Software Resilience Implementation Worksheet
Briefing: Project Managers
Key phases in a software escrow setup
4
Account setup
Create your account
Invite your team members
Configure your escrow settings
Create your account
After signing up, you'll receive an email with setup details. From there, create your Codekeeper account and input your organization’s legal and administrative information.
Note: The Codekeeper platform shows you exactly what to do at each step — just follow the on-screen instructions.
Action checklist:
Watch for your Codekeeper onboarding email
Add your team members
Send invites to all parties that’ll be involved in the escrow process. This typically includes legal, compliance, and technical stakeholders who’ll participate in different phases of the setup.
Action checklist:
Select your role and escrow type
Define whether you're acting as the depositor (vendor) or beneficiary (client), and select your agreement structure: bipartite (two-party) or tripartite (three-party).
Action checklist:
Confirm your role in the agreement
Provide party information and member management
Input your organization’s official contacts and authorized signatories. If it’s a bipartite agreement, you’ll also need the other party's information on hand. If it’s tripartite, we’ll invite the other party to fill in their own.
Action checklist:
Provide your party’s full details and contacts
Gather and input the other party’s contact info (if applicable)
Helpful links: Support contact
Set up technical configurations
Define how your escrow will function. This includes storage location, display permissions, notification preferences, and version history access.
Action checklist:
Align with your counterparty (if tripartite)
Hand off to legal team
Once setup is complete, the process moves to agreement configuration. Your legal team will handle this next phase, working directly with Codekeeper's in-house counsel.
Action checklist:
Notify legal team that setup is complete
Helpful links: Legal team briefing
Our key responsibilities
1. Provide account access and setup guidance.
2. Walk you through configuration and technical options.
3. Help manage user access and team invitations.
4. Coordinate the transition to legal review.
Account Manager
Eric
from Sales
Account Support
Robyn
from Customer Support
Tech Support
Janca
from Product Development
Additional resources
FAQs
Find answers to common setup questions — how to manage users, what info is required, and how to adjust technical settings.
View FAQs
Brief your legal team
With your account and technical settings configured, your legal team can now review and finalize the escrow agreement.
Go to legal team briefing