The basic unit of record data in XDEX is the document type.

A document type can be interpreted also as a document category, a document class, or a document template.

Every other aspect of the system will rely or be tied to one or more document type. Create one document type for each type or class of document you intend to upload into XDEX.

Document types need to be created before documents can be uploaded. It is not possible to upload documents without assigning them a document type.

Document types usually mirror the type of physical, paper document they represent.

Example document types:

  • Private Placement Memorandum
  • Shareholder Subscription Agreement
  • Loan Agreement
  • Secondary Market Asset Purchase