How To View and Download Accepted Whistic Clickthrough NDAs

Table of Contents

• Summary
• Steps
• Additional Resources

Summary

This article will walk you through how to view and download Whistic clickthrough NDAs. If you are using or plan to use the DocuSign integration for your NDAs, this will not apply. DocuSign NDAs are managed, stored, and made viewable within your DocuSign account only. For more information on the DocuSign integration, go HERE. Placing an NDA requirement before a customer can access your Whistic Trust Center is a great way to control access to the sensitive information that your Trust Center may contain. For more information on setting up a Whistic Clickthrough NDA, go HERE.

Currently, only 1 NDA is able to be approved between any 2 companies within Whistic. Any changes you make to the NDAs or Trust Centers afterward will not trigger a new NDA to be required between the 2 companies.

Once a Trust Center recipient has viewed and agreed to the NDA, you can access that document by doing the following.

📋 Steps

1. Select Shares from the Trust Center dropdown at the top of the dashboard. Locate the customer and confirm that they have accepted the NDA in the NDA Status column. If it's not there, you can add it by clicking Add/Select Columns.

2. Select the recipient. A window will appear with additional information. Near the top of the window, select View NDA.

Note: On occasion, the Customer has requested and authorized a company name change after the NDA has been accepted. Updates to a company name are also updated on the NDA, so no need for a second NDA.

3. The NDA document will appear to review and Download as a PDF.

You can then save the PDF for your own records or to send it back to the recipient if they request a copy. To counter-sign the document, you will need an app that can edit PDFs.

📚 Additional Resources

• For more information on managing a shared Trust Center, please click HERE