Routing NDAs to suppliers › Working with playbooks › Use › Sourcing and Procurement Operations › Finance and Supply Chain

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Send NDA to suppliers for signature

As a procurement specialist, you can use playbooks to prepare a Non-Disclosure Agreement (NDA) and send it for signing to the suppliers and third parties and review the signed and completed NDA.

Before you begin

Role required: Procurement specialist

Procedure

Navigate to All > Procurement Case Management > Source-to-Pay Workspace.
Select the list icon and select All work > Cases.
Select the applicable Send NDA for Signature case from the list for further processing.
Complete the steps in the various stages and activities of the Send NDA for signature playbook.

Stage	Activity	Activity Details
Review case	Assign case	Use this activity to assign the case to a different person or keep the case assigned to you.You can do the following: In the Assigned to search field, search for and select the person that you want to assign the case to. In the Short description field, update the description for the case. Select one of the following actions: Select Save to save your changes. Select Start work to start working on the case.
Review case	Update case to Work in progress	Updates the case state to Work in progress
Prepare NDA	Select document tamplte	In the Document template field, select Supplier NDA draft.Select Continue.
	Identify internal signer	In the Internal Signer field, select the name of the signer.Select Continue.
	Identify supplier's signer	Do the following:- In the Supplier contact field, enter the name of the supplier contact. - In the Signatory email field, enter a valid email ID of the supplier or third-party signer. - In the Signatory title field, enter a title for the supplier or third-party signer. - In the Authorized signatory name field, enter the name of the supplier or third-party signer. Select Save.
	Signer details are updated on procurement case	The details are added to the procurement case.
	Get signer details	The signer details are displayed.
	Review signers	Review the signer details and select Save and create NDA.An NDA is created with the document template that was defined in Define NDA content and update the list of signers. A contract is also created in parallel and displayed here.
	Create contract and update case	Creates a contract and updates the procurement case.
	Review document	Review the NDA and check that all details are correct before sending it for signing.
	Send document for signature	Select Send NDA to send the NDA for signing to the suppliers and third parties. The NDA is sent to the signers and corresponding document tasks are automatically created for them.Note: If document tasks are not getting created, verify that the integration with DocuSign is set up correctly.
Review completed NDA	Wait for the NDS to be signed and completed	Check if you have received the signed document. Open and verify the signed NDA attachment for completion and select Continue.
Close case	Notify the requestor	Email the requestor that the NDA has been signed. A draft email appears with pre-populated data in the Subject field. The email body is pre-populated with the relevant text. Select Send Email to send the email.
	Complete case	Use this activity to add work notes and close the case. Do the following: In the Work notes field, add any comments about the case. In the Close notes field, add any closing comments. Select Complete case.
	Update case to complete	Updates the case to Closed Completed.

Parent Topic:Routing NDAs to suppliers