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Free Webinar: Automation of Document-oriented Processes

Free Webinar: Automation of Document-oriented Processes

Wednesday, December 14th, 2022

10 AM EST, 3 PM GMT, and 4 PM CET

About the webinar

For our final webinar of 2022 we will dive into the automation of document-centered workflows.

Legito’s accomplished Senior Technical Consultant Paul Marlborough will show you how to increase your document lifecycle management efficiency, empowering you to work smarter and saving you valuable time in every step of the document lifecycle!

Here you will see examples of:

 

Workflows:

How they can be assigned to documents and objects to manage information

How automatic workflow transitions can be used to automate workflow

 

Objects:

Used in a case management scenario to link documents to a case/matter/obligation/job

Used to speed up drafting times of documents and increase accuracy

Used as a simple clause library instead of/ in addition to Legito’s advanced clause library and more

 

If you can’t make it you can still register! We’ll send you the recording to watch at your leisure!

Meet the speaker

Meet the speaker

Start Automating Now

More Industry Insights

October 2022 Release: Improvements for Document Automation & New API

October 2022 Release: Improvements for Document Automation & New API

1) Page Number Element

We added a new Page Number Element that can be inserted into the Headers and Footers of your automated Templates. The benefit of using this over page numbering as part of an Advanced Layout Design is that a Page Number Element can be conditional, so based on the user’s choice, there can be different page numbering, or the page numbering can be added or removed.

You can define all standard numberings, including the sum of all pages and can continue the numbering from the previous Next Page Section.

All standard Element formatting options are also available in the Page Number Element.

There can be multiple Page Number Elements contained in each Next Page Section.

2) Restrictions in the format of exported documents

It is possible to select which formats a Legito Document from a specific Template can be exported.

To restrict formats, go to the Template Administration Area and select the permitted formats for the Template in the left bar. All formats are permitted by default. If at least one format is selected, the formats that are not selected will be restricted.

If any format is restricted, it does not matter that a user is allowed to export documents in such a format according to the user permissions. If any format is restricted here, the user will not be permitted to export documents in the restricted format(s) regardless of their user permissions.

These settings do not affect the triggering of the signing process from Legito – the document will always export as a PDF for the purposes of electronic signature.

3) REST API v6

A new version of our REST API was released that contains a new endpoint POST /document-version/json-integration that supports the new JSON Integrations feature and enhancements for the following endpoints:

POST /document-version/data/{templateSuiteId}

New query parameters:

  • favoriteSettingId – If Favorite Setting ID parameter is not specified, the document will be created with the default Favorite Setting or with no Favorite Setting if the default Favorite Setting is does not exist in Template Suite.
  • authorId – User ID of author (and owner if not specified) that will be assigned to the created Document Version and Document Record. The Default API user will be assigned if not specified
  • ownerId – User ID of owner that will be assigned to the created Document Version and Document Record. The Default API user will be assigned if not specified

GET /document-version/data/{code}

PUT /document-version/data/{code}

POST /document-version/data/{templateSuiteId}

Added new Element Types to body / response of requests:

  • ObjectRecordsSelectbox
  • ObjectLink
  • HyperLink
  • Question
  • ObjectRecordsQuestion
  • RichText
  • RepeatContainer
  • TableOfContents
  • Switcher

Added new attributes to Template Elements

  • Uuid – ID that is not changed if a new revision of Template is created.
  • isRepeated
  • repeatIdentifier – Can be used to identify a specific repeated Element and filled by this Identifier

GET /file/{documentRecordCode}

Added new attributes to File response

  • signAdobesigned
  • signFlowsigned
  • signLegitosigned

GET /template-suite

Added new attributes to Template Suite response

  • templates – List of Template information about each Template in Template Suite
  • favoriteSettings – List of Favorite Settings created in Template Suite
  • categories – List of Category IDs assigned to Template Suite

GET /user/permission/{userIdOrEmail}

POST /user/permission/{userIdOrEmail}

Added new User Permissions

  • draftTemplates
  • templateSuitesAll
  • templateSuitesList
  • templateSuitesCategoriesAll
  • templateSuitesCategoriesList
  • templateSuitesCountriesAll
  • templateSuitesCountriesList
  • createTemplateSuite
  • createLabel
  • manageStyles
  • manageObjects
  • manageJsonIntegration
  • manageLegitoSign
  • signAdobeSign:
  • signFlowSign
  • signLegitoSign
  • objectsAll
  • objectsList

Removed obsolete User Permissions

  • viewTemplatesAll
  • viewTemplatesList
  • viewTemplatesGroupAll
  • viewTemplatesGroupList
  • viewTemplatesCountryAll
  • viewTemplatesCountryList
  • manageList

Documentation to this REST API version is available at https://app.swaggerhub.com/apis-docs/Legito/legito-api/6.

