Customisability

Waafir can carry your organisation's brand so the experience your investors see is yours, not a generic tool. An organisation owner configures branding from Settings → Dataroom Settings. Changes are explicit: adjustments take effect only when you press Save Changes. Nothing is persisted as you type.

Customisation surface

From a single page you can set:

• The brand colours used across the interface.
• An organisation logo shown in place of the default mark.
• The font family used throughout the product.
• The default text size.
• The interface language.
• A data residency preference.
• How Office documents are rendered in the viewer.

Each option is covered below.

Brand colours

Waafir uses two brand colours: a primary colour and an accent colour. The primary colour is the dominant brand colour, applied to buttons, links, and active states. The accent colour is a secondary highlight used sparingly. The accent is never used as a button colour, so a vivid accent will not change the shade of primary actions.

The defaults are a deep green primary (#00512F) and a warm gold accent (#EFA22F). Set your own values and the interface re-themes immediately on save. Your choice is also persisted for the next page load, so branded colours appear instantly rather than flashing the defaults first.

Logo

Upload your organisation's logo to replace the default mark in the interface chrome. The logo control stages your selection: choosing a file, or choosing to remove the current logo, does not upload anything on its own. The change is applied when you press Save Changes, alongside the rest of your branding. This keeps logo changes consistent with the rest of the page — nothing commits until you save.

Font family

Select the typeface used across the product from a curated set: Inter, Roboto, Merriweather, or Geist. The set is intentionally limited to fonts that render cleanly across the interface and the document viewer, so any choice remains legible.

Text size

Independent of the font family, you can set a default text size for the interface. The text-size preference is stored per user in the browser, so it follows the person rather than the organisation. Each team member can keep a comfortable size, applied as soon as the app loads.

Language

Set the interface language for your organisation. Changing the language reloads the app so the new language is applied throughout. This controls Waafir interface text only; it does not translate uploaded documents. Document translation is a separate AI feature.

Data residency preference

Dataroom Settings includes a data residency preference. This is a stored organisation preference recording the region you want your organisation associated with; the default is the platform's primary region. Treat it as a recorded preference, not a guarantee of automatic, enforced region-pinned storage. If your organisation has a contractual data-residency requirement, confirm the current enforcement guarantees with the Waafir team rather than relying on this setting alone.

Document viewer mode

Office documents (Word, Excel, PowerPoint) can be rendered in one of two modes:

• Simple — a lightweight rendering that loads quickly and is sufficient for most review.
• OnlyOffice — a higher-fidelity rendering that preserves more complex document formatting.

Choose the mode that balances rendering fidelity against load speed for your documents.

Reset to defaults

Reset to defaults returns the brand colours, font, text size, language, and data residency preference to their original values. Because it discards your branding, Waafir requires confirmation before applying it, preventing accidental triggering.

Your organization's NDA

Your organization has one standard NDA. Every invitation, share link and guest visit shows its current version. If you never wrote one, it starts as Waafir's standard NDA (or the text you had entered in your settings). The NDA box that used to be on the Settings page is gone; the Investors page is the one place to edit it.

To change it, open Investors, then NDA, then Edit text. Edit, add or remove clauses and save. Saving publishes a new version; earlier versions are kept unchanged, so what each person accepted is preserved.

• Leave Ask investors to accept again unticked for a correction: people who already accepted are not asked again, and new investors accept the new version.
• Tick it for a material change: everyone who accepted an earlier version must accept the new one before they can open a room again. It waits for them in their invitations (the bell), and the room tells them so.

It is one text, under one governing law, for every investor.

Uploading your own NDA

If you need your own NDA, for example under another jurisdiction's law, upload it instead of editing the text:

1. Open Investors, then NDA, then Upload your own NDA, and choose a PDF or Word (.docx) file.
2. The document opens in the field-placement screen with the fields Waafir detected. Check each one, move or add fields as needed (there must be a signature field for the investor), and tick it as reviewed. Moving or changing a field clears its tick.
3. Give the NDA a title and choose Publish as our NDA. You cannot publish while any field is unreviewed.

From then on new investors sign your NDA electronically instead of ticking a box, at every invitation, share link and guest visit. Each signature records the exact version and document signed. Investors who already accepted an earlier version keep their acceptance and are not asked again, unless you tick Ask investors who accepted an earlier version to sign this one. NDA signatures do not count towards your monthly e-signature quota. Only owners and admins can upload and publish.

On the roadmap

Centralised management of platform terms and privacy policies — Legal Policy Management — is planned but not yet available. It is not part of the current customisation surface.

Where to go next

• For who can change these settings and how billing is organised, see Billing & Plans.
• For interface behaviour conventions — saving, notifications, keyboard shortcuts — see UI Conventions.