How do I create precedent undertakings for my trust letter

You can create an undertaking in Prolegis that will be globally available in your matters as a precedent undertaking that can be added as a Follow Up or will be included in a trust letter.

To add the precedent, access the Real Estate menu on the left hand side of the app, then click on Settings, then click Undertakings.  You can both add new and revise existing undertaking precedents from this page.