SLA
The service promise the evidence layer is later measured against.
Documents & Knowledge
The blank page is where commercial consistency goes to die.
Somebody opens last year’s offer for a different client, deletes the parts that no longer apply, forgets one and sends it. The terms drift. The liability clause is two revisions old.
An offer is not a blank page. It is the business record becoming a document - laid into a template your agency controls.
Seven document families, one production line
Offer or SOW
Scope, price and assumptions generated from the opportunity.
Legal agreement
NDA, LOI and contract templates with typed placeholders.
Checklist
A repeatable operational procedure attached to its project.
Technical document
Architecture and handover records that survive their author.
Post-mortem
What happened, filed on the engagement rather than a scrolling channel.
Meeting minutes
What was said and agreed, filed next to the meeting transcript for the customer, and generated from the transcript on request when nobody wrote them.
From record to signed document
Templates know the account, contacts, scope, SLA and recent timeline. Typed placeholders identify what must be present before a document is ready. Maintain reusable clauses as snippets and select SLA sections from the answers, so full service and small hosting can share one template.
Template names and field labels, types, required flags, defaults and dropdown options can be maintained in the browser, through the assistant or over MCP with the same permissions and version history.
A new workspace starts with neutral offer, statement of work, NDA, letter of intent and SLA templates in English and German, ready to adapt to your own wording.
PDF and DOCX outputs stay attached to the account, opportunity or project that produced them, with SharePoint versions rather than filename archaeology.
Both outputs carry your brand: DOCX renders through the Word master template you upload and version yourself, and PDFs pick up your logo, accent colors and footer line. A PDF opens with a full-page cover showing the document type, title, record and date; it is on by default and can be turned off per document, in the Documents tab or by the assistant.
A document that survives its filename
Nothing filed here depends on a filename staying where somebody put it, and nothing that matters commercially arrives as a note pasted into a timeline.
Filed documents are tracked by SharePoint's own stable file id rather than by their path, so renaming or moving one in SharePoint does not break reading, editing or rendering it. Record folder links also follow the folder's current SharePoint identity after a rename, and a superadmin can relink an older stale folder URL from the SharePoint assets page. Older documents repair themselves the first time they are opened, and a document that genuinely cannot be found says so with the steps to fix it.
If SharePoint denies a folder creation or rename, the Documents tab explains that you need write access and asks you to contact a SharePoint admin for Edit access.
The Documents tab also adds a one-click shortcut to a record's folder under My files in your own OneDrive, reachable from Explorer, Finder and Office without opening the CRM or SharePoint.
Camera RAW, Adobe and design, video and audio source files are routed into an Internal assets folder backed by object storage. They retain their original modified date as they move between Internal assets and the Customer portal. They never go to the Customer portal automatically. The folder is available on accounts, opportunities and projects, stays invisible to customers, and lets a project lead share a file with the Customer portal explicitly when it is ready. The SharePoint watch is limited to those record folders and always leaves Teams meeting recordings in place.
MCP clients use the same record scope to list, read, upload, move, rename and delete ordinary Documents-tab files, and can upload a new version of an existing file that refuses to overwrite changes someone made in SharePoint after the agent read it. An upload is recorded only after Genedar verifies that SharePoint received every byte, Office files included; deleted items go to the SharePoint recycle bin.
A finished Markdown document can be filed into Genedar directly over MCP, without a template, and a document about the company itself (an ISO evidence sheet, a policy, a procedure) can be filed as an internal document that belongs to no customer record. When something is missing the answer names the exact missing field.
Correspondence is a document family too, not a note somebody pasted. The reply to a forwarded customer request, and the interview preparation for a consultant whose profile has a gap to bridge, are created as real documents of a correspondence type: draft to final to sent, editable in place, rendered like anything else, and anchored on the opportunity from the minute it exists.
Editing, not duplicating
An edit updates the existing document and produces a new version, so there is one current SLA per engagement rather than four candidates with similar filenames.
AI-assisted creation follows the same rule. Maintained skills guide the work, ambiguous changes stop and ask, and every write leaves evidence attributed to the connecting user.
Bring your worst template.
We will turn it into a governed template and generate a real offer from one of your accounts during the walkthrough.