Open your matter where you would like to create your checklist from a Word document

Click on the "Create list" button in the top navigation bar

Select "Word table" from the list

Drag and drop your Word table or click 'choose .docx file' to upload.

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If your Word document has multiple tables, you can select which table you would like to import into your list.
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❗You will only be able to import one table at a time.

Edit your rows, sections and headings. For more on how to edit these please visit this support article.

Once you are happy with the structure, click on 'Continue' (note that this will be "Import" if you start from a blank list).
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Match the columns in your Word table to the columns in your Legatics list. This will let you create a new column if you want. Then press "Import" to import the data.

✔️ Your data will be imported into the bottom of your list

Your list can then be managed as any other in Legatics after importing - for example, you may want to apply permissions, add a file column or use the legal text importer to add additional rows.

Open your matter where you would like to create your checklist from a Word document

Click on the "Create list" button in the top navigation bar

Select "Excel" from the list

Drag and drop your Excel or click 'choose .xlsx file' to upload.
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If your Excel file has multiple sheets, you can select which sheet you would like to import into your list.
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❗Please note: you will only be able to import one sheet at a time.

Edit the rows, sections and heading (for more on editing these items, please visit this support article).

Once you are happy with the structure, click on 'Continue'
​

​

Match the columns in your Excel file to the columns in your Legatics list. This will let you create a new column if you want. Then press "Import" to import the data.

✔️ Your data will be imported into the bottom of your list

Your list can then be managed as any other in Legatics after importing - for example, you may want to apply permissions, add a file column or use the legal text importer to add additional rows.

Open your matter where you would like to create your checklist from a Word document

Click on the "Create list" button in the top navigation bar

Select "Legal text" from the list

Copy the text you want to import and paste it into the import box

⚠️ Note:

Select where in the list the text should be added to, then press "Next"
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Edit the text you have imported (for more on edits visit this support article).

Name your columns then press "Continue"

Name your list and press "Create" then your list is going to be imported into your matter