Before you start

You need access to the relevant records. Linking a document to another workspace does not automatically grant access to that workspace.

Step by step

  1. Open Information → Documents.
  2. Choose the relevant view, including NDAs for confidentiality agreements.
  3. Search and apply filters to narrow the records. Confirm the document title, revision and recorded status.
  4. Open the document or NDA to review its details. Follow linked contract or Deal Room records when you need their context.
  5. Use only the actions shown for your permissions. Signing and document approval are separate states.
Captured product screenClick to enlarge ↗
Find the NDA view and check signing status

Product screen with an example record. Select NDAs to narrow the library, then open the agreement. The Signing column shows its recorded status. Available actions depend on your permissions.

What happens next

Continue work from the saved record so revisions, related work and signing history remain connected.

If something does not look right

If an NDA is not visible, confirm your view and search filters, then ask an administrator to check NDA view permissions. A hidden export or signing action may be intentional.