How to Set a Non-Disclosure Agreement

In DealRoom, we've provided the option to require an NDA to be signed before accessing the deal room. To set one, follow these steps:

Once in the room, click on the "Settings" tab in the top menu.
In the left-hand menu within the "Settings" tab, locate and click on Non-Disclosure Agreement.
Toggle the "Enable Non-Disclosure Agreement" switch to the "on" position. This will activate the NDA requirement for new members joining the project.
Choose when the NDA should be displayed to new members

Every login: The NDA will be presented to the user every time they log in to the project.
First login: The NDA will only be presented to the user on their initial login to the project.

The "Edit Terms" section displays the current NDA text, where you can customize the agreement.

If you have edited the NDA terms, ensure you save your changes using the appropriate save button to be found at the bottom of the editor.



Note: When NDAs are accepted, it's recorded in the Audit log which admins can access. Only admins can set the text in the NDA and there's no redline abilities for other parties.

Updated on: 25/02/2025