Dock’s Security Profiles make it easy for sales teams to share the right security documents and FAQs with prospects—helping sales reps build trust within the sales cycle.

You can organize security documentation and FAQs in one place for the buyer, so they can get the information they need.

Security Profiles are created and managed by Admins of Dock. This is to help ensure that client-facing teams always have the most up-to-date security documentation. In the guide below, we'll walk you through how the creation flow.

Step 1: From the Workspaces home page, click on the Admin button on the top right (to the left of the New workspace button):

Step 2: Under Widgets, select Security Profile

Step 3: Click the button New Profile to start the admin setup flow.

There are five steps to creating a Security Profile:

The first step is to provide background information to introduce your security profile.

Upload or link to any security documentation that you want to share with buyers and customers.

Step 1: Start by clicking Upload document.

Dock has a number of pre-set icons and document types. If you don't see your document type listed, choose Other.

Step 2: Add Document

Step 3: Complete the following:

Step 4: When you're done click Add and the document will be saved.

To change the order of your documents, grab the six dot icon to the left of the document.

Add any frequently asked questions that typically come up in a security review process.

Step 1: Click Add Question.

Step 2: Give your FAQ a Title (usually the question).

Step 3: Add Content (usually the answer). The Content field supports rich-text and links.

Step 4: When you're done click Add.

To change the order of FAQs, grab the six dot icon to the left of the question.

Upload the NDA that you want use to protect your documents or use Dock's standard NDA template.

Given Dock uses a click-wrap agreement, NDAs should have no signature lines.

When your NDA is uploaded, move to the final step.

The last step is to simply review the profile and make sure everything is ready to share with internal teams and customers. Here you'll able to see the entire profile.

You'll also notice that the NDA protected documents have a "Get Access" button. Clicking this button will require the user to go through the click-wrap NDA before viewing the document.

Make sure to click Save when you're done with the flow and the Profile will be activated!

Click here to learn more about sharing a security profile.

When you're editing an active Security Profile, the changes will update ALL Workspaces using Security Profiles.

Archiving the Security Profile will delete the profile from future use, but will not delete the Security Profile from any active workspaces.

Security documentation shared within a Security Profile can be protected behind a click-wrap NDA.

Click-wrap NDAs are legally enforceable as outlined by a few key pieces of legislation including the Electronic Signatures Act (ESIGN) and The Uniform Electronic Transactions Act (UETA).

When a document is protected by an NDA, the customer will see a Get Access button next to the document.

When "Get Access" is clicked, the customer will be prompted to agree to the NDA document that the admin uploaded to Dock.

Once the customer clicks, agree they will have access to all the security documents in the profile.

In the article about creating security profiles, we discuss adding NDAs to the document level. Below is additional information re: adding and managing these signatures.

For each document you add to Security Profiles, you can select to toggle on NDA, which would require the customer to sign an NDA to view the document.

For the overall profile, add your own NDA or start from Dock's standard template.

Once a security profile is shared with a customer, the sales team is able to easily see who has signed NDAs.

To do so, navigate to the Editor tab in the desired Workspace. Find the Security Profile in question and click Edit NDAs in the top right.

You'll see a pop up with everyone who has access to the Workspace.

This will show who has signed an NDA and who still needs to sign.

If a customer has already signed an NDA outside of Dock, you're able to manually provide access to the documentation via the dropdown.

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