Prefer videos? Scroll down below to see this instructions in video form!
Step 1: Connect to DocuSign
Step 2: Select a template in DocuSign
In the template creation step, make sure to create a role called Signer and leave the Name and Email fields empty. This will allow you to drop placeholder blocks in the document during the next step, such as Company, Title, etc. Name and Email will usually autofill if you use the Standard Fields in the next step.
You can customize the open source Universal NDA (download file below) if you do not have an existing NDA template.
After hitting the Next button, you will be able to drag fields such as Signature, Name, Company, Title, etc.
After you hit Save and Close, this template should now be available to select in the SafeBase Settings page:
Proceed with the next steps only if you would like to test out the flow.
Step 3: Create a new account and require a NDA before viewing the private Security Portal
Step 4: You will receive a notification email from DocuSign and be prompted to complete the signing process
Step 5: You can see that the NDA has been sent and completed by the customer
DocuSign NDA Provider Videos:
We recommend watching these at 1.5x speed.
SafeBase - DocuSign Integration - How to connect
1 min video instruction link: here
SafeBase - DocuSign Integration - How to set up the right NDA document
SafeBase - End User Experience with DocuSign NDA