How to manage document types?

How to manage document types?

Last update: Monday, Oct 04, 2021

You can choose from an pre-existing extensive list of document types such as addendum, NDA, contract proposal, permit... that has been created by Contractify, but you can also create your own document types according to the needs of your company.

The different document types can be found in the "Settings" section. Here you can consult the complete list and rename the types if you wish or create new ones.

Editing an existing document type:

Creating a new document type

To create a new document type, click on '+ New' in the upper right corner of the page.

Then just type in the name of the new document type and click 'Save'.

The document type can be set when registering a document under the heading "Overview". This ensures that all documents are classified logically. This also allows for easier consultation of documents.

Document types

1 article in this category.