Document Type

Document types serve as a method of categorising documents in ContactsLaw. A type can be assigned during upload or at any time until the document is destroyed.

Types also influence the behaviour of the document during cataloguing, determining:

• The description of the document (dynamically generated)
• Folder in which the document is placed
• Parties to the document
• Custom fields

Purposes

Document types can be assigned a purpose, which causes the system to automatically select that type in certain situations:

Purpose	When Used
Correspondence	When uploading documents in a format used exclusively for correspondence (e.g. emails) When importing emails from an external provider (e.g. Microsoft 365)

Multiple document types can be used for the same purpose. ContactsLaw will select the most-specific type that applies to a given document; for example, a document type in the same workgroup will be chosen over one in a parent workgroup or at the subscription level.