Create

What is it?

This is the space where you can create documents, easily access the validated templates and access all the internal knowledge stored in the DMS. You can also use the AIAssistant to help you create documents.

What can I do?

• Submit and access minutes validated by the office.

• Create legal documents using the validated templates.

• Quickly activate all the knowledge that your new document manager has, integrated into your workflow and without having to open a thousand and one documents and manage dozens of windows.

• Use the AI Assistant to help you create documents or parts of documents and even suggest alternatives.

• In Outlook, use the AI Assistant to help you write and answer emails.

• In Outlook, create and access email templates.

5 minute video tutorial to guide you through this task ▶️

Quick guide 📚

How can I submit documents in Legau ?

To submit documents, start by creating a root folder. Then you can create subfolders or go straight to creating the document type. Once you have created the document type, you can add as many documents as you like.

When you submit documents, you will also have the option to 'generate a content bank'. This automatism uses our technology to segment your document and create content blanks. The process can take more or less time, depending on the complexity of the document submitted.

Note 📢: Not all users will be allowed to upload documents. It will depend on the permissions your company sets.

How can I create legal documents using validated drafts?

You can either navigate directly in the knowledge tree or use the search bar and look for the template you want to start using. Then simply click "load" and it will automatically be copied to the document you are working on.

What is the difference between accessing the DMS within Legau?

We know that finding knowledge stored in the document manager can often take a long time and generate a lot of frustration. Either because the search doesn't always give us what we want, or because we end up with a list of documents that we have to open individually and CTRL+F to see if they have what we need, ending up with multiple windows open and wasting time navigating between them.

In Legau, you can quickly activate all the knowledge you have in your document manager in a way that is fast and integrated into the workflow and **without having to open a thousand and one documents and manage dozens of windows.

Just do a search using the terms (and filters) you want and you'll be directed straight to the potentially relevant documents.

You can immediately see if the content is relevant, access the knowledge directly and even open the document if you wish.

How can I search in DMS?

Whenever you want to search for an expression, you should put the expression in quotation marks (" ") to get more targeted results. You can also use theAND (add) and OR (alternative) operators so that the search takes into account more than one word or expression. For example, if I wanted to find a pre-emption clause in a share purchase contract, I could put: "pre-emption right" AND "shares".

How can I create email templates in Outlook?

Start by clicking on the button . Then select and copy the text and define the name you want to give this template.

You can save your templates as normal, or create folders and even subfolders. It's all customizable and tailor-made.In addition, you can share your templates with your team, whenever you want. Just click on this icon

This way, you have faster and more targeted access to the content that really interests you.