4) New formatting options for Template Elements

Positioning and wrapping for Images

We enhanced the Layout Options for Image Elements. It is possible to select several text wrapping, image position, and distance from text options. This setting is applicable to exported Word and PDF documents only.

Background color for Non-exporting Clauses

You can select a background color and other Clause formatting options for Clauses that are marked as non exportable.

 

New options for Line spacings

We added the following new options for Line spacing: At least, Exactly, and Multiple.

You can now select the option “Don’t add space between paragraphs of the same style.”

This setting is applicable to exported Word and PDF documents only.

Optional empty lines before and after Tables

It is possible to choose if these shall, or shall not be hard returned before or after a Table. This setting is applicable to exported Word and PDF documents only.

5) Print Preview

Legito Documents are automatically modified in real time according to a user’s choices, but if you would like to see the exact layout of the documents as they will appear when exported to Word or PDF, you can use our new Print Preview feature that is included in the secondary actions dropdown in the Document Menu Bar. 

Print Preview is available after the first draft of a Legito Document is saved from a Template.

6) Search for dropdowns in Template Editor

We added search boxes to multiple dropdowns in the Template Editor to help you automate your documents even more efficiently.

October 2022 Release: Improvements for Document Automation & New API

1) Page Number Element

 

We added a new Page Number Element that can be inserted into the Headers and Footers of your automated Templates. The benefit of using this over page numbering as part of an Advanced Layout Design is that a Page Number Element can be conditional, so based on the user’s choice, there can be different page numbering, or the page numbering can be added or removed.

You can define all standard numberings, including the sum of all pages and can continue the numbering from the previous Next Page Section.

All standard Element formatting options are also available in the Page Number Element.

There can be multiple Page Number Elements contained in each Next Page Section.

2) Restrictions in the format of exported documents

 

It is possible to select which formats a Legito Document from a specific Template can be exported.

To restrict formats, go to the Template Administration Area and select the permitted formats for the Template in the left bar. All formats are permitted by default. If at least one format is selected, the formats that are not selected will be restricted.

If any format is restricted, it does not matter that a user is allowed to export documents in such a format according to the user permissions. If any format is restricted here, the user will not be permitted to export documents in the restricted format(s) regardless of their user permissions.

These settings do not affect the triggering of the signing process from Legito – the document will always export as a PDF for the purposes of electronic signature.

3) REST API v6

 

A new version of our REST API was released that contains a new endpoint POST /document-version/json-integration that supports the new JSON Integrations feature and enhancements for the following endpoints:

POST /document-version/data/{templateSuiteId}

New query parameters:

  • favoriteSettingId – If Favorite Setting ID parameter is not specified, the document will be created with the default Favorite Setting or with no Favorite Setting if the default Favorite Setting is does not exist in Template Suite.
  • authorId – User ID of author (and owner if not specified) that will be assigned to the created Document Version and Document Record. The Default API user will be assigned if not specified
  • ownerId – User ID of owner that will be assigned to the created Document Version and Document Record. The Default API user will be assigned if not specified

GET /document-version/data/{code}
PUT /document-version/data/{code}
POST /document-version/data/{templateSuiteId}

Added new Element Types to body / response of requests:

  • ObjectRecordsSelectbox
  • ObjectLink
  • HyperLink
  • Question
  • ObjectRecordsQuestion
  • RichText
  • RepeatContainer
  • TableOfContents
  • Switcher

Added new attributes to Template Elements

  • Uuid – ID that is not changed if a new revision of Template is created.
  • isRepeated
  • repeatIdentifier – Can be used to identify a specific repeated Element and filled by this Identifier

GET /file/{documentRecordCode}

Added new attributes to File response

  • signAdobesigned
  • signFlowsigned
  • signLegitosigned

GET /template-suite

Added new attributes to Template Suite response

  • templates – List of Template information about each Template in Template Suite
  • favoriteSettings – List of Favorite Settings created in Template Suite
  • categories – List of Category IDs assigned to Template Suite

