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April 2022 Release: Workflow for Objects, Bulk Replacement and more

Apr 29, 2022

1) Workflow for Objects​

It is now possible to use workflows for any Object you have in your workspace – similar to the way you assign a Workflow to a Template. Workflow is drafted in the Workflow Editor and set to be used for Object records. 

After the Workflow is created, you can assign it to the Object itself.

2) Template Editor – Bulk Replacement

There is new functionality for Bulk Replacement of Elements within Bulk Actions.

3) Template Editor – Search & Group Actions

You can now mark all found elements/clauses for further group actions in the Template Editor. Click “Choose all” in the search tab.

4) Filters for Grid and Kanban Dashboard Widgets

There is a new feature to apply existing filters for the Grid and Kanban Widgets on your dashboard.

5) Document Record Type Filter & Template Suite Filter

There are new options within the Document Management section where you can filter by the Template Suite your Legito Document was created from, and the Document Record Types.

6) PDF Attachments Merge

It is now possible to merge PDF attachments together with documents created from your Template Suite. If the “Combine all PDFs into one file” option is checked, attachments are included in the merged PDF export.

7) JWT Token Generator for Legito’s REST API

To simplify testing of the REST API integration, you are now able to generate a JWT Token for testing. The generated token will expire after 1 hour.

April 2022 Release: Workflow for Objects, Bulk Replacement and more

Apr 29, 2022

1) Workflow for Objects​

It is now possible to use workflows for any Object you have in your workspace – similar to the way you assign a Workflow to a Template. Workflow is drafted in the Workflow Editor and set to be used for Object records. 

After the Workflow is created, you can assign it to the Object itself.

2) Template Editor – Bulk Replacement

There is new functionality for Bulk Replacement of Elements within Bulk Actions.

3) Template Editor – Search & Group Actions

You can now mark all found elements/clauses for further group actions in the Template Editor. Click “Choose all” in the search tab.

4) Filters for Grid and Kanban Dashboard Widgets

There is a new feature to apply existing filters for the Grid and Kanban Widgets on your dashboard.

5) Document Record Type Filter & Template Suite Filter

There are new options within the Document Management section where you can filter by the Template Suite your Legito Document was created from, and the Document Record Types.

6) PDF Attachments Merge

It is now possible to merge PDF attachments together with documents created from your Template Suite. If the “Combine all PDFs into one file” option is checked, attachments are included in the merged PDF export.

7) JWT Token Generator for
Legito’s REST API

To simplify testing of the REST API integration, you are now able to generate a JWT Token for testing. The generated token will expire after 1 hour.

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