Feature availability: This article discusses Advanced Trust Center features, which may require an upgrade or add-on. Refer to Vanta Plans and Pricing for details.
With Vanta Trust Center, admins can gate confidential documentation, such as a SOC 2 report, security report, or a previously filled-out questionnaire. This will allow individuals, potential customers, and clients to request access to your Trust Center, but it requires their signature on an NDA first- keeping your information private and secure. As a Vanta admin, you can decide how to send or not send NDAs.
Prerequisites
NDAs will only be available when users need to request access to your Trust Center or Trust Center documents. For public Trust Centers, you must configure sensitive documents to be "Requestable" for the NDA to be enforced. Private Trust Center access will require an NDA.
Adding your NDA to Vanta
In your account header, click the Settings icon
In the Settings page menu, scroll to the Features section, select Customer trust, and go to the Trust Center tab
Scroll to the Require non-disclosure agreement (NDA) section
Select the DocuSign account you would like to utilize, followed by the appropriate NDA template
Select Save
Approving Access
When approving access to your Trust Center, admins can then approve or deny access to requests from the Vanta platform. When you approve, you can request that the recipient sign an NDA before they can view the documents.
After approval, the customer will receive an email from DocuSign and be required to accept the NDA.
Exporting NDAs Signature History
In your account header, click the Settings icon
In the Settings page menu, scroll to the Features section, select Customer trust, and go to the Trust Center tab
Scroll to the Require non-disclosure agreement (NDA) section
Select Download signature history