--- sourceDocument: Xanadu Finance and Supply Chain sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/source-to-pay-operations Release : - xanadu ft:locale : - en-US ft:publication_title : - Xanadu Finance and Supply Chain ft:clusterId : - stpop bundleId : - stpop workflow : - Creator --- # Routing NDAs to suppliers # Routing NDAs to suppliers {#ariaid-title1} * Release version: Xanadu * * Updated August 1, 2024 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Reduce manual effort by providing your procurement specialist with a single place to perform all the necessary actions when creating and routing Non-Disclosure Agreements (NDAs) to suppliers and third parties. As a procurement specialist, you can easily define your NDA content and update signer details 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. Note: 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. Further, procurement specialists can easily​ route the NDAs to suppliers and third parties for signing via DocuSign integration, review the signed documents, and close the procurement case of type Send NDA for Signature, from a designated playbook in Source-to-Pay Workspace. Details of the workflow are provided here. 1. Define your NDA content and update the list of participants for signature. See [Define NDA content and update the list of signers](https://servicenow-prod.fluidtopics.net/JELAzTMagS1Cf5f0pxVvsA "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."). 2. Set up DocuSign.For more information, see [Docusign eSignature Spoke](https://www.servicenow.com/docs/access?context=docusign-spoke&version=xanadu&pubname=xanadu-integrate-applications&ft:locale=en-US). 3. Navigate to AllProcurement Case ManagementProcurement Workspace. 4. Select the list icon and select All workCases. 5. Select New. 6. In the Create a new case dialog box, select Send NDA for Signature. 7. Select Create Case. Note: During a procurement request, when a valid NDA isn't available for the selected supplier, a procurement case of type Send NDA for Signature is automatically created. 8. Open the case in Source-to-Pay Workspace, prepare the NDA, and send it for signing to the suppliers and third parties from a playbook. See [Send NDA to suppliers for signature](https://servicenow-prod.fluidtopics.net/rmA2GB5rIkB2mjx7BwfWZg "As a procurement specialist, you can use playbooks to prepare a Non-Disclosure Agreement (NDA) and send it for signing to the suppliers and third parties and review the signed and completed NDA."). Note: If the Playbook tab isn't visible in Source-to-Pay Workspace, verify that the Document Template Integration with DocuSign application is installed correctly. 9. Sign the NDA. * For external third-party suppliers, [directly sign from the email notification](https://www.youtube.com/watch?v=sFOGy2UwbJk) or from Supplier Collaboration Portal. For more information, see [Using Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/xwJjpqIgPdhkYyBdrMsJiQ "As a supplier contact, you can self-register to the Supplier Collaboration Portal, complete your assigned tasks, and raise requests using the supplier catalog."). * For internal supplier representatives, from Employee Center. For more information, see [Sign a document using DocuSign from Employee Center](https://servicenow-prod.fluidtopics.net/hZRKzJ4jxhg_slRNbOHeag "Provide your consent by signing a document using DocuSign, directly from Employee Center. This action is listed as a task under My Tasks."). {#routing-ndas-to-suppliers__ul_m1l_ff3_bzb} 10. Review the signatures from the playbook in Source-to-Pay Workspace, notify the user, and close the case. See [Send NDA to suppliers for signature](https://servicenow-prod.fluidtopics.net/rmA2GB5rIkB2mjx7BwfWZg "As a procurement specialist, you can use playbooks to prepare a Non-Disclosure Agreement (NDA) and send it for signing to the suppliers and third parties and review the signed and completed NDA."). {#routing-ndas-to-suppliers__ol_nvj_2f3_bzb} ## Additional configurations {#routing-ndas-to-suppliers__section_i2q_xfp_bzb} You can make changes to the Send NDA for signature playbook, if you must, from Playbooks. For adding new participants, create a new column on the procurement case and update the logic to populate in Playbooks. For more information, refer to the implementation of the signer_1 column. You can also update the subflows to incorporate any new logic. Flow details can be found in different steps in Playbooks. * **[Define NDA content and update the list of signers](https://servicenow-prod.fluidtopics.net/JELAzTMagS1Cf5f0pxVvsA)** 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. * **[Send NDA to suppliers for signature](https://servicenow-prod.fluidtopics.net/rmA2GB5rIkB2mjx7BwfWZg)** As a procurement specialist, you can use playbooks to prepare a Non-Disclosure Agreement (NDA) and send it for signing to the suppliers and third parties and review the signed and completed NDA. **Related concepts** * [Fulfilling request for copy of contract in playbook](https://servicenow-prod.fluidtopics.net/Db1vIfgSeIJ7Q6KykvRy6A "Reduce manual effort by providing your procurement specialist with a playbook for attaching the contract from and sending it as an email to the employee who requested for it.") * [Verifying delivery addresses in playbook](https://servicenow-prod.fluidtopics.net/QKIjQQWFwjyUYa_c_FiIyg "Procurement specialists can verify delivery addresses and notify shoppers through email for delivery address-related updates using playbook.") * [Reviewing and updating general ledger details in playbook](https://servicenow-prod.fluidtopics.net/PE1jdaMPl1pq0Narkd8ewQ "As a fulfiller working in the procurement team, you can review and update missing General Ledger (GL) account details using playbook.") * [Sourcing intake guided experience with playbooks](https://servicenow-prod.fluidtopics.net/bgeMlJ8qLsXSZ9JEvagAMg "As sourcing managers, you can use the sourcing intake and negotiation setup playbooks to guide you through the complex request intake process so that you can focus on actual productive work such as negotiating savings from suppliers.") * [Streamlining the supplier risk assessment workflow](https://servicenow-prod.fluidtopics.net/EptsjaJPf40793RFB~Xj2g "As procurement specialists, track activity on the Third-Party Risk Management (TPRM) records, and update and make changes to the sourcing requests and purchase requests based on the final risk rating.") **Related tasks** * [Process a purchase order edit in playbook](https://servicenow-prod.fluidtopics.net/ggjfK8YlOFmIGeNAuVrfyA "You can edit and revise the quantity of the product or delivery location of the purchase orders based on your requirements.") * [Process a purchase requisition edit request in playbook](https://servicenow-prod.fluidtopics.net/ZaQUfz7G2POWD~lqP8djEw "Use the procurement playbook to approve or reject the revision requests for the quantity of the product or delivery location.") * [Process a return request in playbook](https://servicenow-prod.fluidtopics.net/IW3b1X8mTZciciVm~Nb_iw "Use the procurement playbook to approve or reject return requests.") *[\>]: and then