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Task guide

Configure the company agreement, NDA questions, and access defaults

Edit the company confidentiality agreement, ask every NDA signer the questions that qualify a buyer, and find each property’s access controls, all from one Settings page.

15 to 25 minutes plus a visitor testFor company managers and solo brokers running confidential dealsIntermediateLast verified October 13, 2026

Outcome

The company agreement is saved, every NDA signer answers your qualification questions, and you know which setting controls the agreement, questions, and access levels.

Navigation path

Settings > NDA & Access

Access

NDA & Access appears in Settings for everyone. The Agreement and Qualification questions editors are available to Admins and the account owner; Members and Coordinators read the current state. Questions appear for every listing that uses NDA – Auto Access or NDA – Approval Required.

On this page

What you will accomplish

What you will accomplish
SectionWhat it controls
AgreementThe company confidentiality agreement used by your company’s documents and NDA flows. Opens first.
Qualification questionsThe company-wide questions prospects answer before signing an NDA.
Property accessLinks to Listing Hub access and Deal Rooms, where each property’s access level and room agreement are chosen.

Questions aren’t signers

The buyer who requests or signs the NDA answers these questions. They don’t add an agent, seller, or other signer. Multiple-signer roles are set up inside a Deal Room that has its own NDA PDF; a company-wide NDA that covers all your listings stays single-signer.

Before you start

Data, sources, and access to prepare

  • A company manager role, or a solo account
  • Your approved agreement text and list of qualification questions
  • A listing you can switch to an NDA access level for testing

Prepare these details

  • Have your approved agreement text ready
  • Keep questions to what you need to qualify a buyer
  • Decide which answers are required
  • Write short multiple-choice options
  • Have a test email address ready

Complete the task

  1. 1

    Open NDA & Access

    Settings > Workspace > NDA & Access

    Select NDA & Access.

    Expected result: The page opens on the Agreement section, with Qualification questions and Property access beside it.

    If this step does not work

    If editors are missing, the page says your company administrator manages them.

  2. 2

    Enter the company agreement

    NDA & Access > Agreement

    Enter the approved agreement text.

    Expected result: The editor shows the agreement and the status line reads Unsaved changes.

    If this step does not work

    Use Choose a template or write your own to start from a built-in or saved agreement.

  3. 3

    Save the company agreement

    NDA & Access > Agreement > Save agreement

    Select Save agreement.

    Expected result: The status line reads Agreement saved, and the agreement applies to team documents.

    If this step does not work

    Use Remove agreement to clear the company default; existing signed records are preserved. See the team confidentiality guide for details.

  4. 4

    Review the existing form

    NDA & Access > Qualification questions

    Read the current questions.

    Expected result: You know what new NDA signers are asked today.

    If this step does not work

    Select Retry before editing if the page says the latest questions could not be loaded.

    NDA and Access settings page with the Agreement, Qualification questions, and Property access sections.
    Set the company agreement and reusable NDA questions, then confirm that each published property can still require its own review.
  5. 5

    Add a standard question

    NDA qualification questions > Add a standard question

    Select a preset question.

    Expected result: The preset appears in your list.

    If this step does not work

    Use Custom question when no preset fits.

  6. 6

    Edit the question label

    NDA qualification questions > question row

    Enter a clear question for buyers.

    Expected result: The row states exactly what the signer should answer.

    If this step does not work

    Split combined questions into two.

  7. 7

    Choose the answer type

    Question row > Answer type

    Select Text answer, Yes / No, or Multiple choice.

    Expected result: The row shows the chosen answer control.

    If this step does not work

    Prefer Yes / No or Multiple choice for answers you want to compare quickly.

  8. 8

    Enter choice options

    Multiple-choice question row > Choices

    Enter the options separated by commas.

    Expected result: Each option appears in the list.

    If this step does not work

    Remove empty or duplicate options before saving.

  9. 9

    Set the required state

    Question row > Required

    Turn Required on for answers you need.

    Expected result: The toggle shows the rule.

    If this step does not work

    Leave nice-to-know questions optional to keep signers moving.

  10. 10

    Remove an unnecessary question

    Question row > Remove field

    Select Remove on a question you do not need.

