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
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.
Learn how to use Styles and Advanced Layout Design to create automated templates that define your brand with a professional and reliable look.
Advanced Document Automation
Unleash the full potential of document automation. Learn about styles, instructions, complex conditions, and translations.
Translations & Dual Language Documents
Learn how to use translations and dual language versions of your documents to make them accessible to more people.
Extract Data From Documents
Learn how to automatically summarize your documents or automatically extract key dates from documents to set up deadlines.
Data Import & Batch Generation
Learn an easier way to add data to your documents and streamline their production with automated sharing to other users.
Document Workflow & Approvals
Learn about document workflows (contract life-cycle management) modeling including document approvals.
Customize the Smart Document Workspace user interface in Legito, including categorization, notifications, and branding.