open-agreements 0.7.6 → 0.8.0

package/content/recipes/nvca-certificate-of-incorporation/template-manifest.json

@@ -0,0 +1,77 @@
+{
+  "schema_version": 1,
+  "template_id": "nvca-certificate-of-incorporation",
+  "template_version": "10-1-2025",
+  "source_sha256": "d75600769c12724990de48149d7a2bb161f3522daa54b1783672f93697d87d29",
+  "migrated_keys": [
+    "following such action would not exceed $ > [_______]",
+    "is less than $ > [_______]",
+    "acquisition of another corporation > [[do not exceed an aggregate of [______] shares of Common Stock (including shares underlying (directly or indirectly) any such Options or Convertible Securities)];] [or]",
+    "not later than > [10]",
+    "There are > [_____] shares of authorized Common Stock",
+    "INCORPORATIONOF > [_________]",
+    "[____________], a corporation > [____________]",
+    "name of this corporation is > [_______________]",
+    "at least > [10]",
+    "[the sum of]",
+    "[(subject to appropriate adjustment in the event of any stock dividend, stock split, combination or other similar recapitalization with respect to the Preferred Stock)] > [the sum of]",
+    "[or Section 6.1] > [the sum of]",
+    "[, for which the Board of Directors, in its sole discretion, determines that the Corporation is expected to have a market capitalization equal to or greater than $[__________] > [the sum of]",
+    "[or officers] > [the sum of]",
+    "rate per annum of $ > [___]",
+    "shall mean, with respect to any series of Preferred Stock, > [8]%",
+    "[________ __, 20__]",
+    "[Initial Consideration] > [________ __, 20__]",
+    "[increase or decrease the authorized number of directors constituting the Board of Directors, or change the number of votes entitled to be cast by any director or directors on any matter[; or] > [________ __, 20__]",
+    "[and prior to [Date] > [________ __, 20__]",
+    "[that would result in at least $_______ in gross proceeds to the Corporation, [including/excluding] > [________ __, 20__]",
+    "The Corporation has > [two] classes of stock",
+    "shall be entitled to elect > [__] directors of the Corporation",
+    "[insert original purchase price of Series A Preferred Stock]",
+    "$_______ [insert original purchase price of Series A Preferred Stock]",
+    "[Additional Consideration] > [insert original purchase price of Series A Preferred Stock]",
+    "[.] > [insert original purchase price of Series A Preferred Stock]",
+    "[, and such issuance dates occur within a period of no more than [180] > [insert original purchase price of Series A Preferred Stock]",
+    "[Requisite Holders] > [insert original purchase price of Series A Preferred Stock]",
+    "Common Stock, $ > [_____] par value per share",
+    "Preferred Stock, $ > [______] par value per share",
+    "[$0.001]",
+    "[a majority[, by voting power,] > [$0.001]",
+    "[or pari passu with] > [$0.001]",
+    "[the Requisite Holders] > [$0.001]",
+    "[and (c) a new certificate for the number of shares, if any, of Preferred Stock represented by such surrendered certificate and not converted pursuant to Section 5A.1] > [$0.001]",
+    "shall be entitled to elect > [__] director[s]",
+    "), and > [______] shares of authorized Preferred Stock",
+    "[all/a majority of the]",
+    "[or appointed by the last sentence of Section 3.2(a)] > [all/a majority of the]",
+    "[(i) create or adopt any equity (or equity-linked) compensation plan; [or (ii) amend any such plan to increase the number of shares authorized for issuance thereunder] > [all/a majority of the]",
+    "[at a price of at least $[_____] > [all/a majority of the]",
+    "[the applicable Original Issue Price, plus all declared but unpaid dividends thereon] > [all/a majority of the]",
+    "Preferred Stock”), > [all]",
+    "when at least > [____]",
+    "when at least > [__]",
+    "at least > [__] days prior",
+    "aggregate per annum rate equal to > [12]%",
+    "on or after > [_____________]",
+    "State of Delaware is > [_____________]",
+    "registered agent at such address is > [_____________________]",
+    "designated as “Series > A Preferred Stock",
+    "[Signature Page Follows]",
+    "[the corporation] > [Signature Page Follows]",
+    "[, and any such act or transaction that has not been approved by such consent or vote prior to such act or transaction being effected shall be null and void ab initio, and of no force or effect] > [Signature Page Follows]",
+    "[Unless a later time and date is otherwise specified by the holder,] > [Signature Page Follows]",
+    "[then each share] > [Signature Page Follows]",
+    "[specify percentage]",
+    "[, including the approval of [at least one] > [specify percentage]",
+    "[or decrease] > [specify percentage]",
+    "[the holders of [a majority] > [specify percentage]",
+    "[the number of shares of Preferred Stock owned by such holder, and the denominator of which is equal to the aggregate number of outstanding shares of Preferred Stock] > [specify percentage]",
+    "greater than $ > [_______]",
+    "[Eastern/Pacific]",
+    "[or in Section 2.1 [and Section 6.1] > [Eastern/Pacific]",
+    "[in a manner that adversely affects the special rights, powers and preferences of the Preferred Stock (or any series thereof)] > [Eastern/Pacific]",
+    "[approved (i) prior to the Original Issue Date or (ii) by the Requisite Directors] > [Eastern/Pacific]",
+    "[then the Applicable Portion (as defined below) of the shares] > [Eastern/Pacific]",
+    "authority to issue is > [______]. The Corporation has"
+  ]
+}

