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Executing the NDA (Successor FA)

How to execute the blind NDA provided in the Meeting Room

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Written by Practice Exchange Support
Updated over 3 years ago

You'll receive an email notification when you've been sent an NDA to execute. Click the button in the email to be directed to the Practice Exchange Meeting.

Executing the NDA

Go to the Shortlist tab and select "Execute Non-Disclosure Agreement Now".

You'll be taken to sign into your DocuSign account to execute the NDA digitally. Follow the prompts.

You'll need to provide the following information:

  1. Your full name

  2. City and state

  3. Business address (including zip code)

  4. Full name and business title

  5. Signature

Ensure you fill out all required fields and click "Finish" to submit the NDA.

The other party will be notified via email when once it's their turn to execute the NDA. You will have the option to download the executed NDA directly from the platform in the final negotiation stage.

Go to the next step > Negotiating

Or, see Meeting Room Overview for more Meeting Room related support.

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