Send a non-disclosure agreement document for signature

  • Release version: Washingtondc
  • Updated April 4, 2024
  • 1 minute to read

    • After a non-disclosure agreement contract document has been reviewed and finalized, send the document for signature.

    Before you begin

    The contract document must have been reviewed and finalized, and the contract status must be set to Document ready. For more information, see and Review a contract document and Work on a contract change request.

    Role required: sn_cm_core.contract_user and sn_lg_ops.legal_user

    Procedure

    1. Open a legal request.
      MethodActions
      Employee Center
      1. Navigate to All > Employee Center
      2. Select My Requests option on the header menu.
      3. Open your submitted non-disclosure agreement request.
      Legal Service Portal
      1. Navigate to All > Legal Request > Legal Service Portal
      2. Select My Requests option on the header menu.
      3. Select View all requests.
      4. Open your submitted non-disclosure agreement request.
    2. Select the Contract documents tab.
    3. Select Send for signature.
      Note:
      If a message states that the signatories are not in sync, update and sync them before sending the document for signature.

    Result

    The document is sent for signature to the specified signatories. The contract state and contract status updates to Awaiting Signature. For more information, see Signature workflow for a legal request.