Advanced Document Automation

Unleash the full potential of document automation. Learn about styles, instructions, complex conditions, and translations.

25 min | 6 Tasks

Congratulations!

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?

Document Formatting

Learn how to use Styles and Advanced Layout Design to create automated templates that define your brand with a professional and reliable look.

20 minutes

Take the course

Bundled Documents & Forms

Learn how to share information across several documents (or from forms) and automate them simultaneously.

25 minutes

Take the course

Instructions & Help

Learn how to add helpful tips and guidance to documents, making document generation and overall management easier for everyone involved.

15 minutes

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Translations & Dual Language Documents

Learn how to use translations and dual language versions of your documents to make them accessible to more people.

15 minutes

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Extract Data From Documents

Learn how to automatically summarize your documents or automatically extract key dates from documents to set up deadlines.

15 minutes

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Data Import & Batch Generation

Learn an easier way to add data to your documents and streamline their production with automated sharing to other users.

15 minutes

Coming soon

Document Workflow & Approvals

Learn about document workflows (contract life-cycle management) modeling including document approvals.

15 minutes

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Workspace Administration

Customize the Smart Document Workspace user interface in Legito, including categorization, notifications, and branding.

30 minutes

Coming soon
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