1. Vanta
  2. Continuous Compliance
  3. Vanta Trust Center

Vanta Trust Center

Trust Center NDA: DocuSign

  • Updated

Scale & Collaborate.jpgFor more information about plan types and capabilities, see Vanta's pricing page

 

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. If you have a publicly accessible Trust Center or do not require access requests for documents, your NDA will not be enforced.

Screenshot 2024-03-14 at 2.14.33 PM.png

Screenshot 2024-03-14 at 2.14.25 PM.png

Adding your NDA to Vanta

  • Navigate to Settings in your Vanta Trust Center
  • Click on Set up

Screenshot 2024-04-10 at 1.55.18 PM.png

  • 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

Screenshot 2024-08-20 at 2.54.26 PM.png

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.

Screenshot 2024-08-20 at 3.00.27 PM.png

Exporting NDAs Signature History 

  • From the Trust Center page, select Settings 
  • Scroll to the Require non-disclosure agreement (NDA) section
  • Select Download signature history 

Screenshot 2024-01-04 at 3.12.27 PM.png