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 10 Links to Elements
Now we will apply a Link Element to reference text added by a user in a previous section of the Template, thereby populating texts across the document (or documents if necessary).
Step-by-Step Guide
Step 1: Click in the Text Input for Creditor Name
In the Introductory Clause, click in the Text Input for Creditor Name and give it the System Name, “creditor-name”.
Step 2: Click in the Text Input for Creditor Address
Click in the Text Input for Creditor Address and give it the System Name “creditor-address”.
Step 3: Click in the Text Input for Debtor Name
Click in the Text Input for Debtor Name field and give it the System Name debtor-name.
Step 4: Click in the Text Input for Debtor Address
Click in the Text Input for Debtor Address and give it the System Name debtor-address.
Now let’s move to the signature blocks. We will apply Link Elements to the Text Inputs, ”creditor-name” and ”debtor-name” to automatically populate names of the parties to the signature blocks.
Step 5: Click the first Link Element. Find and select the suggestion
Click the first Link Element. Find and select the suggestion “Link to Text Input creditor-name in template Loan Agreement”.
Step 6: Click the second Link Element. Find and select the suggestion
Click the second Link Element. Find and select the suggestion “Link to Text Input debtor-name in template Loan Agreement”.
Step 7: Save and Test template
Save the template and view in Test Mode.
