Before you start

You need NDA creation/edit permission and accurate party details. Your organisation should review the wording before signature.

Step by step

  1. Open the NDA builder, or choose Create NDA from the document library if available.
  2. Choose mutual or one-way. For one-way agreements, identify the disclosing party.
  3. Enter each party’s legal name and address, the permitted purpose, information covered, effective date, term and governing law.
  4. Select the linked contract, Deal Room or supplier/customer where appropriate. Check that you chose the right records.
  5. Generate the draft, review and tailor the wording, then select Save draft. Confirm the saved revision before moving to approval or signing.

What happens next

The saved NDA is available through its permitted library and linked records. Revisions and signing requests should be managed from that record.

If something does not look right

If the draft has not been saved, signing is not ready. If a connected list cannot load, reload before linking records rather than selecting a similarly named alternative.