Schemas
agreement-create-agreement
recipient_namerecipient_emailrecipient_organizationmessagetest_agreementWhen true, marks the agreement as a test. Test agreements do not count against your monthly limit.
include_expiration_typeHow to set expiration: "none" (default), "days" (use include_expiration_days), or "date" (use include_expiration_date).
include_expiration_daysNumber of days until the agreement expires. Use when include_expiration_type is "days".
include_expiration_dateExpiration date in YYYY-MM-DD format. Use when include_expiration_type is "date".
include_billing_workflowWhen true, enables a billing workflow after signing.
billing_workflow_typeThe type of billing workflow. Use "link" to provide a payment_link_url, or "stripe" for Stripe-managed billing.
payment_link_urlA payment URL shown to the recipient after signing. Requires include_billing_workflow to be true and billing_workflow_type to be "link".
include_automated_payment_remindersWhen true, automatically sends payment reminder emails.
governing_law_countryThe country whose laws govern the agreement.
governing_law_regionThe state or region whose laws govern the agreement.
chosen_courts_countryThe country in which disputes will be resolved.
chosen_courts_regionThe state or region in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
include_billing_infoWhen true, billing contact information (billing_name, billing_email) is included.
billing_nameName of the billing contact. Used when include_billing_info is true.
billing_emailEmail of the billing contact. Used when include_billing_info is true.
sender_notice_email_addressEmail address for legal notices to the sender.
recipient_notice_email_addressEmail address for legal notices to the recipient.
framework_terms_typeHow framework terms are specified. Use "new" for standard terms or "description" to provide a custom framework_terms_description.
framework_terms_descriptionCustom framework terms description. Only used when framework_terms_type is "description".
manual_sendWhen true, the agreement is marked as manually sent outside the platform.
Values for a custom template's fields, keyed by the field keys defined in the template's YAML definition. Only used when template_id is a custom template. Template defaults fill any fields you omit; a required field with no default and no submitted value returns a 400 naming the field. Values are validated against the field's input type: select and radio values must be one of the field's options, multiselect values are an array of selections each of which must be one of the field's options, number and currency values must be numeric, date values must be YYYY-MM-DD, and email values must be valid addresses. An invalid value returns a 400 naming the field.
Override template defaults for dpa. Only valid when creating from a matching template.
Override template defaults for csa. Only valid when creating from a matching template.
Override template defaults for csa order form. Only valid when creating from a matching template.
Override template defaults for design partner. Only valid when creating from a matching template.
Override template defaults for pilot. Only valid when creating from a matching template.
Override template defaults for psa. Only valid when creating from a matching template.
Override template defaults for psa statement of work. Only valid when creating from a matching template.
Override template defaults for partnership. Only valid when creating from a matching template.
Override template defaults for partnership business terms. Only valid when creating from a matching template.
Override template defaults for baa. Only valid when creating from a matching template.
Override template defaults for loi. Only valid when creating from a matching template.
Override template defaults for software license. Only valid when creating from a matching template.
Override template defaults for software license order form. Only valid when creating from a matching template.
Override template defaults for amendment. Only valid when creating from a matching template.
agreement-create-with-owner-email-signer-email
template_idUUID of a template from GET /v1/templates. Accepts both Common Paper standard templates and uploaded PDF templates (type uploaded_template).
owner_emailEmail address of the agreement owner (sender).
signer_emailEmail address of the signer from the owner's organization.
draftWhen true, the agreement is saved as a draft and not sent to the recipient. Use POST /v1/agreements/{id}/send to send a draft agreement later.
cc_usersagreement-create-with-owner-email-signer-id
template_idUUID of a template from GET /v1/templates. Accepts both Common Paper standard templates and uploaded PDF templates (type uploaded_template).
owner_emailEmail address of the agreement owner (sender).
signer_idUser id of the signer from the owner's organization.
draftWhen true, the agreement is saved as a draft and not sent to the recipient. Use POST /v1/agreements/{id}/send to send a draft agreement later.
cc_usersagreement-create-with-owner-id-signer-email
template_idUUID of a template from GET /v1/templates. Accepts both Common Paper standard templates and uploaded PDF templates (type uploaded_template).
owner_idUser id of the agreement owner (sender).
signer_emailEmail address of the signer from the owner's organization.
draftWhen true, the agreement is saved as a draft and not sent to the recipient. Use POST /v1/agreements/{id}/send to send a draft agreement later.
cc_usersagreement-create-with-owner-id-signer-id
template_idUUID of a template from GET /v1/templates. Accepts both Common Paper standard templates and uploaded PDF templates (type uploaded_template).
owner_idUser id of the agreement owner (sender).
signer_idUser id of the signer from the owner's organization.
draftWhen true, the agreement is saved as a draft and not sent to the recipient. Use POST /v1/agreements/{id}/send to send a draft agreement later.
cc_usersagreement-create-schema
Decision Table
| Variant | Matching Criteria |
|---|---|
| type = object · requires: template_id, agreement, owner_email +1 more | |
| type = object · requires: template_id, agreement, owner_email +1 more | |
| type = object · requires: template_id, agreement, owner_id +1 more | |
| type = object · requires: template_id, agreement, owner_id +1 more |
template_idUUID of a template from GET /v1/templates. Accepts both Common Paper standard templates and uploaded PDF templates (type uploaded_template).
owner_emailEmail address of the agreement owner (sender).
signer_emailEmail address of the signer from the owner's organization.
draftWhen true, the agreement is saved as a draft and not sent to the recipient. Use POST /v1/agreements/{id}/send to send a draft agreement later.
cc_usersagreement-update-draft-cover-page
recipient_nameThe counterparty's full name.
recipient_emailThe counterparty's email address.
recipient_organizationThe counterparty's organization.
recipient_titleThe counterparty's job title.
recipient_street_addressThe counterparty's street address.
recipient_cityThe counterparty's city.
recipient_stateThe counterparty's state or region.
recipient_zipThe counterparty's postal code.
recipient_countryThe counterparty's country.
default_signer_emailThe email of the user in your organization who signs the agreement. Must belong to a user in your organization; changing it moves the signer role to that user. A signer outside your organization returns a 400.
subsidiary_idThe UUID of the subsidiary sending the agreement. Send null, an empty string, or an id that no longer exists to clear it. Omit the key entirely to leave the current subsidiary alone.
purposeThe purpose of the agreement (NDA).
termThe length of the agreement term in years (NDA).
term_period_perpetualWhen true, the term runs perpetually and term is ignored (NDA).
confidentiality_periodHow many years confidentiality obligations last (NDA).
confidentiality_period_perpetualWhen true, confidentiality obligations are perpetual (NDA).
effective_date_of_confidentialityWhen confidentiality obligations begin (NDA).
effective_date_typeHow the effective date is determined.
effective_dateThe effective date, when set explicitly.
governing_law_countryThe country whose laws govern the agreement.
governing_law_regionThe state or region whose laws govern the agreement.
chosen_courts_countryThe country in which disputes will be resolved.
chosen_courts_regionThe state or region in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
include_additional_changesWhen true, additional_changes is included on the cover page.
additional_changesFree-text changes shown on the cover page.
include_messageWhen true, message is sent with the agreement.
messageThe message sent to the recipient.
include_cc_usersWhether to keep other people informed. Setting this to false removes every keep-informed (cc) user on the draft, and while it is false new cc roles are ignored.
The keep-informed (cc) users on the draft. Requires include_cc_users to be true. Add a person by sending role: "cc" with user_attributes.email and no id. Remove one by sending its existing id with a blank user_attributes.email. People are identified by email only, so there is no way to cc someone by user id.
include_expiration_typeHow the agreement expires: "none" (default), "days" (use include_expiration_days), or "date" (use include_expiration_date).
include_expiration_daysDays until the agreement expires. Use with include_expiration_type "days".
include_expiration_dateExpiration date in YYYY-MM-DD format. Use with include_expiration_type "date".
include_automated_nudgesWhen true, reminder emails are sent automatically.
negotiations_allowedWhen true, the recipient can propose changes.
sender_last_to_signWhen true, your signer signs after the recipient.
manual_sendWhen true, the agreement is marked as sent outside the platform.
test_agreementWhen true, marks the agreement as a test. Test agreements do not count against your monthly limit.
include_billing_workflowWhen true, enables a billing workflow after signing.
billing_workflow_typeThe type of billing workflow. Use "link" with payment_link_url, or "stripe" for Stripe-managed billing.
payment_link_urlA payment URL shown to the recipient after signing. Requires include_billing_workflow and billing_workflow_type "link".
include_automated_payment_remindersWhen true, payment reminder emails are sent automatically.
include_billing_infoWhen true, billing_name and billing_email are included.
billing_nameName of the billing contact.
billing_emailEmail of the billing contact.
sender_notice_email_addressEmail address for legal notices to your organization.
recipient_notice_email_addressEmail address for legal notices to the recipient.
framework_terms_typeHow framework terms are specified. Use "new" for standard terms or "description" with framework_terms_description.
framework_terms_descriptionCustom framework terms description. Only used when framework_terms_type is "description".
attachment_idsThe UUIDs of the attachments to include, from POST /v1/attachments. Replaces the current list.
agreement-update-draft-nda-schema
The draft fields to change.
agreement-update-draft-csa-schema
The draft fields to change.
agreement-update-draft-dpa-schema
The draft fields to change.
agreement-update-draft-design-schema
The draft fields to change.
agreement-update-draft-pilot-schema
The draft fields to change.
agreement-update-draft-psa-schema
The draft fields to change.
agreement-update-draft-partnership-schema
The draft fields to change.
agreement-update-draft-baa-schema
The draft fields to change.
agreement-update-draft-loi-schema
The draft fields to change.
agreement-update-draft-software-license-schema
The draft fields to change.
agreement-update-draft-amendment-schema
The draft fields to change.
agreement-update-draft-custom-schema
The draft fields to change.
agreement-update-draft-schema
Decision Table
| Variant | Matching Criteria |
|---|---|
| type = object · requires: agreement | |
| type = object · requires: agreement | |
| type = object · requires: agreement | |
| type = object · requires: agreement | |
| type = object · requires: agreement | |
| type = object · requires: agreement | |
| type = object · requires: agreement | |
| type = object · requires: agreement | |
| type = object · requires: agreement | |
| type = object · requires: agreement | |
| type = object · requires: agreement | |
| type = object · requires: agreement |
The draft fields to change.
