What's an NDA?
A Non-Disclosure Agreement (NDA) is a legally binding contract ensuring that shared confidential information stays protected from unauthorized disclosure.
NDAs are common in business, especially when handling sensitive information, trade secrets, or intellectual property. Their purpose is to prevent the misuse or unauthorized sharing of the disclosed information.
How to create a "Non-Disclosure Agreement"
Navigate to the "Agreements" page from the sidebar and click "New Agreement."
Then, select "Non-Disclosure Agreement" as the agreement type and click "Next."
Fill the agreement details.
Name: Give the agreement a name. This will not be displayed in the agreement PDFs—it is only used for listing the agreements on the dashboard.
Company: Select your client's company.
Contact: The agreement will be sent to this email address for approval.
Project: You can link the agreement to a related project.
Effective date: Select the date when the agreement will start to take effect.
Country: Select which country's laws will govern the agreement.
Contract period: Choose how long the agreement will remain in effect.
Notice period: Specify how many days of notice are required before termination.
After filling in all the fields, click "Next" and review the agreement details.
Based on the information you’ve entered, the related legal text will be included in the agreement. The specific details you provided will appear in bold.
Click "Send Agreement" when you're ready, and that's it! 🥳
The agreement will be sent to the contact email you selected. Once your client approves it from their dashboard, the agreement status will update to "Accepted."