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

Lists have variety of column types to help you organize and manage your data effectively. Each column type serves a specific purpose, allowing you to tailor your lists to your workflow needs.

Column	Purpose
Checkbox	Mark rows as complete or approved *Tip*: Create a separate column for each approval you need to track.
Comments	Add notes or feedback to rows *Tip*: The most recent comments appear first, with each showing the author, timestamp, and their organisation.
Date*	Track deadlines or important dates *Tip*: You can add both start and end dates.
Files	Attach documents directly to rows *Tip*: Supports versioning, so you can track changes over time.
Free text	Include additional descriptions or information *Tip*: Set one as a title column to make notifications clearer and easier to understand.
Single select	Categorize items with one option from a list *Tip*: Don't appear on the dashboard widget that shows progress
Multiple select	Categorize items with multiple options from a list *Tip*: Don't appear on the dashboard widget that shows progress
Status	Indicate the progress or state of a row *Tip*: Statuses trigger notifications and power the dashboard widget that shows progress.
Responsibility*	Assign rows to participants (roles, organizations or users) in the matter *Tip*: You select participants using a drop-down menu.

*Restricted to 1 column per list

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

Duplicating columns

Hover over the column header
Click the cog icon (⚙️) and select Duplicate

Note: When a column is duplicated:

The new column will appear to the right
All content is duplicated
Permissions are duplicated
If it's a file column:
- Only the current version is duplicated
- iManage links are retained from duplicated versions
- Files aren't added to signing

Heads-up: You can't duplicate checkbox columns, date or responsibility columns

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