How do I set an NDA?
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.
Secure your deal room with a custom NDA. If you have any questions about configuring your Non-Disclosure Agreement or need further assistance, please contact your Customer Success Manager or reach out to our support team via in-platform chat or at support@dealroom.net. We're here to help!
Updated on: 27/06/2025
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