Open My Betty Blocks and see your dashboard with suggested application templates in the ‘Start building’ section. Choose ‘View all templates’, then find the NDA Generator template and click ‘Use template’.

Note: If you want to see the template’s live preview, click on its thumbnail, and in an open window find the ‘Live preview’ button.

The next steps will include coming up with a name for your application and setting a value for the application ID configuration. Find out why you need this setting and how to configure it properly in the Introduction to application templates article.

The first thing we need to do to start using our template is to create your user’s account. Go to the page builder and choose some of the first pages (My Account, for instance). Then click on the play button to enable compiling.

You will be redirected to the login page. Here you have to choose the option ‘Register new account’.

Fill in the fields with the active user’s date and click on ‘Create account’. Now you will be able to log in using these credentials.

Go to the Templates page from the application’s navigation bar. Click on the ‘Create new template’ button and in the pop-up window fill in the name of your first NDA template (for example, “Standard non-disclosure agreement”) and click ‘Submit’.

Note: When you add a new template (as well as company and NDA), it will appear as record within the back office.

Now you can fill in the details of this NDA template. Let’s have a look at the editing page. On top, we have a name (1) we’ve just given and below it, there are two pre-created sections to start with (2). Each of these sections has paragraph content. You can add a new paragraph to each section using the ‘+ Add paragraph’ (4) button and save the progress once you’ve finished (5).

In this tiny menu on the right of each section you will find the next functional elements:

1) ‘Collapse all / Expand all”: enables you to fold and unfold all sections accordingly

2) Up and down arrows let you move the section up or down within a page

3) Bin icon stands for deleting section function

4) Add a new section underneath this one using the ‘+’ icon

5) Enables you to fold and unfold this particular section

In this step, we are going to create a new company. Go to the ‘Company’ page from the navigation bar. Click the ‘Add company’ button and in a pop-up window fill in the company’s information.

Here’s an example how company's information might look like.

Note: ‘Choice of law’ field should be filled with the name of some particular jurisdiction, like ‘State of New York’. Any dispute arising under the contract should be determined in accordance with the law of this jurisdiction.

Return to the NDA overview page and click on the ‘New NDA’ button on the right.

In the pop-up window, you need to fill in the information of the first NDA and assigned it to our existing template (“Standard non-disclosure agreement”) and company (“Fred’s Glasses”). Click the ‘Create’ button.

After the new NDA has been created, you will see its generated version ready to be shared. It contains all the information that we have filled within these three pages: companies, templates and NDA. In the top right corner, you can see the status ‘New’ and a little bit below the pen icon which enables you to edit customer’s information and add more sections to the existing ones.

On the bottom of the document page there are two buttons:

When we send the NDA to the customer, its status will be changed from ‘New’ to ‘Sent’ and won’t be able to see the ‘Mail NDA’ function for this document.

After you’ve logged in, it will be possible to change your user’s details at any time by clicking on ‘My account’ on the navigation bar.

There are two tabs here. Profile details tab (1) is opened by default. Here you can change your first and last name and email address. It’s also possible to set or change the profile image that will be displayed in your application.

After you’ve finished editing your profile details, save changes.

A new tab will open as you click on ‘Update password’ (2). Here you can change your password. Type in your current password and the new one twice. Don’t forget to click ‘Update password’ when you finish.

Note: Toggle visibility by clicking on the eye symbol to be able to see the passwords you’re putting down.

In this section, we will describe actions you should undertake in case you forgot your password. The procedure of resetting passwords within the Login flow application is as simple as possible. First, find the ‘I forgot my password’ option on the login page and click on it.

You’ll see an empty field where you must enter the email address you used to create your account in this application (1). Click ‘Send me a recovery link’ and it will be automatically sent to your email address. All you have to do is open the corresponding email from Betty Blocks and follow the link. The ‘Reset password’ page will open (2). Type in the new password, confirm it, and click ‘Set new password’.

Go to the page builder of your application and choose any page (except ‘_ReadMe’). For example, let’s take ‘My Account’ page.

Then click on an empty field of the navigation bar (1). You will notice that it’s a partial that is being reused on other pages as well. Click on ‘Edit partial’ in the menu on the right (2).

Choose the logo media component (1) and replace the initial link with a link to your company’s logo (2).

It is also possible to change your page style via the theme builder. You can find it in the tools section.

Here you can pick up the most suitable color scheme for your application.

Also, it’s possible to configure your typography. Choose the fonts for the page titles and body text.

After you’ve finished customizing, don’t forget to click ‘Save and apply’.