Document Types

Document types are a flexible, customizable hierarchy of labels that organize documents by type to enhance searching, formatting, and user interface.

The document type is set in the document details, available from File > Details when you're editing a document.

Document types are in a hierarchical format separated by double-hyphens. Examples include:

• Contract--Business--Operating Agreement

• Contract--Real Estate--Commercial Lease Agreement

• Contract--Employment--Full-time

• Letter--Employment--Offer Letter

• Note--Personal Loan--Promissory Note

At this time AllDrafts only exhibits specific behavior for top-level values; specifically 'Contract' and 'Letter' causes different styles to be used in formatting the document.

• Documents with a type beginning 'Letter' will use the Letterhead set for the folder.

The convention is to put the 'form of document' at the highest level, followed by the 'area of law', followed by any number of more specific sub-divisions, ending in a standard name for the 'type of document'.

It is a good practice to put a document type on each document, and AllDrafts has an auto-completer that will help suggest standard vocabulary for common document types.

In time this will allow AllDrafts to organize templates and search results, offer smarter comparative analysis, and help reduce errors by consulting documents of similar type and purpose.