Non-Disclosure
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 ...
Counter Sign a Non-Disclosure Agreement
Only Submitted Non-Disclosure Submissions can be Counter Signed 1. Navigate to the Internal 2. Go to Compliance and select Non-Disclosure 3. From the Action Colum select the Counter Sign Button in the dropdown. - Enter all the applicable 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.
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
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 ...
Delete a Non-Disclosure Agreement Submission
1. Navigate to the Internal 2. Go to Compliance and select Non-Disclosure 3. From the Signee Name Colum select the Delete Button in the dropdown. 4. Click the Send button at the bottom of the dialogue box. Non-Disclosure submission will ...
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
Inactivate a Non-Disclosure Agreement Submission
1. Navigate to the Internal 2. Go to Compliance and select Non-Disclosure 3. From the Action Colum select the Inactive Button in the dropdown. 4. Click the Inactivate button at the bottom of the dialogue box. Note: The Non-Disclosure submission will ...
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. Note - This will take you to the Non-Disclosure Agreement form Patients can also access this form from ...