package/content/recipes/nvca-stock-purchase-agreement/fields/agreement_date_month_day.json

@@ -0,0 +1,27 @@
+{
+  "schema_version": 1,
+  "field_id": "agreement_date_month_day",
+  "field_label": "Agreement Date (Month and Day)",
+  "description": "Month-and-day portion of the agreement's execution date in the preamble. Anchored on \"is made as of\" because the 8-underscore blank [________] is not globally unique.",
+  "source_template_version": "10-28-2025",
+  "occurrences": [
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "is made as of\\s(\\[________\\])",
+        "group": 1
+      }
+    }
+  ],
+  "postconditions": [
+    "no_unresolved_placeholder"
+  ],
+  "failure_behavior": "warn",
+  "fixtures": [
+    {
+      "occurrence": 0,
+      "anchor": "is made as of [________]",
+      "note": "preamble date blank; regex captures only the [________] span"
+    }
+  ]
+}

package/content/recipes/nvca-stock-purchase-agreement/fields/agreement_year_two_digits.json

@@ -0,0 +1,27 @@
+{
+  "schema_version": 1,
+  "field_id": "agreement_year_two_digits",
+  "field_label": "Agreement Year (Two Digits)",
+  "description": "Two-digit year portion of the agreement's execution date in the preamble (\"20[__]\"). Anchored on \", 20\" because the 2-underscore blank [__] recurs throughout the document.",
+  "source_template_version": "10-28-2025",
+  "occurrences": [
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": ", 20(\\[__\\])",
+        "group": 1
+      }
+    }
+  ],
+  "postconditions": [
+    "no_unresolved_placeholder"
+  ],
+  "failure_behavior": "warn",
+  "fixtures": [
+    {
+      "occurrence": 0,
+      "anchor": ", 20[__]",
+      "note": "preamble year blank; regex captures only the [__] span after \", 20\""
+    }
+  ]
+}

package/content/recipes/nvca-stock-purchase-agreement/fields/company_name.json

@@ -0,0 +1,25 @@
+{
+  "schema_version": 1,
+  "field_id": "company_name",
+  "field_label": "Company Name",
+  "description": "Full legal name of the company. Appears in the NVCA SPA via three heterogeneous placeholders: the preamble blank, the bracketed 'Insert Company Name' anchor, and the defined-term '[Company name]'.",
+  "source_template_version": "10-28-2025",
+  "occurrences": [
+    {
+      "primary": { "kind": "regex", "pattern": "\\[Insert Company Name\\]" }
+    },
+    {
+      "primary": { "kind": "regex", "pattern": "\\[Company name\\]" }
+    },
+    {
+      "primary": { "kind": "regex", "pattern": "\\[____________\\]" }
+    }
+  ],
+  "postconditions": ["no_unresolved_placeholder", "all_occurrences_identical"],
+  "failure_behavior": "warn",
+  "fixtures": [
+    { "occurrence": 0, "anchor": "[Insert Company Name]", "note": "bracketed insert anchor" },
+    { "occurrence": 1, "anchor": "[Company name]", "note": "defined-term occurrence" },
+    { "occurrence": 2, "anchor": "[____________]", "note": "preamble blank; globally unique 12-underscore token in the source, so a bare regex resolves it deterministically (a section scope would not exist in synthetic fixtures and is unnecessary while it stays unique — a future duplicate would surface as drift)" }
+  ]
+}

package/content/recipes/nvca-stock-purchase-agreement/fields/investor_counsel.json

