Step 1. Navigate to the Direct Instructions index
In the left hand navigation panel, click on “Direct Instructions” to be directed to the Direct Instructions Index.
Step 2. Click "Create direct instruction"
On the top right hand side of the screen you will find a button that says “Create direct instruction +”, click this button to begin creating your Direct Instruction.
Step 3. Click “Continue without a template”
After clicking Create a Direct Instruction, a modal will appear which will show a list of suggested Direct Instruction templates to use. To continue without using a template, click on “Continue without a Template.”
Read more about creating a Direct Instruction using a template here
By default the templates displayed to you will be limited to those that are related to both the practice area and jurisdiction on your profile. To search all templates, simply click on the filters and deselect the inputs.
Step 4. Enter in key information for your direct instruction such as a title, jurisdictions and practice areas related to your instruction, currency, cluster, business unit, counter parties and any relevant tags to make your instruction easily searchable. By default the Jurisdiction/s and Practice Area/s linked to your user profile will be populated in the Jurisdiction and Practice Area field.
Step 5. Add extra detail to your Direct Instruction
Scroll down the page and add additional information into your Direct Instruction such as a Brief, Attachments, Request for Quote, Key Dates, or any other lead contacts for the Direct Instruction (Guides for each of these sections can be found at the end of this article under Relates Articles).
Step 6. Save the instruction as a Draft or Send it to a Law Firm
Related Articles:
Adding a brief to your Direct Instruction or Tender
Adding a Request for Quote to an instruction
Defining a Scope of work for your request for quote
Adding attachments to your Direct Instruction or Tender