What is a “Document Type?”
Before sifting a document, Users must select a Document Type. A Document Type includes a unique bundle of Sifters and Sifter Settings for reviewing a specific type of contract or document (e.g., Consulting Agreement, Software as a Service Agreement, Nondisclosure Agreement, etc.). Professional clients may configure an unlimited number of Document Types for their users on their own. Essentials clients may not configure Document Types.
Each Document Type has three (3) components:
1. Bundle of relevant Sifters
2. Advice related to each Sifter
3. Sifter Settings (how a Sifter behaves if the concept is Found or Missing)
What is a "Document Type Template?"
A Document Type Template is a pre-determined bundle of Sifters, Advice, and Sifter Settings targeted for a specific Document Type created by an individual LegalSifter Review Professional edition client.
A LegalSifter Document Type Template is a Document Type Template created by LegalSifter for use by its clients. In general, LegalSifter Document Type Templates are available out of the box for all major contract types covered by LegalSifter Review. LegalSifter Document Type Templates are available to both LegalSifter Review Essentials and Professional edition clients.
Adding New Document Types
Essentials subscription clients can contact firstname.lastname@example.org to have LegalSifter Document Type Templates added to sift with.
Professional subscription clients can contact email@example.com to have LegalSifter Document Type Templates added to sift with, but they can add new Document Types themselves in three ways.
Under the Sifting Services tab, Click on [+ New] button in the Document Types Library window on the left side of the screen. *
*Note: Only Admins can add Document Types to the Account’s Document Type Library, and customization is only available for Professional Edition subscription type.
1. Copy Document Type
Use this option to copy a Document Type that already exists in your Library so that you can create a new version of that Document Type. This is helpful when you already have a working Document Type that you want to reuse but customize differently (i.e. Add Sifters or Remove Sifters).
The copied Document Type will appear in your Document Type Library titled "Copy of [Copied Document Type Name]". Now the Admin can toggle "On" the Edit button on the top right side of the screen. Click HERE to visit How to Edit Sifter Settings.
2. From Template
Use this option to add new Document Types from LegalSifter Document Type Templates.
Once added, Users will immediately be able to select the Document Type Template to sift with using LegalSifters preconfigured Sifter Settings, or Admins can edit this Document Type to customize it by toggling "On" the Edit button on the top right side of the screen. Click HERE to visit How to Edit Sifter Settings.
3. Blank Document Type
Admins can create a Document Type without starting with an existing Document Type or a LegalSifter Document Template.
Click “Blank Document Type”
This will automatically add a Document Type to your Library preloaded with only one Sifter – Party Name.
Admins can add new Sifters and further edit the Blank Document Type by toggling "On" the Edit button on the top right side of the screen.