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Introduction to SharePoint Agreements

Note

SharePoint Agreements is now generally available for early access users. Contact your Microsoft representative or submit your nomination for the limited GA here: Sign up for limited GA. For a list of articles to help you set up and use this feature, see Help documentation.

Overview

SharePoint Agreements is an end-to-end solution, powered by AI, to help streamline and simplify your agreements, such as nondisclosure agreements (NDAs) and statements of work (SOWs). From drafting to execution, the solution is ready to integrate seamlessly into your flow of work.

Centralize your agreements in the new Agreements app in Microsoft Teams, draft agreements with native Microsoft Word capabilities, and gain valuable AI-driven insights, making management of your agreements easier and more efficient.

A screenshot of Agreements app showing the home page.

What you can do

With SharePoint Agreements, you can:

  • Centrally manage your agreements in one place using familiar tools. SharePoint Agreements provides the Agreements app in Microsoft Teams to manage all your agreements. You can view agreement lists, track their status, and receive expiring agreement reports.

  • Simplify your agreements process from template to eSignature. Native capabilities in Microsoft Word allow drafting templates by adding fields. Reusable sections from the sections library can be included to ensure consistent language across all agreements. Agreements can then be generated from these templates by filling in field values and routing them for eSignature.

  • Gain operational efficiencies by automatically routing agreements for approval. The approval workflow in templates can be configured by adding one or more approvers. When agreements are generated from templates, approvers receive notifications via email or Microsoft Teams.

  • Get AI-powered insights infused into the flow of work. Use AI to quickly review agreements and highlight deviations from the original sections. Uploading signed agreements lets AI identify key details like the second party's name and expiration date, making them organized and searchable.

Help documentation

Article Description
Key concepts Learn the key concepts in SharePoint Agreements.
Frequently asked questions Get answers to frequently asked questions about SharePoint Agreements.
Licensing requirements Get and assign licenses for SharePoint Agreements.
Set up the solution Set up and manage workspaces, add the Agreements app in Microsoft Teams, and more.
Get users ready Get users ready to use all of the solution features.
Organize and import your existing agreements Add existing agreements by uploading signed documents.
Create a template Create and publish templates, set up fields and sections, configure workflows, and more.
Manage expirations Manage and plan for the expiration dates in agreements.
Update a template Find and edit existing templates, and publish updates to a template.
Manage sections in a template Publish a new section, insert a section into a template, edit a section, and configure section settings.
Create an agreement Create an agreement from a template in Microsoft Teams and in Microsoft Word.
Analyze section revisions Detect changes in embedded sections, summarize the changes, and offer suggestions.
Manage attachments Manage supporting documents related to an agreement.
Manage amendments Learn how to add an amendment to an agreement.
View reports Learn about the reports that are available to monitor all agreements, their statuses, and other essential metrics.
Receive approval notifications Learn about approval notifications in the Approvals app and in email.
Responsible AI FAQs Learn more about the AI features in the SharePoint Agreements app.

Note

SharePoint Agreements is not yet available for Government Community Cloud (GCC) organizations. However, it is planned and will be available in the future.