@@ -0,0 +1,27 @@
+{
+  "schema_version": 1,
+  "field_id": "investor_counsel",
+  "field_label": "Investor Counsel (Fees and Expenses)",
+  "description": "The investor counsel named in the fees-and-expenses clause (\"reasonable fees and expenses of [_______], the counsel for ...\"). Anchored on \"expenses of\" because the 7-underscore blank is not unique on its own.",
+  "source_template_version": "10-28-2025",
+  "occurrences": [
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "expenses of\\s(\\[_______\\])",
+        "group": 1
+      }
+    }
+  ],
+  "postconditions": [
+    "no_unresolved_placeholder"
+  ],
+  "failure_behavior": "warn",
+  "fixtures": [
+    {
+      "occurrence": 0,
+      "anchor": "expenses of [_______]",
+      "note": "fees-and-expenses clause; regex captures only the [_______] blank after \"expenses of\""
+    }
+  ]
+}

package/content/recipes/nvca-stock-purchase-agreement/fields/minimum_shares_initial_closing.json

@@ -0,0 +1,39 @@
+{
+  "schema_version": 1,
+  "field_id": "minimum_shares_initial_closing",
+  "field_label": "Minimum Shares at Initial Closing",
+  "description": "Minimum number of Shares that must be sold at the Initial Closing. Appears in two optional condition clauses (Purchasers' and Company's obligations) with different blank widths; each occurrence is captured by its exact underscore count.",
+  "source_template_version": "10-28-2025",
+  "occurrences": [
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "A minimum of\\s(\\[_________\\])\\sShares",
+        "group": 1
+      }
+    },
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "A minimum of\\s(\\[_______\\])\\sShares",
+        "group": 1
+      }
+    }
+  ],
+  "postconditions": [
+    "no_unresolved_placeholder"
+  ],
+  "failure_behavior": "warn",
+  "fixtures": [
+    {
+      "occurrence": 0,
+      "anchor": "A minimum of [_________] Shares",
+      "note": "Purchasers' conditions clause; 9-underscore blank"
+    },
+    {
+      "occurrence": 1,
+      "anchor": "A minimum of [_______] Shares",
+      "note": "Company's conditions clause; 7-underscore blank"
+    }
+  ]
+}

package/content/recipes/nvca-stock-purchase-agreement/fields/optional_plural_suffix.json

@@ -0,0 +1,27 @@
+{
+  "schema_version": 1,
+  "field_id": "optional_plural_suffix",
+  "field_label": "Optional Plural Suffix",
+  "description": "The optional \"s\" in the \"Closing[s]; Delivery.\" heading, toggled depending on whether the financing has additional closings. Anchored on \"Closing\" so the [s] blank is captured at exactly that span.",
+  "source_template_version": "10-28-2025",
+  "occurrences": [
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "Closing(\\[s\\])",
+        "group": 1
+      }
+    }
+  ],
+  "postconditions": [
+    "no_unresolved_placeholder"
+  ],
+  "failure_behavior": "warn",
+  "fixtures": [
+    {
+      "occurrence": 0,
+      "anchor": "Closing[s]",
+      "note": "section heading; regex captures only the [s] suffix"
+    }
+  ]
+}

package/content/recipes/nvca-stock-purchase-agreement/fields/par_value_per_share.json

@@ -0,0 +1,28 @@
+{
+  "schema_version": 1,
+  "field_id": "par_value_per_share",
+  "field_label": "Par Value Per Share",
+  "description": "Par value of the Series preferred stock named in the purchase clause (\"Stock, $[__] par value per share\"). A bare contextual locator on $[__] resolves to zero, so a regex with surrounding context captures the exact 2-underscore blank.",
+  "source_template_version": "10-28-2025",
+  "occurrences": [
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "Stock, \\$(\\[__\\])\\spar value",
+        "group": 1
+      }
+    }
+  ],
+  "postconditions": [
+    "no_unresolved_placeholder",
+    "no_double_dollar"
+  ],
+  "failure_behavior": "warn",
+  "fixtures": [
+    {
+      "occurrence": 0,
+      "anchor": "Stock, $[__] par value",
+      "note": "purchase clause; regex captures only the [__] blank between \"Stock, $\" and \"par value\""
+    }
+  ]
+}

package/content/recipes/nvca-stock-purchase-agreement/fields/purchase_price_per_share.json

