Create Contact fields The Contact Fields function can be useful in case a user wants to insert one client’s contact details into several different wizard sessions, without having to re-type [...]
How to install the LegalUp Add-In in Word for Mac: 1. Download the Add-In XML file. 2. If a wef folder exists on your computer, place the XML file there. If it doesn’t exist, create it with [...]
What do I do if I cannot find the Add-in in the upper bar section in Word? If you don’t see the LegalUp Add-in icon in Word, please do the following: Make sure you are in the HOME tab and [...]
Wizard Sessions A wizard session is one instance of a document creation action. A session can be done by a team member in the organization, or by another person (a third party), by sending them a [...]