Leeway

Anne-Thaïs

How to give flexibility and gain control easily.

Manage templates of my organization

How to become more efficient with document templates.

Create a new template

Add a document to your template

How to create your template directly in Leeway

Create a template from a blank page

Add different languages to a template

How to easily keep all presets and settings from one template to another.

Duplicate a template

Create my templates

Learn how to insert smart fields into your templates to save time.

Insert a smart field in the document

Learn how to display clauses or text under conditions in your templates.

Display text under conditions

Set up editable or non-editable zones for the documents created from this template.

Define editable / non-editable zones

Customize your Leeway platform? Yes! Automatically? Absolutely! Use conditions for all your workflows and templates.

Using conditions in Leeway

Custom and automate my documents

Learn a bit more about the legal value of our electronic signature

The legal value of Leeway native signature

How to set up and insert the Leeway native signature in your templates to manage your contracts from A to Z from the platform.

Set up the Leeway native signature in a template [ADMIN]

How to set up a signature order with the Leeway signature

Define a signature order

Use Leeway signature in my templates

How to gain control with approval workflows.

Set up approval workflows before sending or signing

What is the difference between simple approval and conditional approval?

Simple and conditional approval

How to choose who should approve the documents and in what order

Define an approval order

 Create workflows for my templates

Choose which smart fields you want to display in the summary sheets of your contracts

Manage summary sheet information

How to automate reminder creation from your templates.

Automate reminder creation

How to quickly and efficiently manage the assignment of your projects from the template.

Set up a default project manager

How to set up the addition of participants by default for all contracts created from a template.

Automate the addition of participants to projects

How to attach a file to a template to make it automatically available and attached when generating a contract from this template.

Attach a file to a template

Attach any type of document to a project based on conditions. Easily remove the condition without deleting the document.

Insert conditional attached files

 Automate your work and save time

Decide if collaborators will have the right to edit, comment or suggest on the documents created from this template.

Define editing rights on the document

Define the rights of use of my template

Advanced settings

How to change to status of a template to draft?

Unpublish a template

How to change the name or delete a template

Edit or delete a template

Edite or delete my templates

Afficher le site

Me connecter à Leeway

Find answers and get help from Intercom Support and Community Experts

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