If you chose to have a Confidentiality Agreement sent to your inquirers then they will have to execute this deal before more information is released, or you can override sending the CA by "Unlocking" the user from the Dealroom.
You can choose to have the CA automatically sent to the buyer when they request Info on the deal. Once they have signed, your shared document will be visible in the Dealroom with that user.
You can send the CA manually after they request Info. You'll do this by going to your Dashboard > Leads > click Send CA > Sign your name digitally > check Terms of Use box > then click Sign & Approve. Next, you'll wait for them to sign.
If you have additional questions, please reach out to Brevitas Customer Support!