Columns in Legatics are versatile data fields that structure your lists, each tailored to handle specific data types. This guide provides an overview of available column types, instructions on setting a title column, and steps for editing and deleting columns to structure your list.
Prerequisites: You need to have the edit permission in the list to take actions on columns
Columns available
Column | Purpose |
For simple ticking or approvals | |
Add time-stamped comments with user identification | |
Date* | Track and manage dates within your lists |
Upload and store files directly in your list | |
Store unstructured text data | |
Use a drop-down to set statuses for rows | |
Assign roles, organizations, or users to rows |
Note: Lists can only include one of the columns marked with an asterix (*). There are no limits on other columns.
Creating columns
Click the plus icon at the far right of the header row
In the drop-down that appears, input the type, name and description of the column (and any other column specific information)
Apply any column level permissions you need
Select Add
The column will be added as the last column
Editing columns
Resizing columns
Hover over the right edge of the column header until a resize cursor appears
Drag horizontally to adjust the column's width
Note: The width set in Legatics will proportionally reflect in Word and PDF downloads (eg a column occupying 50% of the list will take up 50% of the Word page width)
Moving columns
Hover over the left edge of the column header until two dots appear
Click and hold the two dots to grab the column
Drag the column to the desired position
Changing the name and description
Hover over the column header
Click the cog icon (⚙️) and select Edit
In the pop-up, modify the column name and description
Click Save to confirm changes
Updating permissions
Hover over the column header
Click the cog icon (⚙️) and select Permissions
In the pop-up, modify the column permissions
Click Save to confirm changes
Specific column settings
Free-text columns (title column)
Free-text columns can be designated as the title column, which is used identify each row with a unique and meaningful label. It serves as the primary reference point for items in your list and plays a crucial role in several features:
Notifications: The text in the title column is used in certain matter emails, providing clear and concise context about the items being referenced.
File naming: When exporting lists as ZIP files or creating signature packs, the title column text can be used to name files, ensuring consistent and identifiable filenames
When working with free-text columns:
You can set a free-text column as the title column when you create it.
To change the designated column, you need to create a new free-text column and select title column when creating it.
To check what free-text column is a title column, edit the column. The same box will appear.
Status columns
When creating a status column, you can decide whether to:
Start from an empty status workflow; or
Copy a workflow from any status column in the matter
Note: Status workflows aren't linked when you copy from another column
Checkbox columns
Assign to role, organisation or user
When creating a checkbox column, you can assign it to a role, organisation or user. When you do:
the column name will be populated with the participant's name
the assigned participant will automatically get the update permission on the column.
You can later edit the column to change the assignee.
Caution: This won't change anything. You'll need to still update the name and permissions in the column.
Assign to file column
When creating a checkbox column, you can assign it to a file column. When you do, warnings will be generated if new versions are uploaded after approvals are given.
Caution: You can't change this after column creation
Deleting columns
Hover over the column you wish to delete
Click the cog icon (⚙️) and select Delete
In the confirmation modal, type Delete column to confirm
Click Delete to remove the column
Warning: This will permanently delete everything in the column. This action is irreversible. Proceed with caution.
