DocuSign NDA Integration

This guide explains how to integrate your Sprinto account with DocuSign to enable Non-Disclosure Agreement (NDA) management for restricted content in your Trust Center. Integrating DocuSign ensures that visitors are required to sign an NDA before accessing sensitive documents, thereby safeguarding your organisation’s confidential information.

By completing this integration, you can automate the NDA signing process and manage templates seamlessly within Sprinto.

Prerequisites

Before you begin, ensure the following:

• You have an active Sprinto account with Administrator access.

• You have a DocuSign account with permission to create and manage templates.

• Your NDA template is created on DocuSign with blank fields for email and signatory.

• You are signed into both Sprinto and DocuSign.

Procedure

Follow these steps to integrate DocuSign with Sprinto for NDA management:

Step 1: Navigate to the Trust Center Configuration

1. Sign in to your Sprinto account.

2. From the left-hand navigation panel, select Trust Center.

3. Click on the Configuration tab.

Step 2: Configure NDA Settings

1. Under the Configure NDA for restricted items section, click the arrow to expand the settings

2. Click on Set up under DocuSign.

   

Step 3: Connect DocuSign Account

1. On the Connect DocuSign page, review the permissions and data being requested.

2. Click Next to proceed with authentication.

   
3. Sign in to your DocuSign account when prompted and grant the required permissions.

Step 4: Select an NDA Template

1. Once connected, you will see Manage NDA for restricted access.

2. From the dropdown list, select the NDA template you want to use.

Step 5: Confirm and Save the Configuration

1. After selecting the template, review the instructions under How to set up DocuSign for NDA.

2. Click Save to complete the integration.

Your Sprinto Trust Center is now configured to require visitors to sign an NDA via DocuSign before accessing restricted items.