To classify contractual documents you must follow the following instructions:

  1. Go to the main menu of the platform on the left side and click on documents.

  2. View and enter the contract you want to classify.

  3. Click classify.

  4. Enter the attributes by which you want to classify the document.

  5. Click save.

  6. Close the document view.

  7. Update the repository and you will have the document classified by the attributes entered and in the folder levels configured by your administrator.

Did this answer your question?