect unauthorized account access.
Your content
Content remains owned by its owners. You give DocRoundup permission to host, process, transmit and display content as needed to provide the service, including through the service providers described in the Privacy notice. You must be entitled to provide that content and to request information from your clients. Request only what is needed and provide the notices and permissions your workflow requires.
Appropriate use
Do not use DocRoundup unlawfully, upload malicious material, access another person’s information without permission, interfere with the service or bypass usage and security controls. Access may be restricted where needed to address misuse, security risks or legal obligations. Contact us if you believe a restriction was applied incorrectly.
AI document processing
When AI features are enabled, we may use third-party AI service providers to process uploaded documents, their contents and related request details to extract information and assess whether a document matches a requirement. This information may include personal, confidential or sensitive information. Our Privacy notice identifies the current providers and explains their handling and international processing. By using enabled AI features, you authorize this processing for information you are entitled to provide. You are responsible for informing your clients and obtaining any legally required permission. Do not submit information you are not authorized to share. We will disclose material changes to providers or processing practices and obtain additional permission where required. AI suggestions may be incomplete or incorrect, do not establish authenticity and are not professional advice. The business remains responsible for reviewing documents and making final decisions.
Trial, subscriptions and plan limits
The free trial lasts 30 days and does not require a credit card or automatically become a paid subscription. Paid plans are billed monthly or yearly according to the option you confirm in Stripe. The price, currency and any applicable tax are shown before payment. Paid subscriptions renew unless canceled. Plan allowances cover team members, monthly requests and AI checks; request and AI allowances reset monthly even on yearly billing. Other file and processing safeguards also apply. Review the Pricing page and your billing settings for the current details.
Cancellation and billing questions
Manage your subscription, payment method and invoices through billing settings. When a subscription is scheduled to end, billing settings show the end of the paid period. Contact support about a billing error or refund request. Nothing in these Terms limits rights or remedies that applicable law does not allow to be excluded.
Availability and account closure
Features can be interrupted by maintenance, provider outages or technical problems. DocRoundup does not promise uninterrupted availability. Keep copies of documents you need outside the service. Before closing an account, download the records you need and review the deletion and recovery information. Subscription cancellation and account deletion are separate actions. Retention and backup handling are described in the Privacy notice.
Changes and contact
We may update these Terms as the service changes. Material changes will be identified and agreement requested where required. Use the Contact page for account, billing, privacy or other service questions.