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NDAs - Clickwrap

Learn how to enable a Clickwrap NDA to automate your NDA process

Matt Szczurek avatar
Written by Matt Szczurek
Updated over 8 months ago

Overview

SafeBase's Clickwrap NDA is a built-in click-through NDA that streamlines the legal workflow, specifically regarding the need for Trust Center visitors to sign a legally binding agreement prior to accessing confidential content.

Configuration

Setting the Clickwrap NDA as the default NDA option allows organizations to utilize SafeBase's built-in click-through NDA.

The language can be customized to match an existing NDA and supports styling with Markdown to match the formatting of your current NDA.

SafeBase provides a free NDA Template that our legal team has vetted, specifically catered to use in the Trust Center NDA workflow.
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To download the template, click Edit in the Clickwrap NDA section, then click Download NDA Template.
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The .txt file can be edited, replacing Example Inc. with the organization name.

NDA Copies

Optionally, a copy of each signed NDA can be sent to one or more email addresses.
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To do this:

  • Click the Edit button in the Clickwrap NDA Settings.

  • Enable the Send signed NDA copies to organization toggle.

  • Enter a valid email (or more separated by a comma)

  • Click Save

All future Clickwrap NDAs will be sent as bcc copies to the email(s).

Additionally, a copy of each signed NDA can be downloaded directly within the SafeBase app under the associated account.

To do this:

  • Click the Accounts tab on the left side panel

  • Click into the Account Name

  • Click the Download NDA button

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