1) New Triggers for Workflow

We released a new version of automated Workflow triggers. 

Now with 15 event-based trigger types, you can automatically route documents and projects across their lifecycle. By popular demand, we’ve added triggers based on key dates and deadlines.

From now on, Workflow can automatically move several Stages at once when the triggers are activated. Also, with the combination of Workflow and Legito Documents, it is not necessary to save the document to activate the triggers.

Learn more about Workflow Flows in our Knowledge Base.

2) Improved Search

The following improvements to Search in the Manage Documents and Object Records areas were released:

a) Wildcard Search Querry Type

b) Visual Indicators for Uploaded Files

Legito highlights files uploaded to Document Records that contain the searched terms. This feature is only active if a user searches in uploaded files.

For users that uploaded a large number of files all at once, or Workspaces without indexed files (mainly our early customers) and would like to start doing this, Uploaded Files have icons indicating if they are searchable, being indexed (pending), or are not searchable.

c) Option to search by synonyms 

Our users may create their specific lists of synonyms to customize and improve the Search capabilities in their Workspace.

For more information, please contact our team at helpdesk@legito.com.

3) Enhanced Sales Force Integration

The new version of our Salesforce integration is ready. It contains simplified field mapping for basic use cases, and no code JSON mapping for advanced use cases.

Integration takes just a few minutes with simplified field mapping. Just choose the Template Suite you want to generate documents from, then choose which Salesforce fields are inserted in the Template inputs or selections.

Learn more about the Salesforce integration in our Knowledge Base.

4) Customizable Conversation and Columns in Records

From now on, Conversation is a System Property that can be deactivated for Document or Object Records. Also, Conversation has a fixed length and more Properties can be added to the middle column.

To add Properties to the middle column, go to Property Groups settings and choose the middle position of the Property Group.

If there are no Properties in the center column, the right column will automatically expand to occupy the center space.

5) Better Customization of Columns in the Management Area

We added the option to hide the “Owner” and “Stage” columns in the Grid view of the Manage Documents and Object Records areas.

This effect is purely cosmetic, as it does not change the logic of Records. Hiding either column does not deactivate the Stage (Workflow) or the User (Owner).

1) New Triggers for Workflow

We released a new version of automated Workflow triggers. 

Now with 15 event-based trigger types, you can automatically route documents and projects across their lifecycle. By popular demand, we’ve added triggers based on key dates and deadlines.

From now on, Workflow can automatically move several Stages at once when the triggers are activated. Also, with the combination of Workflow and Legito Documents, it is not necessary to save the document to activate the triggers.

Learn more about Workflow Flows in our Knowledge Base.

2) Improved Search

The following improvements to Search in the Manage Documents and Object Records areas were released:

a) Wild Card Search Querry Type

b) Visual Indicators for Uploaded Files

Legito highlights files uploaded to Document Records that contain the searched terms. This feature is only active if a user searches in uploaded files.

For users that uploaded a large number of files all at once, or Workspaces without indexed files (mainly our early customers) and would like to start doing this, Uploaded Files have icons indicating if they are searchable, being indexed (pending), or are not searchable.

c) Option to search by synonyms 

Our users may create their specific lists of synonyms to customize and improve the Search capabilities in their Workspace.

For more information, please contact our team at helpdesk@legito.com.

3) Enhanced Sales Force Integration

The new version of our Salesforce integration is ready. It contains simplified field mapping for basic use cases, and no code JSON mapping for advanced use cases.

Integration takes just a few minutes with simplified field mapping. Just choose the Template Suite you want to generate documents from, then choose which Salesforce fields are inserted in the Template inputs or selections.

Learn more about the Salesforce integration in our Knowledge Base.

4) Customizable Conversation and Columns in Records

From now on, Conversation is a System Property that can be deactivated for Document or Object Records. Also, Conversation has a fixed length and more Properties can be added to the middle column.

To add Properties to the middle column, go to Property Groups settings and choose the middle position of the Property Group.

If there are no Properties in the center column, the right column will automatically expand to occupy the center space.

5) Better Customization of Columns in the Management Area

We added the option to hide the “Owner” and “Stage” columns in the Grid view of the Manage Documents and Object Records areas.

This effect is purely cosmetic, as it does not change the logic of Records. Hiding either column does not deactivate the Stage (Workflow) or the User (Owner).

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