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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

Congratulations!

You have completed this course successfully and now have new superpowers. You are one step closer to become a certified document automation specialist.

Where to go next?

Bundled Documents & Forms

Learn how to share information across several documents (or from forms) and automate them simultaneously.

25 minutes

Document Formatting

Learn how to use Styles and Advanced Layout Design to create automated templates that define your brand with a professional and reliable look.

20 minutes

Advanced Document Automation

Unleash the full potential of document automation. Learn about styles, instructions, complex conditions, and translations.

25 minutes

Translations & Dual Language Documents

Learn how to use translations and dual language versions of your documents to make them accessible to more people.

15 minutes

Extract Data From Documents

Learn how to automatically summarize your documents or automatically extract key dates from documents to set up deadlines.

15 minutes

Data Import & Batch Generation

Learn an easier way to add data to your documents and streamline their production with automated sharing to other users.

15 minutes

Document Workflow & Approvals

Learn about document workflows (contract life-cycle management) modeling including document approvals.

15 minutes

Workspace Administration

Customize the Smart Document Workspace user interface in Legito, including categorization, notifications, and branding.

30 minutes