> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chamelio.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Chamelio Core Settings

> Configure your organization's details to ensure Chamelio Core accurately analyzes and classifies your documents

To ensure Chamelio Core analyzes and classifies documents accurately from day one, a few details about your organization and contracts are needed. These settings are typically configured during onboarding in collaboration with your Chamelio legal engineer.

## 1. Entity Names

This list tells Chamelio which names to recognize as part of your organization or as a party to your agreements.

**What to provide:** A comprehensive list of all legal names for your company, its affiliates, subsidiaries, and any entities that appear as signatories or contracting parties in your agreements.

<Tip>
  Include common abbreviations and variations. For example, if your company is "Acme Corporation", also include "Acme Corp", "Acme Inc", and any trade names.
</Tip>

For more detail on managing entities after initial setup, see [Legal Entities](/guides/legal-entities).

## 2. Document Types for Classification

Chamelio uses Document Types to categorize your contracts. A standard set of types is extracted by default — review and confirm which categories matter most to your team.

**Default types extracted:**

* Vendor Agreement
* Master Services Agreement (MSA)
* Data Processing Agreement (DPA)
* Business Associate Agreement (BAA)
* Non-Disclosure Agreement (NDA)
* Trial / Evaluation
* Order Form
* Statement of Work (SOW)
* Partnership Agreement
* Vendor Order Form
* Other

**Action required:**

1. Review the list above
2. Confirm which types you want Chamelio to actively classify
3. Specify any additional categories to add (e.g., SaaS Agreement, Distribution Agreement)

## 3. Common Exhibits and Attachments

Helps Chamelio correctly associate ancillary documents with their primary contracts.

**What to provide:** A list of standard names you use for attachments, schedules, appendices, or exhibits that are frequently appended to your main contract types.

## 4. Templates for Training

Providing samples of your own agreements is the fastest way to fine-tune Chamelio's analysis to your drafting style and contract structure.

**What to provide:** The collection of templates you frequently use for the document types you plan to upload to Chamelio Core.

## Related Settings

<Columns cols={2}>
  <Card title="User Groups" icon="users" href="/guides/user-groups">
    Organize users into teams for access control
  </Card>

  <Card title="Legal Entities" icon="building" href="/guides/legal-entities">
    Manage your organization's legal entity names and details
  </Card>

  <Card title="Custom Fields" icon="list-check" href="/guides/custom-fields">
    Define metadata fields for document classification
  </Card>

  <Card title="Email Settings" icon="envelope" href="/guides/email-settings">
    Configure document forwarding and authorized senders
  </Card>
</Columns>
