Directions on generating a carrier agreement optimization NDA

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

  1. Select CAO from the left sidebar in your admin user account
  2. Tap Generate NDA tab
  3. Insert Client Company information including the address
  4. List Client Name and Client Title. This is the decision maker at the client company.
  5. Input your name and title 
  6. Tap Generate NDA button
  7. 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

Updated on September 15, 2018

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