A Cover Page is the form your team fills out when creating a Custom Agreement. You define its sections and fields once, point it at a set of Custom Terms, and then generate agreements from it as often as you need.
NOTE: Custom Agreements are currently available to select customers. Reach out through the support bubble in the lower right corner if you'd like access.
Where to find your Cover Pages
Go to the Templates page and open the Custom templates tab. Your Cover Pages are listed under Cover Pages with four columns:
Template Name is the internal name you gave the template. Only your team sees it.
Display Name is the title that appears on the agreement itself.
Current Version is the version new agreements are built from.
Completed Agreements is how many signed agreements use this Cover Page.
Building a Cover Page
Click Add a new template, then choose Build a Cover Page form. This opens the New custom template page.
Choosing your Custom Terms
Pick the terms this Cover Page will reference from the Custom Terms dropdown. The Cover Page and the terms together make up the finished agreement, so the terms need to exist before you build the Cover Page. See Custom Terms if you haven't created yours yet.
The Cover Page references a specific version of your terms. When you view the template later, you'll be show which one it is using.
Naming the template
Enter a Template name. This is an internal name and won't appear in your agreements. The name your counterparty sees comes from the title in the form definition instead.
Using the form builder
The Form builder has two tabs.
YAML
The YAML tab holds the Form definition (YAML), which is where you define the Cover Page. Every new template starts with a working example you can build on:
title: New Template
sections:
- heading: Key term
fields:
term:
label: Term
input: text
title becomes the Display Name and the heading at the top of the agreement. Each entry under sections is a group of related fields, and each field gets a label and an input type.
For the full list of keys and input types, see Cover Page YAML Reference.
Form view
Switch to the Form view tab to see what your team will actually fill out. The preview updates from your definition, so you can move between the two tabs as you work rather than saving and reloading.
Sections that aren't marked as required show an Include this term checkbox, so whoever creates the agreement can leave that section out. You can also set a section to start unchecked, which is useful for riders and other clauses that only apply to some deals.
One thing the preview doesn't show: by default only organization admins can fill in field values when creating an agreement. If your standard members or your recipients need to complete parts of the form, you'll need to open those sections up. See Cover Page YAML Reference for how.
Reviewing the finished Cover Page
Open the ⋮ menu on any row and choose View template to see the Cover Page as a recipient will read it, with the info box, key terms heading, and each section laid out in full.
The header shows which Custom Terms version the template references and how many signed agreements use it. The Actions button in the upper right holds the same options as the row menu.
Creating agreements
From the ⋮ menu on a Cover Page row:
Create an agreement starts a new agreement from this Cover Page. Your team fills out the form you built, and the agreement then sends, negotiates, and signs like any other Common Paper agreement.
Download sample agreement produces a filled-out example. Use it to check how your Cover Page and terms read together before sending anything real.
Your Cover Page templates also show up in the main Create or import an agreement menu alongside your Standard Agreement templates, so your team doesn't need to come to this page to use one. See Custom Agreements for what the rest of the lifecycle looks like.
Editing and versions
Choose Edit template to change the form definition, the template name, or the Custom Terms it references.
Every save creates a new version, and that version becomes the one new agreements are built from. Agreements already in flight or already signed stay pinned to the version they were created from, so editing a Cover Page never changes an agreement someone has already signed.
The version dropdown on the edit page lets you load any previous version. If you save while an older version is loaded, that content becomes the newest version, which is how you roll back a change you don't want.
Check the Completed Agreements count before making a significant change.
Duplicating and archiving
Duplicate creates a copy as a separate template starting at version 1. This is useful when you need a variant for a different region or product line without touching the original.
Archive template removes the Cover Page from the list so nobody creates new agreements from it. Only admins can archive a template. Archiving does not affect agreements that already use it.