Submitting a Non-Disclosure Agreement Form
1. Navigate to the Internal
2. Go to Compliance and select Non-Disclosure
3. Select the Setting icon and from the action dropdown select Live.
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Note - This will take you to the Non-Disclosure Agreement form
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Patients can also access this form from your website
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Users can send an invite from dashboard to patients
- Fill out the whole form
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Note: All fields in red are "required" and yellow are "optional" to fill up!
4. Get Started
View Agreement Verbiage
Signer Information
Signer Address
Signer Contact
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Submitter will receive status notifications via SMS/Email
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Submitter must Sign and date and will be sent notification email and sms
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Submission will show in Non Disclosure table as Submitted
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Share Form for a Non-Disclosure Agreement Form URL
1. Navigate to the Internal 2. Go to Compliance and select Non-Disclosure 3. From the Admin Icon select Share Form 4. Choose sending method - Phone or Email For SMS - Enter the Phone Number For Email - Enter the Email Address 5. Click the Send ...
Generate a Non-Disclosure Agreement PDF
1. Navigate to the Internal 2. Go to Compliance and select Non-Disclosure 3. From the Action Colum select the PDF Button in the dropdown. Note: This will take the User to the "PDF" form
View Non-Disclosure Agreement Submission
1. Navigate to the Internal 2. Go to Compliance and select Non-Disclosure 3. Click View Non-dis - User can view the information
Add and Edit Non-Disclosure Agreement Text
1. Navigate to the Internal 2. Go to Compliance and select Non-Disclosure 3. From the Admin Icon select the Settings 4. Select Edit and update text - Select Save The Non-Disclosure verbiage will be updated for new submissions.
Activate a Non-Disclosure Agreement Submission
Only Inactive Non-Disclosure Submissions can be Activated 1. Navigate to the Internal 2. Go to Compliance and select Non-Disclosure 3. From the Action Colum select the Active Button in the dropdown. 4. Click the Activate button at the bottom of ...