custom-template-create-schema
nameA name for the custom template.
definitionThe YAML definition of the template's title, sections, and fields. Saved as the template's first version. See Custom Templates for the full YAML reference.
user_emailEmail of the user in your organization recorded as the version's creator. Provide user_email or user_id.
user_idID of the user in your organization recorded as the version's creator. Provide user_email or user_id.
custom_term_idID of custom terms in your organization to attach to the template. Agreements created from the template include those terms.
custom-template-update-schema
nameThe new name for the custom template.
custom_term_idID of custom terms in your organization to attach to the template, so agreements created from the template include those terms. Pass an empty string to unlink the terms, which is why this field is not constrained to the uuid format. Changing the terms publishes a new template version recording the change.
user_idID of the user in your organization to record as the publisher when a terms change publishes a new version. Optional; an id that does not identify a user in your organization returns 422.
custom-template-version-create-schema
definitionThe YAML definition for the new version. See Custom Templates for the full YAML reference.
user_emailEmail of the user in your organization recorded as the version's creator. Provide user_email or user_id.
user_idID of the user in your organization recorded as the version's creator. Provide user_email or user_id.
custom-term-create-schema
nameA name for the custom terms.
bodyThe terms text, in markdown. Published as released version 1.
term_typeUse "text" with a JSON body. File terms are created with a multipart/form-data request instead; see the multipart request body.
user_emailEmail of the user in your organization recorded as the version's creator. Provide user_email or user_id.
user_idID of the user in your organization recorded as the version's creator. Provide user_email or user_id.
custom-term-update-schema
nameThe new name for the custom terms. Only the name can change here; the terms text changes by publishing a new version.
custom-term-version-create-schema
bodyThe terms text for the new version, in markdown.
user_emailEmail of the user in your organization recorded as the version's creator. Provide user_email or user_id.
user_idID of the user in your organization recorded as the version's creator. Provide user_email or user_id.
api-key-create-schema
Attributes for the API key to create. When authenticated via OAuth (including MCP), the key is created for the current user and user_id is not required.
attachment-upload-schema
The attachment to create. In multipart/form-data, send each field as attachment[pdf], attachment[name], attachment[description], and attachment[uploaded_by].
attachment-upload-json-schema
The attachment to create
attachment-upload-mcp-schema
attachment-upload-request-schema
Decision Table
| Variant | Matching Criteria |
|---|---|
| type = object · requires: attachment | |
| type = object · requires: attachment | |
| type = object · requires: attachment |
organization-update-schema
The organization attributes to update. Only the fields you provide are changed; omitted fields keep their current values.
fee-schema
Decision Table
| Variant | Matching Criteria |
|---|---|
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object |
typeFee class discriminator.
fee_typestripe_product_iddescriptioncostpsa-sow-fee-schema
typefee_typedescriptionquantitycostdpa-attributes-schema
idThe UUID of the term record the agreement already owns. Required when updating a draft (PATCH /v1/agreements/{id}) and must match the id returned by GET /v1/agreements/{id}; the request is rejected otherwise. Not used when creating an agreement.
underlying_agreement_typeunderlying_agreement_idunderlying_agreement_valinclude_governing_country_euinclude_governing_country_eu_valinclude_governing_country_ukinclude_governing_country_uk_valinclude_provider_security_contact_emailinclude_provider_security_contact_email_valinclude_provider_security_contact_addressinclude_provider_security_contact_address_cityinclude_provider_security_contact_address_stateinclude_provider_security_contact_address_zipcodeinclude_covered_claiminclude_covered_claim_internal_valinclude_covered_claim_external_valinclude_increased_claim_amountinclude_increased_claim_amount_typeinclude_increased_claim_amount_qtyinclude_increased_claim_amount_currencyinclude_external_subprocessor_locationdata_exporter_contact_namedata_exporter_contact_detailsdata_exporter_contact_positiondata_exporter_roledata_importer_addressdata_importer_contact_namedata_importer_contact_detailsdata_importer_contact_positioncloud_service_product_nameinclude_data_subjects_end_usersinclude_data_subjects_employeesinclude_data_subjects_custominclude_data_subjects_custom_valinclude_special_category_datainclude_sensitive_data_restrictions_security_policyinclude_sensitive_data_restrictions_custominclude_sensitive_data_restrictions_custom_valinclude_frequency_of_transfer_continuousinclude_frequency_of_transfer_custominclude_frequency_of_transfer_custom_valinclude_processing_purpose_receivinginclude_processing_purpose_holdinginclude_processing_purpose_usinginclude_processing_purpose_updatinginclude_processing_purpose_protectinginclude_processing_purpose_sharinginclude_processing_purpose_returninginclude_processing_purpose_erasinginclude_processing_purpose_custominclude_processing_purpose_custom_valinclude_security_measures_security_policyinclude_security_measures_pseudonym_encryptioninclude_security_measures_pseudonym_encryption_valinclude_security_measures_confidentiality_integrityinclude_security_measures_confidentiality_integrity_valinclude_security_measures_restore_data_accessinclude_security_measures_restore_data_access_valinclude_security_measures_testing_assessmentinclude_security_measures_testing_assessment_valinclude_security_measures_identity_authinclude_security_measures_identity_auth_valinclude_security_measures_data_transmissioninclude_security_measures_data_transmission_valinclude_security_measures_data_at_restinclude_security_measures_data_at_rest_valinclude_security_measures_physical_securityinclude_security_measures_physical_security_valinclude_security_measures_event_logginginclude_security_measures_event_logging_valinclude_security_measures_system_configurationinclude_security_measures_system_configuration_valinclude_security_measures_it_security_governanceinclude_security_measures_it_security_governance_valinclude_security_measures_certification_or_assuranceinclude_security_measures_certification_or_assurance_valinclude_security_measures_data_minimizationinclude_security_measures_data_minimization_valinclude_security_measures_data_qualityinclude_security_measures_data_quality_valinclude_security_measures_data_retentioninclude_security_measures_data_retention_valinclude_security_measures_accountabilityinclude_security_measures_accountability_valinclude_security_measures_portability_and_erasureinclude_security_measures_portability_and_erasure_valdata_importer_address_countrydata_importer_address_street_addressdata_importer_address_citydata_importer_address_statedata_importer_address_zipcodedata_exporter_address_countrydata_exporter_address_citydata_exporter_address_statedata_exporter_address_street_addressdata_exporter_address_zipcodeinclude_provider_security_contact_address_countryinclude_provider_security_contact_address_street_addressinclude_service_provider_relationshipinclude_security_policy_iso27001include_security_policy_hipaainclude_security_policy_hitrustinclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_otherinclude_security_policy_soc2include_security_policy_soc2_type2include_security_policy_penetration_testinginclude_personal_data_nameinclude_personal_data_contact_infoinclude_personal_data_employment_infoinclude_personal_data_financial_infoinclude_personal_data_biographic_infoinclude_personal_data_transactional_infoinclude_personal_data_user_activity_infoinclude_personal_data_locationinclude_personal_data_custominclude_personal_data_custom_valinclude_covered_claim_typesecurity_policy_typesecurity_policy_available_atinclude_security_policyinclude_liability_capinclude_liability_cap_csa_typeinclude_liability_cap_amount_constant_internalinclude_liability_cap_amount_currency_internalinclude_liability_cap_amount_constant_externalinclude_liability_cap_amount_currency_externalapproved_subprocessor_typeinclude_governing_lawinclude_governing_law_countryinclude_governing_law_stateduration_of_processingcompetent_supervisory_authoritycustomer_descriptionproviderSubprocessors. Use string keys such as "0", "1".
csa-attributes-schema
idThe UUID of the term record the agreement already owns. Required when updating a draft (PATCH /v1/agreements/{id}) and must match the id returned by GET /v1/agreements/{id}; the request is rejected otherwise. Not used when creating an agreement.
providercustomer_descriptioneffective_dateeffective_date_typeeffective_date_marketplaceinclude_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_increased_cap_amountinclude_supercapCSA 3.0 renamed include_increased_cap_amount to include_supercap. Use this name when the agreement's standard_version is 3.x; on earlier versions use include_increased_cap_amount. Sending the other spelling returns a 422.
increased_cap_amount_typesupercap_typeCSA 3.0 renamed increased_cap_amount_type to supercap_type. Use this name when the agreement's standard_version is 3.x; on earlier versions use increased_cap_amount_type. Sending the other spelling returns a 422.
increased_cap_amount_qtysupercap_qtyCSA 3.0 renamed increased_cap_amount_qty to supercap_qty. Use this name when the agreement's standard_version is 3.x; on earlier versions use increased_cap_amount_qty. Sending the other spelling returns a 422.
increased_cap_amount_currencysupercap_currencyCSA 3.0 renamed increased_cap_amount_currency to supercap_currency. Use this name when the agreement's standard_version is 3.x; on earlier versions use increased_cap_amount_currency. Sending the other spelling returns a 422.
increased_cap_amount_period_qtysupercap_period_qtyCSA 3.0 renamed increased_cap_amount_period_qty to supercap_period_qty. Use this name when the agreement's standard_version is 3.x; on earlier versions use increased_cap_amount_period_qty. Sending the other spelling returns a 422.
increased_cap_amount_period_currencysupercap_period_currencyCSA 3.0 renamed increased_cap_amount_period_currency to supercap_period_currency. Use this name when the agreement's standard_version is 3.x; on earlier versions use increased_cap_amount_period_currency. Sending the other spelling returns a 422.
include_increased_claimsinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_privsec_negligenceinclude_increased_claims_breach_of_confidentiality_negligenceinclude_increased_claims_breach_of_privsecinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_unlimited_claimsinclude_uncapped_claimsCSA 3.0 renamed include_unlimited_claims to include_uncapped_claims. Use this name when the agreement's standard_version is 3.x; on earlier versions use include_unlimited_claims. Sending the other spelling returns a 422.