@@ -0,0 +1,28 @@
+{
+  "schema_version": 1,
+  "field_id": "purchase_price_per_share",
+  "field_label": "Purchase Price Per Share",
+  "description": "Per-share purchase price in the purchase clause (\"purchase price of $[__] per share\"). A bare contextual locator on $[__] resolves to zero, so a regex with surrounding context captures the exact 2-underscore blank (distinct from the 3-underscore convertible-securities price later in the same paragraph).",
+  "source_template_version": "10-28-2025",
+  "occurrences": [
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "purchase price of \\$(\\[__\\])\\sper share",
+        "group": 1
+      }
+    }
+  ],
+  "postconditions": [
+    "no_unresolved_placeholder",
+    "no_double_dollar"
+  ],
+  "failure_behavior": "warn",
+  "fixtures": [
+    {
+      "occurrence": 0,
+      "anchor": "purchase price of $[__] per share",
+      "note": "purchase clause; regex captures only the [__] blank, not the later [___] convertible price"
+    }
+  ]
+}

package/content/recipes/nvca-stock-purchase-agreement/fields/series_designation.json

@@ -0,0 +1,159 @@
+{
+  "schema_version": 1,
+  "field_id": "series_designation",
+  "field_label": "Series Designation",
+  "description": "The Series letter/name of the preferred stock (e.g. \"A\"), written into every \"Series [___] Preferred Stock\" reference. The legacy replacements.json filled exactly 12 of the document's 14 series-style blanks (the legacy patcher replaces only the first blank after each context per paragraph), so this field declares exactly those 12 occurrences. Two blanks are deliberately left unmigrated to preserve parity with the legacy output: the third \"[___]\" in the purchase clause and the second \"[___]\" in the capitalization clause. Each occurrence anchors on distinctive preceding context; \\s matches the non-breaking space the source uses between \"Series\" and the blank.",
+  "source_template_version": "10-28-2025",
+  "occurrences": [
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "^SERIES\\s(\\[___\\])\\sPREFERRED",
+        "group": 1
+      }
+    },
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "THIS SERIES\\s(\\[___\\])\\sPREFERRED",
+        "group": 1
+      }
+    },
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "that number of shares of Series\\s(\\[___\\])\\sPreferred",
+        "group": 1
+      }
+    },
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "par value per share \\(the “Series\\s(\\[___\\])\\sPreferred",
+        "group": 1
+      }
+    },
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "such shares\\)\\] of Series\\s(\\[___\\])\\sPreferred",
+        "group": 1
+      }
+    },
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "with respect to the Series\\s(\\[___\\])\\sPreferred",
+        "group": 1
+      }
+    },
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "transfer of a Purchaser’s Series\\s(\\[___\\])\\sPreferred",
+        "group": 1
+      }
+    },
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "receive such Series\\s(\\[__\\])\\sPreferred",
+        "group": 1
+      }
+    },
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "the number of shares of Series\\s(\\[___\\])\\sPreferred",
+        "group": 1
+      }
+    },
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "designated Series\\s(\\[___\\])\\sPreferred",
+        "group": 1
+      }
+    },
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "executed this Series\\s(\\[___\\])\\sPreferred",
+        "group": 1
+      }
+    },
+    {
+      "primary": {
+        "kind": "regex",
+        "pattern": "Section 2 of the Series\\s(\\[___\\])\\sPreferred",
+        "group": 1
+      }
+    }
+  ],
+  "postconditions": [
+    "no_unresolved_placeholder"
+  ],
+  "failure_behavior": "warn",
+  "fixtures": [
+    {
+      "occurrence": 0,
+      "anchor": "SERIES [___] PREFERRED STOCK PURCHASE AGREEMENT",
+      "note": "title heading (regular space)"
+    },
+    {
+      "occurrence": 1,
+      "anchor": "THIS SERIES [___] PREFERRED",
+      "note": "preamble"
+    },
+    {
+      "occurrence": 2,
+      "anchor": "that number of shares of Series [___] Preferred",
+      "note": "purchase clause, first series blank"
+    },
+    {
+      "occurrence": 3,
+      "anchor": "(the “Series [___] Preferred Stock”)",
+      "note": "purchase clause, defined-term (curly-quote variant)"
+    },
+    {
+      "occurrence": 4,
+      "anchor": "shares)] of Series [___] Preferred",
+      "note": "additional-closings clause"
+    },
+    {
+      "occurrence": 5,
+      "anchor": "with respect to the Series [___] Preferred",
+      "note": "special mandatory conversion"
+    },
+    {
+      "occurrence": 6,
+      "anchor": "transfer of a Purchaser’s Series [___] Preferred",
+      "note": "transfer condition"
+    },
+    {
+      "occurrence": 7,
+      "anchor": "receive such Series [__] Preferred",
+      "note": "transfer condition (2-underscore \"such Series\" variant)"
+    },
+    {
+      "occurrence": 8,
+      "anchor": "the number of shares of Series [___] Preferred",
+      "note": "convertible-securities conversion"
+    },
+    {
+      "occurrence": 9,
+      "anchor": "designated Series [___] Preferred",
+      "note": "capitalization clause, first series blank"
+    },
+    {
+      "occurrence": 10,
+      "anchor": "executed this Series [___] Preferred",
+      "note": "signature recital"
+    },
+    {
+      "occurrence": 11,
+      "anchor": "Section 2 of the Series [___] Preferred",
+      "note": "disclosure schedule recital"
+    }
+  ]
+}

