Instructions & Help (beta)

Learn how to add helpful tips and guidance to documents, making document generation and overall management easier for everyone involved.

15 min | 5 Tasks

This course is a follow-up to Document Drafting Automation Basics.
Please complete that course before starting this one.

Course Goals

In this course you will learn how to use the following tools to add instructions and help text to help users generate and manage documents:

  • Initial Instructions
  • Follow-Up Instructions
  • Warnings
  • Help Text

After completing this course, you will be able to seamlessly integrate instructions and guidance into templates which can be used to help users complete documents correctly and send them to the right parties for review. You will even learn how to create guided tours to help first time Legito users.