include_unlimited_claims_indemnification_obligationinclude_uncapped_claims_indemnification_obligationCSA 3.0 renamed include_unlimited_claims_indemnification_obligation to include_uncapped_claims_indemnification_obligation. Use this name when the agreement's standard_version is 3.x; on earlier versions use include_unlimited_claims_indemnification_obligation. Sending the other spelling returns a 422.
include_unlimited_claims_breach_of_confidentialityinclude_uncapped_claims_breach_of_confidentialityCSA 3.0 renamed include_unlimited_claims_breach_of_confidentiality to include_uncapped_claims_breach_of_confidentiality. Use this name when the agreement's standard_version is 3.x; on earlier versions use include_unlimited_claims_breach_of_confidentiality. Sending the other spelling returns a 422.
include_unlimited_claims_breach_of_privsecinclude_uncapped_claims_breach_of_privsecCSA 3.0 renamed include_unlimited_claims_breach_of_privsec to include_uncapped_claims_breach_of_privsec. Use this name when the agreement's standard_version is 3.x; on earlier versions use include_unlimited_claims_breach_of_privsec. Sending the other spelling returns a 422.
include_unlimited_claims_breach_of_privsec_negligenceinclude_uncapped_claims_breach_of_privsec_negligenceCSA 3.0 renamed include_unlimited_claims_breach_of_privsec_negligence to include_uncapped_claims_breach_of_privsec_negligence. Use this name when the agreement's standard_version is 3.x; on earlier versions use include_unlimited_claims_breach_of_privsec_negligence. Sending the other spelling returns a 422.
include_unlimited_claims_breach_of_confidentiality_negligenceinclude_uncapped_claims_breach_of_confidentiality_negligenceCSA 3.0 renamed include_unlimited_claims_breach_of_confidentiality_negligence to include_uncapped_claims_breach_of_confidentiality_negligence. Use this name when the agreement's standard_version is 3.x; on earlier versions use include_unlimited_claims_breach_of_confidentiality_negligence. Sending the other spelling returns a 422.
include_unlimited_claims_include_otherinclude_uncapped_claims_include_otherCSA 3.0 renamed include_unlimited_claims_include_other to include_uncapped_claims_include_other. Use this name when the agreement's standard_version is 3.x; on earlier versions use include_unlimited_claims_include_other. Sending the other spelling returns a 422.
include_unlimited_claims_otherinclude_uncapped_claims_otherCSA 3.0 renamed include_unlimited_claims_other to include_uncapped_claims_other. Use this name when the agreement's standard_version is 3.x; on earlier versions use include_unlimited_claims_other. Sending the other spelling returns a 422.
include_security_policyinclude_security_policy_typeinclude_security_policy_include_reasonable_effortsinclude_security_policy_include_locationinclude_security_policy_locationinclude_security_policy_include_annual_maintenanceinclude_security_policy_iso27001include_security_policy_soc2include_security_policy_soc2_type2include_security_policy_hipaainclude_security_policy_hitrustinclude_security_policy_penetration_testinginclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_otherinclude_security_policy_attachment_idinclude_acceptable_use_policyinclude_acceptable_use_policy_typeinclude_acceptable_use_policy_locationinclude_acceptable_use_policy_attachment_idinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_ai_addenduminclude_ai_addendum_attachment_idinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_insurance_minimumsinclude_publicity_rightsinclude_publicity_rights_typeinclude_insurance_minimums_include_general_liabilityinclude_insurance_minimums_general_liability_minimuminclude_insurance_minimums_general_liability_aggregateinclude_insurance_minimums_include_workers_compensationinclude_insurance_minimums_include_employer_liabilityinclude_insurance_minimums_employer_liability_minimuminclude_insurance_minimums_employer_liability_aggregateinclude_insurance_minimums_include_cyber_liabilityinclude_insurance_minimums_cyber_liability_minimuminclude_insurance_minimums_cyber_liability_aggregateinclude_insurance_minimums_add_customerinclude_insurance_minimums_add_customer_com_gen_liabilityinclude_insurance_minimums_add_customer_errors_omissionsinclude_insurance_minimums_add_customer_cyber_liabilityinclude_insurance_minimums_additional_informationinclude_insurance_minimums_additional_information_textnegotiations_alloweddefault_signer_emailsender_last_to_signinclude_termscsa-order-form-attributes-schema
idThe UUID of the term record the agreement already owns. Required when updating a draft (PATCH /v1/agreements/{id}) and must match the id returned by GET /v1/agreements/{id}; the request is rejected otherwise. Not used when creating an agreement.
cloud_service_descriptionaffiliates_as_usersinclude_use_limitationsinclude_use_limitations_valinclude_max_usersmax_usersinclude_consumptionmax_consumptionconsumption_unitsinclude_additional_parameters_or_limitationsadditional_parameters_or_limitationsinclude_slainclude_sla_descriptioninclude_sla_typeinclude_sla_include_target_uptimeinclude_sla_include_response_timeinclude_sla_include_response_time_creditinclude_sla_include_response_time_amountinclude_sla_include_response_time_durationinclude_sla_include_response_time_support_channelinclude_sla_maintenance_window_typeinclude_sla_maintenance_windowinclude_sla_maintenance_noticeinclude_sla_standard_target_uptimeinclude_sla_standard_maintenance_window_start_timeinclude_sla_standard_maintenance_window_end_timeinclude_sla_standard_maintenance_window_time_zoneinclude_sla_standard_maintenance_window_mondayinclude_sla_standard_maintenance_window_tuesdayinclude_sla_standard_maintenance_window_wednesdayinclude_sla_standard_maintenance_window_thursdayinclude_sla_standard_maintenance_window_fridayinclude_sla_standard_maintenance_window_saturdayinclude_sla_standard_maintenance_window_sundayinclude_sla_standard_maintenance_notice_qtyinclude_sla_standard_maintenance_notice_unitinclude_sla_attachment_idinclude_product_supportinclude_product_support_typeinclude_product_support_descriptioninclude_product_support_attachment_idsubscription_periodsubscription_period_unitsubscription_start_date_typesubscription_start_datesubscription_auto_renewsubscription_renewal_notice_daysfee_amountfee_periodfee_custom_unitfees_inclusive_of_taxesfees_include_fee_increase_upon_renewalfees_include_fee_increase_upon_renewal_feefees_currencyinclude_free_trialfree_trial_dayspayment_periodpayment_period_unitpayment_period_timeframeinvoice_periodinvoice_period_custom_unitinclude_professional_servicesinclude_professional_services_custom_nameinclude_professional_services_typeinclude_professional_services_descriptioninclude_professional_services_include_end_dateinclude_professional_services_end_dateinclude_professional_services_include_fees_descriptioninclude_professional_services_fees_descriptioninclude_professional_services_attachment_idnegotiations_allowedinclude_feesinclude_fees_otherinclude_fees_other_valinclude_fees_tableinclude_fees_table_periodinclude_additional_changesinclude_fees_include_attachmentinclude_fees_attachment_idadditional_changesframework_terms_typeunderlying_agreement_idorder_date_dateorder_date_typeorder_date_otherpayment_process_type_invoice_amountpayment_process_typepayment_process_automatic_frequencypayment_process_type_invoice_typepayment_process_type_invoice_custom_unitpayment_process_type_invoice_durationpayment_process_type_invoice_duration_startpayment_process_type_custom_valinclude_pilot_periodinclude_pilot_period_duration_amountinclude_pilot_period_duration_typeinclude_pilot_period_include_feesinclude_pilot_period_include_fees_amountinclude_pilot_period_include_modificationsinclude_pilot_period_include_modifications_descriptionpilot_period_stripe_product_idinclude_subscription_start_dateinclude_subscription_start_date_datefees_include_fee_increase_upon_renewal_typeinclude_usage_reviewinclude_usage_review_valService credits. Use string keys such as "0", "1".
Use limitations. Use string keys such as "0", "1".
Fee line items. Use string keys such as "0", "1". Replaces template fees when provided.
design-partner-attributes-schema
idThe UUID of the term record the agreement already owns. Required when updating a draft (PATCH /v1/agreements/{id}) and must match the id returned by GET /v1/agreements/{id}; the request is rejected otherwise. Not used when creating an agreement.
customer_descriptionproduct_descriptioninclude_program_participation_feedbackinclude_program_participation_feedback_amountinclude_program_participation_feedback_unitinclude_program_appear_as_customer_privateinclude_program_appear_as_customer_publicinclude_program_case_studyinclude_program_referenceinclude_program_partner_otherinclude_program_partner_other_valinclude_program_discountinclude_program_discount_amountinclude_program_discount_unitinclude_program_develop_functionalityinclude_program_develop_functionality_valinclude_program_provider_otherinclude_program_provider_other_valterm_amountterm_unitinclude_feesinclude_fees_typeinclude_fees_amountinclude_fees_unitinclude_fees_pay_by_amountinclude_fees_descriptionpilot-attributes-schema
idThe UUID of the term record the agreement already owns. Required when updating a draft (PATCH /v1/agreements/{id}) and must match the id returned by GET /v1/agreements/{id}; the request is rejected otherwise. Not used when creating an agreement.
product_descriptionfees_typegeneral_cap_amount_typeinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_technical_supporttechnical_support_descriptionnegotiations_allowedgeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtypilot_period_descriptionpayment_process_invoice_dayspayment_process_invoice_timeframepayment_process_automatic_frequencyinclude_dpa_attachment_idpilot_period_fees_descriptioninclude_payment_processpayment_process_typepayment_process_invoice_frompsa-attributes-schema
idThe UUID of the term record the agreement already owns. Required when updating a draft (PATCH /v1/agreements/{id}) and must match the id returned by GET /v1/agreements/{id}; the request is rejected otherwise. Not used when creating an agreement.
