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Generating Documents

Document generation helps you quickly create legal documents based on your data. Choose the type of document you want, fill in the required information, and the assistant prepares a draft that you can use and adjust.

From the Generate card you can create:

  • Commercial contracts
  • Employment contracts
  • Terms and conditions
  • Privacy policies
  • NDA (non-disclosure agreement)
  • Letters
  • Petition responses

For each type you have several starting options available:

  • External draft — starting from a document you already have.
  • Own template — using a model defined by your organization.
  • Template — starting from a standard model provided in the application.
  1. On the main hub “Analysis & Generation”, press the Create or edit document card.

    The “Analysis & Generation” hub with the “Create or edit document” card highlighted

  2. Choose the type of document you want to generate (for example NDA).

    List of document types available for generation

  3. Choose the starting option: external draft, own template, or template.

    Starting options: external draft, own template, template

  4. Fill in the information requested for your document.

  5. Confirm and wait for generation. The assistant prepares the document based on the information entered.

  6. Review the generated document. You can revise and use it further.

You get a document prepared based on the data entered. The document remains available in Documents & Alerts, and the task appears in Project history.