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One-click NDA

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Lovely D.
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Available on:  Advanced  Enterprise

Overview

One-click NDA is designed to provide a fast, simple process for sharing and executing a Non-Disclosure Agreement (NDA). When enabled, this feature helps to ensure your shared content is legally binding and only viewable after a visitor has agreed to the terms of your NDA as well as DocSend’s Terms of Service.

Important: Visitors are legally required to agree to use electronic records and signatures with DocSend’s Terms of Service and to your Non-Disclosure Agreement terms before accessing an NDA-protected document.

Skipping Ahead

Manage Company NDAs

If you're an Owner or Admin, you can set up NDAs for your company by directly uploading the document or selecting an existing document from the Content library.

Important to note:

  • Currently, One-click NDA is not compatible with DocSend's new, custom eSignature fields. 
  • Only legacy signable documents that have an appended signature page can be set as the NDA. Adding custom eSignature fields will void the document as well. 
  • Granular Space Permissions does not support multiple NDA selection. The NDA configured at the Space link-level will be the only NDA available for Granular Space permissions

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Add an NDA

You can set up NDAs for your company by directly uploading the document from your Company NDA Settings page. 

Alternatively, you can choose an existing signable document to set as the NDA by clicking Select from the content library or Change and searching for the document.

  1. Go to your Company NDA Settings page. 
  2. Select Upload or Add from Library
  3. Select My device or from the Cloud Upload Providers. 
  4. Select your document and click Upload.

Once processed, give it a few moments and refresh your browser.

Remove NDA

You can also remove the NDA completely by selecting Remove NDA. Note: any links with an NDA required will no longer require an NDA to be signed when visited. 

  • The NDA document must be accessible to the Owner and Admins; the document should be uploaded into a team folder instead of a personal folder.
  • The active NDA document is searchable and marked with an “ACTIVE NDA” tag. 
  1. Go to your Company NDA Settings page. 
  2. Locate the NDA you wish to remove and select Remove NDA from the more options (...) dropdown. 

Replace NDA

When you update an NDA, all existing links with that configured NDA will also update. Previous NDAs will be available to download at the visit level 

  1. Go to your Company NDA Settings page. 

Locate the NDA you wish to replace and select Replace with New Upload or Replace from Library from the more options (...) dropdown.

Rename NDA

You can rename your NDA at any point. Best practice would be to make sure your NDA names are different from one another. 

  1. Go to your Company NDA Settings page. 
  2. Locate the NDA you wish to rename and select Rename NDA from the more options (...) dropdown. 

NDA Status

When you upload or replace an NDA, you’ll run into some NDA status prompts that provide context on whether the NDA was successfully processed. 

  • Pending: The new NDA upload is still processing. These will not display as options in the link modal.
  • Updating: The replacement NDA is processing.
  • Invalid: The new NDA failed to upload. Invalid NDAs are not displayed as options in the link modal.
  • Reverted: When replacing the NDA fails, the update will reflect as reverted, keeping the original NDA.

Configure NDA in Link Settings

Once the NDA is configured, you can select Require NDA to view in the link settings. When enabled, the visitor must enter their name, email and agree to your NDA before viewing your shared content.

  • By default, the Require email to view link setting is also enabled as this requires the visitor to enter the email as part of the NDA agreement process.
  • If an NDA document is not configured, the NDA link option will not be accessible. An Owner or Admin will need to configure the NDA in the Company NDA Settings.
  • If the active NDA document is removed, all links that require NDA will still have the NDA link option enabled, but visitors will not be prompted to sign an NDA. The visitor will still be asked to enter their name and email in order to view the shared content.

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Visitor Experience

Visitors will be asked to provide the following before gaining access to your shared content: 

  • Name 
  • Email
  • Download the NDA
  • Agree to use electronic records and signatures and DocSend’s Terms of Service
  • Agree to your NDA terms

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DocSend Certificate 

Once signed, both you and the visitor will be emailed a zip file containing a signed copy of the document and a certificate detailed with an audit trail of all the events leading to the signature.

