February 2023 Release: Onboarding 2.0
We love our power users, so we built a brand new comprehensive onboarding for Workspace Administrators to help them understand each Legito componen...
Each no code / low code platform is only as good as the ability of its power users to customize it for the use cases of their organizations.
We love our power users, so we built a brand new comprehensive onboarding for Workspace Administrators to help them understand each Legito component in detail.
New Onboarding consists of seven chapters:
Each chapter is divided into several steps. You can enjoy all the video tutorials, guided tours, courses, references to the resources, and other actions.
To access the new Onboarding, open the My Account dropdown and select Workspace Onboarding.
Administrators of newly created Workspaces will choose the core use cases for the Workspace. They will also have the Onboarding widget on their Dashboard. This widget only contains components for the use cases selected in the previous step.
New release will be deployed to all Legito server locations within 24 hours.
Each no code / low code platform is only as good as the ability of its power users to customize it for the use cases of their organizations.
We love our power users, so we built a brand new comprehensive onboarding for Workspace Administrators to help them understand each Legito component in detail.
New Onboarding consists of seven chapters:
Each chapter is divided into several steps. You can enjoy all the video tutorials, guided tours, courses, references to the resources, and other actions.
To access the new Onboarding, open the My Account dropdown and select Workspace Onboarding.
Administrators of newly created Workspaces will choose the core use cases for the Workspace. They will also have the Onboarding widget on their Dashboard. This widget only contains components for the use cases selected in the previous step.
New release will be deployed to all Legito server locations within 24 hours.
More From New Releases
Legito Templates has a new Element type: QR Code
The QR Code Element can generate QR codes based on the content of the Document created from a Template, including information (data) inserted by the end user.
It is possible to define QR Code content by using either JSON or XML inserted into the Item Menu.
To include a value from an Element in the Template Suite into the QR Code, insert $ followed by the Template ID and System Name of an Element in {}, for example {12345.first_party_name}. Legito will help you to choose a Template and Element.
It is also possible to include the URL address of the Document Version or Document Record using ${DR.detailLink} or ${DV.documentEditorLink}. For more details, please read the instructions in the user interface.
Choose the size of the QR Code by dragging its right lower corner or using the Properties tab similarly to the Image Element.
Real-time preview of a QR code is available on the right side of the Item menu. QR Code in the Template content is updated when the Item menu is closed.
QR Code in the Document Editor is generated or updated in the Document Editor when the Document Version is saved.
We improved loading of sophisticated Templates in the Template Editor so the scrolling is now much smoother.
We added a new feature for matching JSON Integration attributes with Elements in Legito Templates. In addition to matching JSON attributes with a specific Element in the Template Suite, you can now match it with the first Element where the System Name contains a certain string. This is especially useful for when a Clause from the Clause Library is used in a Template Suite, and is needed to fill-in Clause content with data from an incoming JSON file.
You can insert the Page Number Element into the body of a Template. Previously, it was only possible to insert it to header or footer only.
Legito’s current Document Editor has pageless view only, so the Page Number Element is applied to the Exported Documents (Word/PDF) only.
Legito Templates has a new Element type: QR Code
The QR Code Element can generate QR codes based on the content of the Document created from a Template, including information (data) inserted by the end user.
It is possible to define QR Code content by using either JSON or XML inserted into the Item Menu.
To include a value from an Element in the Template Suite into the QR Code, insert $ followed by the Template ID and System Name of an Element in {}, for example {12345.first_party_name}. Legito will help you to choose a Template and Element.
It is also possible to include the URL address of the Document Version or Document Record using ${DR.detailLink} or ${DV.documentEditorLink}. For more details, please read the instructions in the user interface.
Choose the size of the QR Code by dragging its right lower corner or using the Properties tab similarly to the Image Element.
Real-time preview of a QR code is available on the right side of the Item menu. QR Code in the Template content is updated when the Item menu is closed.
QR Code in the Document Editor is generated or updated in the Document Editor when the Document Version is saved.
We improved loading of sophisticated Templates in the Template Editor so the scrolling is now much smoother.
We added a new feature for matching JSON Integration attributes with Elements in Legito Templates. In addition to matching JSON attributes with a specific Element in the Template Suite, you can now match it with the first Element where the System Name contains a certain string. This is especially useful for when a Clause from the Clause Library is used in a Template Suite, and is needed to fill-in Clause content with data from an incoming JSON file.
You can insert the Page Number Element into the body of a Template. Previously, it was only possible to insert it to header or footer only.
