Webinar: Self-service in Legito – Help others help themselves
We would like to extend our heartfelt gratitude to each and every one of you for joining us in our webinar featuring the insightful perspectives of...
We would like to extend our heartfelt gratitude to each and every one of you for joining us in our webinar featuring the insightful perspectives of Mark Settle and Charles Drayson. We hope you found it as enlightening as we did!
For those who missed it, good news! The recording is now available for you to watch at your convenience.
We would like to extend our heartfelt gratitude to each and every one of you for joining us in our webinar featuring the insightful perspectives of Mark Settle and Charles Drayson. We hope you found it as enlightening as we did!
For those who missed it, good news! The recording is now available for you to watch at your convenience.
More Webinars
To improve use cases where our customers use Document Automation in combination with eSignatures, we added additional annotations (to the existing “LegitoSign”) for Legito Templates that will automatically create the following field types in Legito Sign and DocuSign:
Legito Template Annotation | eSignature field type |
LEGITOSIGN1 | Signature field for the first signatory |
LEGITOSIGNNAME1 | Name field for the first signatory |
LEGITOSIGNTITLE1 | Title field for the first signatory |
LEGITOSIGNCOMPANY1 | Company field for the first signatory |
LEGITOSIGNEMAIL1 | Email field for the first signatory |
LEGITOSIGNDATE1 | Date field for the first signatory |
LEGITOSIGNTEXTFIELD1 | Text (Input) field for the first signatory |
All caps are required for these annotations.
For each subsequent signatory, simply increment the number at the end of the annotation. For instance, for the second signatory, it would be LEGITOSIGNDATE2, for the third signatory, it would be LEGITOSIGNDATE3.
Please note that field positioning may not be pixel-perfect. Therefore, we recommend leaving enough space for the fields.
Using white text for the annotations is recommended.
We have created a customizable headers option for each Push API call (webhook).
You now have the ability to add multiple headers, where each header consists of a Header Name and a corresponding Value.
A Value may contain the variables described below in point 4. If a variable is used, it will be displayed in curly brackets, for example {LEGITO.currentUser.name}.
Custom headers allow you to implement more sophisticated logic and security on the listener’s side.
We have enabled the extraction of data (values) from single-choice Questions and Switchers within Legito Documents into Document Record Properties using Template Tags. More information can be found in the table provided below.
To enhance the functionality of the Scripts attached to Template Tags applied to your Legito Templates, the following new objects are now available for inclusion in your Scripts:
Action-triggering User is a user that performed the action in the Legito’s user interface, for example a user that clicked to the Save button .
Default API User is the user that is defined in the API section of the Workspace Settings.
To enable the insertion of non-public, additional information to each user, we added a Custom Data field that can be populated also via the REST API.
For more efficient management of Styles for Legito Templates, we have introduced the option to duplicate an existing Style.
For customers who do not utilize the Document Automation features (automated document templates) in the Legito Workspace, we changed the logic of the Full Guided Tour so that the #tour annotation is not applied to the Template Suite. The guided tour is configured to skip the Document Editor section and proceed directly to the Document Lifecycle Management section.
In an addition to the Workspace Onboarding, we have introduced the capability to enable or disable eSignatures in the Basic section of the Workspace Settings (available for Workspace Admins only).
Legito will roll out the new features in the upcoming days to all server locations.
To improve use cases where our customers use Document Automation in combination with eSignatures, we added additional annotations (to the existing “LegitoSign”) for Legito Templates that will automatically create the following field types in Legito Sign and DocuSign:
Legito Template Annotation | eSignature field type |
LEGITOSIGN1 | Signature field for the first signatory |
LEGITOSIGNNAME1 | Name field for the first signatory |
LEGITOSIGNTITLE1 | Title field for the first signatory |
LEGITOSIGNCOMPANY1 | Company field for the first signatory |
LEGITOSIGNEMAIL1 | Email field for the first signatory |
LEGITOSIGNDATE1 | Date field for the first signatory |
LEGITOSIGNTEXTFIELD1 | Text (Input) field for the first signatory |
All caps are required for these annotations.
For each subsequent signatory, simply increment the number at the end of the annotation. For instance, for the second signatory, it would be LEGITOSIGNDATE2, for the third signatory, it would be LEGITOSIGNDATE3.
Please note that field positioning may not be pixel-perfect. Therefore, we recommend leaving enough space for the fields.
Using white text for the annotations is recommended.
We have created a customizable headers option for each Push API call (webhook).
You now have the ability to add multiple headers, where each header consists of a Header Name and a corresponding Value.
A Value may contain the variables described below in point 4. If a variable is used, it will be displayed in curly brackets, for example {LEGITO.currentUser.name}.
Custom headers allow you to implement more sophisticated logic and security on the listener’s side.
We have enabled the extraction of data (values) from single-choice Questions and Switchers within Legito Documents into Document Record Properties using Template Tags. More information can be found in the table provided below.
