Add a contract type

From the menu, select Settings.

Select Contracts & Documents.

From the left menu, select Contract types.

A list of contract types displays.

Click + Add New.

The Add Document Type window displays.

Enter a name in the Document type field.

Enter a description. The Description field is optional.

Select a category from the Category dropdown list.

Selecting a category automatically associates a default set of sections and questions with the contract type.

Click Create.

The new contract type is added to the list.