Documentation
How the agreement platform works.
Reference for import, confirmation, date rules, amendments, reminders, batch migration, connectors, commercial workflows, export and billing.
Supported formats, batch processing, retries, duplicate handling, and how each extracted term is shown beside its excerpt.
Import and review
Confirmed, suggested, needs review, missing source and manual: what each state means and what it allows.
Records and states
Choosing governing documents, reviewing amendment diffs, and what supersession does to reminders.
Governing sources and amendments
Fixed dates, calendar-day offsets, arithmetic conventions, owner handover and calendar export snapshots.
Date rules
The queue, internal email, delivery states, failure handling, reassignment and deterministic scheduling.
Actions, reminders and owners
Batch migration, renewal briefs, portfolio answers and document connectors with source review intact.
Scale modules
Proposals, SOWs, change orders, e-signature and HubSpot sync with clear source-of-truth boundaries.
Commercial modules
Limits, AI allowance, exports, cancellation and the service-end timestamp.
Plans, export and service end
Out of scope
What this documentation does not cover.
- Public API: not part of the self-service agreement administration product.
- Procurement, sourcing and spend management: handled in specialist systems.
- Accounting, invoicing, grant accounting and funder reporting: out of scope.