Overview

You have the option to require users to digitally sign a non-disclosure agreement (NDA) before they can view Trust Centers or individual artifacts. This extra layer of security ensures that sensitive information is protected, and only authorized individuals can access it.

Permissions

Only admins with access to Organization Settings can set up the verbiage for NDAs.

Creating NDAs

1. Go to Organization Settings > Trust Center > NDA, then click Add.

2. Modify the description and disclaimer/acknowledgment language to reflect your organization's unique style and requirements.
   Note: You can personalize the NDA using merge tags like [ClientEmail], [ClientFirstName], [ClientLastName], [ClientAddress], and [RequestDate]. Viewer details are captured during the verification process.

3. (Optional) Click Preview to view the agreement.

4. Click Save.

Enforcing NDAs

Note that if an NDA has not been created in the Organization Settings, and a user attempts to enforce one, the following actions occur:

• If the user has access to Organization Settings, a pop-up displays stating there are no NDAs available; they can click Add NDA to add one.

• If the user doesn't have access to Organization Settings, a pop-up displays stating there are no NDAs available; they can click Contact Admin to reach out to the admin for additional support.

Enforcing NDAs for profiles

NDAs can be enforced at the Profile level in the following ways:

• Turn the Global NDA toggle on during the publishing process.

• Click the Lock icon beside the profile title and turn on the NDA toggle.

• Click the Security Setting icon beside documents within a Trust Center and turn on the NDA toggle.

Enforcing NDAs for individual artifacts

Click the Lock icon on an artifact and turn on the NDA toggle to enable it.