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

Oct 31, 2018

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 auto-extracting important information;
  • avoid “double data entry” if you already insert data you need to add to your documents somewhere else.

Lets break it down.

1) Auto-extraction of important information from Legito documents

  • Parties and other individuals or entities in documents

Typical example of information extracted from documents are data about parties and other individuals or entities.

Legito can automatically extract such information (name, address, ID etc.) and copy them to Legito Document Management or to any other DMS.

Please use following tags ta mark relevant elements in your automated templates:

#FirstPartyName
#FirstPartyAddress
#FirstPartyDate
#FirstPartyID
#FirstPartyFile
#FirstPartyRepresentative
#FirstPartyDefinition

#SecondPartyName
#SecondPartyAddress
#SecondPartyDate
#SecondPartyID
#SecondPartyFile
#SecondPartyPresentative
#SecondPartyDefinition

#ThirdPartyName
#ThirdPartyAddress
#ThirdPartyDate
#ThirdPartyID
#ThirdPartyFile
#ThirdPartyRepresentative
#ThirdPartyDefinition

#PersonName
#PersonAddress
#PersonID
#PersonDate
#PersonFile
#PersonRepresentative
#PersonDefinition

  • Deadlines

Another typical example of information extracted from documents are deadlines – expiration dates, due dates, signing dates and delivery dates.

Not only Legito can automatically extract such deadlines and copy them to Legito Document Management or to any other DMS, but it will also send you reminders when a deadline is coming.

Please use following tags ta mark relevant Date elements in your automated templates:

#expirationdate
#duedate
#deliverydate
#signingdate

  • Other important information

You can tag any Money element in your automated templates by tag #TotalValue to extract such amount into document value section in the document management.

 

You can tag any other clause of element in your automated templates by tag #Summary to extract such information into Summary section in the document management.

If you need to specify name of a document in detail, tag any element #DocumentName and it will be extracted to Document Name column in the document management.

If you would like to extract information from docs into another structure, our API is the right solution for you.

2) Auto-filling Legito documents from external sources

  • Public registers of legal entities

This is valuable mostly for our European clients, because the most of EU countries held public registers of legal entities to which you are able to connect your automated templates Legito will automatically fill in your Legito documents by data from such registers.

Please use following tags ta mark relevant Textinput elements in your automated templates:

#CompaniesHouse – United Kingdom
#vies – EU register of VAT payers
#ares – Czech Republic
#krs – Poland
#orsr – Slovakia

Use above mentioned tags separately and always with one of following tags: #FirstPartyID, #SecondPartyID#ThirdPartyID or #PersonID.

  • CRM or DMS (e.g. Salesforce, Hubspot or iManage)

Legito can also automatically populated data from your CRM or DMS system such as Salesforce, Hubspot or iManage and we are adding integrations with others fast.

Please use following tags ta mark relevant Textinput elements in your automated templates:

#iManage
#SalesForce
#HubSpot
#Clio (WIP)

Use above mentioned tags separately (also not with tags to public registers) and always with one of following tags: #FirstPartyID, #SecondPartyID#ThirdPartyID or #PersonID.

At the beginning, please allow the integration with above mentioned apps in your account settings.

  • Other

If you would like to populate data from any other system or from your own system, our API is the right solution for you.

Do you have any question? Please contact our document automation support at automation@legito.com.

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