GET /user/permission/{userIdOrEmail}
POST /user/permission/{userIdOrEmail}

Added new User Permissions

  • draftTemplates
  • templateSuitesAll
  • templateSuitesList
  • templateSuitesCategoriesAll
  • templateSuitesCategoriesList
  • templateSuitesCountriesAll
  • templateSuitesCountriesList
  • createTemplateSuite
  • createLabel
  • manageStyles
  • manageObjects
  • manageJsonIntegration
  • manageLegitoSign
  • signAdobeSign:
  • signFlowSign
  • signLegitoSign
  • objectsAll
  • objectsList

Removed obsolete User Permissions

  • viewTemplatesAll
  • viewTemplatesList
  • viewTemplatesGroupAll
  • viewTemplatesGroupList
  • viewTemplatesCountryAll
  • viewTemplatesCountryList
  • manageList

Documentation to this REST API version is available at https://app.swaggerhub.com/apis-docs/Legito/legito-api/6.

4) New formatting options for Template Elements

 

 

Positioning and wrapping for Images

We enhanced the Layout Options for Image Elements. It is possible to select several text wrapping, image position, and distance from text options. This setting is applicable to exported Word and PDF documents only.

Background color for Non-exporting Clauses

You can select a background color and other Clause formatting options for Clauses that are marked as non exportable.

 

New options for Line spacings

We added the following new options for Line spacing: At least, Exactly, and Multiple.

You can now select the option “Don’t add space between paragraphs of the same style.”

This setting is applicable to exported Word and PDF documents only.

Optional empty lines before and after Tables

It is possible to choose if these shall, or shall not be hard returned before or after a Table. This setting is applicable to exported Word and PDF documents only.

 

5) Print Preview

Legito Documents are automatically modified in real time according to a user’s choices, but if you would like to see the exact layout of the documents as they will appear when exported to Word or PDF, you can use our new Print Preview feature that is included in the secondary actions dropdown in the Document Menu Bar. 

Print Preview is available after the first draft of a Legito Document is saved from a Template.

6) Search for dropdowns in Template Editor

We added search boxes to multiple dropdowns in the Template Editor to help you automate your documents even more efficiently.

More From New Releases

Case Study: Automation of Loan Documentation at International Commercial Lending Firm

Case Study Legito automates loan program for International Commercial Lending Firm

Name: American Trade & Finance
Website: https://americantradefinance.com/
Industry: Financial Services

 

Case Study

Legito automates loan program for International Commercial Lending Firm

Name: American Trade & Finance Company
Website: https://americantradefinance.com/
Industry: Financial Services

 

Key Improvements

%

Error reduction for all transactions drafted with Legito Templates

%

Time reduction in drafting all transaction documentation

%

Increased document production and velocity using Legito approval workflows

Key Improvements

%

Error reduction for all transactions drafted with Legito Templates

%

Time reduction in drafting all transaction documentation

%

Increased document production and velocity using Legito approval workflows

Background

ATRAFIN – American Trade & Finance Company, is an international commercial lender, specializing in emerging markets. The company has partnered with U.S manufacturers and exporters over the last two decades, helping to expand their exports across five continents. Transactions range anywhere from $500k to $300M+ across sectors including mining, agriculture, transportation, medical and environmental.

Atrafin has helped over 80 clients in nearly 30 countries.

 

Office Locations: Headquartered in the U.S. with offices in Johannesburg, South Africa, ATRAFIN is strategically located to partner with U.S. manufacturers to support growth in regions such as the Middle East, Southeast Asia, Eastern Europe and Latin America.

Using Legito, we produce our documentation far more efficiently – greatly improving our speed, accuracy and control across the transaction lifecycle.

Galya Oster

Emerging Market Trade Finance Specialists

Why Automation is Needed

  • Complex legal documentation, with over 50 interrelated templates and a credit agreement of over 80 pages.
  • Entirely manual process, inconsistencies in documentation and lack of version control.
  • The need to introduce efficiency, accuracy and improve timelines for the preparation of documentation.
  • Combination of critical documents needed to be automated: Client Proposal, NDA, Referral Agreement & Loan Amortization Schedule, Credit Agreement and Annexures, Engagement Letter, various Promissory Notes, Certificates of Borrower and Guarantor, Exporter’s Certificate & various Invoices.

Why Automation is Needed

  • Complex legal documentation, with over 50 interrelated templates and a credit agreement of over 80 pages.
  • Entirely manual process, inconsistencies in documentation and lack of version control.
  • The need to introduce efficiency, accuracy and improve timelines for the preparation of documentation.
  • Combination of critical documents needed to be automated: Client Proposal, NDA, Referral Agreement & Loan Amortization Schedule, Credit Agreement and Annexures, Engagement Letter, various Promissory Notes, Certificates of Borrower and Guarantor, Exporter’s Certificate & various Invoices.

