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 Trust Center 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
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