The Carrier Agreement Optimization NDA is a document you can generate as needed to protect confidential information shared with other parties. This article details the steps to generate a CAO NDA.
Directions on generating a carrier agreement optimization NDA
- Select CAO from the left sidebar in your admin user account
- Tap Generate NDA tab
- Insert Client Company information including the address
- List Client Name and Client Title. This is the decision maker at the client company.
- Input your name and title
- Tap Generate NDA button
- Download the CAO NDA in PDF format
Edit the PDF NDA
The Resources folder within your admin account hosts a soft copy of the PDF NDA. You can make any necessary edits in PowerPoint or Google Slides. Once changes are complete, save the document as a PDF.
Additional resources
- See how to generate a Baseline Report.