package/content/recipes/nvca-stock-purchase-agreement/metadata.yaml

@@ -32,7 +32,7 @@ fields:
   - name: series_designation
     type: string
     description: Series designation shown in the agreement title and share definitions
-    default: A
+    default: ""
   - name: agreement_date_month_day
     type: string
     description: Month/day portion of the agreement date in the opening paragraph

package/content/recipes/nvca-stock-purchase-agreement/template-manifest.json

@@ -0,0 +1,24 @@
+{
+  "schema_version": 1,
+  "template_id": "nvca-stock-purchase-agreement",
+  "template_version": "10-28-2025",
+  "source_sha256": "b2c76452fa82dcda72f1fa9f82ba0ce28ea9445441c897f9cb7ac6663930dcab",
+  "migrated_keys": [
+    "[Insert Company Name]",
+    "[Company name]",
+    "[____________]",
+    "SERIES > [___]",
+    "Series > [___]",
+    "such Series > [__]",
+    "“Series > [___]",
+    "\"Series > [___]",
+    "is made as of > [________]",
+    ", 20 > [__]",
+    "Stock, $ > [__]",
+    "purchase price of $ > [__]",
+    "Closing > [s]",
+    "A minimum of > [_________]",
+    "A minimum of > [_______]",
+    "expenses of > [_______]"
+  ]
+}

package/content/templates/openagreements-board-consent-safe/.template.generated.json

@@ -8,7 +8,6 @@
     "label": "OpenAgreements Board Consent for SAFE Financing",
     "version": "1.2",
     "license": "Free to use under CC BY 4.0",
-    "include_cloud_doc_line": false,
     "defined_term_highlight_mode": "none",
     "opening_note": "Note: The following resolutions do not cover all matters that may need to be addressed in connection with the SAFE financing. For example, if the Company is concurrently amending its certificate of incorporation, converting outstanding convertible notes, or granting pro rata or information rights pursuant to a side letter, additional resolutions will be needed. Always consult with counsel prior to using this consent.",
     "opening_recital": "The undersigned, constituting all of the members of the Board of Directors (the \"Board\") of {company_name}, a Delaware corporation (the \"Company\"), pursuant to Section 141(f) of the Delaware General Corporation Law, hereby adopt the following resolutions by written consent:"

package/content/templates/openagreements-due-diligence-request-list/template.md

@@ -293,7 +293,7 @@ R.2 Sanctions / OFAC screening procedures, screening tool documentation, and any
 
 R.3 Export-control classifications (ECCN, USML) for material technologies and products, plus any export licenses or commodity classification rulings.
 
-R.4 AML / KYC program documentation (where applicable to the target's industry), including written policies and procedures, training records, regulator examination findings, and non-privileged audit/correspondence files. Do not produce any SARs or materials that would reveal a SAR's existence (FinCEN confidentiality rules at 31 CFR 1020.320(e) bar disclosure to counterparties).
+R.4 AML / KYC program documentation (where applicable to the target's industry), including written policies and procedures, training records, regulator examination findings, and non-privileged audit/correspondence files. Do not produce any SARs or materials that would reveal a SAR's existence — FinCEN's SAR confidentiality rules bar disclosure to counterparties under whichever subpart applies to the target's institution type (e.g., 31 CFR 1020.320(e) for banks; 1023.320(e) for broker-dealers; 1022.320(e) for MSBs; 1021.320(e) for casinos; 1024.320(e) for mutual funds; 1025.320(e) for insurance companies; 1029.320(e) for loan/finance companies).
 
