How do I bypass an NDA in Trustpage?

When your prospects or customers have already signed an NDA, you do not need to make them sign it twice.

Bypassing an NDA should occur when your prospects or customers have already signed an NDA outside of the Trustpage Platform and should be granted access to your resources without an additional NDA.

There are a few ways to bypass an NDA, including:

  1. Selecting the NDA icon in the Manage Access panel and confirm that you'd like to bypass an NDA for the selected user
  2. Unchecking the box "require this user to complete NDA...." when accepting a review request
  3. Unchecking the box "require this user to complete NDA...." when starting a new review
  4. Setting up the Salesforce Integration to bypass an NDA automatically