Knowledge Base
Legito BioSign

Legito BioSign

Your fast and secure way to paperless office    Legito BioSign is an add-on to your Legito Smart Document Workspace. Legito BioSign allows you to biometrically sign PDF documents on your tablet or smartphone. How does it work?Why Legito BioSign?Faster & less expensive than paper signaturesMore time for new projects instead of scanning documentsEach signatory has a unique and unmistakable...

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Frequently Automated Contracts And Other Documents

Frequently Automated Contracts And Other Documents

It doesn’t matter if you are from the US, Latin America, Europe or Asia. The most frequently automated documents are generally surprisingly similar, regardless under which law your company or law firm operates.  To begin with, which contracts and other documents are automated most frequently? It depends - whether you work for a large law firm, small law firm, financial institution, real estate...

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Mathematical Functions For Calculations

Mathematical Functions For Calculations

You can create mathematical functions in Legito Template Editor, that can be used for calculations. The functions are based on the PHP programming language. List of the functions: Round fractions up (ceil): https://www.php.net/manual/en/function.ceil.php Rounds a float (round): https://www.php.net/manual/en/function.round.php Round fractions down (floor):...

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Template Editor Tutorial

Template Editor Tutorial

1. Learn the Basics In a Few Minutes Step 1: Structure Learn more about conversion from MS Word Step 2: Logical Dependences Step 3: Example 2. Become a Power User Our new Legito Power User Training Book is a step-by-step "learning by doing" self-teaching guide which helps you understand how to create smart document templates and other Legito features. Download E-Book  SAMPLES    ...

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Use Legito For Collaborating On Selected Documents With Your Clients

Use Legito For Collaborating On Selected Documents With Your Clients

OK, you drafted a document and it’s time for your client to check it and/or insert missing information. We know how ineffective and exhausting it is to exchange a ton of emails with separate files. With External sharing in Legito, you will have always one document with track changes (history of changes). When it’s the right time to share a document with your client, open Share, activate External...

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Use Legito For Repetitive Collaboration With Your Clients

Use Legito For Repetitive Collaboration With Your Clients

This type of cooperation typically requires repetitive access to all documents, managing lifecycles of documents, receiving document notifications and communication in Legito. We recommend for this use-case to create a user account for your client since this type of cooperation would require repetitive access to all documents, document management and the ability to communicate in Legito. All...

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Collaboration With Your Clients: Use Legito for Client’s Inputs Before You Start Drafting

Collaboration With Your Clients: Use Legito for Client’s Inputs Before You Start Drafting

You may need from your client basic information about a case before you start drafting a contract or other documents. Instead of sending such information by emails, why don’t you let your client insert such information to a questionnaire from which a document will be generated in the background or directly to a document? It saves a lot of time to both of you. Typically, clients specify in...

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Use Legito For Acquiring New Clients Online

Use Legito For Acquiring New Clients Online

This last use-case is about the automated or semi-automated acquisition of clients for common (standardized) cases such as a company formation, a refund for delayed flights, damages from car accidents, class-actions, real-estate transfers, escrows, collecting of small debts, warranty or insurance claims, etc. This article describes in detail one of many ways how you can use Legito for...

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Turn Legito Into Powerful Tool For Collaboration With Your Clients

Turn Legito Into Powerful Tool For Collaboration With Your Clients

You can turn Legito into a powerful tool for collaboration with your clients. I will share with you our best practice for a variety of collaborations. Repetitive collaboration with your clients We recommend for this use-case to create a user account for your client since this type of cooperation would require repetitive access to all documents, document management and the ability to communicate...

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Best Practice for User Permissions in Your Workspace

Best Practice for User Permissions in Your Workspace

Except for a workspace admin, we recommend following permission settings for following types of users: Permission Power Users Regular Users Clients Admin NO NO NO Can draft templates YES NO NO Can see confidential documents Individual Individual Individual Auto-sharing of all documents Individual Individual Deactivated Export to “.docx” file YES Individual Individual Export to “.pdf” file YES...

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Legito Power User Training Book

Legito Power User Training Book

Our new Legito Power User Training Book is step-by-step "learning by doing" self-teaching guide which helps you understand how to create smart document templates and other Legito features. Download E-Book  SAMPLES           Download E-Book    

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Start Automating Now: Step-by-step Instructions

Start Automating Now: Step-by-step Instructions

Step 0: Calculate your Document Automation ROI (details) STEP 1: Convert your Word templates into Legito Smart Documents (details) STEP 2: Incorporate logical dependencies (conditions) into your Legito templates (details) STEP 3: Tag your automated templates => Smart documents (details) STEP 4: Create House Style Template and Export Documents from Legito in Your Own Personalized House Style...

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How to Set Up a Guided Tour

How to Set Up a Guided Tour

Guided Tour walks our users through Legito features. It helps you, your colleagues, or clients understand Legito better and makes the adoption of Legito easier and faster. You may have noticed that the guided tour is automatically set up to one of our examples of automated templates. The purpose of this article is to give you instructions on how to set up guided tour to one of your own...

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Document Automation STEP 2: Incorporate logical dependencies (conditions) into your Legito templates

Document Automation STEP 2: Incorporate logical dependencies (conditions) into your Legito templates

After you created a structured document in Legito by converting your Word document, it's time for the real fun - creating logical dependencies (conditions) for clauses and fragments of them. In other words, you shall incorporate your brain (knowledge) how to draft a document into your Legito smart document. This is the most important part of the whole process. It's where the most time savings...

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Document Automation STEP 3: Tag your automated templates => Smart documents

Document Automation STEP 3: Tag your automated templates => Smart documents

While Step 1 and Step 2 are basically mandatory, step 3 is optional. Automated document templates will work without tagging clauses and elements in your automated document templates, but we believe it will add significant value to your automated templates and will make them really smart documents. The purpose of tags is: to save you time on document execution, management and analytics by...

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Document Automation STEP 1: Convert your Word templates into Legito Smart Documents

Document Automation STEP 1: Convert your Word templates into Legito Smart Documents

You probably already have templates for your most frequently used documents. Legito has an AI feature that converts your unstructured text from Word into structured text in Legito Smart Documents. Legito can even convert your text in Word into Text, Date and Money inputs, as well as Links and Selects from alternative wordings in Legito Smart Documents. In general, you don't have to modify your...

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Step 4: Create House Style Template and Export Documents from Legito in Your Own Personalized House Style

Step 4: Create House Style Template and Export Documents from Legito in Your Own Personalized House Style

We know how important it is for companies to keep their sense of corporate identity. And that also includes documents. At Legito, we emphasize both being able to generate precise documents in less time and the possibility to generate them in your own house style automatically Here’s how to do it. The best think about House Style Template in Legito is that you do it once and it will be...

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Before You Start Automating Your Documents

Before You Start Automating Your Documents

Yes, automating your documentation can reduce drafting time spent by you and your employees by 70%. That said, prior to beginning the process, it’s important to evaluate just which types of documents are best suited for automation. In fact, the process starts a few steps before approaching the Legito editor, or any other for that matter. Have a look at what I’ve learned from years spent advising...

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Start Automating Now