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SMART DOCUMENT DRAFTING
SMART DOCUMENT MANAGEMENT
Template Tags Overview
Template tags have four standard use-cases:
- Identifying important data to be extracted from documents to Document Records in Legito Document Management, or to any other service integrated with Legito.
- Identify fields in documents to import data from external sources such as company registers or CRM systems.
- Identifying data to be extracted from a document for electronic signatures.
- Creating customized functions when combined with the Scripts feature
Template Tags provide significant added value to your automated templates, helping you draft truly smart documents.
Tags can be grouped into five distinct categories: