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Customer Trust

Trust Center NDAs: Clickwrap

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.  

What is a Clickwrap agreement? 

A click-wrap agreement is a digital contract where you agree to terms and conditions by clicking a button, usually labeled "I agree" or "Accept," before you can use a website, service, or software. It's like signing a contract online with just a click. These agreements are standard for things like app downloads or creating accounts on websites. As long as the terms are clearly presented and you have a chance to read them before clicking, they are usually legally binding.

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: 

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Adding your Clickwrap NDA to Vanta

  • Navigate to Settings under the Customer Trust tab
  • Click on Set up

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  • Click on the dropdown under NDA Provider and select Clickwrap or another option if available via your Integrations (such as Docusign)
  • Click Browse to select your NDA file to be uploaded. DOCX and PDF files are currently supported. 
  • Select Save

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  • You can view the uploaded file by clicking on the file name or upload a new file by clicking on Edit. Screenshot 2024-04-10 at 2.04.00 PM.png

Please Note: NDAs with a watermark are only available for unencrypted PDFs. If the document is encrypted, the watermark will not be applied.

 

Approving Requests 

  • From the Access section, Admins or Trust managers can Approve or Deny the requests

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  • If approving, select the Access level, and select Approve
  • After approval, the customer will be sent an access link to view your Trust Center and will then be required to accept the NDA

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Exporting NDAs Signature History 

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

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Accessing and Downloading a Signed NDA

If you need to review a signed NDA, you can do so directly from the Access page by following these steps to locate and view the document:

  • Go to the Access Page by navigating to the Trust Center under the Customer Trust tab and opening the Access requests tab. 
  • Locate the Viewer Name by finding the person who has signed the NDA in the list of viewers.
  • Select the Clickwrap Icon in the NDA column to open a copy of the signed NDA.
  • Download the NDA by selecting the download icon in the top right corner.

Please Note: The ability to download a signed NDA with a watermark is only supported for unencrypted PDFs.

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