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Template Tags Overview

Template tags have four standard use-cases:

  1. Identifying important data to be extracted from Documents to Document Records in Legito Document Management, or to any other service integrated with Legito.
  2. Identify fields in Documents to import data from external sources such as company registers or CRM systems.
  3. Identifying data to be extracted from a Document for electronic signatures.
  4. Creating customized functions when combined with the Scripts feature

Template Tags provide significantly added value to your automated templates, helping you to draft truly smart documents.

Tags can be grouped into five distinct categories:

  • Contact Information Tags
  • Data Extraction Tags
  • Company Register Tags
  • CRM and DMS Tags
  • User Created Tags