--- title: Routing NDAs to suppliers description: Reduce manual effort by providing your procurement specialist with a single place to perform all the necessary actions when creating and routing Non-Disclosure Agreements \(NDAs\) to suppliers and third parties. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/sourcing-and-procurement-operations/routing-ndas-to-suppliers.html release: australia product: Sourcing and Procurement Operations classification: sourcing-and-procurement-operations topic_type: concept last_updated: "2026-03-12" reading_time_minutes: 5 breadcrumb: [Working with playbooks, Use, Sourcing and Procurement Operations, Finance and Supply Chain] --- # Routing NDAs to suppliers Reduce manual effort by providing your procurement specialist with a single place to perform all the necessary actions when creating and routing Non-Disclosure Agreements \(NDAs\) to suppliers and third parties. As a procurement specialist, you can easily define your NDA content and update signer details with the help of a document template that is provided by default with the Document Template plugin \[sn\_doc\], which is added as a dependency on Procurement Case Management \[sn\_spend\_psd\]. The signer details are stored in the Signers table.​ **Note:** You must use the November 2023 version of the Document Template plugin \[sn\_doc\] for using the November 2023 versions of the Procurement Case Management and Playbooks for Sourcing and Procurement Operations plugins. Further, procurement specialists can easily​ route the NDAs to suppliers and third parties for signing via DocuSign integration, review the signed documents, and close the procurement case of type Send NDA for Signature, from a designated playbook in Source-to-Pay Workspace. Details of the workflow are provided here. 1. Define your NDA content and update the list of participants for signature.​ See [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). 2. Set up DocuSign. For more information, see [Docusign eSignature Spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/integrate-applications/docusign-spoke.md). 3. Navigate to **All** > **Procurement Case Management** > **Source-to-Pay Workspace**. 4. Select the list icon and select **All team work** > **Cases**. 5. Select **New**. 6. In the Create a new case dialog box, select **Send NDA for Signature**. 7. Select **Create Case**. **Note:** During a procurement request, when a valid NDA isn’t available for the selected supplier, a procurement case of type Send NDA for Signature is automatically created. 8. Open the case in Source-to-Pay Workspace, prepare the NDA, and send it for signing to the suppliers and third parties from a playbook.​ See [Send NDA to suppliers for signature](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/prepare-nda-send-to-signers.md). **Note:** If the **Playbook** tab isn’t visible in Source-to-Pay Workspace, verify that the Document Template Integration with DocuSign application is installed correctly. 9. Sign the NDA. - For external third-party suppliers, [directly sign from the email notification](https://www.youtube.com/watch?v=sFOGy2UwbJk) or from Supplier Collaboration Portal. For more information, see [Using Supplier Collaboration Portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/supplier-lifecycle-operations/use-supp-central.md). - For internal supplier representatives, from Employee Center. For more information, see [Sign a document using DocuSign from Employee Center](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/sign-document-task-ec.md). 10. Review the signatures from the playbook in Source-to-Pay Workspace, notify the user, and close the case. See [Send NDA to suppliers for signature](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/prepare-nda-send-to-signers.md). ## Additional configurations You can make changes to the Send NDA for signature playbook, if you must, from Playbooks. For adding new participants, create a new column on the procurement case and update the logic to populate in Playbooks. For more information, refer to the implementation of the signer\_1 column. You can also update the subflows to incorporate any new logic. Flow details can be found in different steps in Playbooks. - **[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)** As a procurement specialist, you can easily define your Non-Disclosure Agreement \(NDA\) content and update the list of participants for whose signature is required. - **[Send NDA to suppliers for signature](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/prepare-nda-send-to-signers.md)** 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. **Parent Topic:**[Working with SPO playbooks in the Source-to-Pay Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/work-playbooks-spo.md) **Related topics** [Process a purchase order edit in playbook]() [Process a purchase requisition edit request in playbook]() [Process a return request in playbook]() [Process a replacement request in playbook]() [Process an edit receipt request in playbook]() [Fulfilling request for copy of contract in playbook]() [Verifying delivery addresses in playbook]() [Reviewing and updating general ledger details in playbook]() [Sourcing intake guided experience with playbooks]() [Streamlining the supplier risk assessment workflow]()