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how-to-electronically-sign-non-disclosure-agreements

How to Electronically Sign Non-Disclosure Agreements

Introduction

An NDA (non-disclosure agreement) is a legally binding contract that establishes a confidential relationship between two parties. BoldSign offers a streamlined process for signing NDAs electronically. 

Generating a Template for Non-Disclosure Agreements

BoldSign’s templates are preconfigured documents that contain standardized content and fields. They are particularly useful for scenarios where you need to send the same documents repeatedly, such as NDAs. By turning your NDA into a template, you can quickly configure and send it each time instead of rebuilding it from scratch.

In this template, you can preset all the necessary fields and input the signer’s details in advance. When it’s time to send the document, you’ll be able to do so quickly and easily with just a few clicks:

  1. Select the Create New button and choose Create New Template from the list.
  2. Navigate to the Prepare template screen. Enter the name of the template into the Title field and provide its details in the Description field.
  3. In the Add files section, upload your NDA file.
  4. Create new template option
    Create new template option
    Prepare template page
    Prepare template page
  5. Click Next to move to the Configure fields page. On this page, the sender can insert necessary form fields into the document. These fields can be allocated to various signers by selecting the appropriate role from the dropdown menu.
  6. Configure fields page
    Configure fields page
  7. Once you have finished inserting all the necessary form fields into the document, save it by clicking Save template.

Obtain an eSignature on the NDA from an Individual

As an example, if an employee requires access to confidential information, then the compliance team might need them to sign an NDA.

From the list of templates, the compliance team member would select the appropriate template. From the template’s dropdown, they’d choose Use Template.
Use template option
Use template option

Obtain eSignatures on a NDA from Multiple Parties

If an NDA needs to be dispatched to over 100 people, perhaps when partnering with another firm, BoldSign’s bulk send feature streamlines the process. The feature allows you to send your standardized NDA template to a large group of recipients simultaneously.

With the NDA template and bulk recipient list in CSV format ready, you can use the bulk send feature from the template or from the Create New Bulk Send option.

Bulk send option
Bulk send option

1. Prepare bulk send data.

  1. Prepare a list of recipients who will receive the NDA. This list should include the necessary information to personalize each document, such as names, email addresses, and any other relevant data.
  2. Save the list in CSV format.
CSV file
CSV file

2. Send the NDA template using bulk send.

Start by selecting Create New and then choose Create New Bulk Send.
Create new bulk send option
Create new bulk send option
On the Prepare Bulk Send screen, load your NDA template along with any pre-set form fields using the Browse Templates option.
Prepare bulk send page
Prepare bulk send page
Within the Add Recipients area, select Upload recipient data CSV to upload the recipients CSV file.
Within the Document settings, the fields are auto-populated according to the chosen template, but you have the option to modify them as necessary. To view the document as it will be presented to each recipient, select Preview.
After you have confirmed that the settings are correct, click Send.
Preview and send
Preview and send

Tracking eSignature Requests

Managing the status of each signature request manually can be quite a challenge with a large number of signers and documents. However, BoldSign provides an intuitive platform where you can track the progress of every document. With BoldSign’s real-time tracking features, you can stay informed about where each request stands, who has signed, who still needs to sign. This eliminates the guesswork and manual follow-ups, making the entire process of handling eSignatures efficient and stress-free.

Document status
Document status
Status Description
Not completed Not all recipients have completed signing the document.
Completed All recipients have successfully signed the document.
Declined One or more recipients declined to sign the document
Revoked The sender revoked the bulk send before all recipients completed signing.
Expired The document expired due to a specified time limit.
Failed An error occurred during the bulk send process, preventing successful completion.
Queued The bulk send is in the queue, waiting for processing.

Security of eSignatures

After the signing process is complete in BoldSign, the sender and signers can conveniently download the document audit trail directly from their BoldSign account at any time. This audit trail provides a comprehensive record of all actions taken during the signing process, ensuring security, transparency, and accountability.
Download audit trail option
Download audit trail option
Let’s break down the major components of an audit trail:
  • Events and Modifications: The audit trail records significant events related to the NDA document for each recipient. These events can include Sent At, Completed At, etc.
  • Recipient Information: When the NDA document is signed, the audit trail captures details about the signer. This includes the signer’s name and other relevant information.
  • Timestamps: Each action within the audit trail is timestamped. This ensures that the sequence of events is accurately recorded. Timestamps help establish the chronological order of actions taken on the document.
  • IP Address: The audit trail also includes the IP address of the sender and signer. This information provides insights into where the signing occurred. It can be useful for verifying the authenticity of the signature and detecting any suspicious activity.
Audit trail document
Audit trail document

BoldSign is committed to maintaining the highest standards of data security and complies with various regulations:

  • SOC 2® certification: BoldSign has achieved SOC 2® Type 2 certification, which is a testament to the security measures in place to protect data.
  • GDPR compliance: As a GDPR-compliant entity, BoldSign ensures that data protection protocols are strictly followed, safeguarding the privacy and confidentiality of data.
  • Legal compliance: BoldSign’s services are compliant with U.S. (ESIGN) and international (eIDAS) eSignature laws, ensuring that the electronic signatures are legally recognized.
  • HIPAA compliance: BoldSign is HIPAA-compliant, adhering to strict standards for protecting sensitive patient information. This compliance ensures that electronic health records and other medical data are handled with the highest level of security and confidentiality, providing peace of mind to healthcare providers and patients alike.

Conclusion

BoldSign is a robust solution for streamlining the NDA workflow. It offers a comprehensive set of features, including bulk send, customizable templates, secure eSignatures, and real-time tracking.

Thank you for your interest in BoldSign! To fully experience our features, please take advantage of our 30-day free trial. For a more in-depth exploration of BoldSign’s capabilities, consider scheduling a personalized demo. Our dedicated support team is also available via our support portal to provide guidance and assistance throughout your BoldSign journey.

Picture of Jeba Emerenshia

Jeba Emerenshia

As a Product Manager in Syncfusion, Jeba is instrumental in providing assistance and guidance to users, ensuring they make the most out of BoldSign's features and capabilities.She plays a pivotal role in developing comprehensive documentation and user-friendly content. Her commitment to quality and efficiency guarantees that users receive clear, helpful information, ensuring a seamless and informative experience with BoldSign.

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Picture of Jeba Emerenshia

Jeba Emerenshia

As a Product Manager in Syncfusion, Jeba is instrumental in providing assistance and guidance to users, ensuring they make the most out of BoldSign's features and capabilities.She plays a pivotal role in developing comprehensive documentation and user-friendly content. Her commitment to quality and efficiency guarantees that users receive clear, helpful information, ensuring a seamless and informative experience with BoldSign.

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