---
title: Send NDA to suppliers for signature
description: As a procurement specialist, you can use playbooks to prepare a Non-Disclosure Agreement \(NDA\) and send it for signing to the suppliers and third parties and review the signed and completed NDA.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/sourcing-and-procurement-operations/prepare-nda-send-to-signers.html
release: australia
product: Sourcing and Procurement Operations
classification: sourcing-and-procurement-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 3
breadcrumb: [Routing NDAs to suppliers, Working with playbooks, Use, Sourcing and Procurement Operations, Finance and Supply Chain]
---

# Send NDA to suppliers for signature

As a procurement specialist, you can use playbooks to prepare a Non-Disclosure Agreement \(NDA\) and send it for signing to the suppliers and third parties and review the signed and completed NDA.

## Before you begin

Role required: Procurement specialist

## Procedure

1.  Navigate to **All** > **Procurement Case Management** > **Source-to-Pay Workspace**.

2.  Select the list icon and select **All work** > **Cases**.

3.  Select the applicable Send NDA for Signature case from the list for further processing.

4.  Complete the steps in the various stages and activities of the Send NDA for signature playbook.

<table id="table_bgd_tzx_ztb"><thead><tr><th>

Stage

</th><th>

Activity

</th><th>

Activity Details

</th></tr></thead><tbody><tr><td rowspan="2">

Review case

</td><td>

Assign case

</td><td>

Use this activity to assign the case to a different person or keep the case assigned to you.You can do the following:

 -   In the **Assigned to** search field, search for and select the person that you want to assign the case to.
-   In the **Short description** field, update the description for the case.
-   Select one of the following actions:
    -   Select **Save** to save your changes.
    -   Select **Start work** to start working on the case.


</td></tr><tr><td>

Update case to Work in progress

</td><td>

Updates the case state to Work in progress

</td></tr><tr><td rowspan="9">

Prepare NDA

</td><td>

Select document tamplte

</td><td>

In the **Document template** field, select **Supplier NDA draft**.Select **Continue**.

</td></tr><tr><td>

Identify internal signer

</td><td>

In the **Internal Signer** field, select the name of the signer.Select **Continue**.

</td></tr><tr><td>

Identify supplier's signer

</td><td>

Do the following:-   In the **Supplier contact** field, enter the name of the supplier contact.
-   In the **Signatory email** field, enter a valid email ID of the supplier or third-party signer.
-   In the **Signatory title** field, enter a title for the supplier or third-party signer.
-   In the **Authorized signatory name** field, enter the name of the supplier or third-party signer.
Select **Save**.

</td></tr><tr><td>

Signer details are updated on procurement case

</td><td>

The details are added to the procurement case.

</td></tr><tr><td>

Get signer details

</td><td>

The signer details are displayed.

</td></tr><tr><td>

Review signers

</td><td>

Review the signer details and select **Save and create NDA**.An NDA is created with the document template that was defined in [Define NDA content and update the list of signers](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/define-nda-content-update-signers.md). A contract is also created in parallel and displayed here.

</td></tr><tr><td>

Create contract and update case

</td><td>

Creates a contract and updates the procurement case.

</td></tr><tr><td>

Review document

</td><td>

Review the NDA and check that all details are correct before sending it for signing.

</td></tr><tr><td>

Send document for signature

</td><td>

Select **Send NDA** to send the NDA for signing to the suppliers and third parties.

The NDA is sent to the signers and corresponding document tasks are automatically created for them.**Note:** If document tasks are not getting created, verify that the integration with DocuSign is set up correctly.​

</td></tr><tr><td>

Review completed NDA

</td><td>

Wait for the NDS to be signed and completed

</td><td>

Check if you have received the signed document. Open and verify the signed NDA attachment for completion and select **Continue**.

</td></tr><tr><td rowspan="3">

Close case

</td><td>

Notify the requestor

</td><td>

Email the requestor that the NDA has been signed.

 A draft email appears with pre-populated data in the **Subject** field. The email body is pre-populated with the relevant text.

 Select **Send Email** to send the email.

</td></tr><tr><td>

Complete case

</td><td>

Use this activity to add work notes and close the case.

 Do the following:

-   In the **Work notes** field, add any comments about the case.
-   In the **Close notes** field, add any closing comments.
-   Select **Complete case**.


</td></tr><tr><td>

Update case to complete

</td><td>

Updates the case to Closed Completed.

</td></tr></tbody>
</table>
**Parent Topic:**[Routing NDAs to suppliers](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/routing-ndas-to-suppliers.md)