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
Note: You can only bypass the NDA for users whose Access Status is "Pending NDA"
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Click the menu button
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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 4 months ago