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Creating, Editing, and Managing Documents in Prolegis

In Prolegis, document production is completely unified. You can generate, customize, and distribute your entire closing package—including letters, accounts, Statements of Adjustments, transfers, and directions—without ever leaving the platform. Every document generated in Prolegis is fully editable, permanently stored within the matter, and equipped with built-in delivery tools so you can complete your paperwork and send it off in a single workflow.

🎯 Overview: The All-in-One Document Hub

In Prolegis, document production is completely unified. You can generate, customize, and distribute your entire closing package—including letters, accounts, Statements of Adjustments, transfers, and directions—without ever leaving the platform.

Every document generated in Prolegis is fully editable, permanently stored within the matter, and equipped with built-in delivery tools so you can complete your paperwork and send it off in a single workflow.

🖥️ The Side-by-Side Document Editor

When you generate or open a document in Prolegis, it opens in our specialized Side-by-Side Editor. This view eliminates the traditional guesswork of document formatting.

  • Live Workspace: The left pane allows you to edit clauses, input missing text, and fine-tune details in real time.
  • Live Print Preview: The right pane continuously updates to display the final print layout. You can instantly see how your page breaks, margins, and letterheads look while you edit, eliminating the frustrating cycle of exporting a file just to see how it formats.

Editor

⚙️ Key Document Capabilities

📝 Flexible Editing & Storage

  • Automatic Storage: Every document you create is automatically saved and organized within that specific matter's document library. Your team will always have access to the most up-to-date version.
  • On-the-Fly Customization: While documents auto-populate using your matter database fields, you retain full manual editing control over the text inside the editor window.

💾 Seamless Export Options

When a document is ready to leave Prolegis, you can choose the format that best fits your immediate workflow:

  • Export to PDF: Generates a clean, professional, and unalterable copy ready for client signature or registry submission.
  • Export to Word: Generates a standard Microsoft Word file, giving you total flexibility if you need to perform heavy manual redrafting or custom formatting outside the system.

📧 Integrated Communication & Delivery

You don't need to open third-party software or step away to a physical machine to send your documents out. Right from the Prolegis document page, you have direct access to:

  • Email Capabilities: Attach your generated PDF to a preset email template and send it straight to your client, opposing counsel, or broker.
  • Fax Capabilities: Send your documents directly to lenders or traditional offices via our integrated digital fax tool.
🚀 Pro-Tip for Efficiency

Because Prolegis operates as a live database, always ensure your Seller/Buyer, Lender, and Title data tabs are fully updated before generating your documents. This ensures your templates auto-populate with maximum accuracy, leaving you with only minor tweaks to make in the side-by-side editor!