To enhance the functionality of the Scripts attached to Template Tags applied to your Legito Templates, the following new objects are now available for inclusion in your Scripts:
Action-triggering User is a user that performed the action in the Legito’s user interface, for example a user that clicked to the Save button .
Default API User is the user that is defined in the API section of the Workspace Settings.
To enable the insertion of non-public, additional information to each user, we added a Custom Data field that can be populated also via the REST API.
For more efficient management of Styles for Legito Templates, we have introduced the option to duplicate an existing Style.
For customers who do not utilize the Document Automation features (automated document templates) in the Legito Workspace, we changed the logic of the Full Guided Tour so that the #tour annotation is not applied to the Template Suite. The guided tour is configured to skip the Document Editor section and proceed directly to the Document Lifecycle Management section.
In an addition to the Workspace Onboarding, we have introduced the capability to enable or disable eSignatures in the Basic section of the Workspace Settings (available for Workspace Admins only).
Legito will roll out the new features in the upcoming days to all server locations.
More From New Releases
“…Members have been very clear: once you start using this, you never want to go back to static forms…It saves so much time….”
“…We wanted to make things easier, to eliminate errors and eliminate redundant data entry…”
We have released a new version of Legito Sign with the following new features:
Easier signatures for Legito Users
Users can sign documents with Legito Sign directly from their Workspace. No need to go to the inbox. Also, if a signed-in Legito user clicks the Sign button in the email, the user will stay signed-in when signing the document.
Start Signature Process from the Manage Signatures section
From now on, it’s possible to start the signature process from the Manage Signatures section. Click the Start Signatures button, upload the document and define Signatories.
PDF certificate document
In addition to the certificate embedded into the PDF documents signed with Legito Sign, you can download a separate PDF document with confirmation of successful signatures.
Manage Signatures Widget on Dashboard
There is a new Dashboard widget type bringing core parts of the Manage Signatures section to the Dashboard.
Top Menu of the Legito Sign editor
The top menu in the Legito Sign editor now contains a left menu bar with other workspace areas, and the My Account dropdown on the right.
As a Legito gesture to provide value to the Legito community, and to support new entrepreneurs, Legito offers a Free plan that provides access to some features of the Legito Workspace. It’s free now and forever.
Our Free plan permits unlimited document signatures with Legito Sign, document lifecycle management (including customizable workflows and approvals), our tool for building custom applications (Objects), customizable Dashboard, and more. See the Complete Features List on our Pricing page.
Based on the number of features involved in our Free plan, we strongly believe that our Free Workspace is by far the best free solution for document lifecycle management, contract lifecycle management (CLM) and electronic signatures.
If you sign-up for a Legito trial, all Legito Workspace features will be available during the 30 day trial period. A Free plan will be automatically assigned to your Workspace after the trial period. It is always possible to upgrade your Free plan to any paid subscription plan.
Legito will roll out the new features in the upcoming months to all server locations.
We have released a new version of Legito Sign with the following new features:
Easier signatures for Legito Users
Users can sign documents with Legito Sign directly from their Workspace. No need to go to the inbox. Also, if a signed-in Legito user clicks the Sign button in the email, the user will stay signed-in when signing the document.
Start Signature Process from the Manage Signatures section
From now on, it’s possible to start the signature process from the Manage Signatures section. Click the Start Signatures button, upload the document and define Signatories.
PDF certificate document
In addition to the certificate embedded into the PDF documents signed with Legito Sign, you can download a separate PDF document with confirmation of successful signatures.
Manage Signatures Widget on Dashboard
There is a new Dashboard widget type bringing core parts of the Manage Signatures section to the Dashboard.
Top Menu of the Legito Sign editor
The top menu in the Legito Sign editor now contains a left menu bar with other workspace areas, and the My Account dropdown on the right.
As a Legito gesture to provide value to the Legito community, and to support new entrepreneurs, Legito offers a Free plan that provides access to some features of the Legito Workspace. It’s free now and forever.
Our Free plan permits unlimited document signatures with Legito Sign, document lifecycle management (including customizable workflows and approvals), our tool for building custom applications (Objects), customizable Dashboard, and more. See the Complete Features List on our Pricing page.
Based on the number of features involved in our Free plan, we strongly believe that our Free Workspace is by far the best free solution for document lifecycle management, contract lifecycle management (CLM) and electronic signatures.
If you sign-up for a Legito trial, all Legito Workspace features will be available during the 30 day trial period. A Free plan will be automatically assigned to your Workspace after the trial period. It is always possible to upgrade your Free plan to any paid subscription plan.
Legito will roll out the new features in the upcoming months to all server locations.
More From New Releases
The process identified Legito as the front runner from a list of competing solutions, partly because they wanted a solution that was tightly integrated with other Stewart McKelvey resources, and they wanted users to have an intuitive route to getting work done.
The process identified Legito as the front runner from a list of competing solutions, partly because they wanted a solution that was tightly integrated with other Stewart McKelvey resources, and they wanted users to have an intuitive route to getting work done.
“Develop a culture of continuous improvement, learning and change to respond to the evolving expectations of our clients.”