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Client NDA
Nobody but the client's own people opens a project until they have signed its current NDA.
Sign the NDA
- The first time you open a project you are sent to its NDA.
- Read it, type your full name, agree and press Sign.
- If the PM publishes a new version, everyone signs again.
- Safety reporting stays open even before you sign.
Publish the client's NDA
- Every project starts with placeholder text. Open NDA, then manage it (NDA and signatures).
- Paste the client's or counsel's text and Publish a new version.
- People on the project shows who has signed. Record a copy signed elsewhere for paper or e-signature copies.
- Revoke signature if someone should no longer see the project. The client file access log shows who opened client files.
Publishing and recording signatures is for the PM.