AG
Agiloft
File signed agreements in Agiloft and keep clause data in sync with the review.
Category
CLM
Works with
Agiloft CLM
Set up by
An Agiloft admin
Setup time
About 20 minutes
What it does
Signed agreements filed
Proviso creates or updates the contract record in Agiloft when an agreement is signed.
Clause data kept in sync
Liability caps, renewal terms and governing law are written to the fields you map.
The review record attached
Each record carries the edits, fallbacks and approvals behind the final text.
How to set it up
An Agiloft admin creates an integration user and maps the fields Proviso writes to.
1
Create an integration user
In Agiloft, create a user for Proviso with access to the contract table.
2
Connect your workspace
In Proviso, open Settings, then Integrations, and enter that user’s credentials.
3
Map fields
Choose which contract fields Proviso fills when an agreement is signed.
4
File a test agreement
Sign a test agreement and check the record in Agiloft.