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August 2020 Release: Four Major Enhancements Including Unified Formatting for Dates and Numbers

Aug 13, 2020

  • Customizable Formatting For Date, Money and “Number Only” TextInput Elements

Workspace Admins can now choose how Date, Money, and “Number Only” TextInput Elements should are formatted, either applying language specific options according to ISO standards (previously the only option), or using unified formatting to be applied to all Templates and Documents in a Workspace. This feature is available under Document Localizations, within the Settings area of My Account (My Account => Settings => Document Localizations).  

  • New Look for Document Records

Items on the left side of Document Records have been redesigned. This restructuring is to prepare for coming updates which will provide users with more customizable options to view Document Records data.

  • Version Control: Previous Document Version Notification 

Users accessing a Document via a link will receive a notification if new version of that document has been created. Users will then have the option to continue with the most current Document version.

  • Translations for Each Template Version

Each Template Version may now have its own unique translated version saved alongside it. Template designers simply choose the version of a Template they wish to translate (or may modify its existing translation).

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Mathematical Functions For Calculations

You can create mathematical functions in Legito Template Editor, that can be used for calculations. The functions are based on the PHP programming language. List of the functions: Round fractions up (ceil): https://www.php.net/manual/en/function.ceil.php Rounds a...

Template Editor Tutorial

1. Learn the Basics In a Few Minutes Step 1: Structure Learn more about conversion from MS Word Step 2: Logical Dependences Step 3: Example 2. Become a Power User Our new Legito Power User Training Book is a step-by-step "learning by doing" self-teaching guide which...

Use Legito For Collaborating On Selected Documents With Your Clients

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Use Legito For Repetitive Collaboration With Your Clients

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Collaboration With Your Clients: Use Legito for Client’s Inputs Before You Start Drafting

You may need from your client basic information about a case before you start drafting a contract or other documents. Instead of sending such information by emails, why don’t you let your client insert such information to a questionnaire from which a document will be...

Use Legito For Acquiring New Clients Online

This last use-case is about the automated or semi-automated acquisition of clients for common (standardized) cases such as a company formation, a refund for delayed flights, damages from car accidents, class-actions, real-estate transfers, escrows, collecting of small...

Turn Legito Into Powerful Tool For Collaboration With Your Clients

You can turn Legito into a powerful tool for collaboration with your clients. I will share with you our best practice for a variety of collaborations. Repetitive collaboration with your clients We recommend for this use-case to create a user account for your client...

Best Practice for User Permissions in Your Workspace

Except for a workspace admin, we recommend following permission settings for following types of users: Permission Power Users Regular Users Clients Admin NO NO NO Can draft templates YES NO NO Can see confidential documents Individual Individual Individual...

Start Automating Now: Step-by-step Instructions

Step 0: Calculate your Document Automation ROI (details) STEP 1: Convert your Word templates into Legito Smart Documents (details) STEP 2: Incorporate logical dependencies (conditions) into your Legito templates (details) STEP 3: Tag your automated templates => Smart...

Document Automation STEP 2: Incorporate logical dependencies (conditions) into your Legito templates

After you created a structured document in Legito by converting your Word document, it's time for the real fun - creating logical dependencies (conditions) for clauses and fragments of them. In other words, you shall incorporate your brain (knowledge) how to draft a...

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