WEBVTT

00:00:00.000 --> 00:00:03.785
You need an NDA or LOI draft for an actual transaction.

00:00:04.015 --> 00:00:07.869
Open Document Builder and decide its source before choosing a
template.

00:00:08.099 --> 00:00:15.750
Parties and transaction context matter, so a deal document must
use an eligible deal instead of an unrelated standalone draft.

00:00:16.430 --> 00:00:18.822
Open Document Builder and Create.

00:00:19.052 --> 00:00:23.383
Choose a listing, a deal or a standalone source before the
template.

00:00:23.613 --> 00:00:32.866
Listing choices include valuation, mandate, exit readiness, pitch,
confidential information memorandum and summary; standalone
choices are narrower.

00:00:33.096 --> 00:00:38.297
Select a document appropriate to the actual question and provide
authorised evidence.

00:00:38.527 --> 00:00:43.728
Do not invent missing figures or assume every template works
without an eligible listing or deal.

00:00:44.408 --> 00:00:47.833
For deal-bound documents, choose an eligible deal first.

00:00:48.063 --> 00:00:53.172
NDA, LOI and lender templates depend on the deal, role and stage.

00:00:53.402 --> 00:00:59.218
If the selection is empty, check the workspace and access rather
than choosing an unrelated transaction.

00:00:59.448 --> 00:01:05.218
Review parties, dates, amounts, sources and clauses in a generated
draft.

00:01:05.448 --> 00:01:12.670
Generation does not send, sign or legally approve the document;
those actions require separate review and authority.

00:01:13.350 --> 00:01:19.108
After authorised generation, compare the draft with negotiated
instructions and source evidence.

00:01:19.338 --> 00:01:23.669
Resolve names, dates and amounts before legal or commercial
review.

00:01:23.899 --> 00:01:27.544
AI output is no signed NDA or accepted LOI.

00:01:27.774 --> 00:01:33.057
An empty selector means check access and stage, not choose another
client’s deal.