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Customizing agreements

How to set up agreement Cover Pages that suit your needs.

Lauren Hallden avatar
Written by Lauren Hallden
Updated over 4 months ago

Common Paper agreements include the same Standard Terms for everyone. There are three main ways to customize these terms to suit your needs, using your Cover Pages.

The Cover Page variables

Standard Terms have certain highlighted variables that accept the definitions you set. On your agreement Cover Page, you define these variables how you like.

An example of a Cover Page term: Payment Period, with options for how to define it.

Other Changes

Many Common Paper agreements include a variable named Other Changes to the Standard Terms. Use this section to reference a part of the Standard Terms, and the modifications you wish to make.

The "Other Changes" term accepts free text modifications.

For example, let’s add a Right to Termination clause to the Common Paper CSA. In Other Modifications, you might write:

“Add at the end of Section 6.3: “In addition, after the first [12 months] of the Agreement, either party may terminate this Agreement for any reason or no reason by giving the other party [45] days prior notice.”

Tip: Standard language for several common modifications is available at the Common Paper Language Library. Just copy the clause you wish to add, and insert it into your Cover Page’s Other Modifications section.

PDF Attachments

Common Paper agreements also support PDF attachments. In some agreements, PDF uploads are available within certain Cover Page variables. For example, in the Common Paper CSA, you can include PDFs that describe your security policy, SLA, and more.

Acceptable Use policy is an example of a term that can accept a PDF attachment as a definition.

Some agreements also offer an Additional Terms variable. Use this term to include any other PDFs you wish to include in your agreement.

Make sure uploaded PDFs have password protection disabled. We'll automatically reject the file if it does. If you don't have the ability remove the password protection, obtain the password from the creator of the PDF. You also may be able to export a passwordless version of the PDF by "printing" it out to a PDF file.

Learn more

Some terms also support markdown formatting. Check out the markdown primer.

Or, dive into other Getting Started topics:

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