Legito Styles help ensure that your clause (paragraph) formatting preferences are consistent throughout and among all of your Legito documents. Using Styles that are aligned with the standard styles found in Microsoft Word and Google Docs, Legito Styles, it is possible to define lists of Styles that can be applied to all of your Workspace documents.

Customers with advanced formatting needs for Word or PDF documents should use Advanced Layout Design in addition to Styles.

Before using Styles, you will first need to create a set list of Styles to use with your Workspace Documents. Once created, it is easy to select the desired Styles to apply to Clauses in Template Editor.

Creating and configuring styles 

To create and edit Styles, Admins and appropriately permissioned users must go to the Styles Administration area. To get here:

1. 1. Find the “My Account” dropdown on the left side of the top menu.
   2. Choose “Settings”.
   3. Choose “Styles” from the left column of the following page under the Templates and Documents category.

Each Workspace contains a list of sample styles that can be configured by clicking the Edit button. A new Style is created by clicking the Create button in the right upper corner of your screen.
Existing or newly created Styles may be deleted from this space.

When editing the Style, a pop-up window will appear with the following options:

Name

(create a name under which to save the Style)

Font

• Font (Type)

Sets the default font type for a Clause using the applied Style.

• Size

Sets the default font size for a Clause using the applied Style.

• Text Color

Sets the default font color for any Element inserted into a Clause using the applied Style.

• Background Color

Sets the default font background color for a Clause using the applied Style.

• Formatting: Bold / Italic / Underline / Strikethrough

Sets the default font formatting for any Element inserted into a Clause using the applied Style.

Alignment

• Left / Right / Center / Justify

Sets the default alignment for a Clause using the applied Style.

Indentation

• Left / Right
• Special
  • Hanging / Firstline / None

It is best to only use the “none” setting for clauses without numbering.

Line Spacing

• Line Single / 1.5. / Double (Between Lines)
• Spacing Before / Spacing After (Between Paragraphs)

Default before and after spacing of a Clause with the Style.

Pagination

• Keep with next (no break between two paragraphs)
• Keep Lines together (all lines in a paragraph appear on the same page)
• Suppress line numbers (prevent numbering of lines)
• Widow / Orphan control (prevent a single line of a paragraph from appearing on a different page)

Pagination options take effect only after a document has exported to Word or PDF.

Formatting Exceptions

• Do not Hyphenate

Formatting exceptions take effect only after a document has been exported to Word or PDF.

Exporting to Word and PDF

• Export Style to Microsoft Word

When activated, the Style will be applied to Word or PDF documents exported from Legito. We recommend keeping this feature activated if not using the Advanced Layout Design add-on.

• Default Style from Advanced Layout Design

If the above, “Export Style to Microsoft Word” is not activated, and the Advanced Layout Design add-on is in use, a Clause’s default Advanced Layout Design may be automatically inserted by choosing the Style. Any Advanced Style inserted into an existing Style must have a name that matches the name of a Word style in your Advanced Layout Design (.docx) file.

With the exception of Pagination, Formatting Exceptions, Indentation, and Line Spacing, any Styles parameters (including inserted Advanced Layout Design) configured here can be adjusted directly and on an individual basis in Legito Template Editor. Adjustments made in Template Editor will override a programmed Style only for that Clause or Element instance.

Choosing Styles and other formatting options in Template Editor

Style configuration options for Clauses and Elements are available in Template Editor, under the Design menu item. Once clicked on, the top row will list Styles options. The options are different for Clauses and Elements.

The Styles options available for Clauses are:

• Style
• Font Type
• Font Size
• Font Background Color
• Spacing Before
• Spacing After
• Alignment
• Advanced Layout Design (if at least one Advanced Layout Design is uploaded to your Workspace)

The selected Style will automatically set off the remaining above-mentioned parameters based on default values pre-configured for the Style, which are not possible to edit.

Spacing Before and After will not be applied to Tables when exporting to MS Word and PDF due to limitations in MS Word.

