Skip to main content

How to Change the Document Type

If you need to change the document type for a contract or template, follow the steps below.


How to change the document type

  1. Open the document information page for the contract or template you want to update.

  2. Click the [... (More options)] menu, then select [Change document type].

  3. Select the desired document type from the dropdown list, then click [Change].

    A message confirming “Document type changed” will be displayed, and the file will appear in its new location based on the updated type.

Did this answer your question?