Template translator is a useful feature that allows users to conveniently translate templates into the language of their preference. Generally, best practice is to perform the translation after the template has been completed and fully automated.

As your cursor hovers over a template placeholder in your Template Suite, underneath the “Edit” button, lines of text will become visible. On the left corner you will read Translate, and on the right, Settings.

The “Translate” line of text will redirect to the Template Translator. After clicking on the text, a prompt will appear requesting that a language be selected.

Once the desired language is chosen, and after clicking, “translate this language”, Legito Template Translator will open. Template Translator is similar in view to the Template Editor, but it does not contain the structure tools and logical dependencies that are used to build templates and drive automation. However, all conditions-based automation built into the original template will apply to all translated versions.

Users simply replace original text in elements. Once complete, the translated template can be saved or published, and made available to appropriately permissioned users for document drafting.

Unlike template Versions, there is no version history for Translations. Translations are only available for the current saved version of a template. 

Hidden

If there are multiple templates within a Template Suite, this feature prevents certain templates from being viewed in Document Editor, although leaving them available for export to Word or PDF files. This may be useful, for example:

• a calculation sheet has been attached to a Loan Agreement, to perform calculations based on inputs in one or several templates with the results eventually entering the Loan Agreement; or
• a Delivery Protocol, attached to a Services Contract, which may enter specific delivery obligations into the Service Contract template. Both of these ancillary forms are crucial for completing the main document template but aren’t necessarily important for the end user to see.

No Export

This feature ensures that documents cannot be exported to Word or PDF files. These documents are only available in your Smart Document Workspace as Document Records. This is the default setting for all Form templates and must be unselected in order to perform an export.

Internal Document

Documents can only be viewed by permissioned users and cannot be viewed by Guests. A typical use of this setting is for creating pricing or discount calculation forms.

Sign with Legito BioSign or with Docusign

Documents generated from a template with either of these options selected can be signed via Legito’s biometric signature tool, BioSign, or DocuSign. Before activating this option, the template must have the correct signature tags for an electronic signature. Only users with appropriate permissions may commence the signing process. If both options are activated, users will be asked every time to choose to activate the signing process with either Legito BioSign or DocuSign.

Type

Legito provides flexibility in its template automation options in order to fit specific use cases.  Although templates will most likely be predominantly based on the standard, “Document” Type, there will be instances when using a Table, or a Form type may be more advantageous. For more complex Document Bundles, it may even be necessary to include all three template Types in a Template Suite.

Document

The Document Type template is the standard template form. Generally, the Document Type proves to be the most appropriate and efficient Type for automating most of your documents. When users employ this template Type to generate a document in Document Editor, information is inputted directly into the template, and the document structure adjusts according to the template’s logical dependencies, providing users with a “view what you get” experience. This is in contrast to the Form Type.

Form

Forms are a useful template Type for creating a questionnaire to capture responses that will then populate a template.  The form can be set up to be automated with logical dependencies that will adjust the text of the form, or a document sharing the same Template Suite, dependent on the responses and information entered. When Forms are used in combination with Document Types, applying the Hidden Property setting to the Document type gives users the ability to complete a form without seeing the document populated by the form data. One possible use case is online shareholder questionnaires.

Table

Tables, in essence, operate like Document Types but are spreadsheets. The difference is only in appearance.

Assigned Advanced Layout Design helps you to create custom document designs and export documents into Word and PDF files with your corporate identity. This feature lets you make your corporate brand prominent on document letterhead using images, logos, and Microsoft Word’s native style features, among these being alignments, font types, and multilevel numbering.

To use Assigned Advanced Layout Design, simply upload a Microsoft Word document (.docx format) to the Assigned Advanced Layout Design section of your workspace (learn more in the Workspace Administration area of the KnowledgeBase).

Typically, Legito’s standard “Styles” feature is sufficient for branding your documents with your corporate identity. However, for those instances when a more complex design is required, Assigned Advanced Layout Design may be the proper tool.

If the Workspace Admin has saved more than one Advanced Style to your Workspace, it is possible to assign a specific Assigned Advanced Layout Style to each template. Doing so will ensure that all Word and PDF documents generated from that template will always have corporate branding as defined by the assigned Advanced Style.

It is also possible to select  Alternative Assigned Advanced Layout Design for your templates. This can be useful in those instances when, in addition to the assigned Advanced Style, a document may need to be exported as a Word or PDF file under a different corporate brand, perhaps under the letterhead of a company division or an affiliate.

The main benefit of the Assigned Advanced Layout Design feature is the ability to maintain a single template to which multiple styles can be applied. After generating a document from the template, when exporting the document to a Word or PDF file, users will have the option to apply the appropriate corporate identity directly from the Document Export window in Legito Document Editor or from the Document Management area.

Advanced users with templates translated in multiple languages are able to assign Assigned Advanced Layout Design and choose alternative Assigned Advanced Layout Design for each language in which a template has been published.