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”.