How to upload your Own NDA Agreement

Follow these easy steps to upload your own customized NDA agreement.

Can I upload my own NDA? Yes, You Can with Greetly!

Follow these easy steps to upload your own customized NDA agreement.

Step 1:

Click on "Check-in Options.

Step 2:

Select which check-in button you want to use and make sure it's toggled on. For example: Visit Employee button is turned on. Then click on the "Edit Button Options" tab.

Step 3:

Make sure you check what information you want the visitor to enter about themselves (ie: Name, phone, email, company name, and you can also create up to 3 custom questions).

Please note that when you turn on the signature feature, the information you want to collect from a visitor will be required fields.

Step 4:

Scroll down to the bottom of the screen and turn on "Do you want to require a signature from the visitor?"

Step 5:

Click on "Customize Agreement" and copy and paste your agreement or use the standard one that's already in place

Step 6:

Hit the "Publish" button.

And you're done!