Reusing existing lists in Legatics allows you to leverage previous work, ensuring consistency and saving time. Whether you're working within the same matter or across different ones, this feature enables you to duplicate lists, preserving their structure and content. This guide outlines the steps to create a new list from an existing one and highlights important considerations to ensure a smooth process.
Prerequisites: You must be Matter Admin in both the source and destination matters. Additionally, both matters must be hosted within your organization's Legatics environment
Note: There are some limitations when reusing lists
Initiate list creation
Click on Create list located either on the top navigation bar or the dashboard
In the Create list pop-up, choose the Template option
Choose the source matter and list
Select the matter containing the list you want to copy
Select the list in that matter you want to duplicate
Note: You can only select matters where you are the matter administrator, and that are hosted within your organization's Legatics environment
Name your list and decide what columns to include
Provide a new name for the list to reflect its purpose in the current matter. And then deselect any columns you don't want to include in the new list.
Set list permissions
Adjust list permissions as necessary.
Click create list to finalize the process. You'll be taken to your list when it's created.
Next steps
Limitations
Latest version of files: Only the latest versions of files in your file columns will be copied to the new list.
Permissions and assignments:
When copying a list within the same matter, participant assignments and permissions are retained.
When copying a list to a different matter, participant assignments and permissions are not copied, as participants differ between matters. Permissions will revert to their default values.