How Legito was selected

  • We reviewed over 10 companies and performed a deep dive into 5 major players whose solutions were best aligned to our needs.
  • Many factors were considered including system functionality such as workflow automation, redlining, version control, e-signature, configurable logic, integration into CRM and document repository, flexibility, user experience, pricing structures & level of onboarding and support offered.

Key factors for selecting Legito:

  • By far the most logical, intuitive and user-friendly solution.
  • Met majority of our critical business requirements and was versatile enough to build suitable workarounds for others.
  • Superior onboarding and ongoing support offering.

Key Improvements

  • Improved accuracy and efficiency – reduction in the number of errors resulted in significant reduction in time and resources required for completion and review of documentation.
  • Speed – a full suite of loan documents can now be prepared in a few hours vs. the previous timeframe of up to a week or longer.
  • Reuse of information from one template to another is a significant time saver and reduces the risk for human error where there are multiple templates with the same inputs.
  • Built in complex loan amortization calculations within the template – removes the need to move between templates and spreadsheets and reduces the risk of human error.
  • Bridged the gap between various departments within the company and reduces reliance and bottlenecks within processes.
  • Legito simplifies our loan process by enabling employees at all levels to produce fully compliant, accurate, complex documentation while easily maintaining version control for our multiple stakeholders (internal and external) involved in drafting our transaction documents.

Key Improvements

  • Improved accuracy and efficiency – reduction in the number of errors resulted in significant reduction in time and resources required for completion and review of documentation.
  • Speed – a full suite of loan documents can now be prepared in a few hours vs. the previous timeframe of up to a week or longer.
  • Reuse of information from one template to another is a significant time saver and reduces the risk for human error where there are multiple templates with the same inputs.
  • Built in complex loan amortization calculations within the template – removes the need to move between templates and spreadsheets and reduces the risk of human error.
  • Bridged the gap between various departments within the company and reduces reliance and bottlenecks within processes.
  • Legito simplifies our loan process by enabling employees at all levels to produce fully compliant, accurate, complex documentation while easily maintaining version control for our multiple stakeholders (internal and external) involved in drafting our transaction documents.

Challenges

  • People are naturally proponents of innovation but opponents to change – initially experienced a level of resistance internally to the introduction of a new solution and a new way of working.
  • People have their own ways of working – we needed to take into account user recommendations and develop templates that suited their specific needs while maintaining the integrity of our desired output.
  • The ongoing dedicated support from our partners at Legito resulted in a solution that is trusted by everyone at ATRAFIN.

Implementation and User Onboarding

  • Utilized Legito’s Professional Services team to build ATRAFIN’s complex financial templates.
  • After initial templates were fully tested, we held “all hands” meeting with participation from C level suite to introduce Legito and underscore the importance of producing high quality, error-free, properly branded documentation.
  • Internal subject matter expert facilitated end-user training over several weeks to reinforce knowledge, address and resolve questions to ensure staff was fully comfortable producing document packages for prospects and clients.
  • Template development is on-going and being produced in partnership with the Legito Professional Services Team.

Implementation and User Onboarding

  • Utilized Legito’s Professional Services team to build ATRAFIN’s complex financial templates.
  • After initial templates were fully tested, we held “all hands” meeting with participation from C level suite to introduce Legito and underscore the importance of producing high quality, error-free, properly branded documentation.
  • Internal subject matter expert facilitated end-user training over several weeks to reinforce knowledge, address and resolve questions to ensure staff was fully comfortable producing document packages for prospects and clients.
  • Template development is on-going and being produced in partnership with the Legito Professional Services Team.

Results

  • Legito templates are now live within our 3 major business functions – business development, loan closing and loan servicing.
  • Our entire staff compliment now uses Legito to produce their documentation, which has resulted in standardized output of a consistently high standard.
  • Significant time savings and improved efficiency – both in preparation and review.
  • We continue to grow the number of templates on Legito – soon to be a one stop shop for all our business templates.

By the numbers:

  • 100% reduction in errors for all transactions written using Legito Templates
  • 80% reduction in time required to draft initial transaction documentation
  • 25% increase in transaction documentation production and velocity using Legito to produce, review and approve documentation

More Case Studies and Interviews

Webinar: Automation of Advanced Use Cases

Webinar: Automation of Advanced Use Cases

Thank you to all who attended our recent webinar. For those unable to watch it live, here is the full webinar recording.

