Skip to content

Quick User Guide: Configuration of Document Types

This DIY (Do-It-Yourself) quick user guide provides step-by-step instructions to assist you with document type configuration of Mochadocs CLM.

3D Quick User Guide - Configuration of Document Types

    Configuration of Document Types

    A document type refers to a specific category or classification of documents based on their content, purpose, and format. Each document type serves a distinct function and often follows specific conventions, structures, and content guidelines tailored to its intended use.

     

    The definition of each document type may vary depending on the specific requirements and standards associated with it. The key is that document types helps you to organize and categorize information, making it easier for to manage, communicate, and process different types of documents effectively.

     

    How to configure document types?

     

    Reading time: 7 minutes

    Free Download

     

    Document types can vary widely and are defined based on the specific needs and purposes of individuals, organizations, and industries. The choice of document types depends on what kind of information needs to be recorded, communicated, or processed. We could categorize these different document types into different groups.

     

    Explore more about Entities in this Quick User Guide Explainer.

     

     

    Download Explainer Mochadocs

    More Quick User Guides

    Quick User Guide - Getting Started with Mochadocs Contract Management

     

    This Quick User Guide assists you in configuring the content of contracts so that Mochadocs can (semi)automatically generate various predefined tasks, subjects, financial data, contract types related data and more.

    Explainers: Streamlining Repeatable Tasks in Contract Management

    A repeatable task refers to an activity or process that is performed regularly or multiple times throughout the lifecycle of a contract or across various contracts within an organization.

    Quick User Guide: Configuration of Contract Types

    Contract types refer to the various ways in which agreements and obligations are structured between parties in a legal or business context. These contracts can vary in their terms, conditions, and the nature of the relationship they establish.


    Quick User Guide: Configuration of Document Types

    A document type refers to a specific category or classification of documents based on their content, purpose, and format.

    Quick User Guide: Adding a Contract

    Adding a contract to Mochadocs is a straightforward process that allows you to organize and track important contractual information.

    Quick User Guide: Configuration of Entities

    Managing contracts from all kinds of entities's perspective is an aspect of business operations that involves the oversight, creation, negotiation, execution, and monitoring of various contractual agreements.

    It's already easy to use. But we're still here for you.