LegalEye allows you to build Direct Instructions quickly and efficiently through the use of pre-built Templates. LegalEye templates allow you to pre-populate Direct Instructions with metadata, scopes of work, attachments, questionnaires, and key dates to decrease the time spent building Direct Instructions and to improve compliance with company guidelines and best practice.
Please note that you will need to have Admin access to create Templates.
Step 1: Access the Templates Index
Once you have logged in to LegalEye, open the left-hand menu and click on “Templates” to access the Templates Index.
Step 2: Create a Direct Instruction Template
Click on the “Create new” button and select Direct Instruction on the pop-up modal.
Step 3: Enter the direct instruction Template’s details
Inputting the specific Tags, Jurisdictions and Practice Areas related to your Direct Instruction Templates enables you to categorise your templates logically, making them easy to find later.
Step 4: Input additional details to your Tender Template
Follow the step wizard to add all the necessary details to your Direct Instruction template, including the Direct Instruction’s brief, scope of work, additional questions, and key dates.
For more information on how to fill these sections, please see the following Guides:
Adding a Brief to your Direct Instruction Template
Adding Attachments to your Direct Instruction Template
Adding a Scope of Work to your Direct Instruction Template
Adding Key Dates to your Direct Instruction Template
Previewing your Direct Instruction Template
Step 5: Save your Direct Instruction Template
You can save your Direct Instruction Template at any point by clicking the “Save as Draft” button on the bottom left corner of your screen after you have entered the Direct Instruction’s title. Please note that you and your colleagues will not be able to use this Template to create Direct Instructions as long as it remains in Drafting Status. For more information see Managing Template Status.
Step 6: Review your direct instruction Template before publishing
The review page displays all of the direct instruction Template’s information in one consolidated view, allowing you, as the template creator, to perform a final comprehensive quality check before finalisation. This holistic review enables you to catch any issues early and verify accuracy and completeness to ensure a higher-quality template. The review page will only display the sections you have filled. For example, if you did not include a Scope of Work, then the Scope of Work section will not be shown on the review page. If needed, you can edit any of the previously entered information by clicking on “Edit” on the right-hand side of a section. This will redirect you to the relevant step of the Direct Instruction Template creation process.
Step 7: Publish your Direct Instruction Template
Once you have reviewed your Template, click on “Save Template” to create your Template. You will be redirected to the Template Preview page.