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

Aug 16, 2018

We know how important it is for companies to keep their sense of corporate identity. And that also includes documents. At Legito we put emphasis on both being able to generate precise documents in less time and the possibility to automatically generate them in your own house style. 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 automatically applied to all relevant documents created from automated templates in Legito.

How does it generally work?

  1. Surely you already have a Word document with your company’s house style. That typically includes different predefined styles, a header and a footer.
  2. In this document all you have to do is to delete any text (apart from your footer and header), because you will be generating text from Legito, and instead paste the following: $CONTENT$

    This is how a House Style template should look like before uploading to Legito

  3. Now that you prepared your template, you can upload it to Legito at My account -> Settings -> Basic settings -> House Style Templates.
  4. Once you are in Legito editor where you create automatized templates, choose your preferred style for each clause (paragraph).
  5. You can change text alignment, indent (including the option to start on a new page) and highlighting (bold, italic etc.) directly in our editor. These text settings are on the top right corner of the page (design).

What if we have several subsidiaries or need to generate documents on different letterheads?

No problem, we’re ready. You can upload as many House Style templates to Legito as you want. Simply select the House Style that you wish to use while generating (exporting) a specific document into Word.

You’re good to go when you have one central automated template for all subsidiaries which will simply be generated under different letterheads.

Are there any limitations?

Please remove all spaces from names of styles in your MS Word House Style Template (or replace them, usually with – or _). 

How can I make working with style settings for automated documents even easier?

A good tip is to rename the styles which you use as a default for individual blocks in your House Style template, so that they’re titled as we show below. This way you won’t have to set up these styles in our editor manually, they will be already done. What needs to be set up manually though, are non-standard styles (such as front page, contractual parties or a preamble). This article will help you with renaming styles in Word.

Default style names:

  • numbered articles are generated according to a style named “Level1”
  • numbered paragraphs are generated according to a style named “Level2”
  • numbered subparagraphs are generated according to a style named “Level3”
  • numbered points are generated according to a style named “Level4”
  • numbered items are generated according to a style named “Level5”
  • unnumbered articles are generated according to a style named “Body1”
  • unnumbered paragraphs are generated according to a style named  “Body2”
  • unnumbered subparagraphs are generated according to a style named “Body3”
  • unnumbered points are generated according to a style named “Body4”
  • unnumbered items are generated according to a style named “Body5”
  • headings are generated according to a style named “Head”

For advanced users:

If you want to generate bilingual documents with two columns for each language, just add the same style name with “-Legito2” appended to the name for your second language (and so the second column) in your House Style template. For example, the style “Level2” for the second language would look like this: “Level2-Legito2”; “Preamble” would be “Preamble-Legito2” and so on – our system will automatically connect the two together.

You can select your own default House Style template to be used for generating any of your templates automated in Legito, and you can also single out alternative templates that will be picked by users – if you don’t wish the user to be able to select from all your House Style templates. This can be done in Step 5 when setting up any automated template in Legito.

Can we assist you with anything?

Our experienced Document Automation specialists are here and happy to help you with setting up and generating your personalized House Style automated documents. Write us anytime at automation@legito.com.

Start Automating Now

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Start Automating Now