Review the signed NDA from playbook

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

    • Review the signed and completed Non-Disclosure Agreement (NDA) and close the case from the playbook in Source-to-Pay Workspace.

    Before you begin

    Ensure that the NDA that you had sent out for signing to the suppliers and third parties in Prepare an NDA and send to the signers from playbook are duly signed.

    Role required: Procurement specialist

    Procedure

    1. In the Review completed NDA section, check if you have received the signed document.
    2. Open and verify the signed NDA attachment for completion.
    3. Select Continue.
    4. Select Send Email to notify the assigned to user that the NDA has been signed.
      The procurement case moves to the Closed Completed state.