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Adjusting global NDA logic

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Time to complete: 5 minutes
Prerequisites: Access to the Designer and an NDA in place.

By default, Conveyor assumes that one NDA per customer domain is sufficient: the first user from a domain must sign, and subsequent users from that same domain aren’t asked to sign again.

You can change this behavior to:

  • Require every user to sign an NDA, even if someone else from their domain already has
  • Remove NDA requirements entirely

This gives you flexibility to align NDA logic with your organization’s legal and security policies.

🚧

Heads up:

Changes to NDA signing logic apply immediately once saved, so double-check your configuration before publishing.

Step 1: Open NDA settings

  1. Go to Designer in the left navigation.
  2. In the right panel, find Non-Disclosure Agreement.
  3. Click Manage NDA.
Designer view with the Non-Disclosure Agreement panel highlighted in the right sidebar.

Select Manage NDA in the Designer settings panel to configure your signing logic.

Step 2: Choose your signing logic

In the modal, select one of the following options:

  • First user per domain signs (default) — Only the first user from a domain is required to sign.
  • Every user signs — Every new user must sign, even if someone from their domain already has.
  • No NDA required — Removes NDA gating entirely.
Modal window titled “Manage Non-Disclosure Agreement” showing three radio button options for NDA signing logic: every user signs, first user per domain signs (selected), or no NDA required. Save and Cancel buttons appear at the bottom.

Use the NDA Signing Requirements settings to control whether every user, the first user from each domain, or no users are required to sign your NDA before accessing gated content.

Click Save to apply your changes.

Step 3: (Optional) Automate NDA logic with Salesforce

You can also use the Salesforce integration to automatically bypass NDAs under specific conditions. This is useful if, for example, certain customers have already signed NDAs during your sales process and don’t need to sign again in the Trust Center.

👉 For detailed setup instructions, see Auto-approval and NDA bypass under Salesforce in the integrations documentation hub.

Common questions

Does changing the signing logic affect users who have already signed?
No. Previously signed NDAs remain valid. Your changes only affect future signers.

What happens if I remove NDA requirements?
Future visitors won’t be prompted to sign. Previously signed NDAs remain stored and exportable.

What's next?

Need help? Start with our Troubleshooting → Trust Center issues. Still stuck? Email [email protected].

Updated 11 days ago