Document Drafting Automation Basics

 

Feel the magical moment when your first automated clause starts working, and you realize how much Legito can do for you.

25 min | 11 Tasks

Course Goals

In this course, you will learn the basics of document drafting automation including how to:

  • Create a New Template Suite
  • Convert a Word document into a Legito Template
  • Insert Questions into your Template
  • Set Conditions based on Responses to Questions
  • Set Conditions based on phrase choices (Select Elements)
  • Set Conditions to determine appearance of certain Clauses based on the inclusion or exclusion of other Clauses.
  • Set automatically Repeating Clauses
  • Set Links to:
    • populate identical content simultaneously across a document
    • serve as accurate clause references

After completing this course, you will know how to convert your documents into automated Legito Templates.