User prerequisites for using SharePoint Agreements

The SharePoint Agreements solution has several prerequisites to ensure users can take full advantage of its features.

Software licenses

Users of the solution need to have a license to access the following products:

  • SharePoint in Microsoft 365
  • Microsoft Teams
  • Microsoft Word

In addition, users must also be assigned the SharePoint Content Solution - Agreements Trial license.

Microsoft Word specific requirements

Several features of SharePoint Agreements AI can be found on the new Agreements tab. The following are the requirements to get access to this tab:

  • Users must be assigned the SharePoint Content Solution - Agreements Trial license.

  • Microsoft Word must be updated to be September 2024 (16.0.17830.20000) or later, and the update channel must be set to the Current Channel (CC) or the Monthly Enterprise Channel (MEC).

To learn more about how to determine the Microsoft Word version and update channel, see Overview of update channels for Microsoft 365 apps.