Getting Started
Learn how to master each of the workflow stages in Litera Transact.
Setting Up the Deal
- Monitoring a Deal - Activity Log
- Events Tracked in the Activity Log
- Create a Deal
- Create a Deal from Template
- Create a Deal by Cloning an Existing Deal
- What is copied when cloning a deal?
Working Group List
- Building the Working Group List
- Adding Internal Team Members
- Adding Roles to the WGL
- Adding External Collaborators
- User Roles and Permissions
- Send Invitation Email
Data Room
Checklist
- Importing Checklists - Guidance
- Creating and Editing the Checklist
- Navigating the Checklist
- Using Custom Status Tags and Adding Status Notes
- Adding Multiple Files or Sections
- Adding Documents
Approvals
Signatures
- Importing Signers - Guidance
- Signature Management Overview
- Creating Signature Groups and Blocks
- New Signers Experience
- Creating and Editing Signature Pages Using Templates
- Using Custom Signature Pages