include_additional_changesadditional_changeseffective_date_typeeffective_dateinclude_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_increased_claimsinclude_increased_claims_breach_of_privsecinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_privsec_negligenceinclude_increased_claims_breach_of_confidentiality_negligenceinclude_increased_claims_negligenceinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_increased_cap_amountincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_currencyincreased_cap_amount_period_qtyinclude_unlimited_claimsinclude_unlimited_claims_breach_of_privsec_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_privsecinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_negligenceinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_provider_insurance_mininclude_provider_insurance_min_include_general_liabilityinclude_provider_insurance_min_general_liability_minimuminclude_provider_insurance_min_general_liability_aggregateinclude_provider_insurance_min_include_workers_compinclude_provider_insurance_min_include_employer_liabilityinclude_provider_insurance_min_employer_liability_minimuminclude_provider_insurance_min_employer_liability_aggregateinclude_provider_insurance_min_include_cyber_liabilityinclude_provider_insurance_min_cyber_liability_minimuminclude_provider_insurance_min_cyber_liability_aggregateinclude_provider_insurance_min_include_auto_liabilityinclude_provider_insurance_min_auto_liability_minimuminclude_provider_insurance_min_auto_liability_aggregateinclude_provider_insurance_min_include_add_customerinclude_provider_insurance_min_add_customer_com_gen_liabilityinclude_provider_insurance_min_add_customer_errors_omissionsinclude_provider_insurance_min_add_customer_cyber_liabilityinclude_customer_insurance_mininclude_customer_insurance_min_include_general_liabilityinclude_customer_insurance_min_general_liability_minimuminclude_customer_insurance_min_general_liability_aggregateinclude_customer_insurance_min_include_workers_compinclude_customer_insurance_min_include_employer_liabilityinclude_customer_insurance_min_employer_liability_minimuminclude_customer_insurance_min_employer_liability_aggregateinclude_customer_insurance_min_include_cyber_liabilityinclude_customer_insurance_min_cyber_liability_minimuminclude_customer_insurance_min_cyber_liability_aggregateinclude_customer_insurance_min_include_auto_liabilityinclude_customer_insurance_min_auto_liability_minimuminclude_customer_insurance_min_auto_liability_aggregateinclude_customer_insurance_min_include_add_providerinclude_customer_insurance_min_add_provider_com_gen_liabilityinclude_customer_insurance_min_add_provider_errors_omissionsinclude_customer_insurance_min_add_provider_cyber_liabilityinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_customer_policiesinclude_customer_policies_typeinclude_customer_policies_locationinclude_customer_policies_attachment_idinclude_security_policyinclude_security_policy_typeinclude_security_policy_locationinclude_security_policy_attachment_idinclude_security_policy_include_annual_maintenanceinclude_security_policy_iso27001include_security_policy_soc2_type1include_security_policy_soc2_type2include_security_policy_hitrustinclude_security_policy_penetration_testinginclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_include_other_valinclude_publicity_rightsinclude_publicity_rights_typenegotiations_alloweddefault_signer_emailsender_last_to_signinclude_termscustomer_descriptionpsa-statement-of-work-attributes-schema
idThe UUID of the term record the agreement already owns. Required when updating a draft (PATCH /v1/agreements/{id}) and must match the id returned by GET /v1/agreements/{id}; the request is rejected otherwise. Not used when creating an agreement.
typefee_typedescriptionquantitycostservices_descriptioninclude_deliverablesinclude_deliverables_descriptioninclude_deliverables_include_draft_deliverablesinclude_deliverables_include_attachmentinclude_deliverables_attachment_idinclude_deliverables_include_acceptanceinclude_deliverables_rejection_amountinclude_deliverables_rejection_unitinclude_deliverables_resubmission_amountinclude_deliverables_resubmission_unitinclude_time_of_assignmentinclude_time_of_assignment_typeinclude_third_party_materialsinclude_third_party_providerinclude_third_party_customerinclude_third_party_include_descriptioninclude_third_party_include_description_valinclude_fees_tableinclude_fees_table_totalinclude_fees_otherinclude_fees_other_valinclude_fees_travelinclude_fees_travel_typeinclude_fees_travel_valinclude_fees_travel_attachment_idpayment_period_typepayment_periodpayment_period_unitpayment_period_timeframepayment_period_otherinvoice_period_descriptionsow_date_typesow_datesow_term_typesow_term_amountsow_term_unitsow_term_dateinclude_customer_obligationinclude_customer_obligation_valnegotiations_allowedinclude_additional_changesadditional_changesFee line items. Use string keys such as "0", "1". Replaces template fees when provided.
partnership-attributes-schema
idThe UUID of the term record the agreement already owns. Required when updating a draft (PATCH /v1/agreements/{id}) and must match the id returned by GET /v1/agreements/{id}; the request is rejected otherwise. Not used when creating an agreement.
effective_date_typeeffective_dateinclude_covered_claimsinclude_covered_claims_include_company_claimsinclude_covered_claims_company_claimsinclude_covered_claims_include_partner_claimsinclude_covered_claims_partner_claimsgeneral_cap_amount_typegeneral_cap_amount_multiple_valgeneral_cap_amount_currency_valgeneral_cap_amount_either_currencygeneral_cap_amount_either_multipleinclude_increased_claimsinclude_increased_claims_include_confidentialityinclude_increased_claims_include_covered_claimsinclude_increased_claims_include_confidentiality_misconductinclude_increased_claims_include_misconductinclude_increased_claims_include_otherinclude_increased_claims_include_other_valinclude_increased_cap_amountinclude_increased_cap_amount_typeinclude_increased_cap_amount_multipleinclude_increased_cap_amount_currencyinclude_increased_cap_amount_either_currencyinclude_increased_cap_amount_either_multipleinclude_unlimited_claimsinclude_unlimited_claims_covered_claimsinclude_unlimited_claims_confidentiality_misconductinclude_unlimited_claims_misconductinclude_unlimited_claims_otherinclude_unlimited_claims_other_valinclude_additional_warrantiesinclude_additional_warranties_include_companyinclude_additional_warranties_include_company_valinclude_additional_warranties_include_partnerinclude_additional_warranties_include_partner_valinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_brand_guidelines_include_companyinclude_brand_guidelines_include_company_valinclude_brand_guidelines_include_partnerinclude_brand_guidelines_include_partner_valnegotiations_allowedinclude_unlimited_claims_confidentialityinclude_brand_guidelinespartnership-business-terms-attributes-schema
idThe UUID of the term record the agreement already owns. Required when updating a draft (PATCH /v1/agreements/{id}) and must match the id returned by GET /v1/agreements/{id}; the request is rejected otherwise. Not used when creating an agreement.
include_obligations_company_brandinclude_obligations_company_referralinclude_obligations_company_referral_include_criteriainclude_obligations_company_referral_include_criteria_valinclude_obligations_company_referral_include_pay_schinclude_obligations_company_referral_include_pay_sch_amountinclude_obligations_company_referral_include_pay_sch_unitinclude_obligations_company_sponsorshipinclude_obligations_company_sponsorship_include_benefitsinclude_obligations_company_sponsorship_include_benefits_valinclude_obligations_company_sponsorship_include_paymentsinclude_obligations_company_sponsorship_include_payments_amountinclude_obligations_company_sponsorship_include_payments_unitinclude_obligations_company_promotioninclude_obligations_company_promotion_include_materialsinclude_obligations_company_promotion_include_materials_valinclude_obligations_company_promotion_include_activitiesinclude_obligations_company_promotion_include_activities_valinclude_obligations_partner_brandinclude_obligations_partner_referral_include_criteriainclude_obligations_partner_referral_include_criteria_valinclude_obligations_partner_referral_include_pay_schinclude_obligations_partner_referral_include_pay_sch_amountinclude_obligations_partner_referral_include_pay_sch_unitinclude_obligations_partner_sponsorshipinclude_obligations_partner_sponsorship_include_benefitsinclude_obligations_partner_sponsorship_include_benefits_valinclude_obligations_partner_sponsorship_include_paymentsinclude_obligations_partner_sponsorship_include_payments_amountinclude_obligations_partner_sponsorship_include_payments_unitinclude_obligations_partner_promotioninclude_obligations_partner_promotion_include_materialsinclude_obligations_partner_promotion_include_materials_valinclude_obligations_partner_promotion_include_activitiesinclude_obligations_partner_promotion_include_activities_valterritory_typeterritory_type_valinclude_payment_process_companyinclude_payment_process_company_include_emailinclude_payment_process_company_include_email_valinclude_payment_process_company_include_addressinclude_payment_process_company_include_address_countryinclude_payment_process_company_include_address_street_addressinclude_payment_process_company_include_address_cityinclude_payment_process_company_include_address_stateinclude_payment_process_company_include_address_zipcodeinclude_payment_process_partnerinclude_payment_process_partner_include_emailinclude_payment_process_partner_include_email_valinclude_payment_process_partner_include_addressinclude_payment_process_partner_include_address_countryinclude_payment_process_partner_include_address_street_addressinclude_payment_process_partner_include_address_cityinclude_payment_process_partner_include_address_stateinclude_payment_process_partner_include_address_zipcodeinclude_payment_schedule_typeinclude_payment_schedule_specified_amountinclude_payment_schedule_specified_unitinclude_payment_schedule_specified_timeframeinclude_payment_schedule_customnegotiations_allowedend_date_typeend_date_dateinclude_obligations_partner_referralend_date_after_effective_date_amountend_date_after_effective_date_unitinclude_payment_processinclude_payment_scheduleinclude_obligations_company_referral_include_pay_sch_custominclude_obligations_partner_referral_include_pay_sch_custombaa-attributes-schema
idThe UUID of the term record the agreement already owns. Required when updating a draft (PATCH /v1/agreements/{id}) and must match the id returned by GET /v1/agreements/{id}; the request is rejected otherwise. Not used when creating an agreement.
underlying_agreement_typeunderlying_agreement_valunderlying_agreement_idbusiness_associate_relationship_typeinclude_limitationsinclude_subcontract_limitationssubcontract_limitations_permittedsubcontract_limitations_include_noticesubcontract_limitations_notice_valsubcontract_limitations_include_permissionsubcontract_limitations_permission_valinclude_offshore_limitationsoffshore_limitations_permittedoffshore_limitations_permitted_valinclude_deidentification_limitationsdeidentification_limitations_permitteddeidentification_limitations_include_purposedeidentification_limitations_purpose_valdeidentification_limitations_include_requirementsdeidentification_limitations_requirements_valinclude_aggregation_limitationsaggregation_limitations_permittedaggregation_limitations_permitted_valbreach_notification_valbreach_notification_unitdesignated_record_set_provider_maintainsloi-attributes-schema
idThe UUID of the term record the agreement already owns. Required when updating a draft (PATCH /v1/agreements/{id}) and must match the id returned by GET /v1/agreements/{id}; the request is rejected otherwise. Not used when creating an agreement.
