Agreement Tracker
Set your standard terms
Premium
What you'll do
Add the terms your agreements should meet, so Contract Review checks them, and keep their approved wording ready to copy.
Steps
- Open the Contract Review tab.
- Select Adjust on the configured policies bar.
- Under Add your own standard term, fill in Name and What an agreement must say. Add the Approved wording if you have a clause you want word for word.
- Select Add term, then select Save.
- To copy a term's approved wording into an agreement, select Standard wording beside Adjust, then Copy beside the term.
Tips
- Each term you add shows as a chip marked yours, and Contract Review checks it like the built-in policies.
- A site can keep up to 15 terms of its own. To remove one, open Adjust and select Remove beside it.
- Only people with the Agreement Editor role can open Contract Review and change the terms.