To start drafting the document, you first need to create a Project. A Project is a folder that connects different documents for a particular counterparty. It allows you to structure your work and draft documents more quickly.
Video Tutorial
Instructions
- Click “Documents”:
- Click “Create and Collaborate”:
- Click “Create project”.
- Type in a Project Name, Description and select a Workflow:
Best practice: create a separate project for each counterparty
- Click “Create”
From here, you can move on to draft a new document.