Sometimes agreements are signed outside of the Common Paper and you'd like to keep those documents inside Common Paper alongside your other agreements. You can upload your signed agreements, supply a bit of metadata and Common Paper will track them.

In order to upload a signed agreement, click on the Import a Word doc or PDF option available under the Create or import an agreement button the Agreements page.

This will bring you to a page where you can upload the file. Note that only DOCX and PDF files are currently supported, and the file must be less than 10MB.

Once you've done that, click continue and it will bring you to a page with a PDF preview of the file and a few options for what to do with the file.

To upload a Signed Agreement, choose Signed and completed and click Next.

The next screen let's you specify whether this file completes an existing agreement or is a new agreement.

Completing an Existing Agreement

The signed agreement being uploaded may have started as a Common Paper agreement, downloaded as Word document, negotiated and signed, and is now ready to come back into the system. When this happens, you can associate the upload with an existing in-flight agreement in the system.

Once you save the uploaded agreement, the associated Common Paper in progress agreement will be marked as Completed, the history will be updated, and the PDF attached.

NOTE: You can also trigger the completion of an in-flight agreement with an uploaded PDF from the in-flight agreement itself. Under the Other Actions menu, there's a link for Import to Complete which will take you straight to the Import process form with several sections already pre-filled.

Just select Yes, and choose the correct agreement from the dropdown.

Creating a New Agreement

If it's a new agreement, you'll be asked to specify the agreement type, which affects filtering and exports. You can also use a Custom Agreement Type (see below).

Make your selection and click Next.

Agreement Details

This will bring up a form where you can supply some information about the agreement and upload the file itself. A few notes about the fields on the form:

Unlike normal Common Paper agreements, you can edit the metadata you supplied when uploading the signed PDF. On the agreement details page, under Other Actions click on the Edit agreement details link and you'll be able to adjust the fields.

To delete an uploaded agreement, under Other Actions click on the Delete agreement link.

NOTE: Only signed PDFs that have been uploaded and did not complete an in-flight agreement can be deleted.

The application doesn't limit you to only the agreement types that are built in to Common Paper. You can also create your own custom agreement types, which can then be used to sort and filter agreements, and are present when exporting data as well.

There are two ways to create a custom agreement type:

Admins can edit and delete Custom Agreement Types from the Settings page.