A Create NDA request asks Contract Management to set up a Non-Disclosure Agreement with a business partner, for example before sharing proposal information. After you submit it, the request follows the configured approval workflow before being approved, rejected, or returned for revision.
Create a Create NDA Request
Prerequisites
Before submitting a Create NDA request:
- You must have an active employee account.
When the request is created from a business opportunity, the Opportunity Name and Business Partner are filled in automatically. When it is created from the Requests module, they are left blank.
Navigate to Requests Module.
Select Create NDA as the request type.
Complete the required information.
Click Add to send the request for approval.
After approval, the NDA is listed in Contracts > Contract Management > NDA/TA. Review a Create NDA Request
To review a submitted Create NDA request and approve, reject, or discard it, see Contracts > Requests.
Manage the Create NDA Business Process
To manage the workflow for Create NDA requests, see Admin > Business Processes > Business Processes Overview. 
