Document Import and Attributes - Update 1.16

In Signify 1.16, the main focus is on organizing documents, filtering them and importing documents from outside Signify.

Let’s take a look together at the new features waiting for you 👇

Attributes - Organize Your Documents Your Way

Sometimes folders alone aren’t enough to organize your documents. That’s why we created a new feature - Attributes - which allows you to add extra parameters (e.g., expiration date) to a document and then sort it using those same parameters.

This means you can see the information you need at a glance and easily find any document using filters.

The new feature is managed through two settings - Document Types and Attributes.

Document Type

This is a category for documents that makes organization easier. On the platform, we’ve pre-set the document types that are most commonly used by our users. For example:

• Employment Contract
• Service Agreement
• NDA
• And more

In addition to the standard types suggested by the system, you can also create your own custom types.

Document Attribute

This is an additional field that you add to a specific document type. Attributes help you filter and organize documents. Similar to document types, you have two options here - you can create a custom attribute yourself, or choose one suggested by the system, such as:

• Parties 
• Value
• Effective date
• Expiry date
• Comments
• and etc. 

Attributes can have different types: text, number, date, dropdown list, yes/no field, and more.

👉 Simply put:

• Document Type helps you organize a document based on its content.
• Attributes give you flexibility to include important details in each document, so you can quickly find the information you need later.

Contacts - Assign Companies to Your Contacts

Now you can assign companies to your contacts.

• You no longer need to remember which contact works at which company.
• When specifying parties in attributes, the system will automatically suggest the company that the selected recipient represents.
• You can summarize how many contracts and of what value you have with a specific company.

This change is especially useful if you work with many contractors and organizations.

Document Import

If you store documents outside of Signify, whether on paper or digitally, you can now upload all of them to Signify and keep them in a unified document repository. This way, they will always be more secure, easily accessible, and quickly searchable.

For example, you can upload:

• Files downloaded from Google Drive
• Documents uploaded from your local computer
• Scanned documents

Imported documents can have attributes added just like the files you’ve already stored, keeping all your documents organized in one streamlined system.

What Does Signify 1.16 Bring You?

This release significantly changes the rules of document management and gives you the freedom that modern teams need in their daily processes:

• More control over documents
• Better organization
• Greater speed and flexibility

All of this ultimately means one thing – your team has more time to focus on growth, development, and success.