Overview
What this template helps you solve
A confidentiality agreement can help define how certain information should be handled before documents, ideas, internal processes, technical data, or commercial information are shared. This template provides a basic structure for identifying the parties, describing protected information, defining permitted uses, and considering common exceptions. Not every confidentiality agreement requires the same clauses or scope, so the document should be adapted to the information involved, the relationship between the parties, and applicable law before formal use.
Contents
What is included
- ✓Section for identifying the parties involved in the agreement.
- ✓Structure for defining what information is considered confidential.
- ✓Area for establishing the purpose and permitted uses of the information.
- ✓Space for indicating the duration of confidentiality obligations.
- ✓Sections that can be adapted for exceptions, return, or deletion of information.
Application
When to use this template
Share project information with an external provider.
Protect commercial information during an initial negotiation.
Establish confidentiality rules before presenting technical documentation.
Document confidentiality obligations between professionals collaborating on a project.
Step by step
How to use it
Step 1
Correctly identify the parties and the reason why information will be shared.
Step 2
Define with sufficient precision what information will be confidential and what uses will be permitted.
Step 3
Review the duration, exceptions, and obligations that continue after the relationship ends.
Step 4
Adapt the document to the actual situation and obtain legal review when the information or risk justifies it.
Customization
How to adapt it to your situation
- ✓You can add appendices identifying specific documents, projects, or categories of protected information.
- ✓Define whether the agreement is one-way or whether both parties will disclose confidential information.
- ✓Avoid definitions that are so broad that it becomes unclear what information is actually protected.
Important
What to review before using it
- ✓This template is a general reference model and does not constitute legal advice or guarantee that an agreement will be valid or enforceable in a particular jurisdiction.
- ✓Trade secrets, intellectual property, personal data, and employment relationships may be subject to additional rules.
Format
File details
The current version is distributed as a reference PDF. It can be used to review the structure and prepare an adapted version in the word processor of your choice before any formal use.
Frequently asked questions
Before downloading
Is the Simple Confidentiality Agreement template free?
If the resource is marked as Free, you can download it at no cost from SG Hub.
Can I edit the template?
Yes. When the format is editable, you can use the document as a base and adapt it to your data, activity, client or project.
Can I use it in a professional context?
Yes, as a working model. Always review whether the content is appropriate for your situation and applicable requirements.
What type of template is this?
It belongs to the Contracts category and is designed as a starting point for organizing a specific need.
Editorial transparency
Resource prepared and reviewed by SG Hub
This page is designed to explain not only what you can download, but also when to use the resource and what to review before applying it in a real situation.