Create your Confidential Information Form from scratch

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Here's how it works

01. Start with a blank Confidential Information Form
Open the blank document in the editor, set the document view, and add extra pages if applicable.
02. Add and configure fillable fields
Use the top toolbar to insert fields like text and signature boxes, radio buttons, checkboxes, and more. Assign users to fields.
03. Distribute your form
Share your Confidential Information Form in seconds via email or a link. You can also download it, export it, or print it out.

A detailed guide on how to build your Confidential Information Form online

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Step 1: Start with DocHub's free trial.

Visit the DocHub website and register for the free trial. This provides access to every feature you’ll require to create your Confidential Information Form without any upfront cost.

Step 2: Access your dashboard.

Log in to your DocHub account and go to the dashboard.

Step 3: Initiate a new document.

Click New Document in your dashboard, and select Create Blank Document to craft your Confidential Information Form from scratch.

Step 4: Use editing tools.

Add various fields such as text boxes, radio buttons, icons, signatures, etc. Arrange these elements to match the layout of your document and assign them to recipients if needed.

Step 5: Organize the form layout.

Organize your document in seconds by adding, repositioning, deleting, or combining pages with just a few clicks.

Step 6: Craft the Confidential Information Form template.

Convert your freshly designed form into a template if you need to send multiple copies of the same document numerous times.

Step 7: Save, export, or distribute the form.

Send the form via email, distribute a public link, or even post it online if you aim to collect responses from more recipients.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
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You do not need a lawyer to create and sign a non-disclosure agreement. However, if the information you are trying to protect is important enough to warrant an NDA, you may want to have the document reviewed by someone with legal expertise.
A confidentiality agreement should include the names and addresses of the parties to the contract. Consider also including: Reason for the agreement: Explain why youre sharing this information. The information disclosed: Be specific about the subject matter and what exactly is included in the agreement.
Examples of confidential information include a persons phone number and address, medical records, and social security. Companies also have confidential information such as financial records, trade secrets, customer information, and marketing strategies.
I am not permitted to access, view, and alter (change) confidential information unless I have received authorization as required to complete my job responsibilities, and that I will access, view, and alter (change) only the confidential information records needed to perform those job duties.
One way to indicate confidentiality and sensitivity is to use labels on the letter and the envelope, such as Confidential, Personal, Private, or Sensitive. These labels should be placed on the top or bottom of the letter, and on the front or back of the envelope.
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Related Q&A to Confidential Information Form

A disclaimer should be clear, concise, and polite. For example, you may write: This letter and its enclosures are confidential and intended for the exclusive use of the addressee. If you are not the intended recipient, please notify the sender immediately and destroy this letter and its enclosures.
The following information is confidential: Social Security number. Name. Personal financial information. Family information. Medical information. Credit card numbers, bank account numbers, amount / what donated. Telephone / fax numbers, e-mail, URLs.
Creating a Personal Information Form can be done in three easy steps. First, choose a template to get started. Most organizations start with a standard form that can then be customized as needed. Second, begin collecting data by adding form fields such as name, address, email, phone number, and other custom fields.

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