Importing data into Legatics lists allows you to quickly transform external information into structured, actionable lists. Whether you're working with an Excel file, legal text, or a Word table, the import process is designed to be simple and efficient.
This guide explains the general steps for importing data and highlights the key considerations for each method.
Perquisites: You need to be a Matter Admin
Good to know: The import method for each option is similar to the process of creating a list using that option. However, there are some key differences, which are detailed below.
How to import data into lists
Find the list you want to import data into
Press the Import button at the top of the list
Select the import method
Excel import
The process works exactly the same as creating a list from Excel. The only difference is that at the end, you need to:
match the columns in your sheet to the free-text columns in your list; or
create a new free-text column
Tip: Imported data is always added to the bottom of the list
Word import
The process works exactly the same as creating a list from Word. The only difference is that at the end, you need to:
match the columns in your sheet to the free-text columns in your list; or
create a new free-text column
Tip: Imported data is always added to the bottom of the list
Legal text import
The process works exactly the same as creating a list from legal text. The only differences are set out below.
Before starting
You need at least two free-text column.
When adding text
You need to select where the data should be added. Your options are:
at the end of the list
at the beginning of the list
after specific sections or sub-sections
Before importing
You need to select a free-text column to place clause reference data, and a free-text column to place text data.