Legito’s current Document Editor has pageless view only, so the Page Number Element is applied to the Exported Documents (Word/PDF) only.
More From New Releases
You can now set one or multiple Default Values for Template Elements and Clauses.
To set a Default Value, open a Template in the Template Editor, click an Element or the Edit button for a Clause, open Default Values tab in the top Element/Clause menu, click the “+ Default Value” button, and insert or choose the Default Value of that Element or Clause.
Prior to the release of this feature, we recommended using Default Template Settings in the Document Editor for default values. The Default Template Settings feature is not affected by Conditional Default Values and Default Template Settings will work in the same way.
There may be a situation where you need to allow users to upload a Word document into a Legito document, typically a technical description or service specification, and export everything as one document. For these situations, we developed a special type of Next Page Section – a Word Insertion Section that will allow users upload a Word document to the Document Editor.
There can be multiple Word Insertion Sections in one Template.
The content of the uploaded Word document is exported together with other content of the Template from Legito to a Word or PDF document. Content in each uploaded Word document will be exported to its own separate Next Page Section.
To add a Word Insertion Section, go to the Template Editor, scroll down to the “+ Next Page Section” button and click the chevron on the right, then select “+ Word Insertion Section”.
Conditions and Repeat may be added to the Word Insertion Section.
Users can upload the Word document in the Document editor to this Section by clicking the Upload button and selecting the .docx file. Once uploaded, the file can be removed by clicking on the trash icon in the top right corner. The Element also contains the preview of the uploaded Word document.
Notes:
You can now set one or multiple Default Values for Template Elements and Clauses.
To set a Default Value, open a Template in the Template Editor, click an Element or the Edit button for a Clause, open Default Values tab in the top Element/Clause menu, click the “+ Default Value” button, and insert or choose the Default Value of that Element or Clause.
Prior to the release of this feature, we recommended using Default Template Settings in the Document Editor for default values. The Default Template Settings feature is not affected by Conditional Default Values and Default Template Settings will work in the same way.
There may be a situation where you need to allow users to upload a Word document into a Legito document, typically a technical description or service specification, and export everything as one document. For these situations, we developed a special type of Next Page Section – a Word Insertion Section that will allow users upload a Word document to the Document Editor.
There can be multiple Word Insertion Sections in one Template.
The content of the uploaded Word document is exported together with other content of the Template from Legito to a Word or PDF document. Content in each uploaded Word document will be exported to its own separate Next Page Section.
To add a Word Insertion Section, go to the Template Editor, scroll down to the “+ Next Page Section” button and click the chevron on the right, then select “+ Word Insertion Section”.
Conditions and Repeat may be added to the Word Insertion Section.
Users can upload the Word document in the Document editor to this Section by clicking the Upload button and selecting the .docx file. Once uploaded, the file can be removed by clicking on the trash icon in the top right corner. The Element also contains the preview of the uploaded Word document.
Notes:
More From New Releases
This feature helps you efficiently draft Amendments, Termination Notices, Purchase Orders (within a Master Agreement), and similar documents that share a lot of the same data contained within the main contract by automatically pre-filling data from the main document (typically a contract) to its related documents.
The Associated Templates property lets you attach Template Suites to Documents Records. When such a Template Suite is used, it automatically triggers the Smart Import feature which populates the data from the Legito Document connected with the Document Record (e.g. Master Service Agreement), and sets the Document Record of the newly generated Legito Document (e.g. Amendment) as Related (subordinate) to the Document Record where the Template Suite was selected from.
It is possible to create this Property in Workspace Settings, either in the Document Records section or Objects section the same way as any other Property.
Except for the standard Property settings, you must define which Template Suites are displayed. It is possible to choose from all Template Suites of the Workspace regardless of user permissions assigned to them. This Property overrides Template Suites permissions, which means that Users who do not have permission to use a certain Template Suite may use it when defined in this Property and have access to the Document Record where this Property is used.
We understand that you might want to only allow Users to use some Template Suites (Documents) in certain Workflow Stages, for example, use Termination Notice only when a document is scheduled to be terminated, so it is possible to define which Workflow Stage in each Template Suite is enabled for each User.
You may also want to share a related Document (Document Record) created by using this Property with the same Users as the main Document. You can do this by activating the “Apply Sharing” feature.
Associated Templates may also be used in Object and Document Records without a Legito Document but in this case, the data import won’t be applied.
Relative to the previous feature (but not limited to it), we added an option to select if a Document (Document Record) created from a Template should be related (subordinate) to another Document Record.