The Styles options available for Elements (except Image) are:

• Font Formatting (i.e., bold, italics, underline, strikethrough)
• Text Color
• Highlight Color

Any Style selected for a Clause in which the Element is placed will automatically set the above-mentioned parameters based in default values configured for the Style. It is possible to adjust these selected styles individually for each Element.

 

Default Styles

To reduce tedious work and create automated Templates more quickly, it’s possible to choose a default Style for each Clause level and split the default Styles for both numbered and unnumbered Clauses levels:

• Articles (with /without numbering)
• Paragraphs (with /without numbering)
• Subparagraphs (with /without numbering)
• Items (with /without numbering)
• Points (with /without numbering)
• Titles

The same Style may be set as the default for multiple Clause levels.

Advanced Layout Design is appropriate for the more complex automated document formatting in Legito. Although a majority of users can meet their formatting needs using the robust Legito Styles, Advanced Layout Design can help users create branded documents with complex layouts, formatting, and styles that are configured in Microsoft Word and then applied to documents assembled in Legito and exported to Word or PDF formats.

Advanced Layout Design ensures that Legito documents will look exactly the same as those drafted in Microsoft Word.

To create an Advanced Layout Design, start with a Word document bearing your company’s branding (for example headers and footers with logos, watermark images, styles, multilevel numbering, etc.).

Next, upload it to Legito:

1. Find the “My Account” dropdown in the top menu of your Workspace.
2. Choose “Settings”.
3. Choose “Advanced Layout Design” from the left column.
4. Click the “Add” button on the next screen for upload options.
5. Upload the Word (.docx) document.
6. Name the Advanced Layout Design and confirm.

If the “Use Custom Template Content” option is not selected, Legito will automatically remove all the content from the document (except headers and footers) and insert the annotation $CONTENT$. Content will be pulled from documents assembled in Legito.

Word styles contained in the Advanced Layout Design, in Legito called Advanced styles, may be applied:

• To Clauses in the Template Editor (Design tab) which shall be exported to Word or PDF in that Advanced Layout Design, or
• To Each Legito Style that should not be exported to Word or PDF as a default Advanced Layout design; in such a case, Clauses with that Legito Style will be exported to Word or PDF according to the Advanced Layout Design, not Legito Style.

A Workspace may have multiple Advanced Layout Designs. Templates may have assigned default Advanced Layout Design and several alternative Design (useful for generating documents for different departments, affiliates, or on behalf of clients). Learn more in the KnowledgeBase article on Assigned Advanced Layout Design.

If there are Legito Style and Advanced Layout Design assigned to the same clause, the Legito Style will be used for document displayed in Document Editor, and Advanced Layout Design will be used for exported Word and PDF document, whether the Legito Style is exported to Word/PDF or not.

Visibility of each Advanced Layout Design may be deactivated; in such case, users will not be able to use it when exporting documents from Legito to Word and PDF.

For advanced users

• Dual Language Documents

To generate dual language 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 Advanced Layout Design. 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.

• Generating to Header & Footer

In order to generate a header and/or a footer, use Advanced Layout Design with a Word or PDF export, and the following annotations:

• • $HEADER_CONTENT$, added to a separate line from any existing Header content to the header of your Advanced Layout Design; and
  • $FOOTER_CONTENT$, added to a separate line from any existing footer content to the footer.

Define all types of headers and footers in your Advanced Layout Design (first page, odd pages, even pages) to ensure accurate document generation. If there are multiple floating images in an Advanced Layout Design header or footer, failing to define the header or footer type may cause some images not to display, as they might be positioned behind the text.

Annotations for headers and footers must be created manually before the document is uploaded to Legito. You can also prepare the entire Advanced Layout Design manually. Simply delete any content in the document, except the header and footer, replace it with the following: $CONTENT$.

In this case, please sure you tick the option “Use Custom Template Content” after the upload of Word (docx) document to Legito as Advanced Layout Design.