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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.

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Create a Create NDA Request

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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.
1

Navigate to Requests Module.

RQ Nav
2

Click Add Request.

RQ Add
3

Select Create NDA as the request type.

RQ ND Type
4

Complete the required information.

RQ ND Form 1

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Request Information

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Create NDA

5

Click Add to send the request for approval.

RQ ND Add
After approval, the NDA is listed in Contracts > Contract Management > NDA/TA.

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Review a Create NDA Request

To review a submitted Create NDA request and approve, reject, or discard it, see Contracts > Requests.

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Manage the Create NDA Business Process

To manage the workflow for Create NDA requests, see Admin > Business Processes > Business Processes Overview.