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Enabling Non-Disclosure Agreement (NDA) and Creating templates
Enabling Non-Disclosure Agreement (NDA) and Creating templates

Learn how to create NDA templates and use it while sending your content.

Athreya Guru avatar
Written by Athreya Guru
Updated over 3 months ago

A Non-Disclosure Agreement (NDA) is a legal contract between two or more parties that outlines confidential or proprietary information that cannot be shared with others. In the context of Paperflite, an NDA can be shared with your audience to protect your confidential information and make sure that it is not shared or distributed without your permission. You also will have the ability to create NDA templates and get the recipient to agree to the terms and conditions before being able to access your content.

In this article, you’ll learn how to:

  • Create NDA Templates

  • Use NDA in your collections

Creating NDA templates

> To begin with log in to your Paperflite account, head to Settings present on the left sidebar, navigate to Templates > NDA Templates, and click on the plus icon in the top-right corner.

> To add your custom NDA template, click on the plus icon to create a New NDA. Add the name of the template, Title, and Description. Save changes once done.

> You can choose if you want to create a new template or use the existing templates to suit your requirements. Once you save changes the NDA template you created will appear on your screen.

Using NDA in your collections

NDAs can be enabled when sharing a collection via Generating a link and Compose.

Generate a Link

> To enable NDA within a particular collection, choose the Collection you would like to share. Head to Generate link on the top right corner of the page.

Choose the link you prefer either an Anonymous or a Personalised one, then click on Advanced Settings. Navigate to the Enable NDA option and toggle it on.

> Select the respective NDA from the present templates. The chosen template will be showcased, once confirmed, Save changes. Don’t forget to Copy the new updated link to share with your recipient.

Compose

> To enable NDA within Compose, head to the Compose option present on the left sidebar.

> Type in your email details, and add the content you prefer by clicking on the Attach Documents option. Once the content is added, you will see the Advanced Settings option. Expand it.

> Once you expand, toggle on the Enable NDA option and select the respective NDA from the present templates. The chosen template will be showcased, once confirmed, Save changes.

> Click on Send once done.

Still got queries? Reach out to support@paperflite.com and we’ll assist you.

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