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Adding a label to a document type

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 and open the Types tab.

  5. Click the document type, for example Option agreement.

  6. Click Add label and select the label.

  7. Click Save.

  8. Go back to the document. If you added one label, rescan that label. If you made bigger changes, restart the registration of the document.

Callout: Never forget this step: a label that isn't linked to the document type won't be filled by the AI.

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