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The certificate will include the following information:

  • Document name: The name of the NDA document
  • Document ID: A unique id for the signed document and matching certificate
  • Original checksum: A hash of the original document’s location
  • Final checksum: A hash of the signed document’s location
  • Page count: Number of pages in the document
  • Pages signed: Number of pages the visitor signed
  • Signature: An image of the visitor’s signature

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The audit trail will include a UTC timestamp of when the event occurred. The events captured include:

  • Visitor information entered: Once the visitor has entered their information in the email/name prompt.
    • Includes: visitor name, visitor email, IP address, location, user agent, whether the name or email was updated
  • Visitor authorization: Once the visitor has been authorized to view the document (i.e. has entered the correct password, is on the allowed viewer list, has verified their email address)
    • Includes: authorizations passed, visitor name, visitor email, IP address, location, user agent. If a link or Space requires NDA to view, “NDA downloaded” will be added as an additional authorization method to the list of authorizations passed.
  • Email Authentication email sent 
    • Includes: Email
  • Email verified: When the visitor returns to DocSend with a valid email authentication link.
    • Includes: IP address, location, user agent
  • Document signed
    • Includes: Visitor name, visitor email, IP address, location, user agent
  • Document completed: DocSend generated the signed PDF.
    • Important: Two additional events are unique to the NDA signature and will always be included in the audit trail of every signed NDA document
  • Document downloaded: When the visitor clicks the “Download Non-Disclosure Agreement” button or clicks the link to “Non-Disclosure Agreement” in the checkbox text.
    • Includes: IP address, location, user agent
  • Terms agreed: When the visitor checks the checkboxes for agreeing to use electronic records and signatures, DocSend’s Terms of Service, and the NDA terms.
    • Includes: Visitor name, visitor email, IP address, location, user agent

Important: There can be multiple instances of all events except for the signed and completed events. Events will be merged by email address and document, so if the visitor is using the same email address on multiple devices for the same active NDA document, those events will be grouped in one audit trail.

Track Signed NDAs

You can see who’s signed an NDA in the Recent Activity tab of the document, the Accounts page, and the Contacts page. You can download a copy of the signed NDA from any of these pages. If notifications are enabled, you can also receive visit notifications when a visitor views and signs an NDA for a document.

  • Active NDA’s: Visitors who have signed an active NDA will have a green NDA tag next to their contact information. When clicked, the NDA button on the visitor's Contact profile in DocSend will provide the most recent NDA signed by that viewer.
  • Previously active NDA’s: A gray NDA tag indicates the visitor has signed a previous, inactive version of the NDA and will be prompted to sign again upon their next visit. Previously active NDAs can be downloaded by clicking on the gray NDA tag listed on the visit line under the Recent Activity tab.

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Downgrade from Advanced

Downgrading from Advanced will disable all links utilizing the NDA. You can remove the NDA from the Company NDA Settings before downgrading; however, all links with the NDA option enabled will still be deactivated. 

To reactivate disabled links, you can update the link settings any time and uncheck the NDA option. Alternatively, upgrading back to Advanced or Enterprise will also reactivate the links.

Things to Consider

  • One-click NDA supports only one signature at this time.
  • NDAs are signed at the contact level, not the account/company level. By signing an NDA, an individual is only signing on behalf of themselves and not the company.
  • NDA signatures are visible on the document detail page for NDA-enabled links.
  • NDAs can be created and signed on most mobile devices.
  • Currently, DocSend does not sync NDA data to Salesforce.
  • DocSend is compliant with UETA and ESIGN regulations, which are specific to the US only. We recommend you seek additional legal advice to see if One-click NDA will work for your organization.  
  • Trialing users have a 50 signature limit across NDA and signable documents.
  • The document configured as an NDA does not support Watermarking. 
  • The NDA configured at the Space link-level will be the only NDA available for Granular Space permissions

Related Reading

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