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How to Create and Manage Standard Requisitions

Learn how to create and manage standard requisitions in Prolegis. This guide covers navigating the Real Estate settings to build a global precedent library, allowing you to efficiently add consistent follow-up tasks and automated requisitions across all your matters.

To set up these global requisitions, follow these steps:

  1. Access the Settings Menu: On the left-hand side of the application, navigate to the Real Estate menu.

  2. Navigate to Undertakings: Click on Settings, then select Undertakings.

  3. Manage Precedents: On this page, you can:

    1. Add Prolegis Standard Precedents: Use Prolegis' database of requisitions to get started

    2. Add New: Create a new standard requisition precedent

    3. Revise Existing: Update or edit any of your current requisition precedents.

StandardUndertakings