Version 3.0 of the Cloud Service Agreement (CSA) is now the default for every new CSA template. Your existing templates and agreements stay on the version they already use. When you're ready to move a template to 3.0, you can create an upgraded copy of it in one step.
What happens to your existing templates and agreements
Existing CSA templates keep their version. Agreements you create from a 2.x template are still 2.x agreements.
Agreements that are already sent or signed keep the version they were created with. Nothing about them changes.
New CSA templates use version 3.0. You can still create a template on an older version from the version list - see Standard Agreement Versions.
Upgrading a template to version 3.0
Go to the Templates page.
Open the CSA template you want to upgrade and click Actions. You can also use the dropdown menu next to the template on the Templates page.
Click Upgrade to CSA 3.0.
Common Paper creates a new template named after the original with (CSA 3.0) added to the end, and opens it. Your original template is unchanged, so agreements in progress aren't affected. Once you've reviewed the new template, use it for new agreements and archive the old one when you no longer need it.
You can upgrade a template if all of these are true:
It's a CSA version 2.0 or 2.1 template.
It uses the Common Paper Standard Terms, not custom terms.
You're an admin. Other users see the option greyed out with (Admins only).
Templates on CSA version 1.x and templates with custom terms can't be upgraded. For those, create a new CSA template, which uses version 3.0, and copy your values across.
What the upgrade changes
Your values carry over to the new template. A few version 2.x terms don't exist in version 3.0, so the upgrade moves them rather than dropping them:
Additional Warranties - any warranty text you entered moves to Other Changes to the Standard Terms on the Order Form, starting with "Additional Warranties by Provider:" or "Additional Warranties by Customer:".
Use Limitations - your limits move to Other Changes to the Standard Terms on the Order Form, starting with "Use Limitations:".
Gross negligence Increased Claims - if you selected either gross negligence or willful misconduct option under Increased Claims, that text moves into the Other field under Increased Claims.
Increased Cap Amount and Unlimited Claims - your amounts and selected claims carry over under their new names, Supercap and Uncapped Claims.
Pilot modifications - if you were using the suggested pilot-only modification text without changes, it's replaced with the version 3.0 text, which uses the new term names.
What to review before you use the new template
Other Changes to the Standard Terms - read any text the upgrade moved here and reword or delete it as needed.
Increased Claims and Uncapped Claims - the upgrade keeps your selections as they were. New version 3.0 templates select indemnification as an Increased Claim rather than an Uncapped Claim, so decide which you want.
Uncapped Claims - consider the new Death, bodily harm, or personal injury option.
What's different in version 3.0
The main Cover Page changes, with the article for each:
Payment Process is now Invoicing & Payment, and holds all of the agreement's billing and payment terms.
Pilot Period is now labeled Pilot. See Pilot Period.
Increased Cap Amount is now the Supercap, and its operative language appears on the Cover Page. See Supercap and Increased Claims.
Unlimited Claims is now Uncapped Claims, with a new death, bodily harm, or personal injury option.
Additional Warranties and Use Limitations were removed from the Cover Page.
The Machine Learning section was removed from the Standard Terms.
The damages waiver is now the Indirect Damages Waiver, and liability for gross negligence, willful misconduct, or fraud is never limited.
If an agreement defines no Covered Claims, neither party has indemnification obligations. Version 3.0 no longer has a general rule that an undefined variable means "not applicable".
For the full list of changes, see the Cloud Service Agreement versions page.