Overview
This webinar provides a practical overview of Document Assembly in OneLaw for general users.
The session is part one of the Document Assembly webinar series and is designed for everyday users who create documents using existing precedents and templates. It focuses on how users interact with Document Assembly features to create, build, and send documents efficiently, without needing to configure or maintain templates.
It demonstrates how information entered once can be reused across documents, how precedents and clauses are accessed, and how Word-based tools support consistent, accurate document creation.
In this video, you'll learn
- What Document Assembly is and how it fits into everyday work in OneLaw
- The different types of InfoSheets and how they store and reuse data
- How to access and run document and email precedents
- How prompting InfoSheets guide document creation
- How to use Word tools such as Stationery, Signatures, StyleSheets, Fragments, and Clauses
- How clauses and fragments can be used to build documents dynamically
Presented by Hannah Christie, OneAuthor Coordinator; and Emily McDonnell, Marketing & Communications Executive
Recorded on 2 September 2025
Key Takeaways
- Document Assembly allows users to generate consistent, accurate documents using predefined precedents and reusable data.
- InfoSheets store Matter‑, document‑, and clause‑specific information so it can automatically populate documents.
- Precedents can be accessed from multiple areas in OneLaw, including the Precedents tab and Documents tab.
- Prompting InfoSheets capture document‑specific details at the time a document is created.
- Word‑based tools enable users to:
- Apply or remove headers and footers
- Insert signatures and sign on behalf of others (where permitted)
- Apply firm StyleSheets to enforce formatting and numbering
- Insert fragments and clauses to build or update documents
- Email precedents allow users to generate complete emails with subjects, bodies, attachments, and metadata directly from OneLaw.