Select Page

Major Legito Release July 2019

Jul 23, 2019

We are moving forward with our plan to release three major updates this summer: the first Legito release was done back in June, and it was mainly back-end refactoring, accelerating saving of templates 100x. The most recent one brings you a lot of new features, as described below in more detail. And the last summer release is expected during August, and it will also bring a lot of new features, such as conditioned texts in header and footer of documents, among others.

Take a look at what we’re building for you:

1. Template Administration Redesign

Legito Release - Template Administration Redesign

We made the template administration way easier and user-friendly.  You can rename a folder of inter-connected templates as well as all documents separately.

You can also change the order of templates just by using drag-drop:

Legito Release - Templates

2. Legito Documents, Legito Forms & Legito Tables

Till now, there was just a Legito Document. Now you can also choose from Legito Form and Legito Table templates. Each type of template will look different for the end-user to ensure their best user experience.

3. Notifications

Notifications are aligned with our vision of real-time document drafting-management-negotiation workspace.

Notifications

You will be immediately notified of all relevant activities in your workspace.

Legito Release - New notifications

Our users know that we already have email notifications. From now on, you can see which web and/or email notifications you want to receive.

Notifications management

4. Internal Templates

In the new template administration, you can label specific templates within an interconnected suite of templates as “internal.”

Internal templates

Users with permission to access internal templates will see such templates as usual.

Legito Release - Example of an internal form

But users without such permission (including guests – external users) won’t be able to see them. However, all connections between templates (conditions, repeats or links) will be still active.

Legito Release - Example of an internal template

5. Management of Advanced Export to MS Word

Legito Release - Advanced export to MS Word

You can choose the default “House Style” templates for advanced export of Legito documents to MS Word for each template and each of its translations.

6. Template Instructions

You can choose that template instructions will be displayed in a pop-up window in selected situations.

Legito Release - Template instructions

If you will do so, the user will see them immediately after she/he opens a template or a document created from an automated template.Legito Release - Example of instructions layout

7. “No Export” Templates

New no export templates

You can label some templates as “No export.” In such a case, nobody would be able to export them to Word or PDF. All Forms are marked by default as “No export.”

8. New Permissions

Can manage House Styles – will allow such users to manage House Style templates for advanced export to MS Word. Till now, only admins were able to do that.

Can view internal documents  – will allow such users to see templates marked as “internal.”

9. Search Keywords

This feature is useful for organizations with a large number of templates in their workspace. You can insert search keywords to help users find the right template at the Dashboard or Template section. For example, if your template is called “Confidentiality Agreement,” your keywords could be “NDA, non-disclosure.”


Don’t have Legito account yet?

Try Legito for free at www.legito.com.

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