June 2020 Release: New API, Batch Generation Features and More

Jun 30, 2020

  • New Rest API

We have built a brand new and significantly more robust Rest API which makes integration with Legito easier and allows Legito to add more API use cases. For your convenience, to assist with the transition, we have created a guide on how to migrate successfully from the legacy API to the current.

  • Favorite Settings for Batch Generation

Now, In addition to Favorite Settings for Legito documents and Import From Sheets, it’s possible to create Batch Generation Favorite Settings.

  • Batch Generation: Matching Fields in Bilingual Documents

Now you can separately match fields in each column (language) of a bilingual documents.

  • New Permission for Downloading Documents in View and Locked Mode

Download permissions now let you to define whether a user is permitted to download a document if that user only has “View Only” access, or if the document is locked. 

  • Template Editor: Enhanced Working with Images

You can set the size of the images not only by drag’n’drop, but also by inserting the number of pixels. Also, pictures may be set to exceed the designated document area.

  • Improved integration with DocuSign

DocuSign Data extraction now includes email contact information in addition to signatory names.

  • Improved Document Management Performance

Our document management area’s back-end functions have been redesigned to provide significantly reduced response times for search or filter requests.

  • New Conversation Notification

Decide when to receive email or in-app notifications on new Conversation messages.

Start Automating Now

Legito BioSign

Your fast and secure way to paperless office    Legito BioSign is an add-on to your Legito Smart Document Workspace. Legito BioSign allows you to biometrically sign PDF documents on your tablet or smartphone. How does it work?Why Legito BioSign?Faster & less...

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

OK, you drafted a document and it’s time for your client to check it and/or insert missing information. We know how ineffective and exhausting it is to exchange a ton of emails with separate files. With External sharing in Legito, you will have always one document...

Use Legito For Repetitive Collaboration With Your Clients

This type of cooperation typically requires repetitive access to all documents, managing lifecycles of documents, receiving document notifications and communication in Legito. We recommend for this use-case to create a user account for your client since this type of...

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...

Start Automating Now