How do I find and update my NDAs?

This guide explains how to locate your NDAs in Orangedox and update their settings. You’ll be able to search for existing NDAs, manage their options, control notifications, and remove them if they have not yet been used.

Searching for an NDA

To find an existing NDA

1. Go to the NDA app in your dashboard
2. Find the NDA in the list
3. Click on the NDA to open its settingsOnce opened, you’ll be able to view which file the NDA is linked to, high level metrics, and options.

Updating your NDA Options

1. Open the NDA app 
2. Select the NDA that you want to update from the list by clicking the title
3. Go to the Options section

From here, you can manage the NDA settings.

Email Notifications

You can control whether you receive email notifications when recipients interact with your NDA, you can enable or disable notifications

1. Go to the NDAs Options
2. Toggle Email Notifications on or off

Removing an NDA

You can remove an NDA only if it has not already been accepted by a recipient.

To remove an NDA

1. Go to the NDA App
2. Locate the NDA you want to remove
3. Click the three dots next to it
4. Select Remove

Once removed

1. The NDA is permanently deleted
2. It can no longer be used for gating documents or data rooms.

Summary

You can manage your NDAs directly from the NDA App.

1. Search for NDAs by title to quickly locate them
2. Update options to control delivery and behavior
3. Toggle email notifications based on your preference
4. Remove NDAs if they have not been accepted

This gives you full control over how your NDAs are managed and maintained.