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NDAs

Upload your NDA template that visitors must sign before accessing private documents. Without an NDA configured, visitors cannot access any documents marked as Private.

How It Works​

When a visitor tries to download a private document:

  1. They're presented with your NDA
  2. They sign electronically
  3. Their access request is submitted to you for approval
  4. Once approved, they can download the document

NDA Content​

Your NDA should include:

  • Parties to the agreement
  • Definition of confidential information
  • Obligations of the receiving party
  • Duration of confidentiality obligations
  • Permitted uses and disclosures

Upload the NDA as a PDF. We will append a signing page with the signatory information for your records, so structure your agreement accordingly.

Updating the NDA​

When you upload a new NDA, it applies to future access requests. Visitors who already have approved access don't need to re-sign.

Best Practices​

  • Use a mutual NDA to protect both parties
  • Keep terms reasonable and industry-standard
  • Review the language with legal counsel
  • Use a format that signers will recognize