Register and revocation of non-disclosure agreements
The list of non-disclosure agreements accepted in the data room: state, evidence PDF, filtering by user and client company, revocation and deletion.
Every non-disclosure agreement accepted in the data room is one row in this list. Here you can check who accepted it, when and towards which client company, open the evidence PDF and revoke the acceptance if needed. New rows cannot be added here: acceptances are created only in the data room.
The list
Menu: Document → NDA acceptances. Filters: Client Company GROUP, Client company, User, Status, Accepted from, Accepted to. Under the user's name the row shows the state label and the NDA number.
| Label | Meaning |
|---|---|
| Valid (green) | the accepted text is the current template text, the folder is open |
| Outdated text (yellow) | the template text has changed since, the user must accept again |
| Revoked (grey) | revoked by an administrator |
| Deleted (red) | moved to the trash |
| No PDF (yellow) | the acceptance is recorded, but the evidence PDF could not be stored in the document center (for example the client has no document storage rule) |
Revoking an acceptance
- Open Document → NDA acceptances and filter by the user.
- To check the PDF, click the grey PDF icon at the right of the row (Open the NDA PDF).
- Click the three-dot icon (More actions) and choose Revoke (the user must accept again) with the yellow ban icon.
- Confirm: "Revoke this NDA acceptance? The user will have to accept the NDA again before the folder opens."
- On success: "Success: the NDA acceptance has been revoked." The row stays as evidence with the state Revoked.
Only an active acceptance can be revoked; on an already revoked row: "Only an active NDA acceptance can be revoked." No e-mail is sent about the revocation.
Deleting
Delete with the red bin icon (in the menu, or for selected rows with the header button) moves to the trash or deletes permanently, depending on your rights. Users with both delete rights also see a separate Delete permanently item. Permanent deletion does not remove the evidence PDF from the document store.
On the user form
When you edit a user under Users → Users, the Data room — non-disclosure agreements card shows the latest acceptance per client company, the PDF button and, in the card header, All NDA acceptances of this user, which opens the list filtered to the user.
Example
Péter Szabó's project has ended, but Sample Property Ltd. wants him to accept again at his next sign-in. The administrator revokes Péter's valid acceptance in the list; Péter can open the company's NDA-required folders only after a new acceptance.