Articles in this section

One-click NDA

Avatar
Lynne H.
  • Updated
Follow

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) as access control for your DocSend document. In fact, once your NDAs have been uploaded to DocSend, you’ll be able to select the one you’d like to use with a single click. Once selected and 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 in addition to your Non-Disclosure Agreement terms before being granted access to your 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:

  • Only single-party signable documents can be set as the NDA. Signable Documents with more than one configured signer role are not supported.
  • 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.

Add an NDA

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

  1. From your Company NDA Settings page, select Upload. 
  2. Choose your upload destination by selecting My device or your desired Cloud Upload Provider. 
  3. Select your document and click Upload.
  4. Once processing is complete, you’ll be taken to the eSignature editor to configure customizable fields. Simply drag and drop the customizable fields to the desired location on your document and click on the Save Fields button when complete.

add_ndc.gif

Alternatively, you can choose an existing signable document to set as the NDA by clicking Add from Library on your Company NDA Settings page and searching for the document. Note: Only existing single-party signable documents can be added as an NDA. 

  • 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.

 

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. 

  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. 
  2. 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.

Visitor Experience

In order to gain access to your shared content, visitors will perform the following steps: 

  1. Enter their Name and Email along with any other configured Link Settings. Note: Name and Email will always be required to sign an NDA. 
  2. Fill out the configured custom fields and sign the NDA. 
  3. Agree to the following: use of electronic records and signatures, DocSend’s Terms of Service, and your NDA terms.
  4. Complete signing by selecting I agree. Complete signing. 
  5. Once completed, a copy of the signed NDA will be automatically emailed to the visitor and the link owner, and the visitor will be redirected to your shared content when authorized. 

ndc_visitor.gif

 

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.

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
  • Signed checksum: A hash of the signed document’s location
  • Page count: Number of pages in the document
  • Signatures: Number of completed signature fields on the document
  • Signature: An image of the visitor’s signature

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

  • 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
  • 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

 

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.

 

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 signer 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. 
  • Customizable fields will not be visible when previewing the document.

Related Reading

__

Still need help? Reach out to support@docsend.com!



Related articles