# NDA request workflow template

> Get a confidentiality agreement ready, signed and filed before sharing sensitive information.

Category: Legal. 4 steps, 16 form fields.

## Steps

### 1. Request

Owner: Whoever starts the request.

Tell us who the NDA is with and why.

Fields:

- Other party (text, required)
- Who signs for them (text, required)
- Signer's email (email, required)
- Who shares information? (choice, required)
- What will be shared and why (long text, required)
- Which document? (choice, required)
- Their document (files, required)

### 2. Legal review

Owner: A person or team you choose.

Only when the other party sends their own document.

Due in 3 days (business time).

Fields:

- Can we sign it as it is? (choice, required)
- Changes and comments (long text)
- Reviewed document (files)

### 3. Prepare and send

Owner: A person or team you choose.

Legal prepares the final document and sends it for signature.

Due in 2 days (business time).

Fields:

- Confidentiality term (years) (number, required)
- Signature (choice, required)
- Document sent for signature (files, required)

### 4. Signed and filed

Owner: A person or team you choose.

File the signed NDA. Only now can information be shared.

Due in 7 days (business time).

Fields:

- Signed on (date, required)
- Valid until (date)
- Signed NDA (files, required)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/nda-request