# Legal Documents

### Overview

To protect sensitive bid information, Fairmarkit allows admins to require suppliers to agree to **Non-Disclosure Agreements (NDAs)** and **Terms & Conditions (T\&Cs)** during the sourcing event — 

* Before accessing detailed RFx content.
* Before submitting the RFx.

***

### How Legal Documents Work in Fairmarkit

* **Document Types:**
  * NDA – Protects confidential information
  * T\&Cs – Defines terms under which the bid is submitted
* **Storage:** Legal documents are stored at the **Company level** and can be applied as **Defaults** in templates.
* **Assignment:** Defaults can be applied automatically, or sourcing managers can select from approved versions.

***

### Admin Experience

<figure><img src="/files/NUp9JbkiWWmSZXRERo9a" alt=""><figcaption></figcaption></figure>

Admins can:

1. **Add Legal Documents**

   * Go to **Admin → Legal Docs**
   * Click **Add New**
   * Select **Type** = NDA or T\&Cs
   * Enter:
     * **Name**
     * **Description**
   * Paste text or upload a file.
   * Save.

   <figure><img src="/files/MP17Ahwln5XydbWZCZvL" alt=""><figcaption></figcaption></figure>
2. **Manage Legal Documents**

   * **Edit** – Update document text or description
   * **Print** – Print format for your document
   * **Delete** – Remove if no longer in use

   <figure><img src="/files/nYXvCv6iYUuuwxwQuIhC" alt=""><figcaption></figcaption></figure>
3. **Set Defaults**
   * At the [**Template Level**](/admin/kit-template-builder.md) you can determine the desired Legal Docs– For specific sourcing types (e.g., “All SaaS sourcing events use SaaS NDA”)
4. **Permissions**
   * Allow or prevent sourcing managers from changing assigned documents

***

### Buyer Experience

* **Default Assignment:** Receives standard NDA & T\&Cs automatically per template.
* **Optional Selection:** If permitted by admin, can select alternative versions that better fit the event.

***

### Supplier Experience

Suppliers:

* **Review Legal Documents** – Before accessing event details (configurable at company/event level)
* **Agree or Reject** – Must agree to proceed
* **Ask Questions** – May send clarifying questions to sourcing manager (if enabled)
* **Impact of Rejection:** Cannot view or submit bid on the event unless agreement is given

***

### Common Configurations

| Configuration                                   | Impact                                                          |
| ----------------------------------------------- | --------------------------------------------------------------- |
| NDA & T\&Cs required before viewing bid details | Suppliers see only title, description, due date until agreement |
| NDA/T\&Cs required before bid submission        | Suppliers can see details but must agree before submitting      |
| NDA/T\&Cs optional                              | No legal document gating                                        |

***

### Best Practices

* Maintain multiple versions of NDAs & T\&Cs for different sourcing categories
* Always set a default NDA and T\&Cs to avoid missing legal coverage
* Keep descriptions clear so sourcing managers select the correct version
* Review supplier NDA/T\&Cs history before inviting to sensitive events (future enhancement)


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