NDA Management

Steps

1. Go to Settings > NDA Templates
2. Create a new NDA template

Verify (7 checks)

• NDA Templates section is accessible from Settings
• Can create a new template with: name, content (text), version
• Can upload a PDF file as the NDA template
• Can set a template as default
• Can edit an existing template
• Can delete a template
• Template list shows: name, version, default status, creation date

Steps

1. Open the share link in an incognito window
2. Complete the email gate (if required)
3. Read and accept the NDA

Verify (7 checks)

• NDA acceptance screen appears after email gate
• NDA content (template text) is displayed and scrollable
• Signer must enter: full legal name, email, company (optional), title (optional)
• Signature field or checkbox is required
• "Accept NDA" button submits the acceptance
• After acceptance, document viewer loads
• NDA acceptance is recorded in the database with timestamp and IP

Steps

1. Click "Share" on a document with NDA-to-share requirement
2. Accept the Owner NDA
3. Try sharing the same document again

Verify (8 checks)

• OwnerNDAModal appears instead of the ShareModal
• Modal shows: NDA template name, version, warning explanation, scrollable NDA content
• "Full Legal Name" input is required
• Clicking "Accept NDA" shows "Accepting..." with spinner
• Success message: "NDA accepted successfully! Proceeding to share..."
• After ~1.5 seconds, OwnerNDAModal closes and ShareModal opens
• On subsequent shares of the same document, ShareModal opens directly (acceptance remembered)
• Cancelling the OwnerNDAModal returns to dashboard without creating a share link

Steps

1. Accept an NDA as a viewer
2. Check that a signed PDF is generated

Verify (4 checks)

• Signed NDA PDF is generated and stored in Supabase Storage
• PDF contains: NDA content, signer name, signature, timestamp, IP address
• NDA acceptance record in database has signedPdfUrl populated
• The signed PDF can be downloaded by the document owner