Introduction:

Create customized notices instantly using pre-built templates and mapped contact data. With Legodesk’s automated Document Generation, you can preview and generate bulk legal notices in just a few clicks, saving time and reducing manual workload.

This phase covers the process of creating notices using templates and mapped contact data.

Steps

• Open the Templates section of the application.
• Choose ‘Add Template,’ selecting from WhatsApp, SMS, Email, or Docx.
• For legal document templates, select Docx and upload accordingly.
• Save the customized template.
• Go to Document Gen, then ‘Generate Document.’
• Enter the Job Title with the Tag created in Phase 1.
• Select the corresponding Tag.
• Pick the desired template and preview the notice.
• If all documents are in order, generate the notice.

Legodesk’s automation allows rapid notice generation at scale, reducing administrative burden.​