NDA automation
An NDA is the right first document to automate. It is short, standard and repeated, and a mistake is cheap to fix. Start here and learn the flow before you move to anything bigger.
Why start with NDAs
Most teams sign the same two pages over and over. The value lies in speed: a call is booked for tomorrow and the NDA has to be done first. Nobody should spend time on that. It is also a low-risk place for your first agent flow, because the terms don't vary.
A simple setup
- Save your standard NDA as a template in the web app, with one signer role for the other party and one for you.
- A booking form or an agent calls
create_from_templatewith the other party's name and email. - It calls
send_document. - Both people sign. Store the result.
For a mutual NDA, set ordered to false, so both can sign at once. For a one-way NDA, you may only need the other party to sign.
Should an NDA need approval?
We would say no for a fixed template going to a known kind of person, and yes for anything an agent assembled. A fixed template sent by your own server can use a "Sends directly" key. An agent can't, and over MCP it will wait for a person whatever you set. That is a fair trade: a human glance at each draft is cheap, and an NDA sent to the wrong person can embarrass you.
Finding them later
Put the company name in title and your record ID in metadata. list_documents filters by status, so you can pull everything still waiting and remind people in one small script.
Common questions
Do both sides of a mutual NDA have to sign?
That depends on your NDA, and your lawyer can say. docuinked will collect whatever signers you list, in any order you choose.
Can I add a date that fills itself in?
Yes. Add a date field for the signer, and the page fills in the signing date.
How do I know an NDA hasn't changed after signing?
The finished PDF is sealed, so any change breaks the seal. You can also hash a file and check it with the free tool.
Related
Try it in test mode
Free during the beta. Test keys send no email, so you can build the whole flow first.