Creating a Document

🎯 Objective

In this article, you will learn how to locate the ideal template and use the automated questionnaire to create your documents in netLex quickly and in an organized manner.

This article contains the sections:

• What is the functionality?
• How to create a new document?
• How is the template screen organized?
• Frequently Asked Questions

 

💡 What is the functionality?

Document creation in netLex is based on templates. A template is an automated draft that, through an interactive questionnaire, generates a customized final document.

This functionality eliminates the need to manually edit standard drafts, ensuring that business rules and company visual identity are maintained in every new file generated.

 

🛠️ How to create a new document?

To start drafting a document, follow these steps:

1. In the left sidebar menu, click the Create new document based on a Template icon.
2. Navigate through the folders or use the search bar to find the desired template.
3. Once you find the document, click the Create New button.
4. Answer the questions in the questionnaire that will be displayed.
5. After completing the answers, the final document will be automatically generated based on your input.

 

📂 How is the template screen organized?

To make management easier, templates are organized in two main ways:

• Search Field: Located at the top of the page, it allows you to search for the template directly by name.
• Folders and Subfolders: These function as categories (e.g., Legal, Procurement, or Leasing). You can navigate the directory structure in the left menu to filter templates from a specific area.

Tip: To search the entire repository, make sure the "All" option is selected in the folders tab. Otherwise, the system will only search within the selected folder.

 

❓ Frequently Asked Questions

• I can't find the template I need. What should I do? Template visibility depends on your access permissions. If a template does not appear, contact your company's netLex Administrator to check your folder permissions.
• I'm typing, and the answer field remains empty. Why? This usually happens when the entered content does not match the field type (e.g., trying to type letters in a field that only accepts numbers). Check for value restrictions or masks (such as Zip Code or SSN).
• The document preview has agreement errors (gender/plural). Is this normal? Yes. The preview is a simplified visualization. Full processing of grammar rules and complex automations occurs only after completing the questionnaire, when the final document is generated.
• I finished the questionnaire but didn't send it to the workflow. Where is the file? Your document is saved as a draft. To find it, go to the "Documents" menu on the left sidebar and click "Finish questionnaire" on the respective item.

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