Non-Disclosure Agreements are an essential part of your gated Portal content. They allow you to gate your sensitive documents and ensure that customers understand that the documents they are viewing are intended only for their use and shouldn’t be distributed.
When you create a Conveyor account, we provide you with a baseline Clickwrapped NDA for your Portal. By default, the first customer or prospect from a given domain that accesses your Portal will have to sign the NDA, unless you have bypassed the NDA for them specifically. Subsequently-approved invitees from the same customer domain do not need to sign the NDA.
Alternatively, you can configure your account to require that every invitee must sign an NDA by default.
When you first access Documents, or anytime you want to make edits to your NDA, click on the "Manage NDA" button.
From here, you'll see there are two options for the NDA itself:
- Installing the DocuSign integration
- Manually adding text to use as a Clickwrapped NDA based on manually added markdown text
You'll see that you can also configure NDA options like:
- Every user should sign the NDA
- Only the first user (default). After one invitee from a given domain signs the NDA, no subsequent users from that same domain will be required to sign an NDA.
- Nobody needs to sign the NDA
After selecting and confirming your preferred NDA option, customers and prospects invited to your Room will be presented with your NDA to read and execute prior to viewing your room and its contents for the first time:
To review a signed NDA for a specific customer, first navigate to the Connections tab, then click "Individual Contacts." Finally, click on "View Signed NDA" next to the contact you want to review the NDA for.
Updated 8 months ago