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 the following steps:

• Click ‘go to folder’ in Finder (Command + Shift + ‘G’ keys) and copy the following directory into the address box:      ~/Library/Containers/com.microsoft.Word/Data/Documents/wef. Then click ‘Go’. Place the XML file in that folder.

• Alternative Option: If that doesn’t work, open Finder, create a new folder and rename it:     ~/Users/<YOURUSERNAME>/Library/Containers/com.microsoft.Word/Data/Documents/wef
• Place LegalUp’s manifest XML file in the new folder you’ve created by copying and pasting the file from your ‘Downloads’ folder into the new folder.

3. Now make sure that you do not have any Word documents opened, or close any open documents.

4. Open a new Word document.

5. Go to the Insert tab–> my Add-ins–> click the drop down arrow and you should see the LegalUp Add-in icon.

6. Click on the LegalUp Add-in icon to open the Add-in and register.

How to install the LegalUp Add-In in Word for Microsoft:

1. Download the Add-in XML file (The manifest file format must be xml​ and not html).

2. Create a new folder under “this PC” and name it ‘manifest’ (or any other name). Please note: the folder in which the file is saved should be saved on the computer​ (desktop, downloads, or documents) and not on a cloud location (such as SharePoint or a similar location).

3. Place the Add-in XML file in the new folder.

4. Tap on the Folder (not on the XML file itself) —> right click on the mouse —> Give access to  “specific people”.

5. Find yourself in the list (if you didn’t give a name to your computer user, you’ll be simply called “user” like in the screenshot below). Click “add” and then click “share”.

Please note: to give access to a specific user for a folder on Windows 11, you can follow these steps:

• Right-click on the folder you want to modify the access permissions for and select “Properties” from the context menu.
• In the Properties window, navigate to the “Security” tab.
• Click on the “Edit” button to modify the access permissions for the folder.
• In the “Permissions for [Folder Name]” window, click on the “Add” button.
• In the “Select Users or Groups” window, type the username of the specific user you want to give access to and click “Check Names” to validate the username. Alternatively, you can click on the “Advanced” button and use the “Find Now” button to browse and select the user from a list.
• Once the username is verified, click on the “OK” button to close the “Select Users or Groups” window.
• Back in the “Permissions for [Folder Name]” window, you will see the added user listed. Select the user and check the permissions you want to grant them under the “Allow” column. For example, you can allow “Full Control,” “Read,” or “Write” permissions.
• Click on the “Apply” button to save the changes.
• In the confirmation dialog, click on the “OK” button.
• Finally, click on the “OK” button in the “Permissions for [Folder Name]” window to close it.

6. The following screen will open up.

7. Tap on the address line below the file name and copy it: right click –> copy link. Please note that the shared address should be of the folder​ and not of the file.

8. Now open up a new Word file. Go to “file” –> “options”.

9. The following screen will open up. Select “trust center”.

10. Select the “trusted Add in catalogs” tab.

11. In the catalog url row paste the folder name you copied. In our example the link of the whole file has been copied and we need to put here only the link to the folder. So we deleted all the letters after the folder name (see the highlighted words in the screenshot below – they should be deleted).
 Also, if you have any letters or signs at the beginning of the link, before the “//” – as in the screenshot below – they should be deleted too12. Then check the box under “show in menu”

13. Click ok and restart Word

14. Open a new Word file. Select: insert –> My Add-ins –> See All

15. The following screen will open up. select “shared folder” and the LegalUp add-in should appear there. Click Add.

16. Click on LegalUp Add-in Icon (it should appear in the ‘home’ tab) to open the Add-in and Log in / Sign up.

The post Add-In Installation Steps appeared first on LegalUp.

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 link to the wizard (similar to Google Docs). 

For example,  if a user wants to create a “Services Agreement” for his client Alpha Inc. he will complete a wizard named “Services Agreement” based on this client’s needs for this specific transaction. At the end he’ll get a Service Agreement in a Word file tailored to his needs. This is called a “session”.

How to Find a Specific Wizard Session

In your company’s LegalUp Cloud area, you have access to all of the wizards sessions that have been completed or are still in progress. All sessions are located under the wizard name. By clicking on the drop down arrow next to the wizard name, you will see all of the wizard’s sessions.

How to Continue Work on a Session In-Progress

If there is a wizard session that has not been completed at the time of creation, you can easily go back to the session by clicking “Go to Wizard”. By clicking this, the paused session will open, allowing you to continue moving forward with creating the document.

How to Download a Word File of a Completed Session

Once a session has been completed and the system has generated your answers, you can download the document as a word file. The downloaded file appears at the bottom of your screen and in your ‘Downloads’ folder. You can then click on it and save it to your computer.

How to Share a Wizard

If you want your client, or internal client, to completely or partially answer the questionnaire, you can send them their wizard. When starting a new wizard, you can easily share it by clicking “Generate and Share”. You have the option to copy the link provided by using the Command and “C” keys to share it with your client via Email or WhatsApp.  You can also include the name of the person or entity you intend to share the link with if you want them to complete the questionnaire .

How to create contact person?

Creating Contact Person allows you to use Contact Fields function to duplicate your data in several wizards. It 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 the same data in each of them.

In order to create contact person on LegalUp cloud area, follow the next steps:

1. Enter your organization’s LegalUp cloud area: https://admin.legalup.me/
2. Select a wizard from your list and click “Start New Wizard”.

3. Type the document’s name in the pop-up window. Type the client’s name in the name field, and click “Add New”.

4. Click “Generate” to start answering the wizard session.
5. After you have finished filling out the wizard session, you can return to the wizards list in your organizations’ LegalUp cloud area. Choose another wizard into which you want to enter the details of the same client, and click “Start New Wizard”.
6. In the pop-up window, you can enter the name of the document, and choose and the name of the client from the dropdown menu by clicking the small arrow that appears under “Full Name”.

7. Choose the name of the requested client, and click “Generate”.
8. Now the client’s details will automatically populate the contact fields with the information you inserted to the previous wizard session. . If you will change the data in one of the fields, it will be saved and re-appear next time you will fill out a wizard for this contact person.

The post Managing Wizard Sessions appeared first on LegalUp.

You and your users can access all your document automation wizards from your private area in LegalUp Cloud.

Your documents automation wizards are created through LegalUp Add-in directly in Word, in order for you to use the same working environment and keep your original Word document layout and design.

LegalUp Cloud

Once your LegalUp wizard is ready, you and your  users will be able to fill out and generate complex and bespoke sets of legal documents in minutes through your private area in LegalUp Cloud.

What is a document automation ‘wizard’?

Questionnaires

Each Wizard starts with a web-based Questionnaire that assembles all the relevant information for generating a new document.

Customized document

After filling out the questionnaire, your documents will be instantly populated with the right fields and wordings to fit any scenario. The final document can be downloaded in Word format.

Document Automation Example

LegalUp’s Add-in

How to create a new document automation Wizard?

New document automation wizards are configured through LegalUp’s Add-in. LegalUp Add-in is a plug-in to Word, which you can download for free.

For further information on how to create a LegalUp’s wizard see here.

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