Setting Up Your Workspace
Last updated September 16, 2024
Welcome to LegalMation! Setting up your workspace is the first step towards streamlining your legal processes and increasing efficiency. This guide will walk you through the initial setup process to get you up and running with LegalMation quickly and easily.
Step-by-Step Guide to Setting Up Your Workspace:
- Log In to LegalMation:
- Visit the LegalMation website and log in using your credentials.
- If you don’t have an account yet, click on "Sign Up" to create a new account.
- Navigate to Workspace Setup:
- Once logged in, go to the dashboard.
- Click on the "Workspace" tab to access the setup options.
- Create a New Workspace:
- Click on "Create New Workspace."
- Provide a name and description for your workspace to help identify it easily.
- Customize Workspace Settings:
- Adjust your workspace settings according to your needs.
- Configure access controls, set up document templates, and customize notification preferences.
- Invite Team Members:
- Click on "Invite Members" to add colleagues to your workspace.
- Enter their email addresses and assign appropriate roles (e.g., Admin, User).
- Upload Initial Documents:
- Use the "Upload Documents" feature to add any existing files to your workspace.
- Organize them into folders for easy access and collaboration.
- Explore Features and Tools:
- Take a tour of the various tools and features available in your workspace.
- Use the "Help" section for tutorials and guides on how to maximize your use of LegalMation.
- Save and Finalize:
- After customizing and setting up your workspace, click "Save."
- Your workspace is now ready to use!
By following these steps, you'll be well on your way to leveraging the full power of LegalMation to streamline your legal work.
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