This time Mark Settle reviews some of the more advanced concepts of automation, including compound conditions, nested repeats, calculations, background data, advanced layouts & styles, and tags & scripting.

Webinar: Automation of Advanced Use Cases

Thank you to all who attended our recent webinar. For those unable to watch it live, here is the full webinar recording.

This time Mark Settle reviews some of the more advanced concepts of automation, including compound conditions, nested repeats, calculations, background data, advanced layouts & styles, and tags & scripting. 

More Industry Insights

Start Automating Now

3 More Reasons You Might Need Document Automation/CLM software

3 More Reasons

You Might Need Document Automation/CLM software

Gordon Daniell

Aug 9 · 2 min read

What are the signs that your organization should be looking for a Document Automation solution, or replacing the one that you have? 

In a previous article we discussed 4 reasons why you and your organization might want to look for a Document Automation/CLM solution. But there are many more reasons to add a solution like Legito to your arsenal. 

 

Here are 3 of our favourites:

Your existing tool can’t keep up – v. 2.0

Let’s say, for example, that you are using a Document Automation solution provided by one of our competitors. Now, we don’t mean to criticize our competitors, they do well enough, however, the vast majority of our competitors offer tools that are based on Microsoft Word. This means they share the same limitations of functionality found in Microsoft Word. The end result is that you will quickly run out of options.

This is a strong indication that you need a new Document Automation solution. Ideally one built on structured data. You can read more about the differences between Microsoft Word and Structured Data-based Document Automation/CLM solutions here. Quickly discover why the time for a new automation tool is probably now.

You’re expanding – but not where you want

This second issue of expansion is related to one we talked about in a previous article, but is specific to organic growth – your company is making money but resources are still limited, especially for teams that need automated documents the most.

Chances are, as you’re selling ever increasing numbers of units, the additional headcount is focussed in product, marketing, and sales teams – not in HR, procurement, or legal, which are the teams that need automation the most. Automation helps soften the blow to these teams, while allowing them to manage additional demands like multiple global offices and international contracts.

You’re fed up with routine tasks

Often, our first contact with a large company is with an employee in a satellite office buried under mountains of document changes that need to be executed yesterday, or documents that otherwise need to be easily managed. These are fairly routine tasks that can lead to turnover of employees who are not resourceful. For those who are, they are proactively seeking ways to fix their headaches by automating their workflows,with Document Automation being a great first step. 

Is it time for a Document Automation/Contact Lifecycle Management system (or an enhancement of your existing tools) in your organization?

3 More Reasons
You Might Need Document Automation/CLM software

Gordon Daniell

Aug 9 · 2 min read

What are the signs that your organization should be looking for a Document Automation solution, or replacing the one that you have? 

In a previous article we discussed 4 reasons why you and your organization might want to look for a Document Automation/CLM solution. But there are many more reasons to add a solution like Legito to your arsenal. 

Here are 3 of our favourites:

Your existing tool can’t keep up – v. 2.0

Let’s say, for example, that you are using a Document Automation solution provided by one of our competitors. Now, we don’t mean to criticize our competitors, they do well enough, however, the vast majority of our competitors offer tools that are based on Microsoft Word. This means they share the same limitations of functionality found in Microsoft Word. The end result is that you will quickly run out of options.

This is a strong indication that you need a new Document Automation solution. Ideally one built on structured data. You can read more about the differences between Microsoft Word and Structured Data-based Document Automation/CLM solutions here. Quickly discover why the time for a new automation tool is probably now.

You’re expanding
– but not where you want

This second issue of expansion is related to one we talked about in a previous article, but is specific to organic growth – your company is making money but resources are still limited, especially for teams that need automated documents the most.

Chances are, as you’re selling ever increasing numbers of units, the additional headcount is focussed in product, marketing, and sales teams – not in HR, procurement, or legal, which are the teams that need automation the most. Automation helps soften the blow to these teams, while allowing them to manage additional demands like multiple global offices and international contracts.

You’re fed up with routine tasks

Often, our first contact with a large company is with an employee in a satellite office buried under mountains of document changes that need to be executed yesterday, or documents that otherwise need to be easily managed. These are fairly routine tasks that can lead to turnover of employees who are not resourceful. For those who are, they are proactively seeking ways to fix their headaches by automating their workflows,with Document Automation being a great first step. 

Is it time for a Document Automation/Contact Lifecycle Management system (or an enhancement of your existing tools) in your organization?

More Weekly Articles

Start Automating Now