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SMART DOCUMENT DRAFTING
- Conditions Overview
- Condition To Months-in-date
- Condition To Currency-in-money
- Condition To Questions
- Condition To Button Elements
- Condition To Days-in-date
- Condition To Years-in-date
- Condition To Select Elements
- Condition To Amount-in-money
- Condition To Text Inputs Elements
- Condition To Clauses
- Condition To Calculation Elements
SMART DOCUMENT MANAGEMENT
CRM and DMS Tags
CRM or DMS (e.g. Salesforce, Hubspot or iManage)
You can use Legito to automatically populate data from your current Customer Relationship Management solution (CRM), or Document Management systems, including Salesforce, Hubspot, iManage, and Google. We are continuously working to add more seamless integrations.
You can pull data from these systems by applying the appropriate tag to the relevant Text Input Elements in your templates. The tags are as follows:
CRM and DMS tags should only be used in conjunction with the tags below, and not with any other tags (i.e., Company Register tags):
Using these tags will automatically import data to Text Inputs with the equivalent tags mentioned in section 1 of this blog post; for example:
#FirstPartyID => #FirstPartyName, #FirstPartyAddress, #FirstPartyDate, #FirstPartyFile, #FirstPartyRepresentative.
In the image below, you will see that only a single Company Register Tag should be used with a Contact Information Tag:
In the beginning, please allow the integration with above-mentioned apps in your account settings.