For more information about plan types and capabilities, see Vanta's pricing page
Create DocuSign template
Log in to your DocuSign account at https://account.docusign.com/
Create a new template with the role the signer. Ensure you leave the name and email fields blank, as Vanta will populate these when sending the DocuSign NDA
Troubleshooting tip: Make sure the role is set to exactly signer (case-sensitive) and the name and email are blank
To integrate with an existing template, add signer as a new role
Integrate with Docusign
Make sure your Vanta and Docusign integration has been established
Configure the Trust Center
Select Customer Trust from the left-hand navigation panel
Select Settings
Scroll to Require non-disclosure agreement (NDA)
Select Edit
Select Docusign from the NDA provider dropdown menu
Select the DocuSign account and DocuSign template
Select Save
If no accounts or templates are visible, please try reconnecting your DocuSign account. If the issue persists, contact support for assistance