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When should I use a mutual confidentiality agreement?

  • Checkmark When all parties involved expect to share sensitive information.
  • Checkmark When buying or selling goods or services.
  • Checkmark Any collaborative business arrangement.

Step by step guidance to help you determine the options you need

Throughout the form, we explain all the terms and you’ll be guided on making the best choices for your confidentiality agreement.

NDA Doc Mutual

Mutual Confidentiality Agreement

Use a mutual confidentiality agreement when all parties expect to share sensitive information. All parties will be bound to keep any disclosed information confidential.


Confidentiality Agreement

Use a confidentiality agreement when only one party is sharing confidential or proprietary information. Only the receiving party will be bound to keep information confidential.

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Help Guide

Table of contents

A mutual confidentiality agreement, also known as a non-disclosure agreement or NDA, helps prevent unauthorized disclosures of confidential information between two parties. Review the following guide to learn about the key terms and things to consider when creating this agreement.

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Complete a Mutual Confidentiality Agreement in 4 Steps

Complete Obligations


Gather Information

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

Man Laptop Questions


Answer Key Questions

Use the information you collected to complete your confidentiality 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.

Review and Sign


Review and Sign

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.

Distribute and Store Questions


Distribute and Store Copies

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.

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