Overview

You can route your non-disclosure agreement (NDA) workflows through DocuSign, leveraging its advanced rules and controls to streamline processes, improve security, and ensure compliance with industry standards.

You can:

• Fetch, view, and manage signed envelopes, adding improved visibility and control over NDAs.

• Bypass NDAs when sharing public and private profiles if the selected template has already been signed by the Trust Center viewer in the past six months (from the time the template was imported). If not, the recipient must sign it before accessing the profile.

Enabling NDA Bypass for contacts within DocuSign

1. Go to Organization Settings > Trust Center > NDA and click the DocuSign tab.

2. Click Connect and log in to your DocuSign account.

3. Click Manage/Import, then select the envelopes you want to add to Responsive and click Save. They’ll appear in a structured list along with their created date. You can:

   • Click the Active icon next to the one you want to set as active (the icon turns green when active).

   • Click the Preview icon to preview template's structure, fields, and content.

   • Click the Trash icon to delete it.
     Note: Active items can’t be deleted.