Draft a new document

After you've set up your project, you can start drafting a new document using one of the existing templates.

Video Tutorial


  • Click “Documents”:

  • Click “Create and Collaborate”:

  • Choose the project and template you want to draft, and click “Proceed to drafting”:

  • The system will ask you several simple questions. On the right side of your screen, you will see how the document dynamically changes depending on your answers. Choose the applicable option and click “Next”:

  • After answering all the questions, you will need to add data to the input fields. Each field has hints and validation to ensure that the user inputs data in the correct format. 

  • When all the fields are completed, click “Magic!” at the bottom of your screen:

Your document will be pushed to the review and approval interface.