Set Up Clickwrap NDAs with Less Effort

We’ve redesigned the Clickwrap NDA experience in SafeBase to eliminate setup friction and make NDA management more intuitive. 

Clickwrap Setup Options:

• Autogenerated Clickwrap: SafeBase creates the NDA for you, and it automatically updates if your organization name or Trust Center title changes

• Custom Clickwrap: Paste in your own NDA text. This won’t update automatically if org details change

Improved Setup Experience:

• Clickwrap settings are now behind a gear icon in the NDA section.

• No need to download or upload templates during setup

• Preview your NDA in markdown format directly in the app

Better NDA Management:

• All NDA connections now appear in both the Integrations section and the NDA section of Settings

• Each NDA can be toggled on or off for use in the access request flow

• New status indicators show the state of each NDA:

  • Connected - Not enabled as an option: Encourages customers to enable NDAs they’ve connected but not activated.
    Connected - Not set as default: Indicates NDAs that are enabled but not set as the default.

  • Connected – Using as default: Indicates that NDA option is currently set as the default.

Salesforce Bypass Enhancements

• The NDA Bypass section for Salesforce now supports field selection via dropdown menus instead of manual entry