 R.5 FCPA compliance program documentation, including risk assessments, training records, third-party-intermediary diligence, and any prior internal investigations or third-party allegations.
 

package/content/templates/openagreements-employee-ip-inventions-assignment/.template.generated.json

@@ -8,7 +8,6 @@
     "label": "OpenAgreements Employee IP and Inventions Assignment",
     "version": "1.1",
     "license": "Free to use under CC BY 4.0",
-    "include_cloud_doc_line": true,
     "defined_term_highlight_mode": "definition_site_only",
     "cover_row_height": 700
   },
@@ -179,20 +178,25 @@
           "kind": "entity",
           "capacity": "through_representative",
           "rows": [
+            {
+              "id": "company",
+              "label": "Company",
+              "value": "{company_name}"
+            },
             {
               "id": "signature",
               "label": "Signature",
               "value": ""
             },
             {
-              "id": "print-name",
-              "label": "Print Name",
-              "value": "{company_name}"
+              "id": "signatory-name",
+              "label": "Signatory Name",
+              "value": "{company_signatory_name}"
             },
             {
               "id": "title",
               "label": "Title",
-              "value": ""
+              "value": "{company_signatory_title}"
             },
             {
               "id": "date",

package/content/templates/openagreements-employee-ip-inventions-assignment/README.md

@@ -14,6 +14,8 @@ transparent startup hiring and onboarding workflows.
 | Field | Type | Required | Description |
 |-------|------|----------|-------------|
 | `company_name` | string | yes | Legal name of employer |
+| `company_signatory_name` | string | no | Full name of the authorized signatory signing for the company |
+| `company_signatory_title` | string | no | Title of the authorized signatory signing for the company |
 | `employee_name` | string | yes | Full legal name of employee |
 | `effective_date` | date | yes | Effective date of this agreement |
 | `prior_inventions_disclosure` | string | no | List of prior inventions excluded from assignment, or `None listed` |

package/content/templates/openagreements-employee-ip-inventions-assignment/metadata.yaml

@@ -16,6 +16,14 @@ fields:
     type: string
     description: Legal name of employer
     section: Parties
+  - name: company_signatory_name
+    type: string
+    description: Full name of the authorized signatory signing for the company
+    section: Parties
+  - name: company_signatory_title
+    type: string
+    description: Title of the authorized signatory signing for the company
+    section: Parties
   - name: employee_name
     type: string
     description: Full legal name of employee
@@ -60,13 +68,4 @@ fields:
     description: Venue for disputes
     default: state and federal courts in the governing law state
     section: Legal
-  - name: cloud_drive_id
-    type: string
-    description: Optional document-system URI or file ID for execution copy traceability
-    section: Document Management
-  - name: cloud_drive_id_footer
-    type: string
-    description: Internal computed footer text for document-system traceability
-    default: ''
-    section: Document Management
 priority_fields: []

package/content/templates/openagreements-employee-ip-inventions-assignment/template.md

@@ -9,7 +9,6 @@ document:
   label: OpenAgreements Employee IP and Inventions Assignment
   version: "1.1"
   license: Free to use under CC BY 4.0
-  include_cloud_doc_line: true
   defined_term_highlight_mode: definition_site_only
   cover_row_height: 700
 sections:
@@ -126,11 +125,11 @@ This agreement is governed by the law listed in Cover Terms, and disputes will b
 In consideration of Employee's employment or continued employment by Company, each party acknowledges and agrees to the assignment and confidentiality obligations above.
 
 <!-- oa:signer id=company kind=entity capacity=through_representative label="Company" -->
-**Company**
+Company: {company_name}
 
 Signature: _______________
-Print Name: {company_name}
-Title: _______________
+Signatory Name: {company_signatory_name}
+Title: {company_signatory_title}
 Date: _______________
 
 <!-- oa:signer id=employee kind=individual capacity=personal label="Employee" -->

package/content/templates/openagreements-employment-confidentiality-acknowledgement/metadata.yaml

@@ -49,13 +49,4 @@ fields:
     type: string
     description: Printed name used in signature block
     section: Signature
-  - name: cloud_drive_id
-    type: string
-    description: Optional document-system URI or file ID for execution copy traceability
-    section: Document Management
-  - name: cloud_drive_id_footer
-    type: string
-    description: Internal computed footer text for document-system traceability
-    default: ''
-    section: Document Management
 priority_fields: []