Gather all the relevant information to complete your document. This may include party names, addresses, and confidential information that will be shared. It is advisable to determine what information may potentially be disclosed.

Use the information you collected to complete your non-disclosure agreement. You will be guided through each step allowing you to customize your document to match your specific needs. The questions and information presented to you dynamically change depending upon your answers.

It is always important to read your document thoroughly to ensure it matches your needs and is free of errors and omissions. After completing the questionnaire, you can make textual changes to your document by downloading it in Microsoft Word. If no changes are needed, you can simply download the PDF version and sign. These downloads are available by navigating to the Documents section of your account dashboard. When signing the document, be sure to follow any additional instructions related to signing and witnessing the document. Any such instructions will either be located next to the signature line or in the instructions attached at the end of the document. When using a notary, you must wait to sign the document until they are present.

At a minimum, all parties that sign the document should receive a copy once it is fully executed (everyone has signed).  Be sure to store your copy in a safe location. It is a good idea to keep both a physical and electronic copy.