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 2 Import from Word

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).

Download

Back to Task 1

Continue to Task 3

Step-by-Step Guide

Step 1: Click the Edit button

Click the Edit button under the Loan Agreement rectangle, and on the next screen a window will appear with two tabs, with the Import Word Document tab selected.

Step 2: Download Training Document No. 1

Download Training Document No. 1 (Sample Loan Agreement). Direct URL: https://www.legito.com/blog/wp-content/uploads/2020/06/Legito-Training-Document-01.docx

Step 3: Click the Choose file button and select the Training Document No. 1

Click the Choose file button and select the Training Document No. 1 (Sample Loan Agreement) that you downloaded in the step above. Under Import Settings, leave Styles selected.

Step 4: Click the Import button

The Loan Agreement will now open in Legito Template Editor. You are ready to start automating your first Template.

	Pro tip: Importing Styles from the Word Document will create styles in Legito that can be edited in your Settings and will be used when exporting the Legito document.
	Pro tip: If you open the Sample Loan Agreement document, you will note that there is markup to help create specific elements in your Legito template. Using this markup can give you a great head start in your template creation. Find out more about marking up your document before creating a template here.