    Expected result: The question leaves your draft list.

    If this step does not work

    Reload without saving to undo an accidental removal.

  11. 11

    Save the question list

    NDA qualification questions

    Select Save NDA questions.

    Expected result: A confirmation says new signers will see the saved questions.

    If this step does not work

    Wait for the save to finish before making another change.

  12. 12

    Open property access

    NDA & Access > Property access

    Select Manage listing access, or Open Deal Rooms.

    Expected result: Listing Hub opens at the access section, or Deal Rooms opens.

    If this step does not work

    Access levels are chosen per property, never on this settings page.

  13. 13

    Set one property access level

    Listing Hub > Listings > access menu

    Choose NDA – Auto Access or NDA – Approval Required for your test listing.

    Expected result: The listing now shows your questions as part of its NDA.

    If this step does not work

    Free Access and Email Required do not show these questions.

  14. 14

    Test as a new signer

    Signed-out property page

    Start the NDA with a test email address.

    Expected result: Your questions appear before the NDA and required answers are enforced.

    If this step does not work

    Use a private window if your own session skips the gate.

Question and scope reference

Company confidentiality agreement

Applies to
Printed text on team documents and company NDA flows
Where to change it
Settings > NDA & Access > Agreement

Qualification questions

Applies to
Every new NDA signer on your company’s listings
Where to change it
Settings > NDA & Access > Qualification questions

Access level

Applies to
One listing and its Deal Room
Where to change it
Listing Hub, or the Deal Room’s Access gate, linked from NDA & Access > Property access

Deal Room NDA document

Applies to
What buyers sign for one property
Where to change it
The Deal Room

Free Access or Email Required

Applies to
Lighter gates
Where to change it
Does not show NDA questions

Question fields

Question label Required

The question a signer sees

Format
Plain text
Units
Characters
Save behavior
Saved for future NDAs when Save NDA questions succeeds.
Downstream effect
Shown to new signers; keep it short and clear.

Text answer Optional

A free-form response

Format
Answer type: Text
Units
Not applicable
Save behavior
The type saves with Save NDA questions; each signer’s answer saves during their NDA.
Downstream effect
Captures nuance but takes longer to compare.

Yes / No Optional

A yes-or-no response

Format
Answer type: Yes / No
Units
Not applicable
Save behavior
The type saves with Save NDA questions; each signer’s answer saves during their NDA.
Downstream effect
Makes a qualifying condition easy to scan.

Multiple choice Optional

One answer from your options

Format
Answer type with comma-separated options
Units
Choices
Save behavior
The question and options save with Save NDA questions.
Downstream effect
Keeps answers consistent across signers.

Required Optional

Whether the signer must answer

Format
On or off toggle
Units
Not applicable
Save behavior
Saved with Save NDA questions.
Downstream effect
Stops a new signer from continuing without an answer.

Required means the field is needed to complete or support this workflow. Some screens allow a draft to save before every required item is complete. The steps and troubleshooting call out controls the product actively blocks.

Troubleshooting and next steps

NDA & Access shows notices instead of editors.

Likely cause: Your role does not manage the company agreement or NDA questions.

  1. Confirm your workspace and role.
  2. Ask a company manager to update the agreement or questions.
Editing is paused.

Likely cause: The latest saved questions could not be loaded.

  1. Select Retry.
  2. Avoid rebuilding the list from an incomplete view.
Questions do not appear for a visitor.

Likely cause: The listing uses Free Access or Email Required, or the visitor already has access.

  1. Switch the listing to NDA – Auto Access or NDA – Approval Required.
  2. Test with a new email address in a private window.

Final verification

  • The company agreement status reads Agreement saved or Company agreement in use
  • Every question helps you qualify a buyer
  • Only necessary answers are required
  • Multiple-choice options are complete
  • The save confirmation appeared
  • The test listing uses an NDA access level
  • A signed-out test showed your questions
  • No blocking warning, failed status, or unresolved validation message remains in the completed workflow.

Related tasks

Configure listing access and capture leadsManage confidential files, NDAs, and watermarksManage the company confidentiality agreement

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