Before You Begin
To get started, make sure you have your username and password ready.
Once you log in, you will land on the welcome screen.
1.1 Add NDA
Add a NDA - Step-by-Step:
Step 1:Reach the NDA Section:
From the main side menu, click on "Accounts", then go to "Masters", and finally choose "NDA". This will open the NDA Search page.
Step 2:Adding a NDA:
Located at the top-right corner of the NDA Search page, there is an “Add NDA button. Simply click on this button to proceed.
Step 3:Fill in Details:
Upon clicking the 'Add NDA' button, the Add NDA page will open. Complete the following information:
Customer Name: [Text Field](Mandatory)Enter the name of the customer.
Address Line 1: [Text Field](Mandatory)Enter the Line 1 address of the customer.
Address Line 2: [Text Field](Mandatory)Enter the Line 2 address of the customer.
City: [Text Field](Mandatory)Enter the City of the customer.
State: [Text Field](Mandatory)Enter the State of the customer.
Pin: [Text Field](Mandatory)Enter the pincode of the customer.
Country: [Text Field](Mandatory)Enter the country of the customer.
GST Number: [Text Field](Mandatory)Enter the GST Number of the customer.
Contact Number: [Text Field](Mandatory)Enter the contact number of the customer.
NDA Date: [Date Field] (Mandatory) Select the NDA Date.
Name of the Supplier Representative: [Text Field](Mandatory)Enter the name of the supplier representative.
Title of the Supplier Representative: [Text Field] (Mandatory) Enter the title of the supplier representative of the customer.
Organisation name + Responsible : [Text Field](Mandatory)Enter the name of the responsible person in our organisation.
Click the "Submit" button.
Submission Of NDA
- Upon submission of NDA, the entry will be added and the screen will transition to the editing mode.
- If you change your mind and don't want to add a NDA, click "Cancel" it takes you back to the NDA Search page.
- To Start Over:Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.
1.2 SEARCH NDA
Search a NDA - Step-by-Step:
Step 1: Start Searching
On the Search page, you can search in different ways:
Date From: Select the date range from when you want to search for.
Date To: Select the date range until when you want to search for.
For All: If you don't have a specific search data just click "Search" to see all NDA's.
Step 2:See the Results:
After clicking "Search", you'll see results:
If you searched by Dates you'll find the matching result with Generate, Customer Name, NDA Date, Name of the supplier representative,City with an option to view/edit [Refer 12.2.3.3]
1.3 Edit NDA
Edit a Bank - Step-by-Step:
Step 1: Find NDA
Step 2: Start Searching
Step 3:Edit Details:
After searching, you'll see the NDA you want to edit.
Click "View/Edit" next to the Generate to reach the Edit NDA page.
Step 4:Update Info:
On the Edit NDA page, you'll see existing details.
Step 5: Edit NDA Page:
On the Edit NDA page, you'll find the existing details of the NDA you're editing.
Change details that you like to update in NDA
Submission Of NDA
- Upon submission of a NDA, the entry will be updated and the screen will transition to the editing mode.
Generate NDA
By clicking the generate button, the NDA form with the data added for the customer will be generated as a PDF.
An NDA (Non-Disclosure Agreement) form is a legal document used to protect confidential information shared between parties, such as individuals or organizations. It establishes a binding agreement that prohibits the recipient from disclosing or using the confidential information without permission, helping to safeguard proprietary data and trade secrets.
That's it! You have learned how to ADD, SEARCH, EDIT a NDA using the DMeX app. If you need help, contact the support team.