Non-Disclosure Agreement Process

• Only team members with signature authority can execute agreements on behalf of GitLab, including Non-Disclosure Agreements (NDAs).
  • See the Signatory Matrix to identify individuals that may sign. If you have any questions, contact #legal in Slack.
• The NDA in the standard processes below is pre-signed. For NDAs that require negotiation or third-party templates, follow the non-standard process.

How To Send an NDA via DocuSign

Team members with DocuSign access can use the pre-signed GitLab NDA template to send an NDA for signature (note: all Sales team members have DocuSign access). A demo of the process can be found here.

1. Log into DocuSign and select Use a Template from the dropdown menu under Start.
2. On the left, select Shared with Me and locate the Non-Disclosure Agreement Pre-Signed Template.
3. Click the template and Add Selected.
4. Under Recipient, enter the signer’s name and email address.
5. Under GitLab Team Member, add anyone else who needs to be cc’d on the signed copy, or click the trash icon to delete this row if not needed.
6. Do not delete or make any changes to the GitLab NDA Tracker fields (this is for the LACA team to track copies of NDAs).
7. Click Send.

Please note: You will be notified by email when the recipient has signed the requested NDA.

• Sales team members: Upload the fully executed copy of the NDA to Salesforce in the customer account.
• Procurement team members: Upload the fully executed NDA to the applicable folder in ContractWorks.

How To Send an NDA if You Don’t Have DocuSign Access

• Use this PowerForm.
  • Your name and email are required to start the process and receive the executed copy, but you do not need to sign the document.
  • Be sure to enter the NDA recipient’s name and email in the appropriate fields in order to send them an invitation to sign the NDA.
• If the recipient requests an editable version or any changes to the standard NDA, follow the non-standard process.

Non-Standard NDA Requests

The processes above are only for standard GitLab NDAs. If a non-standard NDA is needed for:

• A customer or partner, open a Legal Request in Salesforce.

• A vendor or other third-party, create a Legal and Compliance issue and label it NDA Request.