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
- Navigate to Settings in your Vanta Trust Center
- Click on Set up
- Click on the dropdown under NDA Provider and select Docusign; if you do not have DocuSign integrated into Vanta, you can leverage Clickwrap
- 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 ask the recipient to sign an NDA before they can view the documents.
- After approval, the customer will be sent an email from DocuSign and required to accept the NDA.
Exporting NDAs Signature History
- From the Trust Center page, select Settings
- Scroll to the Require non-disclosure agreement (NDA) section
- Select Download signature history