Follow our step-by-step guide to create and customise a legal document with Lawpath and understand some of the editing features in the document builder
How do I create a legal document?
Head to Documents from the main menu, and choose '+ New Document'
1. Start a new document
Use key words to refine your search for most suitable document.
Once you've found your agreement, select '+' icon to view details of the document then 'Create Document' to enter the document editor.
Not sure which document is best? Ask Lawpath AI
2. Complete the questionnaire.
Answer questions to auto-fill the blank spaces in the document to customise for your business needs.
See 'Tips and common answers' of examples answers to complete the document, or Lawpath AI
You can also type directly into the document to make any text changes.
Intentionally leave questions blank if you are wanting to create your own template, or wish to collaborate and have other users complete it.
3. Add any further customisations
Header & Footer
Personalise your documents by adding a header or footer. Select from the template style logo, text or both! Then customise to suit.
Hover at the top of the page, or select 'Header' or 'Footer' from the 3 dot menu
Adding Page Numbers
Add page numbers to your document by selecting the design option in the Footers.
Find & Replace
Find & Replace allows you to find key words in the document then replace them with a new word.
Add Tables
Add Tables to your legal document. You can customise your document by adding rows and columns to suit your needs.
Customise Signature Boxes
Select 'T' to remove the signature line and add text or select the line icon to insert a signature line.
4. Mark as complete
When you are ready to download your document, send it for signature or share it with others, or be reviewed by a lawyer, you will need to mark the document as complete.
If you have a subscription, even when marked complete you will be able to make additional edits if needed.