product_nameinclude_functionalityinclude_functionality_valinclude_feesinclude_fees_include_amountinclude_fees_amountinclude_fees_amount_durationinclude_fees_include_otherinclude_fees_otherinclude_launch_dateinclude_launch_date_typeinclude_launch_date_dateinclude_launch_date_custominclude_custom_detailsinclude_custom_details_valconfidentiality_typeconfidentiality_mutual_include_loiconfidentiality_nda_typeconfidentiality_nda_attachment_idconfidentiality_nda_descriptionconfidentiality_nda_include_loiconfidentiality_customsoftware-license-attributes-schema
idThe UUID of the term record the agreement already owns. Required when updating a draft (PATCH /v1/agreements/{id}) and must match the id returned by GET /v1/agreements/{id}; the request is rejected otherwise. Not used when creating an agreement.
include_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_qtygeneral_cap_period_currencyinclude_increased_claimsinclude_increased_claims_negligenceinclude_increased_claims_restrictionsinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_confidentiality_negligenceincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_currencyincreased_cap_amount_period_qtyinclude_increased_cap_amounteffective_dateeffective_date_typeinclude_unlimited_claimsinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_unlimited_claims_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_license_or_restrictionsinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_dpainclude_dpa_typeinclude_dpa_attachment_idinclude_dpa_locationinclude_ai_addenduminclude_ai_addendum_attachment_idsoftware-license-order-form-attributes-schema
idThe UUID of the term record the agreement already owns. Required when updating a draft (PATCH /v1/agreements/{id}) and must match the id returned by GET /v1/agreements/{id}; the request is rejected otherwise. Not used when creating an agreement.
software_descriptionorder_date_typeorder_date_dateinclude_pilot_periodinclude_pilot_period_duration_amountinclude_pilot_period_duration_typeinclude_pilot_period_include_feesinclude_pilot_period_include_fees_amountinclude_pilot_period_include_modificationsinclude_pilot_period_include_modifications_descriptionsubscription_periodsubscription_period_unitfee_periodfee_custom_unitfees_currencyfees_include_fee_increase_upon_renewalfees_include_fee_increase_upon_renewal_feefees_include_fee_increase_upon_renewal_typefees_inclusive_of_taxespayment_process_typepayment_process_automatic_frequencypayment_process_type_invoice_typepayment_process_type_invoice_custom_unitpayment_process_type_invoice_amountpayment_process_type_invoice_durationpayment_process_type_invoice_duration_startpayment_process_type_custom_valinclude_payment_process_include_billing_emailsubscription_auto_renewsubscription_renewal_notice_dayspermitted_uses_include_internal_businesspermitted_uses_include_customers_affiliatespermitted_uses_include_custompermitted_uses_include_custom_descriptioninclude_license_limitsinclude_license_limits_descriptionwarranty_period_typewarranty_period_description_amountwarranty_period_description_durationwarranty_period_description_duration_startdeletion_procedure_include_provider_disabledeletion_procedure_include_customer_disabledeletion_procedure_include_customer_proofdeletion_procedure_include_customdeletion_procedure_include_custom_descriptioninclude_license_compliance_verificationinclude_license_compliance_verification_descriptioninclude_servicesinclude_services_descriptioninclude_additional_changesadditional_changesnegotiations_allowedpilot_period_stripe_product_idFee line items. Use string keys such as "0", "1". Replaces template fees when provided.
amendment-attributes-schema
idThe UUID of the term record the agreement already owns. Required when updating a draft (PATCH /v1/agreements/{id}) and must match the id returned by GET /v1/agreements/{id}; the request is rejected otherwise. Not used when creating an agreement.
amendment_date_typeamendment_dateparent_agreement_idunderlying_agreement_typeunderlying_agreement_valframework_terms_typeunderlying_agreement_idAmended terms. Use string keys such as "0", "1".
agreement-type-overrides-schema
Decision Table
| Variant | Matching Criteria |
|---|---|
| type = object · requires: dpa_attributes | |
| type = object · requires: csa_attributes | |
| type = object · requires: csa_order_form_attributes | |
| type = object · requires: design_partner_attributes | |
| type = object · requires: pilot_attributes | |
| type = object · requires: psa_attributes | |
| type = object · requires: psa_statement_of_work_attributes | |
| type = object · requires: partnership_attributes | |
| type = object · requires: partnership_business_terms_attributes | |
| type = object · requires: baa_attributes | |
| type = object · requires: loi_attributes | |
| type = object · requires: software_license_attributes | |
| type = object · requires: software_license_order_form_attributes | |
| type = object · requires: amendment_attributes |
Override dpa terms when creating from a matching template. Only fields you include override template defaults. Invalid if the template type does not match.
template-create-nda-schema
typeOptional. When omitted, the template defaults to NDA.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
termconfidentiality_periodconfidentiality_period_perpetualterm_period_perpetualpurposeeffective_date_typeeffective_dateeffective_date_of_confidentialityTemplate settings such as standard version and message.
template-update-nda-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
termconfidentiality_periodconfidentiality_period_perpetualterm_period_perpetualpurposeeffective_date_typeeffective_dateeffective_date_of_confidentialityTemplate settings such as standard version and message.
template-create-csa-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
providercustomer_descriptioneffective_date_typeeffective_dateeffective_date_marketplaceinclude_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_increased_cap_amountincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_qtyincreased_cap_amount_period_currencyinclude_increased_claimsinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_privsec_negligenceinclude_increased_claims_breach_of_confidentiality_negligenceinclude_increased_claims_breach_of_privsecinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_unlimited_claimsinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_breach_of_privsecinclude_unlimited_claims_breach_of_privsec_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_security_policyinclude_security_policy_typeinclude_security_policy_include_reasonable_effortsinclude_security_policy_include_locationinclude_security_policy_locationinclude_security_policy_include_annual_maintenanceinclude_security_policy_iso27001include_security_policy_soc2include_security_policy_soc2_type2include_security_policy_hipaainclude_security_policy_hitrustinclude_security_policy_penetration_testinginclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_otherinclude_security_policy_attachment_idinclude_acceptable_use_policyinclude_acceptable_use_policy_typeinclude_acceptable_use_policy_locationinclude_acceptable_use_policy_attachment_idinclude_dpainclude_dpa_typeinclude_dpa_attachment_idinclude_dpa_locationinclude_ai_addenduminclude_ai_addendum_attachment_idinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_insurance_minimumsinclude_publicity_rightsinclude_publicity_rights_typeinclude_insurance_minimums_include_general_liabilityinclude_insurance_minimums_general_liability_minimuminclude_insurance_minimums_general_liability_aggregateinclude_insurance_minimums_include_workers_compensationinclude_insurance_minimums_include_employer_liabilityinclude_insurance_minimums_employer_liability_minimuminclude_insurance_minimums_employer_liability_aggregateinclude_insurance_minimums_include_cyber_liabilityinclude_insurance_minimums_cyber_liability_minimuminclude_insurance_minimums_cyber_liability_aggregateinclude_insurance_minimums_add_customerinclude_insurance_minimums_add_customer_com_gen_liabilityinclude_insurance_minimums_add_customer_errors_omissionsinclude_insurance_minimums_add_customer_cyber_liabilityinclude_insurance_minimums_additional_informationinclude_insurance_minimums_additional_information_textinclude_billing_workflowbilling_workflow_typepayment_link_urlstripe_payment_link_idstripe_product_idstripe_product_namestripe_invoice_deliverystripe_subsequent_bill_methodattachment_idsUUIDs of attachments to include with the template.
Nested CSA order form defaults. See Template Parameters docs for CSA Order Form.
Template settings such as standard version and message.
template-update-csa-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
providercustomer_descriptioneffective_date_typeeffective_dateeffective_date_marketplaceinclude_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_increased_cap_amountincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_qtyincreased_cap_amount_period_currencyinclude_increased_claimsinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_privsec_negligenceinclude_increased_claims_breach_of_confidentiality_negligenceinclude_increased_claims_breach_of_privsecinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_unlimited_claimsinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_breach_of_privsecinclude_unlimited_claims_breach_of_privsec_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_security_policyinclude_security_policy_typeinclude_security_policy_include_reasonable_effortsinclude_security_policy_include_locationinclude_security_policy_locationinclude_security_policy_include_annual_maintenanceinclude_security_policy_iso27001include_security_policy_soc2include_security_policy_soc2_type2include_security_policy_hipaainclude_security_policy_hitrustinclude_security_policy_penetration_testinginclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_otherinclude_security_policy_attachment_idinclude_acceptable_use_policyinclude_acceptable_use_policy_typeinclude_acceptable_use_policy_locationinclude_acceptable_use_policy_attachment_idinclude_dpainclude_dpa_typeinclude_dpa_attachment_idinclude_dpa_locationinclude_ai_addenduminclude_ai_addendum_attachment_idinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_insurance_minimumsinclude_publicity_rightsinclude_publicity_rights_typeinclude_insurance_minimums_include_general_liabilityinclude_insurance_minimums_general_liability_minimuminclude_insurance_minimums_general_liability_aggregateinclude_insurance_minimums_include_workers_compensationinclude_insurance_minimums_include_employer_liabilityinclude_insurance_minimums_employer_liability_minimuminclude_insurance_minimums_employer_liability_aggregateinclude_insurance_minimums_include_cyber_liabilityinclude_insurance_minimums_cyber_liability_minimuminclude_insurance_minimums_cyber_liability_aggregateinclude_insurance_minimums_add_customerinclude_insurance_minimums_add_customer_com_gen_liabilityinclude_insurance_minimums_add_customer_errors_omissionsinclude_insurance_minimums_add_customer_cyber_liabilityinclude_insurance_minimums_additional_informationinclude_insurance_minimums_additional_information_textinclude_billing_workflowbilling_workflow_typepayment_link_urlstripe_payment_link_idstripe_product_idstripe_product_namestripe_invoice_deliverystripe_subsequent_bill_methodattachment_idsUUIDs of attachments to include with the template.
