Managing contract types

Contract types help you organize contracts in your contract repository and make them easier to find. Use contract types to group contracts like software subscriptions, vendor agreements, employee contracts, or any other classification that fits your business.

Creating contract types in the contract editor

When creating or editing a contract, you can assign a contract type directly:

1. Open any contract in the editor
2. Find the Contract type dropdown
3. Select an existing contract type or create a new one by clicking Manage
4. Click Save to persist the contract type

The contract type will appear on the contract viewer immediately after saving.

Creating contract types on the contract types page

You can also create standalone contract types before assigning them to contracts:

1. Navigate to Contract types from the sidebar or using CMD + K
2. Click Add contract type
3. Enter the contract type name
4. Click Save

The new contract type will appear in your contract types list and be available when editing any contract.

Editing contract type names

To rename a contract type:

1. Go to Contract types from the sidebar or using CMD + K
2. Find the contract type you want to edit
3. Click on the contract type name
4. Enter the new name
5. Click Save

The change will automatically apply to all contracts using that contract type.

Deleting contract types

To delete a contract type:

1. Go to Contract types from the sidebar or using CMD + K
2. Find the contract type you want to remove
3. Right click and select Delete or select the ellipsis and choose Delete
4. Confirm deletion

Deleting a contract type does not remove associated contracts. It simply sets the contract type field to null for those contracts.

Filtering contract types

On the contract types page, you can filter your contract types:

By name:

• Enter text in the search field to filter by contract type name

By date range:

• Use the date filters to show contract types created or updated within a specific timeframe

This helps you locate contract types when you have many in your contract management system.

Tips

Use consistent naming - Decide on a naming convention (e.g. "Software - [Name]" or just "[Name]") and apply it consistently across all contract types.

Decide which contract types are most important to you - For example, organizing contracts by contract type, like "Non-disclosure agreement" or "Software license".