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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 | 13 Tasks

Task 1 New Template Suite

In the first two tasks you will learn how to import an existing document into Legito and convert it into an automated Template.

Step-by-Step Guide

Step 1: Click to "+ New Template Suite"

If not already there, go to your Legito Dashboard. You will find this on the top menu of your page. You will see a rectangle with the text, + New Template Suite. This is your Loan Agreement Suite placeholder. Click it.​

Step 2: Enter the name of the New Template Suite as Loan Agreement

In the pop-up window, enter the name of the New Template as Loan Agreement. For the purposes of this training, please ensure that the language setting is “English-US”. DO NOT uncheck the box next to “Simple template”.

Step 3: Click Create

Welcome to your Template Suite. You will see a rectangle reading, “Loan Agreement”. You will also notice another rectangle to the right of that, which reads, +New Template. Within the Template Suite, you can create any number of Templates that can be made to relate to each other using Legito Elements and other logical dependencies.