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Install and Use LegalUp’s Add-in

Using LegalUp's Add-in

General Information
When you enable LegalUp’s add-in, it adds new features to your Word program that help create your own legal documents automation workflows, thus increase your productivity and streamline your legal work.

Note: The installation of LegalUp’s Add-in only apply to Microsoft Word version 2016 and up.

 Get LegalUp’s add-in 
In Microsoft Word 2016 and up:
  1. Click Insert>Add-ins>Get Add-ins.
  2. In the Office Add-ins box, browse for LegalUp’s add-in, or search for it by using the Search box. Then, click Add.

Signing Up

  1. Click Insert>Add-ins>My Add-ins<LegalUp Add-in.
  2. You’ll notice that LegalUp’s add-in was added to your Word upper bar.

     3. Double-click on it to sign up. Sign up by typing your email address and password you choose.
 Create a new Document Automation Wizard
1. Upload the document you wish to transform into a wizard and then click “Create a new wizard”
2. The add-in will automatically map your document into its various clauses. Now it’s time to create the Q&As for the wizard and the changing texts in the document itself.
How to create questions – here
How to create to create alternative clauses and alternative phrases – here.
3. After you finished creating your wizard, you and all the users in your organisation that want to use it can access it from the admin area: Just log in with your credentials and you’ll be able to see and use all the wizards you created there.
For any questions, contact:

Request a demo of LegalUp today!