Select Page

August 2022 Release: Sections and More

August 2022 Release: Sections and More

1) Sections (beta)

Legito Templates now contain multiple Sections, similar to sections you will recognize from MS Word or Google Docs documents.

There are 2 types of sections:

  • Next Page Sections
  • Continuous Sections

It is possible to attach conditions to the Sections (in other words, created conditioned Sections) as well as create repeated Sections. If a Section is conditioned and the condition is not met, the entire Section (including its content) is removed from the document.

It is also possible to Tag a Section.

In the case of dual language documents, it is possible to set a Section to ignore the second language.

Next Page Sections

A Next page Section can be added by clicking the button underneath the last Next Page Section in the Template Editor.

Each Template has to contain at least one Next Page Section.

Each Next Page Section contains a Header and Footer.

Continuous Sections

Continuous Sections can be inserted into Next Page Sections from the left menu. Continuous Sections cannot be inserted into Clauses.

Any Clause or Element can be inserted into a Continuous Section, the same way you insert them into a Next Page Section.

This feature is currently available in beta. Please be aware that there might be some breaking changes and some functionality that is not supported yet, for example, using multiple Sections in the Legito Templates in combination with Advanced Layout Designs. 

2) Page Size, Orientation, Margins, and Columns

We enhanced the formatting options of Legito Templates in connection with the Section above.

The formatting is visible (applicable) for exported Word and PDF documents only.

Page Size

It is possible to choose page size for each Next Page Section.

Page Orientation

A Next Page Section can have either portrait (default) or landscape page orientation.

Page Margins

You may set left, right, top, and bottom margins in a Next Page Section.

Columns

Each Next Page and Continuous Section can be split into multiple columns.

It is not necessary to use Advanced Layout Designs if you need to set the above mentioned formatting.

Since Sections are still in Beta version mode, it may also affect the formatting.

3) New Line Before or After an Element

So far, it was possible to define if there should or should not be a space between two Elements. We enhanced this settings and from now on, you can also set if the Element or the following one shall start on a new line. 

This setting does not affect any logic of your Template (contions, repeats, etc.) since the Elements are still in the same Clause.

4) Template Suite Permissions

User Permissions to Template Suites has been upgraded to make it  possible to define in each Template Suite if the given User can only use it (to generate documents), or use and edit(edit content, logic, and settings of the Template Suite and its Templates, including saving and publishing new versions).

We have also transformed the “Can draft Templates” permission into “Can create new Template Suites”. This permission gives Users the ability to create a new Template Suite and edit the newly created Template Suite.

This change will be reflected in the next version of our REST API (version 6) that will be released in about a month. It is not necessary to change your integrations with the currently released and supported REST API version.

5) NetDocuments integration (beta)

It is possible to directly upload Legito generated Word or PDF documents to your NetDocuments account.

Please contact our Helpdesk for more information and to activate this integration.

August 2022 Release: Sections and More

1) Sections (beta)

Legito Templates now contain multiple Sections, similar to sections you will recognize from MS Word or Google Docs documents.

There are 2 types of sections:

  • Next Page Sections
  • Continuous Sections

It is possible to attach conditions to the Sections (in other words, created conditioned Sections) as well as create repeated Sections. If a Section is conditioned and the condition is not met, the entire Section (including its content) is removed from the document.

It is also possible to Tag a Section.

In the case of dual language documents, it is possible to set a Section to ignore the second language.

Next Page Sections

A Next page Section can be added by clicking the button underneath the last Next Page Section in the Template Editor.

Each Template has to contain at least one Next Page Section.

Each Next Page Section contains a Header and Footer.

Continuous Sections

Continuous Sections can be inserted into Next Page Sections from the left menu. Continuous Sections cannot be inserted into Clauses.

Any Clause or Element can be inserted into a Continuous Section, the same way you insert them into a Next Page Section.

This feature is currently available in beta. Please be aware that there might be some breaking changes and some functionality that is not supported yet, for example, using multiple Sections in the Legito Templates in combination with Advanced Layout Designs. 

2) Page Size, Orientation, Margins, and Columns

We enhanced the formatting options of Legito Templates in connection with the Section above.

The formatting is visible (applicable) for exported Word and PDF documents only.

Page Size

It is possible to choose page size for each Next Page Section.

Page Orientation

A Next Page Section can have either portrait (default) or landscape page orientation.

Page Margins

You may set left, right, top, and bottom margins in a Next Page Section.

Columns

Each Next Page and Continuous Section can be split into multiple columns.

It is not necessary to use Advanced Layout Designs if you need to set the above mentioned formatting.

Since Sections are still in Beta version mode, it may also affect the formatting.

3) New Line Before or After an Element

So far, it was possible to define if there should or should not be a space between two Elements. We enhanced this settings and from now on, you can also set if the Element or the following one shall start on a new line. 

This setting does not affect any logic of your Template (contions, repeats, etc.) since the Elements are still in the same Clause.