Nested CSA order form defaults. See Template Parameters docs for CSA Order Form.
Template settings such as standard version and message.
template-create-dpa-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
providercustomer_descriptionunderlying_agreement_valinclude_personal_data_nameinclude_personal_data_contact_infoinclude_personal_data_employment_infoinclude_personal_data_financial_infoinclude_personal_data_biographic_infoinclude_personal_data_transactional_infoinclude_personal_data_user_activity_infoinclude_personal_data_locationinclude_personal_data_custominclude_personal_data_custom_valinclude_liability_capinclude_liability_cap_csa_typeinclude_liability_cap_amount_constant_internalinclude_liability_cap_amount_currency_internalinclude_liability_cap_amount_constant_externalinclude_liability_cap_amount_currency_externalinclude_governing_lawinclude_governing_law_countryinclude_governing_law_stateinclude_governing_country_euinclude_governing_country_eu_valinclude_governing_country_ukinclude_governing_country_uk_valinclude_provider_security_contact_emailinclude_provider_security_contact_email_valinclude_provider_security_contact_addressinclude_provider_security_contact_address_cityinclude_provider_security_contact_address_stateinclude_provider_security_contact_address_zipcodeinclude_provider_security_contact_address_countryinclude_provider_security_contact_address_street_addressinclude_covered_claiminclude_covered_claim_typeinclude_covered_claim_internal_valinclude_covered_claim_external_valinclude_increased_claim_amountinclude_increased_claim_amount_typeinclude_increased_claim_amount_qtyinclude_increased_claim_amount_currencyinclude_external_subprocessor_locationapproved_subprocessor_typedata_exporter_address_countrydata_exporter_address_citydata_exporter_address_street_addressdata_exporter_address_statedata_exporter_address_zipcodedata_exporter_contact_namedata_exporter_contact_detailsdata_exporter_contact_positiondata_exporter_roledata_importer_address_countrydata_importer_address_citydata_importer_address_street_addressdata_importer_address_statedata_importer_address_zipcodedata_importer_contact_namedata_importer_contact_detailsdata_importer_contact_positioncloud_service_product_nameinclude_data_subjects_end_usersinclude_data_subjects_employeesinclude_data_subjects_custominclude_data_subjects_custom_valinclude_service_provider_relationshipinclude_special_category_datainclude_sensitive_data_restrictions_security_policyinclude_sensitive_data_restrictions_custominclude_sensitive_data_restrictions_custom_valinclude_frequency_of_transfer_continuousinclude_frequency_of_transfer_custominclude_frequency_of_transfer_custom_valinclude_processing_purpose_receivinginclude_processing_purpose_holdinginclude_processing_purpose_usinginclude_processing_purpose_updatinginclude_processing_purpose_protectinginclude_processing_purpose_sharinginclude_processing_purpose_returninginclude_processing_purpose_erasinginclude_processing_purpose_custominclude_processing_purpose_custom_valsecurity_policy_typesecurity_policy_available_atinclude_security_policyinclude_security_policy_providerinclude_security_policy_iso27001include_security_policy_hipaainclude_security_policy_hitrustinclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_penetration_testinginclude_security_policy_otherinclude_security_policy_soc2include_security_policy_soc2_type2include_security_measures_security_policyinclude_security_measures_pseudonym_encryptioninclude_security_measures_pseudonym_encryption_valinclude_security_measures_confidentiality_integrityinclude_security_measures_confidentiality_integrity_valinclude_security_measures_restore_data_accessinclude_security_measures_restore_data_access_valinclude_security_measures_testing_assessmentinclude_security_measures_testing_assessment_valinclude_security_measures_identity_authinclude_security_measures_identity_auth_valinclude_security_measures_data_transmissioninclude_security_measures_data_transmission_valinclude_security_measures_data_at_restinclude_security_measures_data_at_rest_valinclude_security_measures_physical_securityinclude_security_measures_physical_security_valinclude_security_measures_event_logginginclude_security_measures_event_logging_valinclude_security_measures_system_configurationinclude_security_measures_system_configuration_valinclude_security_measures_it_security_governanceinclude_security_measures_it_security_governance_valinclude_security_measures_certification_or_assuranceinclude_security_measures_certification_or_assurance_valinclude_security_measures_data_minimizationinclude_security_measures_data_minimization_valinclude_security_measures_data_qualityinclude_security_measures_data_quality_valinclude_security_measures_data_retentioninclude_security_measures_data_retention_valinclude_security_measures_accountabilityinclude_security_measures_accountability_valinclude_security_measures_portability_and_erasureinclude_security_measures_portability_and_erasure_valduration_of_processingcompetent_supervisory_authorityList of subprocessors. Each item may include name, country, and processing_task.
Template settings such as standard version and message.
template-update-dpa-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
providercustomer_descriptionunderlying_agreement_valinclude_personal_data_nameinclude_personal_data_contact_infoinclude_personal_data_employment_infoinclude_personal_data_financial_infoinclude_personal_data_biographic_infoinclude_personal_data_transactional_infoinclude_personal_data_user_activity_infoinclude_personal_data_locationinclude_personal_data_custominclude_personal_data_custom_valinclude_liability_capinclude_liability_cap_csa_typeinclude_liability_cap_amount_constant_internalinclude_liability_cap_amount_currency_internalinclude_liability_cap_amount_constant_externalinclude_liability_cap_amount_currency_externalinclude_governing_lawinclude_governing_law_countryinclude_governing_law_stateinclude_governing_country_euinclude_governing_country_eu_valinclude_governing_country_ukinclude_governing_country_uk_valinclude_provider_security_contact_emailinclude_provider_security_contact_email_valinclude_provider_security_contact_addressinclude_provider_security_contact_address_cityinclude_provider_security_contact_address_stateinclude_provider_security_contact_address_zipcodeinclude_provider_security_contact_address_countryinclude_provider_security_contact_address_street_addressinclude_covered_claiminclude_covered_claim_typeinclude_covered_claim_internal_valinclude_covered_claim_external_valinclude_increased_claim_amountinclude_increased_claim_amount_typeinclude_increased_claim_amount_qtyinclude_increased_claim_amount_currencyinclude_external_subprocessor_locationapproved_subprocessor_typedata_exporter_address_countrydata_exporter_address_citydata_exporter_address_street_addressdata_exporter_address_statedata_exporter_address_zipcodedata_exporter_contact_namedata_exporter_contact_detailsdata_exporter_contact_positiondata_exporter_roledata_importer_address_countrydata_importer_address_citydata_importer_address_street_addressdata_importer_address_statedata_importer_address_zipcodedata_importer_contact_namedata_importer_contact_detailsdata_importer_contact_positioncloud_service_product_nameinclude_data_subjects_end_usersinclude_data_subjects_employeesinclude_data_subjects_custominclude_data_subjects_custom_valinclude_service_provider_relationshipinclude_special_category_datainclude_sensitive_data_restrictions_security_policyinclude_sensitive_data_restrictions_custominclude_sensitive_data_restrictions_custom_valinclude_frequency_of_transfer_continuousinclude_frequency_of_transfer_custominclude_frequency_of_transfer_custom_valinclude_processing_purpose_receivinginclude_processing_purpose_holdinginclude_processing_purpose_usinginclude_processing_purpose_updatinginclude_processing_purpose_protectinginclude_processing_purpose_sharinginclude_processing_purpose_returninginclude_processing_purpose_erasinginclude_processing_purpose_custominclude_processing_purpose_custom_valsecurity_policy_typesecurity_policy_available_atinclude_security_policyinclude_security_policy_providerinclude_security_policy_iso27001include_security_policy_hipaainclude_security_policy_hitrustinclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_penetration_testinginclude_security_policy_otherinclude_security_policy_soc2include_security_policy_soc2_type2include_security_measures_security_policyinclude_security_measures_pseudonym_encryptioninclude_security_measures_pseudonym_encryption_valinclude_security_measures_confidentiality_integrityinclude_security_measures_confidentiality_integrity_valinclude_security_measures_restore_data_accessinclude_security_measures_restore_data_access_valinclude_security_measures_testing_assessmentinclude_security_measures_testing_assessment_valinclude_security_measures_identity_authinclude_security_measures_identity_auth_valinclude_security_measures_data_transmissioninclude_security_measures_data_transmission_valinclude_security_measures_data_at_restinclude_security_measures_data_at_rest_valinclude_security_measures_physical_securityinclude_security_measures_physical_security_valinclude_security_measures_event_logginginclude_security_measures_event_logging_valinclude_security_measures_system_configurationinclude_security_measures_system_configuration_valinclude_security_measures_it_security_governanceinclude_security_measures_it_security_governance_valinclude_security_measures_certification_or_assuranceinclude_security_measures_certification_or_assurance_valinclude_security_measures_data_minimizationinclude_security_measures_data_minimization_valinclude_security_measures_data_qualityinclude_security_measures_data_quality_valinclude_security_measures_data_retentioninclude_security_measures_data_retention_valinclude_security_measures_accountabilityinclude_security_measures_accountability_valinclude_security_measures_portability_and_erasureinclude_security_measures_portability_and_erasure_valduration_of_processingcompetent_supervisory_authorityList of subprocessors. Each item may include name, country, and processing_task.
Template settings such as standard version and message.
template-create-psa-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_dateinclude_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_increased_claimsinclude_increased_claims_breach_of_privsecinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_privsec_negligenceinclude_increased_claims_breach_of_confidentiality_negligenceinclude_increased_claims_negligenceinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_increased_cap_amountincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_currencyincreased_cap_amount_period_qtyinclude_unlimited_claimsinclude_unlimited_claims_breach_of_privsec_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_privsecinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_negligenceinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_provider_insurance_mininclude_provider_insurance_min_include_general_liabilityinclude_provider_insurance_min_general_liability_minimuminclude_provider_insurance_min_general_liability_aggregateinclude_provider_insurance_min_include_workers_compinclude_provider_insurance_min_include_employer_liabilityinclude_provider_insurance_min_employer_liability_minimuminclude_provider_insurance_min_employer_liability_aggregateinclude_provider_insurance_min_include_cyber_liabilityinclude_provider_insurance_min_cyber_liability_minimuminclude_provider_insurance_min_cyber_liability_aggregateinclude_provider_insurance_min_include_auto_liabilityinclude_provider_insurance_min_auto_liability_minimuminclude_provider_insurance_min_auto_liability_aggregateinclude_provider_insurance_min_include_add_customerinclude_provider_insurance_min_add_customer_com_gen_liabilityinclude_provider_insurance_min_add_customer_errors_omissionsinclude_provider_insurance_min_add_customer_cyber_liabilityinclude_customer_insurance_mininclude_customer_insurance_min_include_general_liabilityinclude_customer_insurance_min_general_liability_minimuminclude_customer_insurance_min_general_liability_aggregateinclude_customer_insurance_min_include_workers_compinclude_customer_insurance_min_include_employer_liabilityinclude_customer_insurance_min_employer_liability_minimuminclude_customer_insurance_min_employer_liability_aggregateinclude_customer_insurance_min_include_cyber_liabilityinclude_customer_insurance_min_cyber_liability_minimuminclude_customer_insurance_min_cyber_liability_aggregateinclude_customer_insurance_min_include_auto_liabilityinclude_customer_insurance_min_auto_liability_minimuminclude_customer_insurance_min_auto_liability_aggregateinclude_customer_insurance_min_include_add_providerinclude_customer_insurance_min_add_provider_com_gen_liabilityinclude_customer_insurance_min_add_provider_errors_omissionsinclude_customer_insurance_min_add_provider_cyber_liabilityinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_customer_policiesinclude_customer_policies_typeinclude_customer_policies_locationinclude_customer_policies_attachment_idinclude_security_policyinclude_security_policy_typeinclude_security_policy_locationinclude_security_policy_attachment_idinclude_security_policy_include_annual_maintenanceinclude_security_policy_iso27001include_security_policy_soc2_type1include_security_policy_soc2_type2include_security_policy_hitrustinclude_security_policy_penetration_testinginclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_include_other_valinclude_publicity_rightsinclude_publicity_rights_typeversionattachment_idsUUIDs of attachments to include with the template.
Nested PSA statement of work defaults.
Template settings such as standard version and message.
template-update-psa-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_dateinclude_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_increased_claimsinclude_increased_claims_breach_of_privsecinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_privsec_negligenceinclude_increased_claims_breach_of_confidentiality_negligenceinclude_increased_claims_negligenceinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_increased_cap_amountincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_currencyincreased_cap_amount_period_qtyinclude_unlimited_claimsinclude_unlimited_claims_breach_of_privsec_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_privsecinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_negligenceinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_provider_insurance_mininclude_provider_insurance_min_include_general_liabilityinclude_provider_insurance_min_general_liability_minimuminclude_provider_insurance_min_general_liability_aggregateinclude_provider_insurance_min_include_workers_compinclude_provider_insurance_min_include_employer_liabilityinclude_provider_insurance_min_employer_liability_minimuminclude_provider_insurance_min_employer_liability_aggregateinclude_provider_insurance_min_include_cyber_liabilityinclude_provider_insurance_min_cyber_liability_minimuminclude_provider_insurance_min_cyber_liability_aggregateinclude_provider_insurance_min_include_auto_liabilityinclude_provider_insurance_min_auto_liability_minimuminclude_provider_insurance_min_auto_liability_aggregateinclude_provider_insurance_min_include_add_customerinclude_provider_insurance_min_add_customer_com_gen_liabilityinclude_provider_insurance_min_add_customer_errors_omissionsinclude_provider_insurance_min_add_customer_cyber_liabilityinclude_customer_insurance_mininclude_customer_insurance_min_include_general_liabilityinclude_customer_insurance_min_general_liability_minimuminclude_customer_insurance_min_general_liability_aggregateinclude_customer_insurance_min_include_workers_compinclude_customer_insurance_min_include_employer_liabilityinclude_customer_insurance_min_employer_liability_minimuminclude_customer_insurance_min_employer_liability_aggregateinclude_customer_insurance_min_include_cyber_liabilityinclude_customer_insurance_min_cyber_liability_minimuminclude_customer_insurance_min_cyber_liability_aggregateinclude_customer_insurance_min_include_auto_liabilityinclude_customer_insurance_min_auto_liability_minimuminclude_customer_insurance_min_auto_liability_aggregateinclude_customer_insurance_min_include_add_providerinclude_customer_insurance_min_add_provider_com_gen_liabilityinclude_customer_insurance_min_add_provider_errors_omissionsinclude_customer_insurance_min_add_provider_cyber_liabilityinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_customer_policiesinclude_customer_policies_typeinclude_customer_policies_locationinclude_customer_policies_attachment_idinclude_security_policyinclude_security_policy_typeinclude_security_policy_locationinclude_security_policy_attachment_idinclude_security_policy_include_annual_maintenanceinclude_security_policy_iso27001include_security_policy_soc2_type1include_security_policy_soc2_type2include_security_policy_hitrustinclude_security_policy_penetration_testinginclude_security_policy_pci1include_security_policy_pci2include_security_policy_fedramp_authinclude_security_policy_include_otherinclude_security_policy_include_other_valinclude_publicity_rightsinclude_publicity_rights_typeversionattachment_idsUUIDs of attachments to include with the template.
Nested PSA statement of work defaults.
Template settings such as standard version and message.
template-create-design-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
versionproduct_descriptioncustomer_descriptioneffective_dateeffective_date_typeinclude_program_participation_feedbackinclude_program_participation_feedback_amountinclude_program_participation_feedback_unitinclude_program_appear_as_customer_privateinclude_program_appear_as_customer_publicinclude_program_case_studyinclude_program_referenceinclude_program_partner_otherinclude_program_partner_other_valinclude_program_discountinclude_program_discount_amountinclude_program_discount_unitinclude_program_develop_functionalityinclude_program_develop_functionality_valinclude_program_provider_otherinclude_program_provider_other_valterm_amountterm_unitinclude_feesinclude_fees_typeinclude_fees_amountinclude_fees_unitinclude_fees_pay_by_amountinclude_fees_descriptionattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-update-design-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
versionproduct_descriptioncustomer_descriptioneffective_dateeffective_date_typeinclude_program_participation_feedbackinclude_program_participation_feedback_amountinclude_program_participation_feedback_unitinclude_program_appear_as_customer_privateinclude_program_appear_as_customer_publicinclude_program_case_studyinclude_program_referenceinclude_program_partner_otherinclude_program_partner_other_valinclude_program_discountinclude_program_discount_amountinclude_program_discount_unitinclude_program_develop_functionalityinclude_program_develop_functionality_valinclude_program_provider_otherinclude_program_provider_other_valterm_amountterm_unitinclude_feesinclude_fees_typeinclude_fees_amountinclude_fees_unitinclude_fees_pay_by_amountinclude_fees_descriptionattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-create-software-license-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
include_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_qtygeneral_cap_period_currencyinclude_increased_claimsinclude_increased_claims_negligenceinclude_increased_claims_restrictionsinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_confidentiality_negligenceincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_currencyincreased_cap_amount_period_qtyinclude_increased_cap_amountinclude_unlimited_claimsinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_unlimited_claims_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_license_or_restrictionsinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_dpainclude_dpa_typeinclude_dpa_attachment_idinclude_dpa_locationinclude_ai_addenduminclude_ai_addendum_attachment_ideffective_date_typeeffective_dateinclude_billing_workflowbilling_workflow_typepayment_link_urlstripe_payment_link_idstripe_product_idstripe_product_namestripe_invoice_deliverystripe_subsequent_bill_methodattachment_idsUUIDs of attachments to include with the template.
Nested software license order form defaults.
Template settings such as standard version and message.
template-update-software-license-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
include_covered_claimsinclude_covered_claims_include_provider_claimsinclude_covered_claims_provider_claimsinclude_covered_claims_include_customer_claimsinclude_covered_claims_customer_claimsgeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_qtygeneral_cap_period_currencyinclude_increased_claimsinclude_increased_claims_negligenceinclude_increased_claims_restrictionsinclude_increased_claims_breach_of_confidentialityinclude_increased_claims_include_otherinclude_increased_claims_otherinclude_increased_claims_indemnification_obligationinclude_increased_claims_breach_of_confidentiality_negligenceincreased_cap_amount_typeincreased_cap_amount_qtyincreased_cap_amount_currencyincreased_cap_amount_period_currencyincreased_cap_amount_period_qtyinclude_increased_cap_amountinclude_unlimited_claimsinclude_unlimited_claims_indemnification_obligationinclude_unlimited_claims_breach_of_confidentialityinclude_unlimited_claims_include_otherinclude_unlimited_claims_otherinclude_unlimited_claims_negligenceinclude_unlimited_claims_breach_of_confidentiality_negligenceinclude_unlimited_claims_license_or_restrictionsinclude_additional_warrantiesinclude_additional_warranties_include_by_providerinclude_additional_warranties_by_providerinclude_additional_warranties_include_by_customerinclude_additional_warranties_by_customerinclude_dpainclude_dpa_typeinclude_dpa_attachment_idinclude_dpa_locationinclude_ai_addenduminclude_ai_addendum_attachment_ideffective_date_typeeffective_dateinclude_billing_workflowbilling_workflow_typepayment_link_urlstripe_payment_link_idstripe_product_idstripe_product_namestripe_invoice_deliverystripe_subsequent_bill_methodattachment_idsUUIDs of attachments to include with the template.
Nested software license order form defaults.
