January 2022 Release: New Notifications And Five Other Features

Jan 20, 2022

1) New Notifications

In-app and Email notifications can be triggered by the following events:

Change Document Owner
Document Sharing
Document Sharing Removed
Upload File to Document Record
File Deleted
Add File Link to Document Record
File Download
Document Download
Document Created
Document Sent by Email
Document Record Updated
Document Viewed
Create New Document Version
Delete Document
Document Restored
Document Stage Change
Batch Generation Finish
Expiration Date Update
Expiration Date Reminder
Due Date Reminder
Delivery Date Reminder
Signing Date Reminder
New Message
Complete Document Signing
Signature Process Started
Signature Process Cancelled
External Sharing Activated
External Sharing Deactivated
Locked Editing
Unlocked Editing
Confidential
Non-Confidential
Approval document
Rejection document
Decision Cancelled
Approval Process Started
Overall Approval Granted
Overall Approval Rejected

2) Ruler in Template Editor

The Legito Template Editor contains Ruler to make the setting of margins, indentations, and spacings more convenient.

3) Manual upload of new File versions

As a follow-up to online editing of Word, Excel, PowerPoint and similar documents, users may add new versions manually. For example, if your counterparty needs to download the document and edit it offline.

4) Enhanced DocuSign Integration

In the case that a document signing process is voided, canceled or expired in DocuSign, the document is automatically removed from the “Awaiting for Signature” category in Legito. A Signature Process Cancelled event is added to the Document Audit Trail (Timeline).

5) New Template Tags to extract Signatories

Template Tags FourthPartyName, FourthPartyEmail, FifthPartyName and FifthPartyEmail can be used to extract a signatory’s name and email address for the purpose of electronic signature.

6) Enhanced External Sharing of Templates

Workspace Guests who use shareable links to Templates (Edit permission) can download Documents created from Templates when using a shared link.

Similar to shareable links to Documents, permission to Export Documents is activated to allow guests to download.