In this article, you'll learn more about managing custom list templates.

Manage templates and centralised repository of all knowledge

We've created a new role - Template Administrator - empowering you to create and manage legal knowledge in one centralised repository by:

📢 Publishing and unpublishing templates

📈 Tracking usage of templates

🐾 Tracking when templates were last updated

📂 Categorising templates into practice areas or industry

🏷️ Tagging templates, so you can classify and organise templates efficiently

If you want to be a Template Administrator⚙️, contact your Legatics Administrator who can assign you this role

Becoming a Template Administrator

Users who are 'Legatics Administrators' can grant the 'Template Administrator' role to other users within the law firm.

The 'Template Administrator' role will give users the ability to create, publish and manage all of the templates set up by the firm.

1. The 'Legatics Administrator' will need to select the 'Users' tab.

2. The next step is to find the user. Once the user has been found, tick the 'Template Admin' checkbox to grant access to the role.

Publish/unpublish a template

Publish a template

To do this, find the template you would like to publish.
Click the switch button in the column "Published".
When it turns blue your template will be published.

💡 When a template is published, it means users from your organisation can create lists from them. When a template is unpublished, users won't see it and won't be able to create lists from it.

4. A pop-up message will appear at the top right corner of your screen indicating that users can start using this template.

Unpublish a template

Click on the switch button within the template's row that you would like to hide.
When it turns white it means your template is unpublished.
A pop-up message will appear at the top right corner of your screen with a message
that this template is hidden, therefore, users can no longer use it.

Template usage

You can check how many times templates have been used.

Once you log into your account click on the "Templates" tab at the top left corner.

2. In the "Template used" column you can see the usage of the template.

💡 If you publish and unpublish, the number will accumulate/won't reset in the "Template used" column.

Checkboxes configuration

Add checkboxes to your template

Only template admins can configure checkboxes, this can be done when you create a template or later in the Template Settings.

To do this:

Click Template Setting cog across a template (or you can do this when creating a template or if you click on the settings cog within a template)
Tick or untick the "Add checkbox participants" configuration option

💡 If ticked, when users create a list from this template, they will get to configure checkboxes 1) they can select participants and checkbox columns will be automatically generated for the selected participants and 2) they can configure the visibility and permissions on the checkbox columns in bulk

🚫If unticked, when users create a list from the template, they can name and set permissions but won't get additional configuration options for checkboxes which save time and effort. Users can still add checkbox columns manually later.

Branding of templates

Custom branding for templates

We understand that your brand is important. And we understand that you want to encourage lawyers to use your templates.

That's why:

your templates are the default option (above the "out of the box" Legatics templates)
your templates are separate from the "out of the box" Legatics templates
your organisation's name and favicon are displayed on each template (where you see the "scale of justice")

🪄 If you want to add branding to your templates, contact your Legatics relationship manager and provide your organisation's favicon.

Export template

You can download your templates either in a Zip format, with this option you will download your template in an Index format and the document as well. Or you can download the template in a Word format without the documents.

Export files

Open the template that you would like to download.
Click on the "Export files" button on the right-hand side of your screen.

3. Click "All rows" to download the whole list or you can download filtered rows, and selected rows as well.

4. Press "Export" then shortly the platform is going to generate a folder on your desktop where you can find the Index file and the documents.

Export list as a Word

Open the template that you would like to download.
Click on the "Export list" button on the right-hand side of your screen.

3. Choose "All rows" to download the whole list, alternatively, you can download filtered rows, and selected rows as well.

4. Select the columns that you would like to include in the Word download, then press "Export".

If you have any further questions please get in touch with us at support@legatics.com.