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SMART DOCUMENT DRAFTING
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TEMPLATE AUTOMATION
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- Conditions Overview
- Condition To Months-in-date
- Condition To Currency-in-money
- Condition To Questions
- Condition To Button Elements
- Condition To Days-in-date
- Condition To Years-in-date
- Condition To Select Elements
- Condition To Amount-in-money
- Condition To Text Inputs Elements
- Condition To Clauses
- Condition To Calculation Elements
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SMART DOCUMENT MANAGEMENT
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WORKSPACE ADMINISTRATION
Template Tags Overview
Template tags have four standard use-cases:
- Identifying important data to be extracted from documents to Document Records in Legito Document Management, or to any other service integrated with Legito.
- Identify fields in documents to import data from external sources such as company registers or CRM systems.
- Identifying data to be extracted from a document for electronic signatures.
- Creating customized functions when combined with the Scripts feature
Template Tags provide significant added value to your automated templates, helping you draft truly smart documents.
Tags can be grouped into five distinct categories: