Define NDA content and update the list of signers

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • As a procurement specialist, you can easily define your Non-Disclosure Agreement (NDA) content and update the list of participants for whose signature is required.

    Vorbereitungen

    Procurement specialists can do this with the help of a document template that is provided by default with the Document Template plugin [sn_doc], which is added as a dependency on Procurement Case Management [com.sn_spend_psd]. The signer details are stored in the Signers table.​
    Hinweis:
    You must use the November 2023 version of the Document Template plugin [sn_doc] for using the November 2023 versions of the Procurement Case Management and Playbooks for Sourcing and Procurement Operations plugins.

    Role required: Procurement specialist

    Supplier NDA draft.

    Prozedur

    1. Navigate to All > Document Templates > All Document Templates.
    2. Select and open the Supplier NDA draft template.
      A sample NDA template that is provided by default is displayed.
    3. In the Table field, select the required table.
      Hinweis:
      Depending on the table you select, the variables that you can use in the body of your NDA content are displayed.
    4. In the Signing type field, select DocuSign.
    5. In the Participants related list, provide these details.
      • Internal Signer: Select the user.
      • External Signer 1: Select the signer 1 authorized signatory name and email.
    6. Select Update.