Prepare an NDA and send to the signers from playbook

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

    • Prepare a Non-Disclosure Agreement (NDA) and send it for signing to the suppliers and third parties from a playbook in Source-to-Pay Workspace.

    Before you begin

    Role required: Procurement specialist

    Procedure

    1. Navigate to All > Procurement Case Management > Procurement Workspace.
    2. Select the list icon and select All team work > Cases.
    3. Select the applicable Send NDA for Signature case from the list for further processing.
      The Playbook tab opens with the Verify and assign case section.
    4. In the Assigned to field, select a procurement specialist to work on this case.
    5. Select Start work.
      The procurement case moves to the Work in progress state.
    6. In the Document template field, select Supplier NDA draft.
    7. Select Continue.
    8. In the Internal Signer field, select the name of the signer.
    9. Select Continue.
    10. In the Signatory email field, enter a valid email ID of the supplier or third-party signer.
    11. In the Signatory title field, enter a title for the supplier or third-party signer.
    12. In the Authorized signatory name field, enter the name of the supplier or third-party signer.
    13. Select Save.
      The details are added to the procurement case, and the signer details are displayed.
    14. Review the signer details and select Save and create NDA.
      An NDA is created with the document template that was defined in Define NDA content and update the list of signers. A contract is also created in parallel and displayed here.
    15. Select Send NDA to send the NDA for signing to the suppliers and third parties.
      The NDA is sent to the signers and corresponding document tasks are automatically created for them.
      Note:
      If document tasks are not getting created, verify that the integration with DocuSign is set up correctly.​

    What to do next

    Review the signed and completed NDA and close the case from the playbook in Source-to-Pay Workspace. For more information, see Review the signed NDA from playbook.