> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create NDA Request

> Request a Non-Disclosure Agreement (NDA) with a business partner, including the partner's point of contact and the agreement dates.

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.

<Info>
  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.
</Info>

<Steps>
  <Step title="Navigate to Requests Module.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/w_Ec7HMMIakbaVFF/images/RQ-Nav.png?fit=max&auto=format&n=w_Ec7HMMIakbaVFF&q=85&s=d63df729a01c85604b3c8b4aaaaa39d8" alt="RQ Nav" width="2178" height="1040" data-path="images/RQ-Nav.png" />
    </Frame>
  </Step>

  <Step title="Click Add Request.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/w_Ec7HMMIakbaVFF/images/RQ-Add.png?fit=max&auto=format&n=w_Ec7HMMIakbaVFF&q=85&s=1579b8acf59755f64870e77afba1545d" alt="RQ Add" width="2178" height="660" data-path="images/RQ-Add.png" />
    </Frame>
  </Step>

  <Step title="Select Create NDA as the request type.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/5KmSWfWUNVOY1tb9/images/RQ-ND-Type.png?fit=max&auto=format&n=5KmSWfWUNVOY1tb9&q=85&s=83c9f9617f45ef59ed3866086e1e41a7" alt="RQ ND Type" width="2064" height="594" data-path="images/RQ-ND-Type.png" />
    </Frame>
  </Step>

  <Step title="Complete the required information.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/5KmSWfWUNVOY1tb9/images/RQ-ND-Form-1.png?fit=max&auto=format&n=5KmSWfWUNVOY1tb9&q=85&s=bf3226b62bec3a811a4fb0d11b4d772e" alt="RQ ND Form 1" width="2064" height="1784" data-path="images/RQ-ND-Form-1.png" />
    </Frame>

    ### Request Information

    | Field       | Description                                             | Required | Example                                                             |
    | :---------- | :------------------------------------------------------ | :------- | :------------------------------------------------------------------ |
    | Subject     | A short title describing the request.                   | ✓        | Create NDA - Inochi Teaming Discussion                              |
    | Due Date    | The expected completion or review date for the request. | ✓        | October 9, 2026                                                     |
    | Priority    | Indicates the urgency of the request.                   | ✓        | Medium                                                              |
    | Description | Additional details or reason for the request.           |          | Requesting an NDA before sharing proposal details with the partner. |

    ### Create NDA

    | Field            | Description                          | Required | Example          |
    | :--------------- | :----------------------------------- | :------- | :--------------- |
    | Opportunity Name | Business opportunity the NDA is for. | Auto     | Inochi           |
    | Business Partner | Partner the NDA is with.             | Auto     | FPT Software     |
    | Point of Contact | Partner contact for the NDA.         | ✓        | Daniel H Smith   |
    | Start Time       | Date the NDA takes effect.           | ✓        | October 12, 2026 |
    | End Time         | Date the NDA expires.                | ✓        | October 11, 2028 |
  </Step>

  <Step title="Click Add to send the request for approval.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/5KmSWfWUNVOY1tb9/images/RQ-ND-Add.png?fit=max&auto=format&n=5KmSWfWUNVOY1tb9&q=85&s=f3433a4d886c42d084df3b274d42b873" alt="RQ ND Add" width="2064" height="416" data-path="images/RQ-ND-Add.png" />
    </Frame>
  </Step>
</Steps>

<Info>
  After approval, the NDA is listed in **Contracts > Contract Management >** [NDA/TA](/erp/contract-management/nda-ta).
</Info>

## Review a Create NDA Request

To review a submitted Create NDA request and approve, reject, or discard it, see **Contracts >** [Requests](/erp/contract-management/requests).

## Manage the Create NDA Business Process

To manage the workflow for Create NDA requests, see **Admin > Business Processes >** [Business Processes Overview](/erp/admin/business-process-overview).