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Start from an existing list

Reuse your favourite lists

Legatics Support avatar
Written by Legatics Support
Updated this week

Do you reuse Word checklists across deals? We did when we were lawyers (it was a great way to get started).

With this feature, you can create a list from one in:

  • the same matter

  • another matter (provided you have matter administrator rights in that matter, and it's hosted in your Legatics environment)

So say goodbye to manual list creation, and hello to reusing your favourites lists.

In this article

Copying restrictions

General

Restriction

Explanation

Matter Administrator of both matters

To use the feature, you need to have matter administrator rights to both:

  • the matter where you are copying the list from; and

  • the matter you want to copy the list into.

Matter must be hosted by your organisation

You can only copy lists that are hosted by your organisation. If a matter is hosted by another organisation, you won't be able to copy it.

Only the latest versions of files copy

Only the latest version of the file in your file columns will copy across to your new list.

Permissions and status assignments

Legatics matters contain lots of permissions to help you control your deal. We also let you assign participants to statuses. Both of these features rely on the participants in a matter, and participants differ between matters!

This means that you can't copy permissions and status assignments if you start from a list in another matter (because the participants are different). Permissions will instead return to their default values.

✅ Remember that permissions in your list can always be changed later!

List in the same matter

List in a different matter

Status column

✅ Participant assignments will copy

❌ Participant assignments won't copy

Permissions in your list

✅ Permissions will be copied

❌ Permissions won't copy

How to start from an existing list

  1. Click 'Create list' - either from the Overview screen or from the top navigation bar.
    ​

  2. Select 'Existing list'.
    ​

  3. Select the matter where the list you want to start from is located.

    ⚠️ You can only select lists in matters where you are the Matter Administrator.

  4. Select the list you want to start from.

  5. Give the new list a new name

  6. Deselect any columns you don't want to copy over into your new list.

7. Apply permissions to your list (if needed)

8. Click 'Create list'.
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If you have any further questions about starting from another list, or anything else, please reach out to support@legatics.com.

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