February 2021 Release #2: Workflow Enhancements
1) New Workflow Stage Properties
Additional Workflow Stage Properties, when activated, give users greater flexibility to determine how a document should be treated in any given Stage.
– Download Document: Permits Users to download documents.
– Email Document: Permits Users to send exported documents (e.g., PDF, Word) by email.
– Mandatory Track Changes: Forces a document to track all changes made to it; cannot
– Share with Users: Permits Sharing with Legito Users.
– Share with Guests: Permits External Sharing with guests.
2) Default Favorite Settings
Workspace Admins can now choose and apply a different default Favorite Setting to separate Template Suites.
Personal Favorite Settings (“only for me” checkbox) cannot be selected as a Default Favorite Setting.
Default Favorite Settings will set automatically prior to drafting a new Document from an automated Template Suite.
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