If a customer or prospect has previously executed an NDA that exists outside of Comply, you can grant them access to your room without requiring them to execute a second time. This can be accomplished by doing the following:
- Inviting the user
- Finding their entry in the Contact Permissions screen
Click the menu button
In the window that opens, select "Verify NDA"
Their NDA is now bypassed and they can log in to your room and view your documents. In the Access screen, the Non-Disclosure column of their entry will now show "Verified Externally":
Updated 7 months ago