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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.

Download Training Document No. 1
(Sample Loan Agreement)
.

Step-by-step

Click to + New Template

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. This is your Loan Agreement Suite placeholder. Click it.​

Enter the name of the New Template 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”.

Click Create

For the purposes of this training, please ensure that the language setting is “English-US”. DO NOT uncheck the box next to “Simple template”.