Agreements vs Templates
Both are PDFs. They go through the same extractor. But they mean very different things to the platform, and the distinction matters when you bind folders.
| Templates | Agreements | |
|---|---|---|
| What they are | Your tenant’s own paper: the MSA, NDA and SOW drafts you start a negotiation from. | Signed, in-force contracts with counterparties. |
| Where they live | SharePoint folder bound with role templates. | SharePoint folder bound with role agreements. |
| What extraction produces | Tier 2 standard positions (AI · Template): your default house view, awaiting user verification. | Live obligations tied to a counterparty record. |
| Visible where | Standards page (labelled AI · Template) and the Templates list. | Counterparties, Agreements grid, Obligations grid, Renewals, Deviations. |
| Filtered from | All counterparty, dashboard, deviation and renewal views, so they never look like a live deal. | They are the live deals. |
Why this distinction exists
Your templates encode your starting position. If you treat them as live contracts they clutter your renewal and counterparty dashboards with deals that do not exist. Conversely, if you ignore your templates you lose the strongest signal about what your tenant’s actual standards are.
clmSpace splits the roles. Templates feed the playbook. Agreements feed the obligation graph. The same extractor runs against both; only the destination and the downstream treatment differ.
How the platform tells them apart
The folder role you choose at binding time decides the treatment. Files from a folder bound as templates are marked as template paper and feed your playbook; they are kept out of every counterparty, dashboard, deviation and renewal view, so a template never appears as a live deal. Files from a folder bound as agreements become live obligations and renewal candidates.
agreements role and re-ingest.Related
- The Tier model: how Template-derived positions move from Tier 2 to Tier 1.
- SharePoint bindings: how to bind a folder with the right role.