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Control how Chamelio determines whether agreements are active or executed, splits uploaded documents, and chooses main agreements when linking related documents.

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Getting Started

Open Settings, then select General under Knowledge Center. Click Save Changes after updating your preferences.

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Keep Auto-Renewing Agreements Active

Enable Activate based on auto-renewal to keep agreements with auto-renewal active even after their current term ends. An auto-renewing agreement stays active unless you upload a termination notice or manually mark it Inactive.

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Set Signature Requirements for Executed Documents

Signature enforcement controls the minimum signature level required before Chamelio considers a document executed:
  • Any
  • Signed once — at least one signature required
  • Two signatures — at least two signatures required

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Automatically Split Uploaded Documents

Split documents on upload separates a single uploaded file into individual documents by source and target document type — useful when one file contains multiple documents you want to manage separately.
Splitting may produce additional documents and require additional AI processing, increasing document and AI operation consumption.

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Choose Which Agreements Take Priority When Linking

Document link preferences controls which document types are eligible to serve as the main agreement when Chamelio links related documents, and their priority during matching.
1

Add eligible types

Under Eligible main agreements, click Add agreement type and select the types to include.
2

Set priority order

Use the reorder handles to arrange types from highest to lowest priority — for example, placing a Master Services Agreement above an Order Form.
3

Save

Remove any types that should no longer be eligible, then click Save Changes.
The order guides matching — it does not simply change how documents are displayed. To see how related documents are grouped under their main agreement, see Consolidated View.