4) Template Suite Permissions

User Permissions to Template Suites has been upgraded to make it  possible to define in each Template Suite if the given User can only use it (to generate documents), or use and edit(edit content, logic, and settings of the Template Suite and its Templates, including saving and publishing new versions).

We have also transformed the “Can draft Templates” permission into “Can create new Template Suites”. This permission gives Users the ability to create a new Template Suite and edit the newly created Template Suite.

This change will be reflected in the next version of our REST API (version 6) that will be released in about a month. It is not necessary to change your integrations with the currently released and supported REST API version.

5) NetDocuments integration (beta)

It is possible to directly upload Legito generated Word or PDF documents to your NetDocuments account.

Please contact our Helpdesk for more information and to activate this integration.

More From New Releases

July 2022 Release: Focus on Advanced Features

July 2022 Release: Focus on Advanced Features

1) Rich Text Element​

Rich Text Element is an area in Your Template where you can create formatted text in the Template Editor as well as in the Document Editor. The goal is not to replace our standard Text and Text Input Elements that are essential for our “Documents as structured data” approach, but to provide our users with options to create formatted text without predefined limitations in parts of contracts and other documents that are always unique, and therefore cannot be automated such as technical schedules or description of work.

2) More options for Images

From now on, it is possible to set Image overlay in the Template Editor. This only applies to exported documents for now.

It is now possible to export documents from Legito with low resolution images in order to decrease file size.

3) Fixed Table Width

You can set a fixed width for Tables in the Template Editor.

4) Labels in the Template Editor

To improve the user experience for template authors, we added labels providing important information about Template Elements and Clauses, such as information about the System Name, Conditions, and Repeats.

Each user can widely customize the Labels. These settings apply to all Templates opened by the user.

5) Enhanced Permissions for Document & Object Record Properties

It is possible to define what permission level is needed to edit a Document or Object Record Property. The Property can be edited after a Document Record is created with the Edit permission to the Document Record, Manage permission to the Document Record, or a user has to be the Workspace Admin to be able to edit the value/content of the property which ensure that only the admin will be able to change the property value/content after the Document Record is created.

6) New Customizations for Document Records

You can now choose if Property Groups (and Properties inside them) will be situated on the right or left side.

7) New “Related Documents” Property

Document Records now contain a “Related Documents” Property where you can define a “tree” structure or related Document Records (documents).

8) Off-the-Shelf customizable Single-Sign On integration

To empower our enterprise customers, we have created an off-the-Shelf customizable Single-Sign On integration for the most common services such as Azure Active Directory.

This feature allows your admins to connect your user management service to Legito without any programming, including mapping of your SSO roles with permissions in your Legito Workspace.

To activate, please contact our Helpdesk and request a subdomain for your Workspace.

9) More Customizable User Experience

Workspace admins can choose for each of the major Workspace areas if it opens in the same browser window or in new tabs.

July 2022 Release: Focus on Advanced Features

1) Rich Text Element​

Rich Text Element is an area in Your Template where you can create formatted text in the Template Editor as well as in the Document Editor. The goal is not to replace our standard Text and Text Input Elements that are essential for our “Documents as structured data” approach, but to provide our users with options to create formatted text without predefined limitations in parts of contracts and other documents that are always unique, and therefore cannot be automated such as technical schedules or description of work.

2) More options for Images

From now on, it is possible to set Image overlay in the Template Editor. This only applies to exported documents for now.

It is now possible to export documents from Legito with low resolution images in order to decrease file size.

3) Fixed Table Width

You can set a fixed width for Tables in the Template Editor.

4) Labels in the Template Editor

To improve the user experience for template authors, we added labels providing important information about Template Elements and Clauses, such as information about the System Name, Conditions, and Repeats.

Each user can widely customize the Labels. These settings apply to all Templates opened by the user.

5) Enhanced Permissions for Document & Object Record Properties

It is possible to define what permission level is needed to edit a Document or Object Record Property. The Property can be edited after a Document Record is created with the Edit permission to the Document Record, Manage permission to the Document Record, or a user has to be the Workspace Admin to be able to edit the value/content of the property which ensure that only the admin will be able to change the property value/content after the Document Record is created.

6) New Customizations for Document Records

You can now choose if Property Groups (and Properties inside them) will be situated on the right or left side.

7) New “Related Documents” Property

Document Records now contain a “Related Documents” Property where you can define a “tree” structure or related Document Records (documents).

8) Off-the-Shelf customizable Single-Sign On integration

To empower our enterprise customers, we have created an off-the-Shelf customizable Single-Sign On integration for the most common services such as Azure Active Directory.

This feature allows your admins to connect your user management service to Legito without any programming, including mapping of your SSO roles with permissions in your Legito Workspace.

To activate, please contact our Helpdesk and request a subdomain for your Workspace.

9) More Customizable User Experience

Workspace admins can choose for each of the major Workspace areas if it opens in the same browser window or in new tabs.

More From New Releases