Custom document types

The Problem

Your contract structure didn’t match ours. The predefined document types (circa 15 types) were too generic, and using tags as a workaround was manual, inconsistent, and hard to scale. You couldn’t properly reflect how your company actually classifies contracts.

The Solution

You can now:

• Create your own document types

• Rename existing ones

• Assign specific metadata per type

• Override AI suggestions anytime

AI adapts to your structure, not the other way around.

📍 Product Areas Impacted

• Document Upload & AI Analysis – More accurate type suggestions and flexible overrides

• Metadata Management – Type-specific metadata for cleaner data

• Search & Filters – Filter and organize contracts based on your own taxonomy

• Templates & Creation Flow – Consistent structure across new contracts

• Reporting & Renewals – Better visibility and tracking per contract category

The Benefit

Your contract structure now reflects your internal reality. Clearer organization. Cleaner metadata. More control. No more forcing your taxonomy into predefined categories.

❌ Bulk Changing Document Types

Bulk updating document types is not part of V1. For now, document types can be adjusted on a per-document basis. If bulk updates become a strong customer need, we may evaluate it in a future iteration.