You can find this setting in the new “Document Record” Tab of the Document Menu Bar.
We slightly redesigned the Main Menu of your Workspace and significantly improved its responsiveness on tablets and phones. Items that do not fit on the screen are automatically added to the More dropdown menu.
You probably noticed that we have added more Element types to our Template Editor. To keep the user interface nice and simple, we added a view setting that allows you to display only Popular Elements. If you are an Advanced Power User, we recommend you display the Full List of Elements.
We improved mapping of JSON Objects to Template Elements in the JSON Integration Editor.
In addition to selecting the Template and its certain Element, it is possible to insert a System Name. In such a case, the JSON Object will be matched with each Element in the Template that has such a System Name (exact match).
This feature is especially useful when Clause Library Clauses are used in your Templates.
To improve your user experience, we enhanced management of the Template Tags and Scripts.
We will roll out this update on each of Legito’s server locations in the upcoming days.
This feature helps you efficiently draft Amendments, Termination Notices, Purchase Orders (within a Master Agreement), and similar documents that share a lot of the same data contained within the main contract by automatically pre-filling data from the main document (typically a contract) to its related documents.
The Associated Templates property lets you attach Template Suites to Documents Records. When such a Template Suite is used, it automatically triggers the Smart Import feature which populates the data from the Legito Document connected with the Document Record (e.g. Master Service Agreement), and sets the Document Record of the newly generated Legito Document (e.g. Amendment) as Related (subordinate) to the Document Record where the Template Suite was selected from.
It is possible to create this Property in Workspace Settings, either in the Document Records section or Objects section the same way as any other Property.
Except for the standard Property settings, you must define which Template Suites are displayed. It is possible to choose from all Template Suites of the Workspace regardless of user permissions assigned to them. This Property overrides Template Suites permissions, which means that Users who do not have permission to use a certain Template Suite may use it when defined in this Property and have access to the Document Record where this Property is used.
We understand that you might want to only allow Users to use some Template Suites (Documents) in certain Workflow Stages, for example, use Termination Notice only when a document is scheduled to be terminated, so it is possible to define which Workflow Stage in each Template Suite is enabled for each User.
You may also want to share a related Document (Document Record) created by using this Property with the same Users as the main Document. You can do this by activating the “Apply Sharing” feature.
Associated Templates may also be used in Object and Document Records without a Legito Document but in this case, the data import won’t be applied.
Relative to the previous feature (but not limited to it), we added an option to select if a Document (Document Record) created from a Template should be related (subordinate) to another Document Record.
You can find this setting in the new “Document Record” Tab of the Document Menu Bar.
We slightly redesigned the Main Menu of your Workspace and significantly improved its responsiveness on tablets and phones. Items that do not fit on the screen are automatically added to the More dropdown menu.
You probably noticed that we have added more Element types to our Template Editor. To keep the user interface nice and simple, we added a view setting that allows you to display only Popular Elements. If you are an Advanced Power User, we recommend you display the Full List of Elements.
We improved mapping of JSON Objects to Template Elements in the JSON Integration Editor.
In addition to selecting the Template and its certain Element, it is possible to insert a System Name. In such a case, the JSON Object will be matched with each Element in the Template that has such a System Name (exact match).
This feature is especially useful when Clause Library Clauses are used in your Templates.
To improve your user experience, we enhanced management of the Template Tags and Scripts.
We will roll out this update on each of Legito’s server locations in the upcoming days.
More From New Releases
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.
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.
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:
New query parameters:
Added new Element Types to body / response of requests:
Added new attributes to File response
Added new attributes to Template Suite response
Added new User Permissions
Documentation to this REST API version is available at https://app.swaggerhub.com/apis-docs/Legito/legito-api/6.
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.
You can select a background color and other Clause formatting options for Clauses that are marked as non exportable.
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.
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.
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.
We added search boxes to multiple dropdowns in the Template Editor to help you automate your documents even more efficiently.
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.
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.
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:
New query parameters:
Added new Element Types to body / response of requests:
Added new attributes to File response
Added new attributes to Template Suite response
Added new User Permissions
Documentation to this REST API version is available at https://app.swaggerhub.com/apis-docs/Legito/legito-api/6.
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.
You can select a background color and other Clause formatting options for Clauses that are marked as non exportable.
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.
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.
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.
We added search boxes to multiple dropdowns in the Template Editor to help you automate your documents even more efficiently.
More From New Releases