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List templates
List templates

Learn how to create and manage list templates to deliver use cases to every practice area

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This guide provides step-by-step instructions for creating and managing list templates in Legatics. Utilizing list templates helps maintain consistent deal structures and formats, supporting quicker setup and minimizing errors across various legal transactions

Prerequisites: You need to be a template administrator

Getting to list templates

Note: This feature sits inside Legatics. It isn't managed from the administration system.

  1. Log into Legatics

  2. From the top navigation bar, press list templates

Understanding the template page

This page helps you manage all of your templates. It contains the following information.

Category

The category your template belongs to. This isn't a column, but a section that nests all templates in that category.

Name

The name of the template

Description

Description of the template to help users understand it's purpose

Tags

The tags you've used to identify the template

Last updated

When the template was last edited and who by

Published

If the template is visible to users or not

Template used

How many times the template has been used

Info: The page is sorted A > Z by category. Inside those categories, templates are sorted A > Z. You can't change this sorting.

Working with categories

Categories help you group related templates together. How you use categories is up to you. We commonly see practice areas used as categories (eg Banking & Finance). But you could also group templates in other ways (eg by jurisdiction).

Tip: We recommend setting up your categories before you create templates

Limitation: You can't created nested categories. But you can use tags to help users see related templates (eg a tag for jurisdiction).

Creating a category

  1. Click the Create Category button in the secondary navigation bar

  2. Enter the category name

  3. Click Create

Your new category will appear on the template page

Renaming categories

  1. Click the pen icon next to the name of the category in the template page

  2. Update the name in the pop up that appears

  3. Click Save to update the category name

Note: The template page sorting will be updated to reflect the updated name

Deleting categories

  1. Click the delete icon at the right of the categories grey bar

  2. Enter the text DELETE CATEGORY AND TEMPLATES

  3. Click Delete category to delete the category

Warning: Deleting a category will delete all templates nested inside them. Move a template to another category if you don't want to delete it.

Creating templates

Templates are a great way to get your lawyers started faster. There are a couple of ways to create templates, which are set out below.

Tip: When you create a template, they aren't visible to users until they're published

Existing list template

If you want to reuse an existing list template, this is the way to go. To start from that template:

  1. Click the create list template button in the secondary navigation bar

  2. Select existing list template in the pop up that appears

  3. Select the template you want to start from

  4. Insert the details about the template

  5. Once done, press create to get started

Existing list

This helps you turn lists in matters into templates for everyone to use. To start from an existing list:

  1. Click the create list template button in the secondary navigation bar

  2. Select existing list in the pop up that appears

  3. Select the matter you want to start from (you can search here)

  4. Select the list you want to start from

  5. Decide what columns you want to include

  6. Press continue and insert the details about the template

  7. Once done, press create to get started

Heads-up: You can only select lists from matters:

  1. Hosted by your organisation

  2. When you're the matter admin in the matter

Limitations:

  • Users can't be copied. That means anything set at the user level won't be copied, including:

    • Permissions

    • Status assignments

    • Responsibility

  • Only the latest version of files are included

Word table

If your legal processes are stuck in Word tables, this is a great way to transform them into digital lists. The process works the same as creating a list from Word, so check that article out.

Excel

If your legal processes are stuck in Excel tables, this is a great way to transform them into digital lists. The process works the same as creating a list from Excel, so check that article out.

Legal text

If your legal processes are stuck in free-text Word files (ie not in tables), this is a great way to transform them into digital lists. The process works the same as creating a list from legal text, so check that article out.

Blank template

Sometimes you need a blank canvas to sketch out your dreams. To get started:

  1. Click the create list template button in the secondary navigation bar

  2. Select empty list template in the pop up that appears

  3. Fill in the information in the pop up and press Create when done

Editing templates

Drafting

Once you've created your template, you'll be taken directly to it. If you need to edit an existing template, simply press on the name of the template from the template page.

Good to know: Editing a template works exactly the same as working in a list. So it's worth checking out our articles on lists to understand how to tailor the template to your needs.

Heads-up: Any changes to make to a template are automatically saved. There's no way to draft a template and make changes later.

Limitations

List templates share the same functionality as lists, except for:

  • Users: You can't add users to templates. That means you can't use features that rely on users, including:

    • Permissions at the user level

    • Status assignments

    • Responsibility assignments

  • Signing: You can't template signing. That means you can't use any of our signing features in templates.

Publishing templates

When you're happy with your template, you need to publish it. You can do this by pressing the toggle next to the template in the list templates page. When a template is published, users will see it when creating a list from a template.

Note: You can also unpublish a template. Simply toggle the template off.

Updating template details

The templates page shows lots of details about each template. To update these details, find the template you want to update and press on the cog icon at the far right of the table. This will open a pop-up to let you update the template's details.

Deleting templates

  1. Find the template you want to delete

  2. Press the bin icon at the far right of the table

  3. Enter the text DELETE TEMPLATE FOREVER

  4. Click Delete template to delete the template

Getting help with templates

If your template is causing you issues, we need the template ID to help resolve them. To get the template ID:

  1. Find the template in the list templates page

  2. Press the gear icon at the far right of the table

  3. The template ID is at the bottom of the pop-up

  4. Press the icon to copy the ID to your clipboard

  5. Send us the ID with details about the issue

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