Changing NDA Parameters

You can change the NDA parameters through quick actions or by providing explicit input parameters.

User	Max	Description
Click Change Details to change the NDA parameters.	Okay, which field would you like to edit? 1. Name 2. Document Format 3. Start Date 4. End Date 5. Template	Select the appropriate response.
Change Agreement Name	Max: OK, what do you want to call this NDA? User:testnda	Click Go Ahead to generate the NDA document.
Change Format	Max: Okay, which document format should I use? DOCX PDF You: PDF	Click Go Ahead to generate the NDA document.
Change Template	Max: Okay, which template should we use? Self Service NDA - Workday NDA NDA Amended MSA Agreementforgenerixscript Max NDA Barclays Loan Executive Summary You: 1	Click Go Ahead to generate the NDA document.
To proceed with the NDA request, reply with any of one of the following: yes go ahead proceed cool go for it sure ok letsdo it letsgo looks good looks great	Got it! Here are the new details of your NDA.	click Go Ahead to generate the NDA document.
To cancel the NDA request, reply with any one of the following: no hold on cancel stop abort not quite nah nope	Alright, thanks! I’ll stop here. Let me know if I can help you with anything else. You can ask for help at any time by typing ‘help’.

User	Max	Description
Change Agreement Name name it testnda let's call it testnda have it named testnda change the name to testnda	Max changes the NDA name to testnda.	Click Go Ahead to generate the NDA document.
Change Format make it a PDF change it to PDF change the format to PDF	Max changes the NDA format to PDF.	Click Go Ahead to generate the NDA document.
Change Template change the template to Barclays lets use the Barclays template use the Barclays template	Max sets the NDA template as Barclays.	Click Go Ahead to generate the NDA document.
Set Start Date, End Date, and Term set the start date to 01/01/2020, the end date to 12/21/2022, and make the term to 36 months push the start date to EOM and the end date to the last workday of 2022	Max changes the values of Start Date, End Date and Term.	Click Go Ahead to generate the NDA document.
Set Month or Year as Start Date and End Date set start date to Feb 2019 and end date to March 2020	Max picks the beginning of a start date range as start date and end of the end date range as end date.	Click Go Ahead to generate the NDA document.
Change Annual Contract Value set ACV = $200k	Max sets the ACV as $20,000.	Click Go Ahead to generate the NDA document.
Change Perpetual Settings of Agreement make it perpetual set it as perpetual make it non-perpetual set to non-perpetual	If you set perpetual as true, Term and End date are reset.	click Go Ahead to generate the NDA document.