NDA workflows require manual coordination across document preparation, signature collection, and filing. Manual tracking of signatures and reminders consumes significant time and creates delays.
Automation identifies signatories based on policy rules, prepares and uploads documents, monitors signatures automatically, and files executed agreements. The process moves from days to hours with minimal human intervention.
The full workflow, from trigger to completion.
An NDA request arrives via email or form submission. The automation captures the counterparty name, document type, and any special instructions.
The automation analyzes the counterparty type and internal policy rules to determine the correct signatories. the automation pulls from a rules database and past agreements.
The NDA template is retrieved, customized with counterparty details, and automatically uploaded with signature fields pre-configured.
Signature requests are sent automatically to all identified signatories with a standard deadline and reminder schedule.
The automation monitors for signature status and sends automatic reminders to non-signers at day 3 and day 7.
Once all signatures are collected, the executed NDA is automatically downloaded and filed to the correct folder.
A record is automatically created with counterparty, execution date, expiration date, and a link to the filed document.
And email notifications are sent to the requesting party and relevant stakeholders confirming the NDA is executed and filed.
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