---
updatedAt: 2025-11-11T21:58:18.000Z
agentTools:
  projectIndex: https://docs.conveyor.com/llms.txt
---

# Redlining DocuSign NDAs

**Time to complete:** 5 minutes\
**Prerequisites:**

* A [DocuSign account](https://www.docusign.com/) with the NDA template you’re using in Conveyor
* DocuSign integration installed in your Conveyor environment

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Enabling NDA **redlining** lets customers propose changes to your NDA directly through DocuSign before accessing your Trust Center. This is helpful for enterprise deals where customers often need to negotiate legal language.

## Step 1: Open your NDA template in DocuSign

1. Log in to DocuSign and navigate to **Templates**.
2. Select the NDA template you’re using with Conveyor.

## Step 2: Enable redlining

1. Open the **Advanced Options** for the template.
2. Select **Allow recipients to edit the document**.

<Image title="Screen Shot 2020-06-26 at 10.31.08 AM.png" alt="DocuSign Advanced Options screen showing Recipient Privileges. Options include changing signing responsibility, assigning a delegate, and allowing recipients to edit documents." align="center" border={true} src="https://files.readme.io/862d806f076a65d04bd3b8376585d0b2035821254c430d27e63bac3cce004f57-Screenshot_2025-10-10_at_4.32.02_PM.png">
  To enable redlining, set recipient privileges in DocuSign so recipients can edit documents.
</Image>

> 📘 **Note**
>
> If you don’t see this option, check with your DocuSign administrator. They may need to adjust your **signing settings** to allow recipient editing.

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## How redlining works

Once enabled, recipients can make edits directly within DocuSign when they reach the NDA step in your Trust Center flow.

* Your legal or security team will receive a notification to review proposed changes.
* The NDA must be manually reviewed and countersigned before access is granted.
* This overrides any auto-approval or Salesforce bypass rules you may have configured.

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## Common questions

**Can customers redline NDAs through DocuSign?**\
Yes. Customers can make changes in DocuSign, and you’ll be notified to review and approve or reject those changes.

**Do redlines affect automated approval workflows?**\
Yes. If a customer redlines a template, the NDA won’t auto-approve. Your team must manually review and countersign.

**Can we version control or track changes?**\
DocuSign tracks redlines and versions internally. Conveyor does not store redline histories — those remain in DocuSign.

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**Need help?** Start with our [Troubleshooting hub](trust-center-issues). Still stuck? Email <support@conveyor.com>.