Use Legito For Collaborating On Selected Documents With Your Clients

Apr 17, 2019

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 sharing, choose that you want to share such Document, set the link to Permanent, give a client permission to Edit document, select owner and status of new version of such document saved in future by your client, and send generated link to your client.

Alternatively, if you want the link to expire after the first save of reviewed document from your client, then set the link to One time instead of Permanent.

Advanced Legito users may be noticed that there is also an option to share just certain Reviews instead of a Document. You can use this option if you don’t want to give your clients an option to work with the latest version of your template, but just with the version you shared. This option has an application for example in case of sharing a document you drafted to more parties (e.g. landlord-tenant, seller-buyer) if you want to let them create to a separate version which you will compare in Legito and manually merge together.

This article describes in detail one of many ways how you can use Legito for collaboration with your clients. Learn more about other ways.

Are you interested to use Legito for any of the above-mentioned use-cases? Do you need more information? We are ready to help! Please don’t hesitate to contact our team of skilled legal engineers at automation@legito.com.

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