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Creating a label

Written by Ruben van Gaalen
  1. In the top left corner, click on your name.

  2. Click Settings.

  3. A new sidebar appears to the left, click on Objects.

  4. Click Contracts.

  5. Click Add label.

  6. Select a Label type: Yes/No, Free text, Numeric, Date, Select or Relationship (a link to another object, such as a contract party).

  7. Enter a Name.

  8. Optional: turn on Summarize with AI and write a Prompt. Most of the time the name alone works well; if needed, add one sentence of extra context.

  9. Click Save.

  10. Add the new label to the relevant document types. See Document types.

Callout: See the prompt as instructions for an intern. It doesn't have to be perfect: when you correct or reject AI suggestions on a few contracts, a self-learning loop improves the prompt for you.

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