Step-by-step
- Open the room and click Settings → Access.
- Toggle NDA click-through on.
- Pick a template from the dropdown or upload your own. Variables like
{{visitor.email}}are auto-filled at acceptance. - Optionally enable Countersign — Dataroom will add a signed PDF to the room's audit log for both parties.
- Save. Next visitors get the NDA modal before any folder loads.
Tip. Acceptances export as CSV from the audit log, with timestamps, IPs, devices, and document hashes — formats your counsel and counterparty's counsel can both work with.
Common questions
Is the click-through legally enforceable? Yes, in most jurisdictions, when paired with our audit manifest. For high-stakes deals, consider the optional countersigned variant.
Can different recipients see different NDAs? Yes — assign different NDA templates per recipient tier (lead, partner, analyst) from the same Access settings panel.