Task 1: Tag Contractual Parties

In this course we will apply Template Tags.

Tags are used in Legito to search document quickly, avoid data entry errors, and power analytical and reporting tools.

On your Dashboard, locate the placeholder for your Loan Agreement Template Suite. Click the Edit button within the placeholder, and you will be taken to the Loan Agreement Template Suite. On the Loan Agreement template placeholder, click Edit, and you will be taken to the Template Editor. Now you may resume building this Template.First, tag the contractual parties.

Click the Text input where the Document Users will insert the name of the Creditor. In the top menu, click the Tags tab. In the box that appears, start typing the following FirstPartyName. You will notice that various suggestions will appear underneath the box: you may either finish typing the Tag or, if you see it below, click to select it from the list of suggestions (see image below).

Now click the text “Creditor” and add the tag FirstPartyDefinition (see image below).

Repeat these steps for the Debtor’s Name Text input field, and the text that reads, “Debtor”, applying the Tags SecondPartyName and SecondPartyDefinition.