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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 Guide

Step 1: 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.​

Step 1: 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.​

Step 1: 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.​

Step 1: 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.​

Step 1: 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.​

Step 1: 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.​

Step 1: 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.​

Step 1: 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.​