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How to Classify a Contractual Document

Proper classification will make your documents easier to find.

Ismari Franco avatar
Written by Ismari Franco
Updated over 10 months ago

To classify contractual documents, please follow these steps:

  1. Navigate to the Documents section: On the left-hand side of the main platform menu, click on "Documents".

  2. Locate your contract: Find and open the specific contract you want to classify.

  3. Start the classification process: Click the "Classify" button.

  4. Input classification attributes: Enter the relevant attributes to categorize the document.

  5. Save classification: Click the "Classify" button to save your changes.

  6. Close the document: Close the current document view.

  7. Update the repository: Update the repository to finalize the classification.

Your document is now classified based on the attributes you've specified!

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