Template settings such as standard version and message.
template-create-pilot-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_dateproduct_descriptionpilot_period_descriptionfees_typepilot_period_fees_descriptioninclude_payment_processpayment_process_typepayment_process_invoice_dayspayment_process_invoice_timeframepayment_process_invoice_frompayment_process_automatic_frequencygeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_technical_supporttechnical_support_descriptionadditional_termsinclude_additional_termsattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-update-pilot-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_dateproduct_descriptionpilot_period_descriptionfees_typepilot_period_fees_descriptioninclude_payment_processpayment_process_typepayment_process_invoice_dayspayment_process_invoice_timeframepayment_process_invoice_frompayment_process_automatic_frequencygeneral_cap_amount_typegeneral_cap_preceding_amountgeneral_cap_amountgeneral_cap_period_currencygeneral_cap_period_qtyinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_technical_supporttechnical_support_descriptionadditional_termsinclude_additional_termsattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-create-partnership-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_dateinclude_covered_claimsinclude_covered_claims_include_company_claimsinclude_covered_claims_company_claimsinclude_covered_claims_include_partner_claimsinclude_covered_claims_partner_claimsgeneral_cap_amount_typegeneral_cap_amount_multiple_valgeneral_cap_amount_currency_valgeneral_cap_amount_either_currencygeneral_cap_amount_either_multipleinclude_increased_claimsinclude_increased_claims_include_confidentialityinclude_increased_claims_include_covered_claimsinclude_increased_claims_include_confidentiality_misconductinclude_increased_claims_include_misconductinclude_increased_claims_include_otherinclude_increased_claims_include_other_valinclude_increased_cap_amountinclude_increased_cap_amount_typeinclude_increased_cap_amount_multipleinclude_increased_cap_amount_currencyinclude_increased_cap_amount_either_currencyinclude_increased_cap_amount_either_multipleinclude_unlimited_claimsinclude_unlimited_claims_confidentialityinclude_unlimited_claims_covered_claimsinclude_unlimited_claims_confidentiality_misconductinclude_unlimited_claims_misconductinclude_unlimited_claims_otherinclude_unlimited_claims_other_valinclude_additional_warrantiesinclude_additional_warranties_include_companyinclude_additional_warranties_include_company_valinclude_additional_warranties_include_partnerinclude_additional_warranties_include_partner_valinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_brand_guidelinesinclude_brand_guidelines_include_companyinclude_brand_guidelines_include_company_valinclude_brand_guidelines_include_partnerinclude_brand_guidelines_include_partner_valattachment_idsUUIDs of attachments to include with the template.
Nested partnership business terms defaults.
Template settings such as standard version and message.
template-update-partnership-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_dateinclude_covered_claimsinclude_covered_claims_include_company_claimsinclude_covered_claims_company_claimsinclude_covered_claims_include_partner_claimsinclude_covered_claims_partner_claimsgeneral_cap_amount_typegeneral_cap_amount_multiple_valgeneral_cap_amount_currency_valgeneral_cap_amount_either_currencygeneral_cap_amount_either_multipleinclude_increased_claimsinclude_increased_claims_include_confidentialityinclude_increased_claims_include_covered_claimsinclude_increased_claims_include_confidentiality_misconductinclude_increased_claims_include_misconductinclude_increased_claims_include_otherinclude_increased_claims_include_other_valinclude_increased_cap_amountinclude_increased_cap_amount_typeinclude_increased_cap_amount_multipleinclude_increased_cap_amount_currencyinclude_increased_cap_amount_either_currencyinclude_increased_cap_amount_either_multipleinclude_unlimited_claimsinclude_unlimited_claims_confidentialityinclude_unlimited_claims_covered_claimsinclude_unlimited_claims_confidentiality_misconductinclude_unlimited_claims_misconductinclude_unlimited_claims_otherinclude_unlimited_claims_other_valinclude_additional_warrantiesinclude_additional_warranties_include_companyinclude_additional_warranties_include_company_valinclude_additional_warranties_include_partnerinclude_additional_warranties_include_partner_valinclude_dpainclude_dpa_typeinclude_dpa_locationinclude_dpa_attachment_idinclude_brand_guidelinesinclude_brand_guidelines_include_companyinclude_brand_guidelines_include_company_valinclude_brand_guidelines_include_partnerinclude_brand_guidelines_include_partner_valattachment_idsUUIDs of attachments to include with the template.
Nested partnership business terms defaults.
Template settings such as standard version and message.
template-create-baa-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_datebusiness_associate_relationship_typeinclude_limitationsinclude_subcontract_limitationssubcontract_limitations_permittedsubcontract_limitations_include_noticesubcontract_limitations_notice_valsubcontract_limitations_include_permissionsubcontract_limitations_permission_valinclude_offshore_limitationsoffshore_limitations_permittedoffshore_limitations_permitted_valinclude_deidentification_limitationsdeidentification_limitations_permitteddeidentification_limitations_include_purposedeidentification_limitations_purpose_valdeidentification_limitations_include_requirementsdeidentification_limitations_requirements_valinclude_aggregation_limitationsaggregation_limitations_permittedaggregation_limitations_permitted_valbreach_notification_valbreach_notification_unitdesignated_record_set_provider_maintainsattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-update-baa-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
effective_date_typeeffective_datebusiness_associate_relationship_typeinclude_limitationsinclude_subcontract_limitationssubcontract_limitations_permittedsubcontract_limitations_include_noticesubcontract_limitations_notice_valsubcontract_limitations_include_permissionsubcontract_limitations_permission_valinclude_offshore_limitationsoffshore_limitations_permittedoffshore_limitations_permitted_valinclude_deidentification_limitationsdeidentification_limitations_permitteddeidentification_limitations_include_purposedeidentification_limitations_purpose_valdeidentification_limitations_include_requirementsdeidentification_limitations_requirements_valinclude_aggregation_limitationsaggregation_limitations_permittedaggregation_limitations_permitted_valbreach_notification_valbreach_notification_unitdesignated_record_set_provider_maintainsattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-create-loi-schema
typeThe type of template to create.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
product_nameinclude_functionalityinclude_functionality_valinclude_feesinclude_fees_include_amountinclude_fees_amountinclude_fees_amount_durationinclude_fees_include_otherinclude_fees_otherinclude_launch_dateinclude_launch_date_typeinclude_launch_date_dateinclude_launch_date_custominclude_custom_detailsinclude_custom_details_valconfidentiality_typeconfidentiality_mutual_include_loiconfidentiality_nda_typeconfidentiality_nda_attachment_idconfidentiality_nda_descriptionconfidentiality_nda_include_loiconfidentiality_customattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-update-loi-schema
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
product_nameinclude_functionalityinclude_functionality_valinclude_feesinclude_fees_include_amountinclude_fees_amountinclude_fees_amount_durationinclude_fees_include_otherinclude_fees_otherinclude_launch_dateinclude_launch_date_typeinclude_launch_date_dateinclude_launch_date_custominclude_custom_detailsinclude_custom_details_valconfidentiality_typeconfidentiality_mutual_include_loiconfidentiality_nda_typeconfidentiality_nda_attachment_idconfidentiality_nda_descriptionconfidentiality_nda_include_loiconfidentiality_customattachment_idsUUIDs of attachments to include with the template.
Template settings such as standard version and message.
template-create-schema
Decision Table
| Variant | Matching Criteria |
|---|---|
| type = object | |
| type = object · requires: type | |
| type = object · requires: type | |
| type = object · requires: type | |
| type = object · requires: type | |
| type = object · requires: type | |
| type = object · requires: type | |
| type = object · requires: type | |
| type = object · requires: type | |
| type = object · requires: type |
typeOptional. When omitted, the template defaults to NDA.
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
termconfidentiality_periodconfidentiality_period_perpetualterm_period_perpetualpurposeeffective_date_typeeffective_dateeffective_date_of_confidentialityTemplate settings such as standard version and message.
template-update-schema
Decision Table
| Variant | Matching Criteria |
|---|---|
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object | |
| type = object |
nameA name for the template.
governing_law_regionThe state or region whose laws govern agreements created from this template.
governing_law_countryThe country whose laws govern agreements created from this template.
chosen_courts_regionThe state or region in which disputes will be resolved.
chosen_courts_countryThe country in which disputes will be resolved.
district_or_countyThe district or county for dispute resolution.
negotiations_allowedWhether counterparties can propose changes to agreements created from this template.
default_signer_emailDefault email address pre-filled as the signer when creating agreements from this template.
sender_roleThe label for the sending party in the agreement.
recipient_roleThe label for the receiving party in the agreement.
sender_last_to_signWhen true, the sender signs after the recipient.
include_termsWhether to include standard terms in the agreement.
include_additional_changesWhether to include the additional changes section.
additional_changesText of additional changes to include when include_additional_changes is true.
termconfidentiality_periodconfidentiality_period_perpetualterm_period_perpetualpurposeeffective_date_typeeffective_dateeffective_date_of_confidentialityTemplate settings such as standard version and message.
template-schema
idtypestandard_versioncustom-term-file-create-schema
nameA name for the custom terms.
term_typeSend "file" together with a docx file part to create file custom terms.
docxThe Word document (.docx) containing the terms, sent as a multipart file part. Published as released version 1 and converted to a pdf asynchronously.
user_emailEmail of the user in your organization recorded as the version's creator. Provide user_email or user_id.
user_idID of the user in your organization recorded as the version's creator. Provide user_email or user_id.
Decision Table
| Variant | Matching Criteria |
|---|---|
| type = object · requires: user_email | |
| type = object · requires: user_id |
user_emailEmail of the user in your organization recorded as the version's creator. Provide user_email or user_id.
nameA name for the custom terms.
term_typeSend "file" together with a docx file part to create file custom terms.
docxThe Word document (.docx) containing the terms, sent as a multipart file part. Published as released version 1 and converted to a pdf asynchronously.
user_idID of the user in your organization recorded as the version's creator. Provide user_email or user_id.
custom-term-file-version-create-schema
docxThe Word document (.docx) for the new version, sent as a multipart file part. Becomes the released version and converts to a pdf asynchronously.
user_emailEmail of the user in your organization recorded as the version's creator. Provide user_email or user_id.
user_idID of the user in your organization recorded as the version's creator. Provide user_email or user_id.
Decision Table
| Variant | Matching Criteria |
|---|---|
| type = object · requires: user_email | |
| type = object · requires: user_id |
user_emailEmail of the user in your organization recorded as the version's creator. Provide user_email or user_id.
docxThe Word document (.docx) for the new version, sent as a multipart file part. Becomes the released version and converts to a pdf asynchronously.
user_idID of the user in your organization recorded as the version's creator. Provide user_email or user_id.