Classifications Management
Why do this?
This empowers you to guide your users with terms that are familiar to them, helping ensure that the correct classifications are assigned to each workflow and contract.
Who can do this?
Only Super Admins can manage and configure classifications.
Admins have read-only access.
Where can you do this?
Super Admins can manage and configure classifications and Admins can view classifications in Admin > Application Settings > Classification Management.
All active contract categories are listed in the Contract Category dropdown on the initiation screen, Add New Document Template modal, and the New Workflow Template modal.
Initiators, Phase Owners, and Admins can view and select any active contract category on the initiation screen.
Admins can view and select any active contract category on the Add New Document Template modal and the New Workflow Template modal.
An active contract category must have at least one contract type under it to be visible as a selection in the Contract Category dropdown.
Additional Considerations
Changes made to classifications will be applied at the tenant level. In multi-organization tenants, changes cannot be restricted to individual organizations.
Classifications cannot be edited or deleted once they’ve been saved. Instead of deleting a classification, you can toggle it to Inactive status and create a new one.
By default, the status of a new classification is Inactive. Only Active classifications can be selected in the application.
How to Access Classifications
Go to Admin > Application Settings > Classifications Management.
Click on a tab:
Document & Attachment Categories
Contract Types
Contract Categories
Each classification type will appear in a standard table with the following columns:
Name | Description | Status
The Filter Table, Manage Columns, and Export widgets will be available on each table.
Document & Attachment Categories
How to Add a Document & Attachment Category
Above the Document & Attachment Categories table, click New.
In the modal, enter the Name.
Optional: Enter a description.
Optional: Switch the toggle status to Active.
Click Save.
To exit without saving the Document & Attachment Category, click Cancel.
By default, the status is Inactive. Only Active Document & Attachment Categories can be selected when uploading a document or attachment.
To change the status to Active, switch the toggle ON.
How to Edit a Document & Attachment Category
In the Document & Attachment Categories table, click on the name.
To edit the description, type in the Description text box.
To change the Active/Inactive status, switch the toggle.
Click Save.
To exit without saving changes, click Cancel.
Contract Types
How to Add a Contract Type
Above the Contract Types table, click New.
In the modal, enter the Name.
Optional: Enter a description.
Optional: Switch the toggle status to Active.
Click Save.
To exit without saving the Contract Type, click Cancel.
By default, the status is Inactive. Only Active Contract Types can be selected in workflows.
To change the status to active, switch the toggle ON.
How to Edit a Contract Type
In the Contract Types table, click on the name.
To edit the description, type in the Description text box.
To change the Active/Inactive status, switch the toggle.
Click Save.
To exit without saving changes, click Cancel.
Contract Categories
How to Add a Contract Category
Above the Contract Categories table, click New.
In the modal, enter the Name.
Optional: Enter a description.
Optional: Select one or more Contract Types to assign to the Contract Category.
Optional: Switch the toggle status to Active.
Click Save.
To exit without saving the Contract Category, click Cancel.
By default, the status is Inactive. Only Active Contract Categories containing at least one Contract Type can be selected in workflows.
To change the status to Active, switch the toggle ON.
How to Edit a Contract Category
In the Contract Categories table, click on the name.
To edit the description, type in the Description text box.
To change the Contract Types, add or remove Contract Types.
To change the Active/Inactive status, switch the toggle.
Click Save.
To exit without saving changes, click Cancel.