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In this video, Mathew demonstrates how to create a confidentiality agreement using a provided link. He navigates to legal templates, focusing on business forms, and uses the search function to find the confidentiality agreement template. Mathew selects Texas as the state for the document and begins filling out the required details, including the name and address of the disclosing party, which can be an individual or a company, such as "mk tips." He emphasizes that while certain information like fax number is optional, it's essential to provide the recipient's name to whom the confidential information is being disclosed.